Supply Chain Optimization

Saudi’s Win Through Fear

OPEC will hold back a total of roughly 1.7 million barrels a day from global oil markets, deepening the current curb of 1.2 million barrels a day. The move came after Saudi Arabia threatened to boost oil production unilaterally if some OPEC nations ...

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Gartner Agrees

When discussing generating transportation savings in the current environment, Gartner analyst Farrah Salim agreed with… When discussing generating transportation savings in the current environment, Gartner analyst Farrah Salim agreed with what we ...

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Oil Prices – Hold On Tight

Oil prices may be in for a bumpy ride… Oil prices may be in for a bumpy ride: Saudi ARAMCO is to sell some shares to the public. While most of the discussion has been around the valuation – $1.7 Trillion (With a “T”) or $2 Trillion (they have ...

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What Is The Difference?

Effective Jan. 1, California law reclassifies most independent contractors as… Effective Jan. 1, California law reclassifies most independent contractors as full-time employees. For example, Uber drivers are now employees. What is the difference ...

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Havoc In Global Shipping

With Cosco Shipping Energy Transportation being blacklisted by the US for moving Iranian crude, one broker sees ‘snowballing panic’ as oil traders rush to find replacement vessels. Supply down = costs up. So far, the parent company COSCO is not on ...

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A Sea Change in Freight

Spot-market freight received another boost from Uber… Spot-market freight received another boost from Uber: $600 million investment Hiring 2000 people New “Freight” HQ in Chicago (where it can find qualified people from Hub, Coyote, etc.) At the ...

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Don’t Expect LTL Savings

Rob Estes, CEO, of Estes Express gave some disturbing stats: Rob Estes, CEO, of Estes Express gave some disturbing stats: Dwell time is up (this is disturbing – we are supposed to be carrier friendly) Trailers for each tractor have grown from 1.5 to ...

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Dealing with Warehouse Groundhog Day

First, some news bites: Trucker bankruptcies are up over 300% YTD vs. the same period last year Truckload freight rates overall dipped 0.1% in July – Source Cass Spot rates are down 19% YoY – Source DAT Hiring new order selectors daily is a fact of ...

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Rail Losing Steam

Tightening schedules has generated a lot of productivity improvements: Dwell time in the yards down (NS was 25.5 hours – now 18) Average miles per day per car up (up 7% on the UP) Operating ratio improved (CSX was 67% last year – now 59%) But this ...

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JB Hunt: Revenue Up – Income Down

JB Hunt is my bellwether – I can see what is happening in each segment. My summary is: Prices are up in truckload Brokerage is suffering from increased costs and declining spot prices Intermodal is a mixed bag – maybe longer hauls, definitely higher ...

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