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.
What to expect in 2023? Mark Hall and Dr. Walter Kemmsies discuss Ukraine/Russia and China. Speculation if the Feds will cut rates in the...
Technology is transforming logistics and supply chains at a pace few anticipated. From AI-driven forecasting to real-time visibility and automation, digital tools are reshaping...
In this episode Dr. Walter Kemmsies and Mark Hall discuss how Margin Compression could feed into overall longterm profitability projection and what the stock...