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John Paul Hampstead Monday, June 18, 2018

Today’s Pickup: oil boom & tax cuts driving U.S. industrial expansion

Donald Broughton says that the oil boom and Trump tax cuts are driving a young industrial expansion cycle; shippers continue to adjust supply chains to minimize transport costs; Google invests $550M in Chinese e-commerce site JD.com; China may put a tariff on US oil imports; Brazil’s trucker strike shattered economic growth outlooks; Asia-North America container rates are softening.

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John Paul Hampstead Wednesday, October 25, 2017

Race for LiDAR dominance heats up

One of 2017’s biggest stories in the emerging autonomous vehicles industry—Waymo’s $2.6B lawsuit against Uber over stolen trade secrets—revolves around a single piece of technology that is currently fueling a frenzied global competition for investment dollars, engineering expertise, and manufacturing capacity.

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