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
MIT students supervised by Dr Ioannis Lagoudis have come up with an analysis of tanker ownership buying or leasing. This is a summary of the study.
A simulation study was made, based on a decision tree that covers chartering (leasing) a time charter or voyage charter (per trip), and buying a new or second hand vessel, and various horizon lengths.
It also discusses the risks. Outcomes seem to show that under their assumptions, time charter is the least risky strategy.
It isn’t profound, but it is a very nice analysis.
Source: De-Risking Oil Tanker Investment Decisions
Hercules Haralambides weighs in on the ‘one belt, one road’ (OBOR) initiative China is mounting. It’s been unclear what it really is. But it would be natural for it to be strategic rather than specific to particular investments. That’s his point. Early in the game, we can expect it to be unclear to others what’s going on. His message is to think geopolitically to understand how Chinese investment in transport and supply chain resources might evolve.
Source: China’s strategy is to link its global supply chain investments by ‘one belt, one road’ – The Loadstar