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- Dr. Nariman Behravesh
Many experts are telling us that, given the deep dysfunction within the container supply chain, an easing of volumes will be the only real source of relief. Until that happens, there is little light at the end of the tunnel. US policymakers are focused intensively on port issues, but an easing of volumes is widely seen as a precondition for the circulation of ships, containers, chassis, and trucks to return to a normal, pre-pandemic state. How likely is that to happen? As IHS Markit Senior Economic Advisor Nariman Behravesh said in September 2021, “Consumer spending (Real PCE) decelerated sharply in the third quarter, in contrast to the first and second quarters. So, the worsening congestion in the West Coast ports is occurring as consumer demand is moving in the opposite direction.” Could this be the beginning of that much-needed easing? What will be the situation by the time TPM22 convenes in late February? How much will spending have decelerated? How much restocking is anticipated to occur in 2022? What is the outlook for volumes? Plain-spoken, blunt, and experienced, Nariman has been the top-rated speaker at TPM since he first joined the program in 2015. He will offer his unvarnished views on demand and how it will play out in the container supply chain.