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Supply Chain by the Numbers

April 25, 2025

Supply Chain by the Numbers for April 25, 2025

Super Fast Charging eCar Battery? Mixed Q1 Data on US Warehouse Market. IMF Downgrades US Growth in 2025. P&G puts Number on Tariff Costs


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5
That’s how many minutes it will soon take to charge an electric vehicle, according to an announcement this week from a Chinese company. If true, that would bring the time down to about what it takes today to fill up a car with gasoline – and reduce a major e-car barrier to adoption, with current cycle time for charging at 20-30 minutes. The innovation, says CATL (Contemporary Amperex Technology Company Ltd.) is in its battery technology, which it says has a range of 323 miles after just five minutes of charging. By comparison, The latest Tesla superchargers can add up to 168 miles of range in 15 minutes, while Mercedes-Benz Group recently reported that one of its batteries can provide a range of up to 202 miles in 10 minutes. CATL, it turns out, is the world's largest supplier of batteries for electric vehicles.

7.0%

That was the average vacancy rate for US for warehouse space in Q1. That according to new data from real estate firm Cushman & Wakefield. That was up sharply from 5.7% a year earlier and more than twice the 3% vacancy rate in late 2022. However, warehouse development giant Prologis reported strong revenue and earnings in the quarter. What’s more, Prologis anticipates increased demand for US storage because of the global trade war, as companies stockpile inventory. The company also said that it expects to benefit from a slowdown in warehouse construction, which has constrained supply and kept upward pressure on industrial real-estate rents.



1.8%
That is the new forecast for real US GDP growth for 2025, according to the International Monetary Fund (IMF). That’s a big decline from the 2.7% growth the IMF had projected For the year in January. The cause? The IMF says that tariffs are posing major headwinds for the US in addition to trade policy pressures, the IMF’s chief economist, Pierre-Olivier Gourinchas, added that the weakening consumer confidence and consumption indicators also factored in its downward revision. The IMF also cut back its global growth forecast to 2.8% in 2025, down 0.5 percentage point from its previous estimate.



$1-1.5 Billion
That is the range in additional supply costs that consumer package goods giant Procter & Gamble said it will incur this year as a resukt of the Trump tariffs. That according to senior company executives at the company’s earning call this week. That full year estimate is based on the the pretax effect of $100 million to $160 million in the first month of higher tariffs, said CFO Andre Schulten. P&G also said that it is likely to raise prices as one of several steps to offset the impact of tariffs on its costs amid a “challenging and volatile environment.”

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