Logistic operators and container shipping lines could see a resurgence in shipment volumes as United States retailers and manufacturers rebuild inventory levels this year. Inventory-sales ratio was about 1.28-1.29 before the financial crisis when transpacific trade was booming. The ratio dropped to about 1.23 after the crisis, which was “very low”. Now it is starting to edge up again towards the second half of last year. Analysts and commentors have been more bullish about transpacific trade volumes compared with the Asia-Europe trade lanes.
Disruptions to the supply chain in the aftermath of the tsunami and earthquake in Japan may cause hiccups in the restocking of certain commodities sourced from Japan. Thes would include automative components, electronics and aircraft parts.