Supply Chain Optimization

When do we Do Something?

U.S. naval forces are operating at a pace not seen since World War II as they fight Houthi rebels attacking shipping in the Red Sea. When do we do something that slows this constant barrage? When should we act on the rules allowing companies like ...

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Supreme Court Ruling May Make it Easier for us All

The Supreme Court’s decision to overturn the Chevron doctrine has far-reaching implications for federal regulations. This ruling curtails the power of federal agencies to interpret the laws they administer. Examples of how this could impact the ...

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Bill Gates Likes the Kind of Things We Are Doing.

Bill Gates has focused his personal business on helping climate startups. He comments that the "surest bet" is that companies find ways to make existing systems more efficient, and "they are, in a sense, just making a better product." That describes ...

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Supreme Court pushes back on preferences for the NLRB

The Supreme Court (Starbucks v. McKinney) ruled that the 6th Circuit Court of Appeal was wrong: they should have denied the NLRB an injunction stopping Starbucks from firing workers who broke company rules. It seems that the 6th Circuit gave special ...

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Rail Policies Hurt Shortlines and Boxcar Users —The Boxcar Cliff

The fleet of boxcars is declining and will continue to get smaller as more boxcars reach the end of their 50-year useful life. One company, TTX, owned by the major railroads, is building some cars, but others have been frightened off by what could ...

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Mixed Signals From Trucking

Current trucking capacity is contracting: Loosing 5,400 jobs in May vs. April (Seasonally adjusted) Cutting 29,600 jobs over the past year. But future capacity is rising as orders for Class 8 big rigs increased: 25% May vs. April 37% over last year ...

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The good news and the bad news in trucking + Panama Canal

First, the bad news: OPEC+ agreed to extend all production curbs into next year and adjust supply down (if needed) —Crude oil prices will stay in the current range Truck volume, measured by posts to DAT’s van spot market, is down ~6% from April to ...

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I Missed It

When I gave the reasons for the Mercedes plant in Alabama staying non-union, I missed an important fact: before the election, the union had cards signed by employees, 70% of whom supported the union. In the privacy of an anonymous voting booth, the ...

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Mercedes voted “no” to UAW, but VW said “yes”. Why?

The union is complaining about an unfair election (it is always unjust if they lose), and workers voted from 2600 to 2000 to reject the UAW. VW said, “yes.” Why the difference? I believe it is because VW didn’t resist this third unionization ...

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Biden's veto of Repeal of Joint Employer Rule has Repercussions on Supply Chain

Both houses of Congress wanted the National Labour Review Board's (NLRB) Joint Employer rule to be voided. The rule states that any employer with "indirect control" can be the target of unionization. In the franchise world, think McDonald's ...

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