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The Amazon of Things $

  First, a comment and disclosure.  We don’t own stock in Amazon, don’t work with Amazon, and don’t suggest that you take any of the following and use it as…

Be Careful Looking at Port Data at the Moment. $

Be Careful Looking at Port Data at the Moment.   $

We had a note from someone who sent a wave of panic through a client of ours.  It showed that port volumes in the Long Beach area were down 22%…

Quick Note on Diesel Fuel Prices. $

If you run a supply chain, you know that the last year and a half has been great for lower fuel surcharge prices.  We just wanted to note that prices…

Warehousing Costs Surge, Capacity is Tight. $

There’s an upside and downside to trying to point out trends well in advance. The downside is that of course you might be wrong. The upside (which can be a…

Remember the Canada Story – Look at This…  $

If you saw or read the Canada story earlier in today’s brief, you saw a comment about raw material prices.  And although they are nowhere near levels that they need…

Update on Panama Canal Expansion.  $

The Panama Canal expansion project is reportedly 96% complete and is scheduled to start more comprehensive testing of its new third set of locks in May.  By the end of…

Insights from the Rail Sector. $

The Association of American Railroads has updated its weekly carload report, and we saw some interesting items in it that pertain to the broader economy. Acknowledging the elephant in the…

Some Positive (and not so positive) News – West Coast Port Volumes Up in January.

Typical of analysts and economists, we are going to give you a positive headline and then proceed to give you all of the reasons why it isn’t.   West Coast…

Still Trying to Get an Early Reading on Freight.  $

Still Trying to Get an Early Reading on Freight.   $

Many (including us) believe that transportation companies and the movement of freight can be one of our earliest economic indicators. Products moving to market, being staged as manufacturing inputs, can…

Bad, Bad Figures in the Rail Data. $

You know that we like the Association of American Railroads data, but frankly it’s starting to scare us in the early going in 2016. And, we don’t know whether to…

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