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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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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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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Endemic COVID 19 Will Force Changes On The Supply Chain

What if the COVID-19 pandemic turns into being endemic COVID 19? With variants emerging and vaccines one step or more steps behind, this is starting to sound like a more potent version of the flu – something to be grappled with for a long time – ...

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