This is the first of two articles on the investment firm Stifel’s opinion of the top game changers in Logistics. It’s a summary of the report Stifel recently issued.
One of their interesting views is that for all the talk of automation coming, actually in logistics people are seeing shortages of blue collar workers to do the jobs that are needed now. the automation isn’t coming fast enough to help firms with a problem getting labor. Their argument points to autonomous trucks and the world wide driver shortage. Autonomous trucks are coming, but nowhere near fast enough to replace the dozens of folks leaving truck driving now. It won’t bail us out.
Another point they make is that the e-commerce strategy of placing inventory further forward in the supply chain to be closer to customers may come up against a real shortage of places to put it, particularly in urbanized areas. This makes Amazon’s purchase of Whole Foods look very good indeed as a strategy.
via Supply Chain News: Stifel Releases Its Top 10 “Game Changers” in the Logistics and Transportation Arena
Posted in Investing, Labor Economics, Logistics, Strategy, Supply Chains, Trucking
Tagged disruption, innovation, investment, Logistics, transportation, trends
Interesting piece about automated customs bond filings by truckers. It is starting to be a reality, but there are still issues like airports not accepting them, and adoption issues– resistance from truckers to using the online forms.
Later in the piece it points out that truckers must pay a fee for each transaction on the system. For larger companies that isn’t maybe a big deal, but for independent truckers it’s one more nail in the coffin.
via CBP’s automated in-bond filings shift into gear
The chassis story never ceases to amaze. TRAC was positioning itself to be a big player only a couple of years ago. Now what? Is it unprofitable? We are still wrestling with who will pay for chassis, and how to share the cost.
via NEWS FLASH: DCLI acquires TRAC domestic chassis fleet