Supply Chain Industry Insights – September 2025

Industry Insights

September 2025

By PGL

Welcome to the PGL Industry Insights report for September 2025

Retail diesel prices have mostly leveled off after weeks of decline. While current pump prices are stable, futures markets suggest a possible upward move ahead. Stronger demand, tightening supply, and potential refinery constraints could push prices higher if conditions persist.

Nearly 70 containers fell off a ship docked at the Port of Long Beach on September 9th. No injuries were reported. Operations at the terminal were temporarily paused to manage the spill.

Shipping rates from China to the U.S. West Coast have plunged, down by about 68% since their peak in June. This marks the lowest rates seen since late 2023, driven by a pullback in U.S. orders, tariff uncertainty, and softer consumer demand.

Unionized delivery van drivers with Canada Post have launched partial strike action as contract negotiations remain stalled. Some services are being delayed or reduced during the industrial action.

That’s it for this month’s report. Subscribe to our channel to make sure you get the latest supply chain insights. As always, PGL will be here to keep you informed 24/7/365.

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