Blog โ Sector โ Logistics, Transportation, Warehousing, and Distribution Analysis and Commentary for July 2023.
U.S. Class 8 retail sales in June rose 7.7% compared with the year-ago period, but slid marginally compared with May, according to Wards Intelligence.
Class 8 sales for the month totaled 24,085 units, up from 22,358 in June 2022 and down 0.1% from the 24,111 sold in May. In the first half of 2023, Class 8 sales rose 21% to 135,802 from 112,255 in the same period in 2022.
Source - https://www.ttnews.com/articles/june-class-8-sales-rise
Additional sources and links:
Port Strikes - https://www.hapag-lloyd.com/en/services-information/operational-updates/north-america.html
Consumer spending - https://retailwire.com/discussion/the-us-economy-on-the-move-insights/
Diesel - https://chargedevs.com/newswire/are-electric-trucks-cheaper-to-operate-when-diesel-prices-are-low/
Zero emissions - https://www.prnewswire.com/news-releases/nikola-and-bayotech-partner-to-advance-zero-emission-hydrogen-delivery-301876318.html
Warehouse and automation - https://www.freightwaves.com/news/will-multi-robot-orchestration-platforms-transform-warehouse-logistics
Container ships - https://greekcitytimes.com/2023/07/13/largest-container-ship-on-the-planet-oocl-piraeus-arrives-at-perama/
USA Ports - https://www.hapag-lloyd.com/en/services-information/operational-updates/north-america.html
Canada Ports - https://www.hapag-lloyd.com/en/services-information/operational-updates/north-america.html
Top technologies - https://www.businesswire.com/news/home/20230713654283/en/Forrester-Generative-AI-Dominates-Top-10-Emerging-Technologies-In-2023-And-Beyond
Generative AI - https://www.sitecore.com/blog/ai/10-ways-generative-ai-can-elevate-your-ecommerce
2. PaulYoungโSeniorLeader
CustomerSuccessandData
Architect
โข CPA, CGA
โข Academia (PF1, FA4, FN2, MU1. and MS2)
โข SME โ Risk Management
โข SME โ Close, Consolidate and Reporting
โข SME โ Public Policy
โข SME โ ESG and Sustainability Policy Development and
Reporting
โข SME โ Emerging Technology
โข SME โ Business Process Change
โข SME โ Financial Solutions
โข SME โ Macro/Micro Indicators
โข SME โ Supply Chain Management
โข SME โ Data, AI, Security, and Platform
โข SME โ Internal Controls and Auditing
Contact information email: Paul_Young_CGA@outlook.com
LinkedIn: https://www.linkedin.com/in/paul-young-055632b/
SlideShare - https://www.slideshare.net/paulyoungcga
3. Agenda
โข Consumer Price Index
โข Diesel Fuel
โข Freight Index
โข USA eCommerce Sales
โข USA Retail
โข Canada eCommerce Sales
โข World eCommerce
โข Class 8 Truck Sales / USA
โข EPA Issues
โข Trailer Sales
โข Tonnage
โข Supply Chain Management Solutions
โข Planning Analytics and CPLEX
โข Blockchain and Supply Chain Management
โข Watson Assistant
โข Weather services and analytics
7. FreightIndex
S o u r c e -
h t t p s : / / w w w . c a s s i n f o . c o m / f r e i g h t -
a u d i t - p a y m e n t / c a s s - t r a n s p o r t a t i o n -
i n d e x e s / c a s s - f r e i g h t - i n d e x
8. FreightIndex
S o u r c e -
h t t p s : / / w w w . c a s s i n f o . c o m / f r e i g h t -
a u d i t - p a y m e n t / c a s s - t r a n s p o r t a t i o n -
i n d e x e s / c a s s - f r e i g h t - i n d e x
9. FreightIndex
S o u r c e -
h t t p s : / / w w w . c a s s i n f o . c o m / f r e i g h t -
