Supply Chain Optimization

The Nation At Risk

You have probably heard that a 3PL that distributes a large share of frozen food lost all its systems in a cyber-attack. I don’t want to focus on the poor company – they have suffered enough. Instead, look at the downstream impacts: many companies ...

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Container rates + Thanksgiving + History

Average spot container freight rates from Shanghai have hit all-time highs, according to Jefferies. Rates from North Asia to the West Coast of North America were… Firstly – Happy Thanksgiving to all readers! Average spot container freight rates from ...

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Year-End Woes

Year-end will be tough for direct-to-consumer businesses… Year-end will be tough for direct-to-consumer businesses: Cardboard lead times are getting much longer Delivery (UPS/FedEx/etc.) is projecting capacity constraints despite adding 99K people ...

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Yard delays cost lives

While we have always known that time spent inside the gate – waiting to be loaded or unloaded – pushes up carrier charges, it also endangers life and limb: according to the U.S. Department of Transportation Office of Inspector General, “a 15-minute ...

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Big Ships Hurt Global Trade

The very large container ships (14,000 TEU’s* or larger) were supposed to help commerce – they have not because … The very large container ships (14,000 TEU’s* or larger) were supposed to help commerce – they have not because they go against all ...

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UK Mail Points The Way

The chairman of the U.K.’s Royal Mail says the existing universal mandate for letter delivery is “not economic.” They should know – they have been around since 1516, but they are now a for-profit company. With a much larger geography and allocating ...

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JB Hunt: Shares Shipper’s Pain

JB Hunt reported results Friday – the details are below….including remarks from the CEO highlighting their big problem: trailers being held by “ delays at customer warehouses.” Once trailers go through the gate, there is a “black hole.” YMSs tell ...

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Freight Costs Rising

Average price per mile of $2.46 = U.S. truckload spot market in the first week of October – up… Average price per mile of $2.46 = U.S. truckload spot market in the first week of October – up 20.6% since July and a record high in the DAT Solutions ...

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Uber Freight Getting Friends With Benefits

Greenbrier – a private equity company – focused on logistics and transportation, is buying a stake in Uber Freight. Uber gets $500 Million, which values the Freight business at $3.3 Billion, and it also gets Greenbrier’s expertise. But Uber Freight ...

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What If You Invested $ 1 billion In Transportation Assets…And Nobody Wanted Them?

That is what is happening now to some oil pipelines. Two years ago, getting oil out of the Permian Basin was hard…there wasn’t enough pipeline capacity. Now, there is more capacity than needed. Here is what is causing this: Lower oil volumes New, ...

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