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%

My latest @ACWmagazine story: Cainiao expands services to customers outside of Alibaba’s ecosystem aircargoworld.com/news/e-commerc…

Check out this great write up from Cathy Roberson following her first experience of Manhattan Associates #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 👍👍👍

My story - Behind the same-day eight ball - cathyroberson.substack.com/p/behind-the-s… Despite impressive investments, UPS is still behind in what is now considered a basic last-mile delivery option.

.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. iata.org/en/iata-reposi…

A couple of Friday story shares: .@ACWmagazine - Logistics providers take aim at more agile pharma operations aircargoworld.com/news/freight-f… .JOC - FedEx Express invests in India’s hot e-commerce market joc.com/fedex-express-…

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 census.gov/mtis/www/data/…

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. cathyroberson.substack.com/p/speeding-up-…

The latest On Logistics with @ACWmagazine podcast is out & I chatted with Melissa Alexander, SIOR of Foundry Commercial about e-commerce and the warehousing market. Thank you Melissa! aircargoworld.com/news/e-commerc…

Into the fast lane: How to master the omnichannel supply chain mck.co/3kzWOvO via McKinsey & Company

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".

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

UPS Emerges from Behind the Same Day Eight Ball - Acquires Roadie, by Cathy Roberson cathyroberson.substack.com/p/ups-emerges-…

The option facing airfreight providers - stick with airport-to-airport transport or move beyond and offer transformational value-added services....Cathy Roberson's @ACWmagazine column - Ocean carriers leaving airfreight carriers in the dust - aircargoworld.com/news/carriers/…

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? 3plstudy.com/ntt3pl/nttds_3…

Many U.S. shoppers are on the hunt for deals, retailers say wsj.com/business/retai… via The Wall Street Journal

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 wsj.com/articles/cold-… via The Wall Street Journal

The White House has narrowed April 2 tariffs wsj.com/politics/polic… via The Wall Street Journal