Sunday, October 3, 2010

Transportation Capacity is Loosening

Pretty clear from a variety of metrics the capacity crunch of the summer for transportation capacity is over.  I have said many times the inbound volumes for logistics in general have been far bigger than the outbound volumes. This translates into a building of inventory which ultimately ends in the problem we see today:  The transportation network will shutdown.

We are starting to see this slowdown and if the Christmas retail season is slow, we will see a full blown shutdown IMHO.

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