Tracking US Supply Chain Congestion

Goldman Sachs' Supply Chain Congestion Scale remained at '2' for the week of May 11, 2026, reflecting a moderate sequential decline in the index and stability in port backlogs.

Key Takeaways

• 1.The GS weekly bottleneck scale remained at '2' for the week of May 11th, indicating supply chain congestion levels are in line with pre-Covid fluidity.
• 2.Ocean container shipping rates from China to the U.S. West Coast continue to rise, accelerating to +17% YoY growth.
• 3.Rail intermodal traffic growth is accelerating, with West Coast Class 1 rails showing +4% YoY growth compared to +1% the previous week.

Table of Contents

• GS Supply Chain Congestion Scale: May 11th; Bottleneck Scale Remains at '2'
• Transport Subsectors to Watch as Congestion Remains Muted
• Indicator Updates
• Exhibit 3: Tracked Congestion Metrics
• Exhibit 4: Bottleneck metrics indicated mixed results this week versus last
• Exhibit 5: Lagged monthly bottleneck metrics for March indicated mixed results vs February
• Weekly Indicator Update
• Anchored Container Ships
• Rail Intermodal Trends
• Chassis Dwell Time
• Ocean Shipping Rates
• Lagged Monthly Indicators (March Data)
• Big Three West Coast Ports' Inbound Loaded Containers
• Door to Door Shipping, China to US
• Trucking Employee Count
• LMI Capacity and Utilization
• LMI Warehouse Capacity Index
• LMI Warehouse Utilization Index
• PMI Supplier Delivery Times
• Appendix
• Glossary
• Disclosure Appendix

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