Supply Chain Research

The U.S. shipping boom of the past six months has been largely focused on consumer goods, though industrial products have also improved. U.S. seaborne imports of ferry-borne vehicles and industrial equipment climbed 8.1% year over year in Q1’21, led by improving shipments of construction and other heavy equipment. The ongoing shortage of semiconductors may cut into car companies’ shipping needs. That hasn’t prevented a 37.9% year over year rise in shipments by Volkswagen’s ferry operations. Shipments handled by Wallenius Wilhelmsen dipped 2.7% lower in the quarter but have surged by 37.9...