Log in or register
Share on LinkedInShare on LinkedIn

ARTICLE · 26 MARCH 2024

Supply Chain Market Pulse: Navigating Demand And Disruption

AlixPartners Asia LLC
Explore more from AlixPartners Asia LLC

The supply chain industry continues to grapple with significant demand and supply imbalances, notably a surplus of ocean capacity, leading to downward pressure on rates.

United StatesInternational Law
Marc Iampieri
Marc Iampieri
Erik Mattson
Erik Mattson
Kai Kang
Kai Kang
Author LinkedIn connections

The supply chain industry continues to grapple with significant demand and supply imbalances, notably a surplus of ocean capacity, leading to downward pressure on rates. These conditions raise solvency risks for carriers and may prompt capacity removal through slow sailings. Geopolitical shifts and changing cost dynamics are driving trade strategy adjustments worldwide. Nearshoring, accelerated by the pandemic, remains a prominent discussion topic. Meanwhile, attacks on container vessels in the Red Sea have caused diversions, delays, equipment shortages, and doubled rates on Asia-EU & Asia-NA trade lanes. While this has short-term pricing impacts, normalization is expected as we progress into Q2 2024.

We operate a free-to-view policy, asking only that you register in order to read all of our content. Please login or register to view the rest of this article.

Register for freeORLog in

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

View source

Related Articles

Legal Intelligence Newsletters: sign up for the latest legal and regulatory news on your chosen topics

Read more about

See more popular content from

Article

U.S.-China Trade Truce Extended Two Months: BIS Affiliates Rule Suspension Follows

The U.S.-China trade truce has been extended through January 10, 2027, pushing back the effective date of the Bureau of Industry and Security's Affiliates Rule. While the suspension delays immediate compliance obligations, the rule remains in place and companies should use this additional time to prepare their compliance programs before the suspension potentially expires.
GlobalInternational Law
Crowell & Moring LLP
Crowell & Moring LLP
Article

The Lindsey Graham Sanctions Act: What Businesses Need To Know About The New Tariffs

President Trump signed the Lindsey O. Graham Sanctioning Russia and Iran Act into law on September 18, 2026, establishing mandatory tariffs of up to 500% on Russian goods and up to 100% on goods from countries that continue to buy Russian energy. The Act targets major importers like China, India, and Turkey, with limited relief mechanisms including natural gas exceptions, presidential waivers, and a 270-day winddown period for entities divesting from Russian operations.
GlobalInternational Law
Crowell & Moring LLP
Crowell & Moring LLP
Article

Updates On Export Controls Impacting AI & Advanced Computing

The U.S. Department of Commerce's Bureau of Industry and Security issued guidance on May 31, 2026, clarifying licensing requirements for advanced computing items and AI technologies. The guidance maintains export restrictions for entities in certain countries while providing limited relief for data center operators, though questions remain about future regulatory direction. Companies must now strengthen their compliance programs and supply-chain due diligence as BIS continues to prioritize national security
GlobalInternational Law
Finnegan, Henderson, Farabow, Garrett & Dunner LLP
Finnegan, Henderson, Farabow, Garrett & Dunner LLP
Article

Supply Chain Market Update: Transpacific Ocean Holds Near Peak As Record Diesel And Record Rail Intermodal Define August

Freight markets are experiencing unprecedented divergence as transpacific ocean rates hold near peak levels while Asia-Europe lanes decline, trucking shifts from spot to contract dominance, and record diesel prices reset cost structures across all transportation modes. This comprehensive analysis examines how carrier capacity management, fuel cost pressures, and modal shifts are reshaping logistics economics heading into Q4 peak season.
United StatesTransport
AlixPartners Asia LLC
AlixPartners Asia LLC
Article

The Freight Recession Is Over. Is Your Supply Chain Ready?

The trucking sector, responsible for moving nearly three-quarters of all goods in America, is experiencing a fundamental shift as freight capacity contracts due to carrier exits, fleet downsizing, and regulatory pressures. With spot market rates rising above contract rates for the first time since early 2022 and structural driver shortages expected to worsen, shippers who treat this as a temporary cyclical event may find themselves unprepared for sustained rate increases. Understanding the root causes of th
United StatesTransport
AlixPartners Asia LLC
AlixPartners Asia LLC
Article

The Enterprise Software Debt Crisis: What Cracks In Private Credit Mean For The Industry

Private credit markets are showing signs of stress, with enterprise software borrowers particularly vulnerable as AI disruption threatens their business models. Four critical warning signals—deteriorating credit health, rising PIK interest, mid-market concentration of defaults, and strategic misalignment with AI—suggest lenders need to shift from passive monitoring to active portfolio management before the 2028 debt maturity wall arrives.
United StatesFinance and Banking
AlixPartners Asia LLC
AlixPartners Asia LLC
Article

New Research Reveals A Great Divide In Beauty, Health & Wellness, With Executives And Consumers At Odds

A comprehensive study reveals that beauty, health, and wellness has transformed from discretionary luxury into an identity cornerstone, with young men emerging as the fastest-growing demographic and nearly 13,000 medspas now rivaling McDonald's locations across America. The research exposes a critical disconnect between what industry executives believe consumers want and what consumers are actually doing with their time, money, and trust.
United StatesStrategy
AlixPartners Asia LLC
AlixPartners Asia LLC
Article

Consumer Products Corner - Inventory Divides Deepen As Freight And Input Costs Rise

Discretionary inventory positions diverged sharply in Q2 as apparel and luxury brands faced expanding days inventory outstanding amid tariff-driven import acceleration and weakening demand, while big-ticket categories achieved meaningful drawdowns through disciplined working capital management. Rising crude oil prices and freight costs now threaten consumer company margins as geopolitical tensions persist and trade policy uncertainty clouds the outlook heading into midterm elections.
United StatesStrategy
AlixPartners Asia LLC
AlixPartners Asia LLC
Article

Behavioral Health Leaders Need A Margin Mindset As Disruption Sweeps The Sector

Behavioral health providers face mounting pressures from declining reimbursement rates, regulatory complexity, and severe workforce shortages that threaten operational sustainability. While demand for behavioral health services is projected to outpace supply for the next decade, only operators who build lean, efficient models rather than pursue pure expansion will capture the rewards.
United StatesFood, Drugs, Healthcare, Life Sciences
AlixPartners Asia LLC
AlixPartners Asia LLC
Article

Seasonal Hospitality Cannot Be Blind To The Labor Illusion

Seasonal hospitality businesses like theme parks, cruise lines, and mountain resorts are breaking attendance records while struggling to staff the experiences those records depend on. Most operators see a hiring problem, but few recognize the deeper workforce crisis hidden behind operational dashboards that show parks opening and ships sailing. The real challenge lies in understanding why labor costs belong on the CEO agenda and what leading operators are doing differently to address specialized shortages,
United StatesEmployment and HR
AlixPartners Asia LLC
AlixPartners Asia LLC