Drug manufacturers say contingency plans have helped avoid major disruptions to production, but hospitals still face shortages.
As the equity indexes declined on Tuesday, two freight indexes contained in SONAR were up sharply after incorporating data from the past week: the national dry van and reefer spot indexes. That prompts the question: What happened to the freight market in the past week? In today’s The Stockout newsletter, I discuss how that data […]
Peloton stated it expects to incur $50 million in refund expenses from its treadmill recall. What will the logistics costs be?
Truck Talk is a weekly newsletter providing background, context and perspective to the trucking industry.
As the economy surges, inflation pressures are becoming more widespread. Everywhere you look, there are headline-grabbing reports of rising prices. Some areas where inflation is acute are in industrial commodities such as lumber and steel, while inflation in other areas directly impacts CPG companies such as agriculture, meat, packaging and freight costs. While those issues […]
How would intellectual property waivers affect the vaccine supply chain? Supporters say sharing IP will boost production. Others say a lack of workers, production facilities and supplies means sharing IP won’t help.
Next week on the Transmission podcast and FreightWavesTV show, I’ll be speaking with Dionis Teshler, the CTO and co-founder of GuardKnox. There are two things we recommend doing in preparation for that discussion. First, finish reading this email, in which we will take a look at the company blog post Teshler recently wrote about a […]
As the number of COVID-19 cases decreases, some manufacturers and suppliers of personal protective equipment are predicting demand will start to drop over the coming months.
Wall Street didn’t like Clorox’s earnings report late last week. There were analyst downgrades and shares are down from where they were a week ago and down 10% from their level three months ago. The company is in a tough spot with uncertainty over whether demand for its cleaning products will remain elevated as COVID […]
The biggest changes Bed Bath & Beyond must make are in the supply chain, which has been referred to as “noncompetitive” by management.
Truck Talk is a weekly newsletter from FreightWaves that adds context and perspective to happenings in the trucking industry.
When it comes to making the switch to an electric vehicle, public recharging can be a hurdle for drivers. General Motors made the hurdle a bit lower this week, announcing a new connected EV charging station program called Ultium Charge 360. Ultium Charge 360 represents a “holistic charging experience” for GM EV drivers. To make […]
The use of telehealth surged during the pandemic, and some experts expect it will remain elevated. Treating more patients at home could mean suppliers will have to shift how they get medical products to patients or health care providers.
India is experiencing a surge in COVID-19 cases. The U.S. is sending supplies to help overwhelmed hospitals and speed up vaccine manufacturing.
In past editions of The Stockout, I’ve discussed cost inflation trends, which I believe is the industry’s largest issue currently aside from pandemic-related structural changes in demand. In recent days, many of the large CPG companies provided additional detail on pending price increases to pass those costs on to consumers. While that’s not a surprise, […]
The fallout from the semiconductor chip shortage continues, and since it’s affecting the production of vehicles across the globe, it should be no surprise that automakers will be making fewer electric vehicles in the coming months, just as they’re making fewer internal combustion engine vehicles. Exactly how many fewer vehicles the industry will build this […]
The best-in-class retailers are aggressively pursuing logistical control over their products while trying to avoid patchwork responses to final-mile delivery.
Truck Talk is a weekly newsletter with perspective and context on the trucking industry, alternative transportation, powertrains and autonomy.
Anyone who’s been tracking electric vehicle sales for the past decade, like yours truly, knows that progress has been slow but steady. It looks like 2021 might be a year of more dramatic change, which is a great bit of news to hear as we honor the 52nd Earth Day today. First celebrated in 1970, […]
Many companies sought out supply chain visibility during the pandemic. Now, they’re unlikely to go back.
