Supply Chain Optimization

Supreme Court pushes back on preferences for the NLRB

The Supreme Court (Starbucks v. McKinney) ruled that the 6th Circuit Court of Appeal was wrong: they should have denied the NLRB an injunction stopping Starbucks from firing workers who broke company rules. It seems that the 6th Circuit gave special ...

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Rail Policies Hurt Shortlines and Boxcar Users —The Boxcar Cliff

The fleet of boxcars is declining and will continue to get smaller as more boxcars reach the end of their 50-year useful life. One company, TTX, owned by the major railroads, is building some cars, but others have been frightened off by what could ...

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Mixed Signals From Trucking

Current trucking capacity is contracting: Loosing 5,400 jobs in May vs. April (Seasonally adjusted) Cutting 29,600 jobs over the past year. But future capacity is rising as orders for Class 8 big rigs increased: 25% May vs. April 37% over last year ...

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The good news and the bad news in trucking + Panama Canal

First, the bad news: OPEC+ agreed to extend all production curbs into next year and adjust supply down (if needed) —Crude oil prices will stay in the current range Truck volume, measured by posts to DAT’s van spot market, is down ~6% from April to ...

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I Missed It

When I gave the reasons for the Mercedes plant in Alabama staying non-union, I missed an important fact: before the election, the union had cards signed by employees, 70% of whom supported the union. In the privacy of an anonymous voting booth, the ...

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Mercedes voted “no” to UAW, but VW said “yes”. Why?

The union is complaining about an unfair election (it is always unjust if they lose), and workers voted from 2600 to 2000 to reject the UAW. VW said, “yes.” Why the difference? I believe it is because VW didn’t resist this third unionization ...

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Biden's veto of Repeal of Joint Employer Rule has Repercussions on Supply Chain

Both houses of Congress wanted the National Labour Review Board's (NLRB) Joint Employer rule to be voided. The rule states that any employer with "indirect control" can be the target of unionization. In the franchise world, think McDonald's ...

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Gartner Symposium XPO 2024 Conference Highlights

I am at the Gartner conference this week. Today’s keynote speaker was not a Gartner person. He drew a laugh when he said things must be wrong when a non-supply-chain guy, a risk consultant, was leading off. His comments resonated: The good news: The ...

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Gartner Theatre Session—Innovative Strategies in Supply Chain Management: ProvisionAi's Keynote at Gartner Symposium

Gartner Theatre Session ProvisionAi and Kimberly-Clark

The ever-evolving world of supply chain management consistently demands innovation and efficiency, particularly in bridging the gap between planning and execution. At the forefront of this transformative wave is ProvisionAi, a leading provider of ...

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Norfolk Southern is Under Attack

Activist investor Ancora Holdings is trying to put seven directors on the Norfolk Southern (NS) board, claiming that NS has significantly and consistently underperformed its peers. Ancora has been joined by three unions and GlassLewis, a proxy ...

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