Independent Strategy

The ‘now’ of supply chain disruption

Moderation of container costs and port congestion continued in latest seven days — albeit slightly — and the level remains very high compared to a year ago and pre-pandemic times. The Baltic Dry Freight Index (BDIY) is a measure of supply-side disruption of imported raw materials, so, unlike container ship and box freight costs, it measures input costs of raw materials. The BDIY is now 16% below its peak of 30 September but is still 2.7 times the level of 12 months ago.

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