lead times

At least 10 vessels were struck in or near the strait since Oct. 11, the sharpest attack wave since the war began, and Maersk now charges $1,000 per container for any transiting ship.

Xeneta's September data shows the fourth straight monthly drop in on-time arrivals, with Asia–North America delays near seven days and spot rates from China more than four times last year's level. Reliability should be in every 2027 carrier tender.

The ISM manufacturing PMI held at 54.5 in September, but the prices index rose 6.8 points and 59% of respondents paid more. Electronic components, memory, circuit boards and several steel products are in short supply.