Supply Chain Optimization

Truck Purchases: An Indicator Of Things To Come?

Month-to-month orders for new class 8 tractors fell 36% – a sign that trucking companies are not as excited as they once were. Considering that carriers have ordered 468,600 trucks in 11 months this year – up 81% from last year, the world is far ...

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Slow Down Ahead

Noel Perry of FTR predicts a slowdown or even a recession by 2020. Even though 2018 is likely to see… Noel Perry of FTR predicts a slowdown or even a recession by 2020. Even though 2018 is likely to see 3% growth – the best growth since the ...

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Report From India

While US companies are looking to build plants closer to customers to offset record-high trucking costs and seek out pockets of available workers in a tight labor market, India, a source of plentiful labor and a fast-growing economy, is building and ...

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Toothpaste By Air Freight

The Amazon generation is driving significant supply chain inefficiency. It used to be that only “high value/pound” products like cameras and electronics went by air. Now, to meet the two-day or next-day delivery schedules demanded by consumers, more ...

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Oil Price Tumbles But Don’t Expect To See That At The Pump

One word from Saudi Arabia and the price of oil comes down fast even as Iran and Venezuela stumble. (See Graph from Noon Tuesday) Iran is on the cusp of punishing sanctions Venezuela – which sits on the world’s largest oil reserves – may not like ...

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Predicting Oil Prices Is A Mug’s Game

We often talk about labor constraints, but there are many infrastructure bottlenecks, such as in this email the last year – the aging locks on the inland waterways or pipelines under capacity. A constraint just surfaced – very large crude carriers ...

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Let The Good Times Roll

Trucking companies ordered 36,200 Class 8 trucks in October, according to a preliminary report from ACT Research. That was up 60.4% from September and a 160% gain from a year ago…this is remarkable because normally, orders peak in December. So ...

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Truck Volume Up, A Capacity Squeeze But Profits Are Down – WHY?

The American Trucking Association said Q3 volume… The American Trucking Association said Q3 volume increased 8.2% year over year. That, coincidentally, is how much JBHunt’s revenue increased (excluding fuel surcharges). Demand is high, drivers are ...

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A Load Of Rubbish And Oil Above $52

“ The average tractor-trailer travels less than seven miles on a gallon of diesel, making it one of the… “ The average tractor-trailer travels less than seven miles on a gallon of diesel, making it one of the least-efficient vehicles on the road.” ...

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Container Costs Continue To Rise

The latest data I have shown containers from Asia to the US West Coast costing around $1,400 a year ago, in May, the same container cost about $750. Oil prices are expected to be somewhat flat, as shown by the futures market. The price for delivery ...

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