Category Archives: Supply Chains

Top 20 U.S. Ports: Competition heats up for discretionary cargo – Article from Logistics Management

Some analysis of changing patterns of freight movement to US ports.  There’s some evidence that west coast ports are losing ground.  But Oakland is up over 4M TEU according to my students, though LA/Long Beach have lost.

Logistics management logo

At this time last year, West Coast port congestion was a speculative concern. Now that shippers have seen the worst case scenario unfold, many analysts feel that Gulf and East Coast ports are ready to pull in more vessel calls at peak season this year. Is a “battle royale” waiting for the bell?

Source: Top 20 U.S. Ports: Competition heats up for discretionary cargo – Article from Logistics Management

The nimble prosper in chemicals

A nice article from McKinsey based on their consulting experience with the chemicals industry.  It seems chemicals need to be nimble the way drug makers are, by moving investment in projects around to match competitive advantage.  The ability to do this quickly and perform is a ticket to success.   It reminds me of the classic work on the cycle time of industries, also out of MIT.

McKinsey Logo

Crafting a strategic road map and responding rapidly to external shocks are critical for superior value creation in chemicals. A McKinsey & Company article.

Source: The nimble prosper: Dynamic resource allocation in chemicals | McKinsey & Company

Spot container rates skyrocket from Asia to Europe

What’s this about the huge rise in freight rates Shanghai to Europe and to the Mediterranean?

It’s a startling rise, but also note that the price Shanghai to the West Coast is much cheaper than Shanghai to the East Coast.

American Shipper

Since last week, rates from Shanghai to Northwest Europe and the Mediterranean increased by 328 percent and 298 percent, respectively.

Source: Spot container rates skyrocket from Asia to Europe | AS Daily Newsletter | AS Daily | American Shipper