Supply Chain Optimization

Derailed!

I love trains…but I see another futile attempt to expand Amtrak into areas that jeopardize… I love trains…but I see another futile attempt to expand Amtrak into areas that jeopardize freight operations. The profitable part of Amtrak is the ...

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Diesel Predicted To Go Up

Wall Street’s love of renewable energy could mean oil producers will now… Wall Street’s love of renewable energy could mean oil producers will now struggle to meet demand. Spending on oil extraction fell last year to about $330 billion, less than ...

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Ports = Weak Link In The Supply Chain

In particular, Long Beach and LA are substantially less productive than Chinese ports. The following table shows… In particular, Long Beach and LA are substantially less productive than Chinese ports. The following table shows the Chinese working ...

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Sorry To Pile On

The supply chain can’t catch a break: WTI Oil hits $68/barrel Road congestion cost U.S. truckers more than $42 billion in 2019 and led to 660 million hours in delays (Source: Federal Govt.) Rail congestion is a worry: U.S. rail regulators are ...

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Costs Keep Rising And Service Declining

Some data points: Consumer price index is up 4% year over year Container ship charter rates reached the highest levels in 16 years, with 60% late in arriving at ports in March (about double normal) Refrigerated spot freight rates are up 21% from ...

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Pallet Shortage

There is a pallet shortage. Why? My take is that the bullwhip effect is on full display. According to Investopedia, “ the bullwhip effect refers to a scenario in which small changes in demand at the retail end of the supply chain become amplified ...

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Now For The Bad News

The Evergreen ship is now free from the Suez Canal. Now for the bad news: lawsuits! How many? Lots. Shippers, other carriers, and the Suez Canal will all have claims on the $3.1 billion insurance policy – and beyond. The insurance policy is a ...

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Rail – New (Higher) Rates + Union Bailout

No rail interlining from Mexico to Canada! That is the promise of Canadian Pacific Railway agreeing to acquire Kansas City Southern – BUT, will the Fed's agree? The last time CP tried to buy Norfolk Southern, they (the Feds) intervened. This time ...

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Turning Data In Action

Snowflake's (NYSE: SNOW) “data warehouse-as-a-service” got a lot of hype and a huge stock valuation. Now warehouse management systems (WMS) have their own data-warehouse-as-a-service offerings. AutoScheduler.AI is partnering with Rebus by Longbow. ...

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Carriers Are Worried: Should You Be Too?

From the 10K of a large non-union LTL carrier: “We can offer no assurance that the Department of Labor will not adopt new regulations or interpret existing regulations in a manner that would favor the agenda of unions, or that our employees will not ...

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