Recurring series

Tracking U.S. Supply Chain Congestion

Finvaulta tracks 5 editions of Tracking U.S. Supply Chain Congestion from Goldman Sachs, published between May 11, 2026 and August 10, 2026. Each edition is summarized on its own page.

Latest edition · August 10, 2026

Tracking U.S(16)

The GS Supply Chain Congestion Scale remained at '2' this week, with the composite index declining by 0.7% week-over-week. Logistics metrics were mixed, with accelerated rail intermodal traffic growth contrasted by persistent high ocean shipping rates year-over-year.

Goldman Sachs reports that US supply chain congestion remains at a '2' on its proprietary scale, consistent with pre-pandemic fluidity. While the composite index saw a slight weekly decline of 0.7%, individual metrics showed mixed performance. West Coast rail intermodal volume growth accelerated to 6% year-over-year, and chassis dwell times showed improvement from prior weeks. Conversely, ocean container shipping rates remain elevated, up 162% year-over-year despite a minor weekly decrease. The firm continues to monitor the potential impacts of tariffs and geopolitical factors on freight demand.

Read the latest edition in full

Key takeaways from the latest edition

1.The GS Supply Chain Congestion bottleneck scale remained at '2' this week as the index declined slightly.
2.West Coast Class 1 rail intermodal traffic growth accelerated to +6% year-over-year.
3.Ocean container shipping rates from China to the US West Coast decreased 1% week-over-week but remain 162% higher year-over-year.

What this series covers

Tracking U.S. Supply Chain Congestion
Indicator Updates
Weekly Indicator Update
Rail Intermodal Trends
Chassis Dwell Time
Ocean Shipping Rates
Lagged Monthly Indicators (May Data)
Appendix

Edition archive

Series at a glance

Editions tracked: 5
First edition: May 11, 2026
Latest edition: August 10, 2026

All Goldman Sachs research

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