a u d i t - p a y m e n t / c a s s - t r a n s p o r t a t i o n -
i n d e x e s / c a s s - f r e i g h t - i n d e x
10. USA
eCommerce
S o u r c e -
h t t p s : / / w w w. s t a t i s t a . c o m / s t a t i s t i
c s / 2 7 2 3 9 1 / u s - r e t a i l - e - c o m m e r c e -
s a l e s - f o r e c a s t /
11. Canada
eCommerce
Sales
S o u r c e โ
h t t p s : / / w w w . s t a t i s t a . c o m / s t a t i s t i c s / 7 3 1 1 9 0 / m o n t h l y - e -
c o m m e r c e - r e t a i l - t r a d e - s a l e s - c a n a d a /
12. World
eCommerce
Market
S o u r c e -
h t t p s : / / p a y s p a c e m a g a z i n e . c o m / r
e t a i l / t o p - 1 0 - e - c o m m e r c e -
m a r k e t s /
13. Class8 TruckSales
S o u r c e โ T h e T r u c k e r a n d h t t p s : / / w w w . t t n e w s . c o m / a r t i c l e s / s e p t e m b e r - c l a s s - 8 - s a l e s - h i g h e s t -
y e a r o r h t t p s : / / w w w . t t n e w s . c o m / a r t i c l e s / c l a s s - 8 - s a l e s - n o v e m b e r - s l i p o r
h t t p s : / / w w w . t t n e w s . c o m / a r t i c l e s / d e c e m b e r - c l a s s - 8 - s a l e s - r e a c h - h i g h - m a r k - 2 0 2 0 - d o w n - 7 4 -
c o m p a r e d - 2 0 1 9
14. EPAStandardChange
Due to engine certification issues in the U.S., Hino Motors has suspended vehicle production at its factories
in West Virginia and Ontario, Canada, until Oct. 2021, the company announced Dec. 23. Hino Motors is the
Toyota Groupโs truck and bus subsidiary.
The Hino Board of Directors-approved decision was made based on โchallenges in the required U.S. engine
certification testing process for new model years of the A09C, J08E, and J05E*engines for North America.โ
The Environmental Protection Agencyโs Phase 2 greenhouse gas emissions standards cover model years
2021-2027, which means new model year vehicle sales, including the refreshed Hino XL Series (Classes 7 &
8), have also been postponed.
Hino L Series medium duty truck
https://www.fleetowner.com/equipment/article/21151165/hino-shuts-down-na-production-until-october-
2021?utm_source=FR+FO+Newsline&utm_medium=email&utm_campaign=CPS201222016&o_eid=7930I4
506489J2B&rdx.ident%5Bpull%5D=omeda%7C7930I4506489J2B&oly_enc_id=7930I4506489J2B
15. EPAStandard andTruck
Production
S o u r c e - h t t p s : / / w w w . g o v e r n m e n t - f l e e t . c o m / 1 0 1 2 4 7 9 7 / a r e - y o u - r e a d y - f o r - t h e - n e x t - e m i s s i o n - s t a n d a r d s - c h a n g e s
h t t p s : / / w w w . e a t o n . c o m / u s / e n - u s / c o m p a n y / n e w s - i n s i g h t s / w h a t - t r u c k - m a n u f a c t u r e r s - n e e d - t o - k n o w - a b o u t - t h e - f u t u r e - o f - e m i s s i o n s . h t m l
16. USATransportation, Logisticsand
Distribution
โข P o r t s h a v e s e e n i n c r e a s e i n s h i p m e n t s b u t a r e s t i l l d o w n y e a r o v e r y e a r -
h t t p s : / / l b b u s i n e s s j o u r n a l . c o m / c a r g o - v o l u m e s - h a v e - b o o m e d - i n - r e c e n t - m o n t h s -
b u t - p o r t s - s t i l l - a n t i c i p a t i n g - y e a r - o v e r - y e a r - d e c l i n e s
โข U S A r e t a i l S a l e s - h t t p s : / / w w w. r e u t e r s . c o m / a r t i c l e / u s a - e c o n o m y / u - s - r e t a i l - s a l e s -
