Check out the accompanying pdf and chart collection. (1) Some retailers’ shelves are looking a little sparse. (2) Watching the inventory-to-sales ratio slide. (3) Inventory stuck on trains, railroads, and boats. (4) More container ships are bobbing in the waters off the coast of Los Angeles than are at port. (5) Empty shipping containers are in the wrong locations. (6) Truck drivers still in short supply. (7) Prices throughout the shipping complex have surged. (8) Lots of optimism priced into railroad and trucking stocks. (9) The market for carbon credits may grow into a big business. (10) Traders, project developers, and verifiers all starting businesses.
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