The South African Logistics Index

SA economy & Logistics

The aftermath of the big drought and recession. The logistics sector is getting ahead faster but perhaps there is just too many operators still?

SA logistics in a world and SA context

1

Background – World economy. Me 1st world

Commodities. Super Cycle.

SA economy. The SA Logistics sector.

Copyright economistscoza (#)

Copyright economistscoza 3

Looking at South African mineral exports and what the effect of that is on SA.


This is a brand new index of the total logistics sector.

Copyright economistscoza14

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Sea Freight

Air Freight


Container traffic is down by 0.2%. Break Bulk declined with 7% on a year ago. Bulk commodities are up 15.2%.

All of the above is for moving three month averages on a year ago basis.

The volatile nature here has been present since the end of the commodity boom at the end of 2011.

Containers used to grow fastest but now containers are very dependant on consumer spending in SA.

There will be a bounce back in containers but other than cars, break bulk traffic remains under pressure.


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Road Freight

Rail Freight


Last year June and July were very weak months and so there is a base effect.

On a quarter ago basis there is a clear slow-down in rail now and quite a strong Road transport increase.

The strong yoy increase in Rail is due to bulk commodities. The strong Road has some strength in the revival of the rural areas

due to a 23% jump in agricultural activity.

The maize harvest is the biggest ever! There is some “grey” transport of commodities.

E.g. chrome and some coal from Zimbabwe.

Other Ideas welcome…. Copyright economistscoza (#)

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Road Freight

Rail Freight


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Warehousing


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Pipeline volumes

Pipeline volumes


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Fuel volumes change [LHS]

Fuel price change [RHS]


The fuel volumes also have to do with the price trend as prices increase - consumers stock up on cheaper stock at first and then seemingly use less.

After a slight delay then high prices bring lower volumes and less fuel pumped up or down.

Fuel is the biggest commodity we believe in the pipelines.


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SA Logistics Index SA Logistics Index (3-month moving average)


-12%

-7%

-2%

3%

8% SA Logistics Index (3-month average)


Economists.co.za understands the importance of providing you with the latest and most accurate Logistics Statistics. We are looking to partner with a Logistics targeted audience, to provide you with the tools to better position your business for success. After all isn’t the focus to be one step ahead in this ever changing logistics arena to increase your sales and reach.


The South African Logistics Index

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