Gordon Brothers has published a two-part series of articles examining current supply stresses and how the prolonged effects of the COVID-19 pandemic continue to disrupt global trade.

Author Ulos Anderson, Senior Managing Director, Commercial & Industrial, provides a two-part analysis on the current state of the supply chain, critical port congestion and sectors and industries most challenged and bolstered by the ongoing pandemic.

“Lenders to wholesalers, retailers or distributers will need to prepare for extended delays since there’s simply too much congestion at the moment that’s not likely to clear before mid-year,” said Anderson. “Retailers, distributers and wholesalers will need to continue to diversify their supply chains and embrace innovation as the new normal.”

Part one, titled Supply Chain Clog Continues as Companies Look Back and Beyond 2021, reviews current supply chain pressures, the manufacturing and shipping irregularities causing stress and the pandemic’s continued ramifications for U.S. consumers. Part two, titled Supply Chain Congestion Critical as Shipping from Asia Compounds Issues, takes a closer look at this congestion, and how blanking port of calls and empty carriers have compounded current issues.

Additionally, Anderson reviews how the demand for Chinese goods, which have soared amid pandemic lockdowns and holiday shopping, have on supply and demand across industries and asset types. The series is available on the Gordon Brothers website:

Part I: Supply Chain Clog Continues as Companies Look Back and Beyond 2021: https://www.gordonbrothers.com/part-1-supply-chain

Part II: Supply Chain Congestion Critical as Shipping from Asia Compounds Issues: https://www.gordonbrothers.com/part-2-supply-chain   

For additional articles, information, insights and perspectives on COVID-19’s economic effects, please visit the Gordon Brothers Insights at: https://www.gordonbrothers.com/insights