Logistics TI

A research & consulting company on the global #logistics market.
#LinkedIn find us at Logistics Trends & Insights LLC
#Instagram: logistics_market_research

[Logistics TI @LogisticsTI]

The White House has narrowed April 2 tariffs https://t.co/t9zOZ0lzUb via @WSJ

[Logistics TI @LogisticsTI]

Lineage, the world’s largest refrigerated-storage company, is cutting staff six months after launching the largest initial stock offering in the U.S. last year https://t.co/pBDTKorKmm via @WSJ

[Logistics TI @LogisticsTI]

Many U.S. shoppers are on the hunt for deals, retailers say https://t.co/KyHO84iB1K via @WSJ

[Logistics TI @LogisticsTI]

The 2022 26th Annual 3PL Logistics Study was released this past week at @cscmp. Among the findings -
68% of shippers surveyed believe supply chains have become too global & must be balanced towards more regional and local/domestic ecosystems.

Thoughts?

https://t.co/5lC6pewVAS

[Logistics TI @LogisticsTI]

The option facing airfreight providers - stick with airport-to-airport transport or move beyond and offer transformational value-added services....@cmroberson06's @ACWmagazine column - Ocean carriers leaving airfreight carriers in the dust - https://t.co/73az8Xvkbl

[Logistics TI @LogisticsTI]

UPS Emerges from Behind the Same Day Eight Ball - Acquires Roadie, by @cmroberson06 https://t.co/FmXnDx6Zc7

[Logistics TI @LogisticsTI]

Hello friends, it's been a while. What's up?

[Cathy Roberson @cmroberson06]

Top takeaways:

1. Domestic/Intl B2B volumes up
2. Sitting on a lot of cash - acquisition? share buybacks? 🤷‍♀️
3. YoY Ground ADV down - difficult comps. APAC export volumes also down for same reason. Q3 - expect the same. Q4 some increase.
4. Ocean FF "more than doubled profits".

[Logistics TI @LogisticsTI]

Into the fast lane: How to master the omnichannel supply chain https://t.co/VzeaOGvg82 via @McKinsey

[Cathy Roberson @cmroberson06]

The latest On Logistics with @ACWmagazine podcast is out & I chatted with @mbalexan of Foundry Commercial about e-commerce and the warehousing market. Thank you Melissa!
https://t.co/bfn5ktdtiO

[Cathy Roberson @cmroberson06]

I've written several articles on cross-border e-commerce over the past few months. My latest substack article takes a look at some of the latest customs solutions from FedEx and UPS. https://t.co/xxOHW2mUb6

[Logistics TI @LogisticsTI]

US Census' May inventory to sales ratio was published on Friday:

Manufacturers: 1.49, no change from April
Retailers: 1.09, up from 1.07 in April due to lower sales & inventories compared to April)
Wholesalers: 1.23, up from1.22 in April

https://t.co/lIktNb4qvf

[Cathy Roberson @cmroberson06]

A couple of Friday story shares:

.@ACWmagazine - Logistics providers take aim at more agile pharma operations https://t.co/ENNDDjRrFp

.@JOC_Updates - FedEx Express invests in India’s hot e-commerce market https://t.co/uMVtDzE0Wh

[Logistics TI @LogisticsTI]

.@IATA May cargo data is out - CTKs increased yoy but slipped month-to-month. May ACTKs remained unchanged.

A moderate slowdown in cargo growth on such routes as Europe-Asia, Middle East-Asia, Within Europe, & Within Asia was noted.

https://t.co/zibub26IR8

[Logistics TI @LogisticsTI]

Conquering the world with shoes, by @cmroberson06 https://t.co/9IMHElpmzk

Ocean freight imports 👇

Air freight imports in comments.

[Cathy Roberson @cmroberson06]

My story - Behind the same-day eight ball - https://t.co/HJbhY7c1NF

Despite impressive investments, UPS is still behind in what is now considered a basic last-mile delivery option.

[Jimbo @JimboCharlieAsh]

Check out this great write up from @cmroberson06 following her first experience of @ManhAssocNews #MomentumConnect at the end of May... if you're interested in anything to do with #SupplyChain or #logistics, then Cathy is a 'MUST FOLLOW' v smart industry commentator 👍👍👍

[Cathy Roberson @cmroberson06]

My latest @ACWmagazine story: Cainiao expands services to customers outside of Alibaba’s ecosystem https://t.co/PawoiH4oVn

[Cathy Roberson @cmroberson06]

As part of a just-completed blog post on manufacturing activity, I updated a chart on inbound full containers for ports of LA & Long Beach.

YOY change for Jan-Apr 2021:
LA:
2020: 43.6%
2019: 25.5%
2018: 27.9%
2017: 25.4%

LB:
2020: 44.6%
2019: 26.7%
2018: 21.3%
2017: 39%