For decades, supply chains pushed inventory lower.
Less stock.
Fewer buffers.
Tighter timing.
That works when cargo arrives when expected.
In June, global container schedule reliability was just 62.6%.
Late vessels arrived an average of 5.3 days behind schedule.
And disruption is still changing how companies think about cost, inventory and sourcing.
Some of those changes could even create more logistics demand without more final demand.
So are supply chains really moving away from just-in-time?
And what replaces it?
Here are 5️⃣ signals behind the shift: