Supply Chain Optimization

Now For The Bad News

Now for the bad news - Transportation | Warehouse Optimization

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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Tough Time For Shippers

Put the following three things together, and you’ll see the challenges shippers face: Put the following three things together, and you’ll see the challenges shippers face: A shipping container shortage has snarled global supply chains for ...

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Oil $60!!!!!

Here is why oil prices have increased and will continue increasing (if OPEC and Russia keep a steady hand): Shell said that in the next decade, it would cut production of traditional fuels such as diesel and gasoline by 55%. Its oil output has ...

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Fuel Up 13 Weeks In A Row // Damage At Sea

The headline speaks for itself… As containerships get bigger, their losses of cargo get bigger too. A Maersk ship lost 750, and other major carriers have reported losses. The most startling was a ship operated by Ocean Network Express that lost 1800 ...

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Surprise! Rates Are Up

Looking at the JB Hunt quarterly report released last week, it becomes clear: Truckload revenue per loaded mile – excluding fuel – is up 19% year over year (YOY) Deadhead down slightly – 18.4% vs. 19.2% YOY Dedicated is a money spinner – $4,544 per ...

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The Future of Supply Chain

Will electric “Semi” become the norm? Right now, my guess is that the electrification of trucks will revolve around the following: Battery technology – not up to big rig standards – and progressing slower than expected. Recall that Tesla promised an ...

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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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