Our founding team of supply chain veterans and ML experts has created one of the most sophisticated suites of optimization tools in the supply chain world. Let us show you.
by Tom Moore on Apr 16, 2017 9:51:00 PM
Two things have made me re-think labor problems: The increasing problem with Opioids The fracking business is taking off again A quick look at the above map tells you the problem. How can quality work be performed in light of this problem? Fracking ...
by Tom Moore on Apr 10, 2017 8:00:00 PM
While Swift has four times more trucks than Knight, the market has valued them about the same – why? Swift has lots of debt // Knight has none Swift’s operating ratio is higher than Knight’s They called it a merger, but here is the key – Knight’s ...
by Tom Moore on Mar 27, 2017 8:00:00 PM
Container prices from Asia to California have increased by 50% in the last year and tend to keep growing. The most extensive container lane, Asia to Europe, has seen rates of $969 vs. $695 in 2016 (+40%), and poor container availability out of ...
by Tom Moore on Mar 20, 2017 8:00:00 PM
Major oil-producing countries are considering extending their efforts to curtail global petroleum supplies and raise crude prices, but Russia is cheating on its commitments to reduce output. Oil is down again to $48! Urban Outfitters Inc. Chief ...
by Tom Moore on Mar 13, 2017 8:00:00 PM
Diesel prices will follow slowly The market didn’t respect all the pundits, and it didn’t follow the projections that it would be selling at $70/barrel. If it had known, the price would not have slid by more than 8% to end today at a little over ...
by Tom Moore on Feb 21, 2017 7:00:00 PM
DB Schenker took a $25 Million stake in…. DB Schenker took a $25 Million stake in the online freight booking platform uShip, which has been around for more than 10 yrs. The real question is which platform will become dominant – there are quite a ...
by Tom Moore on Feb 6, 2017 7:00:00 PM
Amazon is starting to impact airfreight but makes only small inroads to ground truckload transportation. It has already bought 4000 trailers – suggesting it is tendering 1-2000 loads per day…not earth-shattering. Airfreight is a different story – ...
by Tom Moore on Jan 23, 2017 2:21:49 PM
CSX stock jumped more than 20% last week as Hunter Harrison announced that he, with some help from Wall Street funds, was attempting to force change at CSX. Harrison, who walked away from $89 million at Canadian Pacific Railroad, has a history of ...
by Tom Moore on Jan 16, 2017 9:41:00 PM
Some CSX directors met with Hunter Harrison over the weekend to discuss his ascending to CEO. Recall that Hunter has made 3 railroads (ICG, CP, and CN) more efficient over his career. CSX would make it 4. This could be good news for both shippers ...
by Tom Moore on Jul 9, 2015 8:46:39 AM
While there will be a lot of fighting about the highway trust fund – a fund that is projected to go bankrupt next year as politicians use it to bankroll mass transit systems and other non-highway projects – unfortunately, there has been little talk ...
Our founding team of supply chain veterans and ML experts has created one of the most sophisticated suites of optimization tools in the supply chain world. Let us show you.