A tracking number tells you a vessel is two days late into Rotterdam. That fact, on its own, changes nothing. The question that matters is whether anyone can act on it in time — reallocate the warehouse slot, warn the customer, pull the onward freight booking — before the delay turns into a stockout in three markets.
Most operators have the first capability now. Visibility has become cheap. What remains scarce, and what actually limits a network, is the ability to do something with what is seen.