Newsletters

Tuesday, December 14, 2021

NZC Newsletter: Come fly with me!

TLDR: United: Sustainable AF. Sustainable jet fuel is having a moment. But why? And what exactly is SAF again? This week, United Airlines operated the first-ever passenger flight using 100% sustainable aviation fuel (SAF). The Boeing 737-900 flew over 100 passengers from Chicago to Washington, D.C., running exclusively on alternative fuel. While regulations prohibit planes […]

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Michael Baudendistel Friday, December 10, 2021

10 CPG trends to watch in ’22

Instead of discussing the current CPG news and freight data per my usual, for today’s newsletter I highlight the CPG industry trends I expect to see in 2022.  Trend No. 1: Consumer behavior will change in response to rising prices, at least among lower-income consumers. The topic of the hour is inflation, which hit a […]

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Tim Ingram Thursday, December 9, 2021

Medically Necessary: Data, Data, Data

Investing In Data Management The world of supply chain management in health care is evolving extremely fast, as COVID-19 (see graph) has been a significant influencer of technology development. However, like COVID, the state of some organizations’ data was a shock; many were unprepared for the future and the cost associated with modernizing. It is estimated […]

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Thomas Wasson Thursday, December 9, 2021

Loaded and Rolling: Driver pay and parking prioritized

In this issue: AI Fleet raises $21 million; the American Transportation Research Institute ranks trucking concerns; and the Logistics Managers’ Index is expanded. Trucking in disruption: AI Fleet raises $21 million series A Trucking tech startup AI Fleet recently completed a series A round for $21 million led by Obvious Ventures with participation from Compound, […]

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Tim Ingram Wednesday, December 8, 2021

Medically Necessary: Humanitarian Heroes

Humanitarian Heroes Medical Bridges’ vision: (Photo: Walter Ulrich/MedicalBridges) “A world in which every person enjoys accessto quality health care with dignity and respect.” Non-Governmental Organization on a Mission Medical Bridges is one of hundreds of humanitarian aid organizations being impacted by the current global supply chain and competing for space along with all the other […]

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Grace Sharkey Tuesday, December 7, 2021

Point of Sale: Bye-bye, just-in-time?

Hello, retail supply chain nerds. Happy Tuesday! Just wanted to remind everyone that we will not have a new episode of Point of Sale this week. INSTEAD, we have a dynamic webinar with our sponsor, ArcBest, on Wednesday so you can ask them all of your retail-related questions as they share their outlook on logistics […]

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Thomas Wasson Tuesday, December 7, 2021

Loaded and Rolling: Investment conference equipment highlights, Knight-Swift acquires MME, transportation unemployment falls

Stephens investment conference trucking equipment highlights Supply chain challenges were the main focus at the Stephens annual investment conference earlier this month in Nashville, Tennessee. Executives said driver recruiting and broader supply chain bottlenecks were slightly easing, but purchasing and procuring equipment has gotten notably tougher.  Lack of trailers becoming new driver shortage: Derek Leathers, […]

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Michael Baudendistel Thursday, December 2, 2021

Tony the Tiger may soon end his strrr-ike

Before getting into CPG news, here are two near-term events for your calendar:  On Friday, The Stockout show is focused on the railroad industry and features a true industry expert (not referring to myself). I will be interviewing Tony Hatch, an independent railroad consultant and longtime senior transportation analyst on Wall Street. He is fresh […]

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Thomas Wasson Thursday, December 2, 2021

Loaded and Rolling: ATRI on driver satisfaction; trailer material shortages; carrier income at record levels

ATRI research on truck driver motivations and satisfaction The American Transportation Research Institute released results on its analysis on what motivates truck drivers to become company drivers or owner-operators/independent contractors (OO/IC). The data came from over 2,000 drivers, two-thirds of whom are OO/IC, and includes additional analysis on compensation models and driver satisfaction. Quick rundown […]

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Thomas Wasson Tuesday, November 30, 2021

Loaded and Rolling: Transload service starts, omicron variant spreads and length of haul increases

J.B. Hunt transload service starts as shippers deal with intermodal and port congestion J.B. Hunt Transport Services has started a transload service in the New York metro area. In a press release, the offering is touted as “a one-stop source for quickly transferring ocean freight into equipment for domestic transport.” The facility, located in Jersey […]

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Michael Baudendistel Friday, November 26, 2021

Smucker posts strong sales but still feels margin pressure

J.M. Smucker Co.’s results highlight margin pressure even as CPG companies raise prices and continue to post strong sales. Overall, Smucker reported strong results as its earnings easily beat analysts’ expectations, mainly on better-than-expected sales in segments such as coffee, pet food and Uncrustables. The company’s results give a glimpse into the continued margin pressure […]

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Thomas Wasson Wednesday, November 24, 2021

Loaded and Rolling: House hearing on driver shortage, Operation Open Roads, Class 8 used truck inflation

House Transportation Committee hearing on truck driver shortages In remarks to the House Committee on Transportation and Infrastructure, MIT Professor David Correll recently outlined yearslong research conducted by the MIT Freightlab, detailing a chronic underutilization of the American truck driver.  Below are some highlights and reporting from the event. Interestingly there was additional research regarding […]

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