b l o w - e x p e c t a t i o n s - i n - s e p t e m b e r - d a r k - c l o u d s - g a t h e r i n g - i d I N K B N 2 7 1 2 H S - H e r e i s
m y w o r k o n U S A r e t a i l s a l e s - h t t p s : / / w w w 2 . s l i d e s h a r e . n e t / p a u l y o u n g c g a / r e t a i l -
s e c t o r - u n i t e d - s t a t e s - s e p t e m b e r - 2 0 2 0
โข Tr a n s f o r m a t i o n o f r e t a i l - h t t p s : / / w w w. c b r e . u s / r e s e a r c h - a n d - r e p o r t s / 2 0 2 1 - U S -
R e a l - E s t a t e - M a r ke t - O u t l o o k - R e t a i l
19. USAInfrastructureSpending
USA Infrastructure
- only about $921B is going to fix the infrastructure gap in the United States
- Capital investment in key areas of the supply chain seen growth under
- Cement, asphalt, steel, iron-ore are tied to CO2 emissions.
https://www.slideshare.net/paulyoungcga/infrastructure-analysis-the-united-states
Source -
https://infrastructurereportcard.org/infra
structure-categories/
24. EdgeAnalytics
h t t p s : / / o p e n g o v a s i a . c o m / e d g e - c o m p u t i n g -
t r a n s f o r m a t i o n a l - e r a - f o r - b u s i n e s s - i n - p u b l i c - s e c t o r /
25. Scope1,
Scope2,
andScope
3
Key links
Key Environmental Areas โ https://www.linkedin.com/posts/paul-young-055632b_7-
environmental-factors-for-esg-reporting-activity-7071476082784276480-
EYDt?utm_source=share&utm_medium=member_desktop
Circularity - https://www.linkedin.com/posts/lindsayhampson_tipwednesday-netzero-
sustainability-activity-7006238715744333824-KU-
s?utm_source=share&utm_medium=member_desktop
Blog โ ESG and Sustainability โ John Deere Geospatial adoption by Agriculture
Sector - https://www.linkedin.com/posts/paul-young-055632b_john-deere-to-market-
satellite-service-to-activity-7072923495080366080-
SxiR?utm_source=share&utm_medium=member_desktop
Blog โ ESG and Sustainability Reporting โ Building an ESG Strategy' Donโt Miss
These 5 Blind Spots - https://www.linkedin.com/posts/paul-young-055632b_building-
an-esg-strategy-dont-miss-these-activity-7071824492225843201-
G4lN?utm_source=share&utm_medium=member_desktop
Biodiversity - https://www.linkedin.com/posts/paul-young-055632b_what-is-
biodiversity-and-how-does-it-affect-activity-7038115093066223617-
CUHj?utm_source=share&utm_medium=member_desktop
27. ESG
Reporting
Blog - 7 Environmental Factors for ESG Reporting - https://www.linkedin.com/posts/paul-young-055632b_7-environmental-
factors-for-esg-reporting-activity-7071476082784276480-EYDt?utm_source=share&utm_medium=member_desktop
Key Highlights
๏ท Carbon emissions and energy usage: Companies should implement comprehensive carbon reduction plans combining energy
efficiency measures with renewable energy.
๏ท Water usage and management: Businesses should ensure water conservation and management strategies are in place to minimise
wasting water and the effects of their operations on local communities.
๏ท Waste management and reduction: Companies are advised to implement effective waste reduction and recycling practices to make
sure waste is kept to a minimum and everything that can be recycled is.
๏ท Biodiversity and habitat conservation: Firms may wish to develop and implement conservation plans to help preserve local
wildlife: consider forming partnerships with local wildlife and conservation charities to help promote habitat restoration and
biodiversity conservation.
