Supply Chain Risk Dashboard

Tracked trade value 2024

USD 5.43T 1.9% CAGR from 2000

Container rate average 2024

USD 3,508 Peak USD 12,560 in 2021-12

Supply chain pressure peak

2.92 2021-09 pressure index high

Port congestion 2024

1.55 Peak annual average 2021: 4.75

Top vulnerable industry 2024

Automotive Score 7.87

Extreme disruptions

15 58 total events through 2025

Trade Value Trend

Tracked trade increased from USD 3.41T to USD 5.43T. Active 2024 lanes: 49.

2000-2024

Tracked trade value

Container Freight Reset

Average annual container rates remain above the 2019 baseline after the 2021 peak.

USD / 40ft

Container rate per 40ft

Supply Chain Pressure

On-time delivery trough: 68.7% in 2021-12.

Index

Supply chain pressure

Port Congestion Cycle

2021 was the highest-stress year in the port panel, followed by partial normalization.

Annual avg

Congestion index

Most Congested Ports

Average congestion index by port in 2024.

Top 8

Felixstowe, UK

2.25

Hamburg, Germany

2.20

Rotterdam, Netherlands

2.17

Antwerp, Belgium

2.05

Guangzhou, China

1.45

Dubai (Jebel Ali), UAE

1.45

Ningbo, China

1.43

Singapore, Singapore

1.42

Industry Vulnerability

Overall vulnerability scores in 2024.

Top 10

Automotive

7.87

Semiconductors

7.61

Consumer Electronics

7.12

Energy & Chemicals

6.99

Aerospace & Defense

6.50

Food & Agriculture

6.21

Industrial Machinery

6.10

Pharma & Medical

5.99

Retail & Apparel

5.88

Luxury Goods

4.17

Event Severity Mix

Named disruption events by severity, through 2025.

58 events

high

medium

extreme

Exposure Readout

Cross-sectional relationships in the 2024 industry panel.

Correlation

JIT dependency Correlation with vulnerability: 0.666.

Inventory buffer Correlation with vulnerability: -0.626.

Peak freight shock Container rates reached USD 12,560 in 2021-12.

Largest 2024 Trade Corridors

Corridors ranked by tracked trade value.

Top 8

Corridor	Category	Value	Tariff	Risk
USA -> Canada	integrated	USD 564.52B	2.5%	0.312
Canada -> USA	integrated	USD 547.82B	2.5%	0.341
Mexico -> USA	manufacturing	USD 508.35B	2.5%	0.100
USA -> Mexico	integrated	USD 413.85B	2.5%	0.100
USA -> EU	services_goods	USD 360.36B	2.5%	0.228
EU -> USA	services_goods	USD 334.55B	2.5%	0.474
China -> Japan	manufacturing	USD 141.31B	2.5%	0.390
Japan -> China	manufacturing	USD 134.75B	2.5%	0.201

Highest Concentration Risk

Corridors ranked by concentration-risk score.

Top 8

Corridor	Category	Value	Risk
Egypt -> EU	energy_goods	USD 88.20B	0.572
Taiwan -> USA	semiconductors	USD 32.74B	0.547
South Africa -> China	commodities	USD 93.20B	0.532
Taiwan -> China	semiconductors	USD 39.64B	0.530
Japan -> USA	manufacturing	USD 44.44B	0.517
SouthKorea -> USA	manufacturing	USD 36.90B	0.512
Germany -> China	manufacturing	USD 37.91B	0.504
Peru -> China	commodities	USD 8.11B	0.490

Longest Recovery Events

Events with the longest estimated recovery windows.

Recovery months

Date	Event	Severity	Days	Recovery
2022-09-01	CHIPS Act signed — semiconductor reshoring	medium	1,825	36 mo
2024-10-01	Semiconductor export controls tighten (ASML)	medium	730	30 mo
2018-07-06	US-China trade war escalation ($250B)	extreme	730	25 mo
2021-07-01	Global semiconductor shortage peak	extreme	365	22 mo
2025-03-01	EU retaliatory tariffs on US goods	high	365	20 mo
2023-05-01	Nearshoring accelerates — Mexico boom	medium	730	19 mo
2016-06-23	Brexit vote — UK supply chain uncertainty	medium	365	18 mo
2025-02-01	US-China trade war round 2 begins (10%→145%)	extreme	365	17 mo

Data Quality Snapshot

Basic checks from the loaded CSV files.

CSV audit

Dataset	Rows	Cols	Missing
trade_flows	1,250	11	50
shipping_rates	300	12	13
port_congestion	6,260	11	0
industry_exposure	250	15	0
disruption_events	58	18	0