Supply Chain Research

The U.S. NHC has downgraded Hurricane Dorian to a category two event, but it is still expected to cause significant rainfall and winds that have already led to the closure of the ports of Savannah and Charleston. September has historically been an off-peak month for both ports with an average 4.8% month on month decline versus August over the past four years. Yet, continued growth in handling of 4.7% year over year on a year-to-date basis in 2019 suggests both ports may be running closer to full capacity. Shipments in Sept. 2018 may provide a guide as to which companies are exposed to th...