A perfect storm sends shipping rates surging

“Containers being in the wrong place at the wrong time,” said Eric Oak, a supply chain analyst with S&P Global Market Intelligence. Just as goods move around the world, empty containers have to move too.

East Coast, Texas Ports Gain as Retailers Skirt Pacific Gridlock

The shift to the East and Gulf Coasts has led to new congestion problems that have kept some companies away during the past year or so. Ports in these areas are on track to eventually snag roughly half the market, said Eric Oak, a Flexport analyst. "Supply chains are living creatures that evolve over time," he said.

We do talk about inflation. The topic appears in 71% of corporate earnings calls in Q4: Panjiva

“Talk of “supply chain” and “logistics” have increased alongside inflation, with up to 77.8% of calls for “supply chain” and 61.2% of calls for “logistics” in the fourth quarter,” wrote Eric Oak, a researcher at Panjiva.

A supply chain improvement industry is rising from the pandemic

“The future of supply chains really is this visibility, it’s being able to know where your goods are at all times, what your suppliers are planning,” says Eric Oak, a senior trade analyst with S&P Global Market Intelligence.

Even with sequential declines, Panjiva data highlights strong November shipment and import growth

Even with the sequential shipment and import declines, Panjiva Research director Eric Oak observed that this batch of November data shows that elevated U.S. imports are entering the U.S. even after the typical October peak.

October U.S.-bound imports set new record, reports Panjiva

“This [data] is a positive sign for the holidays as it indicates that plenty of goods have entered the country—but with congestion still in place, extended lead times may make it more difficult for any reorders,” said Panjiva Research Director Eric Oak.

The supply chain crisis explained: What B.C. floods, inflation and global shortages mean for Canadians ahead of the holiday season

In essence, the deadline has passed to ship goods in time for Christmas. “If a corporation hasn’t ordered their goods yet, they’re out of time,” said Eric Oak, research analyst at Panjiva, a trade data company that’s part of S&P Global Market Intelligence.

Retailers take to the skies to ease holiday supply chain carnage

‘If a corporation hasn’t ordered their goods yet, they’re out of time,’ said Eric Oak, research analyst at Panjiva, a trade data company that’s part of S&P Global Market Intelligence.

Supply chain panic is creating a vicious cycle of shortages

As the rhetoric of a “supply chain crisis” ramps up, companies are over-ordering and placing orders earlier than usual to ensure goods keep flowing out the door, which causes further disruptions, notes Eric Oak, supply chain analyst for S&P Global Market Intelligence.

Companies will have to deal with supply chain issues ‘for the foreseeable future’: Analyst

Eric Oak, S&P Global Market Intelligence Panjiva Research Analyst joins the Yahoo Finance Live panel with the latest on the Supply Chain crisis.

Biden Announces Measures at Major Ports to Battle Supply Chain Woes

“The customers that are willing to pay the most are most likely to get those orders filled,” said Eric Oak, an analyst at Panjiva. “It’s a vicious cycle.”

Panjiva data points to steady September import levels

Panjiva Research Director Eric Oak said in an interview that when monthly import levels are viewed against 2020, they are no longer up against what he called an exceptionally low period, and, instead, they are against an exceptionally high period.

In search of resilience

But inflation has now popped up as often as logistics, so the emphasis on just-in-case rather than just-in-time may prove fleeting. [Chart shows custom dataset around transcript mentions]

3 months before Christmas, companies are already bracing for stock shortages and bonkers prices

“Companies that didn’t plan for, or adapt to this kind of new super-long lead time supply chain environment might be left with goods on boats,” said report author Eric Oak, supply chain analyst at S&P Global Research.

U.S.-bound shipments see continued gains in August, reports Panjiva

Panjiva Research Director Eric Oak said in an interview that this most recent batch of data represents a pattern of sustained growth, aside from a post-pandemic surge or a post-lockdown surge in imports.

What Two Transporters Gained Ground During Shipping Shock

Two retailers, Walmart Inc. and The TJX Cos. Inc., have revamped their freight strategies, according to Eric Oak, researcher at Panjiva, a part of S&P Global Inc. through its S&P Global Market Intelligence division.

Will There Be Enough Toys For Holiday Gifts?

U.S. imports in March and May exceeded levels seen in October 2020. This means that logistics facilities have been running flat out for the summer, according to Eric Oak who is supply chain research analyst for S&P Global Panjiva.

Shippers struggle to land carrier space despite preparing for peak early

“Retailers are going to have to order holiday shopping products now in order to get them onto the shelves by the time the season rolls around,” said Eric Oak, a supply chain research analyst at S&P Global Market Intelligence, in a Q3 outlook for supply chains Monday.

Supply Chains Are Strained. These Companies Are Best Prepared.

‘It’s like a mirror,” says Eric Oak, senior supply-chain research analyst for S&P Global Market Intelligence, “with the sales team on one side and the procurement team on the other.’

Stock market live Friday: Dow gains 260, posts down week, Boeing falls 6%

“This leaves decision-makers looking for alternative forward-looking information on a company’s prospects,” analyst Eric Oak said in a note. He pointed out metrics such as shipping data can “provide a near real-time view into a firm’s activities.”