๏ท Pollution and toxic chemical usage: Businesses are advised to collaborate with communities to ensure toxic chemical usage does
not affect local biodiversity sites and wild habitats.
๏ท Supply chain sustainability: Business leaders should look to establish supplier sustainability programmes and guidelines to ensure
their products are ethically sourced and manufactured.
๏ท Climate change adaption and resilience: Businesses are encouraged to develop a climate change action plan and implement
measures aimed at reducing their company's greenhouse gas emissions and energy usage.
Source - https://www.accountingweb.co.uk/community/industry-insights/7-environmental-factors-for-esg-reporting
The key to addressing the above is having the both the right policy development along with the right data journey from data capturing
through to data ingestion by a reporting tool. Data silos as well as well Microsoft Excel files could challenge ESG teams as part of getting
accurate information for both the regulatory and operational cycles.
28. Logistics/
Transportation
Automation
โข Price tag autonomous Trucks -
https://www.fleetowner.com/technology/article/21692381/the-price-tag-
for-autonomous-trucks-still-unclear
โข Robots and Warehousing - https://www.freightwaves.com/news/mobile-
robots-feed-warehouse-demand-for-adaptability
โข RPA and AI with Logistics and Transportation -
https://www.brighttalk.com/webcast/12529/365482/rpa-ai-delivering-
intelligent-automation-in-supply-chain-logistics
โข Autonomous delivery robots - https://www.mhlnews.com/technology-
automation/article/21133565/autonomous-delivery-robot-sales-to-hit-
27-billion-by-2025
โข RPA and Sectors like Retail - https://datafloq.com/read/industries-robotic-
process-automation-rpa-implementation/8584
โข Robots and Retail - https://www.trendhunter.com/protrends/robot-retail
โข Blog โ How to build a resilient Supply Chain using Data and AI
https://ibm.box.com/s/bqy9mr0ktlgi64sbf49o4rg5d9w0rqkn
โข
29. Summary
โข Diesel prices are a record high
โข Transition to electrical is problematic due high cost of
lithium and the availability of lithium
โข Freight Index has risen for seven consecutive month
โข Ports in North America continue to face throughput
issues
โข Global inflation continues to impact consumer
spending as well as the cost of consumer goods
โข ESG adoption continues to grow within the
warehousing, logistics, trucking, and distribution
sectors
Blog โ Sector โ Logistics, Transportation, Warehousing, and Distribution Analysis and Commentary for
July 2023.
U.S. Class 8 retail sales in June rose 7.7% compared with the year-ago period, but slid
marginally compared with May, according to Wards Intelligence.
Class 8 sales for the month totaled 24,085 units, up from 22,358 in June 2022 and down 0.1%
from the 24,111 sold in May. In the first half of 2023, Class 8 sales rose 21% to 135,802 from
112,255 in the same period in 2022.
Source - https://www.ttnews.com/articles/june-class-8-sales-rise
Additional sources and links:
Port Strikes - https://www.hapag-lloyd.com/en/services-information/operational-updates/north-
america.html
Consumer spending - https://retailwire.com/discussion/the-us-economy-on-the-move-insights/
Diesel - https://chargedevs.com/newswire/are-electric-trucks-cheaper-to-operate-when-diesel-prices-
are-low/
Zero emissions - https://www.prnewswire.com/news-releases/nikola-and-bayotech-partner-to-advance-
zero-emission-hydrogen-delivery-301876318.html
Warehouse and automation - https://www.freightwaves.com/news/will-multi-robot-orchestration-
platforms-transform-warehouse-logistics
Container ships - https://greekcitytimes.com/2023/07/13/largest-container-ship-on-the-planet-oocl-
piraeus-arrives-at-perama/
USA Ports - https://www.hapag-lloyd.com/en/services-information/operational-updates/north-
america.html
Canada Ports - https://www.hapag-lloyd.com/en/services-information/operational-updates/north-
america.html