Supply Chain Optimization

Investment pays off!

The Panama Canal is getting a payout from its $5.4 billion widening project. A wider canal enabled ships, which, for example, can have a beam (width) of 49 meters – up from 32 meters and nearly three times the capacity – to transit the waterway. The ...

Read More

Trucks Upside Down And A Slow Boat From China

The lower value of their trucks is severely hurting many trucking companies’ earnings. As demand declined, used class 8 trucks, which were worth about $60,000 in early 2015, are now worth only $49,000. This makes carriers “upside down” – i.e., the ...

Read More

Let’s Kill Amtrak + Amtrak Is A Drag On The Economy

Anybody who knows me knows that I love riding on trains! But… Anybody who knows me knows that I love riding on trains! But the time for Amtrak, in any area other than the Northeast where they own their own tracks, is gone. As a socialist railroad ...

Read More

A Kind Of Humping Everybody Hates

Humping, the practice of sorting rail cars by allowing them to go downhill and switching each car to the desired track is used in a lot of places. I hate it! It generates a lot of damage. In my earlier life, I saw large steel coils being “smooshed” ...

Read More

Teamsters Can’t Organize Contract Workers

Also, a new Port In Mexico And Judge Strikes Down Seattle Ordinance That Had Widespread Implications Judge Robert Lasnick accepted the argument that Uber drivers were contractors and that having contractors band together was contrary to antitrust ...

Read More

Labor Issues...Driven By Drugs And Demand Top Labor Shortages Loom?

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 ...

Read More

Why Knight Is Taking Over Swift…

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 ...

Read More

Container Prices Jump 50% – But Why?

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 ...

Read More

Russia Cheats Again And The Retail Bubble

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 ...

Read More

Oil Prices Slide – Diesel Will Follow Slowly

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 ...

Read More