Hey, friends! It's Isaiah here with a quick recap of today's chat with Mike Baudendistel, the sonar whiz from 'The Stockout'. We kicked off the week diving into some cool insights about intermodal data. Mike shared that while intermodal volumes are up by about 8%, it's mostly thanks to international shipments zooming ahead, not domestic ones. This is super important for companies and analysts who need to understand what's going on with shipping and transport rates. Speaking of rates, CPG companies are seeing some nice cost cuts in their intermodal contracts this year. On the ocean side, imports are sailing high with an 8.8% increase. Retail inventory levels are also stirring the pot, being lower than usual, which impacts everything from imports to how trucks and trains compete in moving goods around. And for those with a sweet tooth, rising cocoa and sugar costs mean we might have to shell out more for our chocolate treats in the future. Mike also touched on some hot topics like Amazon's legal battles and big retail mergers. If you're craving more, you can catch Mike's show or subscribe to his newsletter for the latest scoop on all things CPG and retail. Until next time, stay savvy and keep tuning in!
Carrier Update - Retail diesel fuel declines, but wholesale prices increased
The year in shipping: how the world has changed
Carrier Update - Contract freight volumes decline over the weekend
Top Story - Mexico announces 7% increase in cargo thefts in Q3
Carrier Update - Spot rates are climbing out of Los Angeles and Chicago
Round Table - What should you do as a carrier if a brokerage you work with fails?
Grace Sharkey’s 2023 in radio
Carrier Update - Ocean TEU volumes and rail volumes remain strong
Grace Sharkey and Jamie Fishman of Avalara
Carrier Update - Spot rates start to ease, carriers need to push back
Borderlands: Texas firm wants to keep returns out of landfills
Carrier Update - Freight volumes hold steady at nearly 12,000 index points
Top Story - California applies for waiver for Advanced Clean Fleets Rule
Carrier Update - Lanes of the Day
Round Table - What the purchase of Yellow’s former terminals means in a market that still has too much capacity?
On The Spot - Discretionary spending remains above pre-pandemic levels
How do investors view the transportation space headed into 2024?
Carrier Update - What do inventory levels and FW NTI have in common?
Thoughts with Thomas: The Domestic Supply Chain Summit
Carrier Update - If ocean freight volumes pick up, will this slow the exit of excess capacity?
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