Supply Chain Optimization

Big Ships Hurt Global Trade

The very large container ships (14,000 TEU’s* or larger) were supposed to help commerce – they have not because … The very large container ships (14,000 TEU’s* or larger) were supposed to help commerce – they have not because they go against all ...

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Freight Costs Rising

Average price per mile of $2.46 = U.S. truckload spot market in the first week of October – up… Average price per mile of $2.46 = U.S. truckload spot market in the first week of October – up 20.6% since July and a record high in the DAT Solutions ...

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Uber Freight Getting Friends With Benefits

Greenbrier – a private equity company – focused on logistics and transportation, is buying a stake in Uber Freight. Uber gets $500 Million, which values the Freight business at $3.3 Billion, and it also gets Greenbrier’s expertise. But Uber Freight ...

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What If You Invested $ 1 billion In Transportation Assets…And Nobody Wanted Them?

That is what is happening now to some oil pipelines. Two years ago, getting oil out of the Permian Basin was hard…there wasn’t enough pipeline capacity. Now, there is more capacity than needed. Here is what is causing this: Lower oil volumes New, ...

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New Life For Old Software And Capacity Issues?

Strange as it may seem, some major companies are abandoning their “best-of-breed” warehouse management software (WMS) and going back to their legacy systems ….why can be summarized as control, customization, and cost. Inventory expressed as a ratio ...

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Why Did Diesel Stay Pricey When Gas Was So Cheap?

U.S. gasoline and diesel crack spreads (the difference between the price of crude oil and the wholesale price of the petroleum product, which are used as estimates of refinery margins) diverged sharply in March as the Covid shutdown happened. Cars ...

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J.B. Hunt Paints A Picture Of The Supply Chain

Tracking J.B. Hunt gives a good picture of what is happening in the marketplace: Lower fuel prices = lower carrier revenues. Revenue/tractor/week dropped 6.4% Networks are less efficient – deadhead miles for over-the-road trucks are up (19.1% vs. ...

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Unbelievable YRC Bailout

For a company with a stock market valuation of only $75 million, getting a $700 million federal loan seems to be… For a company with a stock market valuation of only $75 million, getting a $700 million federal loan seems to be bizarre. Yes – the ...

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Product Rationalization To Enhance Sales

While manufacturing and, to a lesser extent, marketing managers have struggled for years to rationalize product… While manufacturing and, to a lesser extent, marketing managers have struggled for years to rationalize product offerings, the Covid ...

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The $200 Million Logistics Problem

The $200 Million Logistics Problem

I don’t usually go into something that is not mainstream, but this is instructive. HCSB bank lost $200 Million dollars in one day because it couldn’t move gold from London to New York to address a disparity between the price of gold in London vs. ...

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