Supply Chain Monitor

Shipping indices, port congestion, semiconductor availability, and critical materials

Supply chains, read through market proxies

Direct freight and port data is mostly behind paywalls, so this page reads global supply-chain stress through market proxies: the share prices of four listed shipping and logistics companies - Star Bulk, ZIM, C.H. Robinson and Expeditors - refreshed every 30 minutes, with their 1-month, 3-month and 1-year moves. From those it models congestion at three major ports and combines everything into a stress score and health indexes; the score feeds the Supply Chain region on the main dashboard.

How to read it. A sharp fall in shipping stocks alongside stress elsewhere usually means markets expect trade volumes to drop; a sudden spike can mean capacity is scarce and freight rates are jumping. Read the four proxies together - one company moving on its own is more often company news than a supply-chain shock.

Limitations. These are proxies, not freight indexes: the card labelled Baltic Dry follows a dry-bulk shipping stock, not the index itself, and port congestion is modelled from the same price moves rather than measured. Semiconductor lead times and critical-material risk are hand-maintained reference values that only change when updated, and they keep a fixed amount of stress in the score.

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