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September 2024

Monthly Musings

Industry Insights / September 24, 2024

September Economic Insights White Paper

U.S. Container Volume Dipped to 2,479,284 Import TEUs

Source – Descartes

  • Month over Month: Decreased by 3%
  • Year over Year: Increased by 12.9%
  • US Ports: Notable decreases at ports like Long Beach and New York/New Jersey, with small gains at Los Angeles and Houston.
  • Country of Origin: U.S. container import volume in August 2024 dropped by 90,251 TEUs, representing a 4.8% decline from July’s figures.

U.S. Container Volume Dipped to 2,479,284 Import TEUs

Source – Descartes

  • Month over Month: Decreased by 3%
  • Year over Year: Increased by 12.9%
  • US Ports: Notable decreases at ports like Long Beach and New York/New Jersey, with small gains at Los Angeles and Houston.
  • Country of Origin: U.S. container import volume in August 2024 dropped by 90,251 TEUs, representing a 4.8% decline from July’s figures.

The Logistics Managers’ Index (LMI) Dropped to 56.4  

Source | the-lmi.com

  • Transportation Prices: 61.6
  • Inventory Costs: 69.0
  • Warehousing Capacity: 59.5
  • Warehousing Utilization: 57.6
  • Warehousing Prices: 63.8
  • Transportation Utilization: 59.5
  • Transportation Capacity: 56.7

U.S. Manufacturing PMI® Reported at 47.2%

Source | ISM.com

  • New Orders: Dropped to 44.6% (-2.8%)
  • Production: Fell to 44.8% (-1.1%)
  • Employment: Rose to 46.0% (+2.6%)
  • Supplier Deliveries: Declined to 50.5% (-2.1%)
  • Inventories: Increased to 50.3% (+5.8%)
  • Customers’ Inventories: Rose to 48.4% (+2.6%)
  • Prices Index: Increased to 54.0% (+1.1%)
  • Backlog of Orders: Improved to 43.6% (+1.9%)
  • New Export Orders: Dipped to 48.6% (-0.4%)
  • Imports: Increased to 49.6% (+1.0%)

The ATA For-Hire Truck Tonnage Index Increased to 115.8

Source | Trucking.org

  • Month-Over-Month: Increased by 1.8%
  • Year-Over-Year: Rose by 2.1%
  • Not-seasonally Adjusted Index: Equaled 119.4 in August, 2.2% above July

U.S. Retail and Food Service Sales Reached $710.8 Billion

Source | Census.gov

  • Month-Over-Month: Retail sales saw a modest rise of 0.1% from July.
  • Year-Over-Year: Increased by 2.1% compared to August 2023.
  • Total Sales: Sales from June through August were up 2.3% compared to the same period last year.
  • Nonstore Retailers: Reported growth of 7.8% from August 2023.

Cass Freight Index Insights

Source | Cassinfo.com

  • Shipments: Decreased by 0.2% to 1.213 from last month, and a 3.8% decline from 2023
  • Expenditures: Increased by 0.3% to 4.049, while still down 6.8% from 2023
  • Inferred Freight Rates: Increased by 0.5% with the index reading at 3.340, showing slight improvement compared to previous months.
  • Truckload Linehaul Index: Fell by 0.8% in August to 150.7, marking the fourth consecutive month.