Helping To Weather The Storm With A Trade Bank For All Seasons

Helping to weather the storm with a trade bank for all seasons 5 The industry breakdown as shown in Figure 4 highlights the top 20 industries where supply chain issues were mentioned with the highest frequency and where the most pain appears to be felt as the negative sentiment dominates. To understand the scale of the problem on the ground, leveraging shipping data from Contguard 3 , Figure 5 supports that the bottlenecks indeed spread across the globe with the most significant escalations in average wait time seen in the US, Asia, South America and Middle East. Most of these ports have reported double-digit increases in terms of average stop duration by shipment when comparing 2021 to 2020. Figure 3. Supply Chain Disruption — mentions in corporate documents Source: Citi Global Data Insights, AlphaSense 16,000 14,000 12,000 10,000 8,000 6,000 4,000 2,000 0 Number of Documents Dec 19 Feb 20 Apr 20 Jun 20 Aug 20 Oct 20 Dec 20 Feb 21 Apr 21 Jun 21 Aug 21 Oct 21 Negative Positive Net 3. Contguard is a global monitoring company that offers an end-to-end service for managing goods in transit and helps monitor and track billions of dollars’ worth of shipments across a multitude of global routes Figure 4. Supply Chain Disruption by Industry — mentions and sentiment in corporate documents Source: Citi Global Data Insights, AlphaSense 12,000 10,000 8,000 6,000 4,000 2,000 0 Number of Documents Negative Positive Metals & Mining Machinery Biotechnology Chemicals Oil & Gas Pharmaceuticals Banks Food Products Health Care Equip Semiconductors Auto Components Construction & Engineering Software Apparel & Luxury Goods Electronic Equipments Real Estate Household Durables Specialty Retail Electrical Equipment Health Care Providers