In this episode, Mark Hall and Dr. Walter Kemmsies discuss the state of the ports in the US. In August 2020, Top 10 port authorities around the country started to handle over 2 million imported containers (TUE) a month. That trend continue to 25 consecutive months of peak season import volumes. The trucking industries and trains were stretched to the limit and unable to handle the volumes. Since August of 2022, we’re seeing a decline. Minus one percent in September. By March its down by 30 percent. Water’s been choppy but stabilization is on the horizon. A few months ago, for the first time in decades, New York and New Jersey surpass Long Beach volume. Tune in for more.
Dr. Walter Kemmsies and Mark Hall discuss the ongoing shipping crisis. With unprecedented consumer demand and incongruently low inventory levels it is driving up...
Dr. Walter and Mark Hall break their rules a little bit to discuss risk scenarios involving China and Russia that may impact the globe...
In this episode, Mark Hall and Dr. Walter Kemmsies discuss the 2023 recession that never happen. Excerpt Walter: I said, I don't think there...