Dan Gilmore’s Gurus are always interesting and provocative. Omnichannel is dead! Dataengineering is in! The customer counts most! Transportation rates are going up!
Who knows, but it is great fun to see experts go out on a limb. It’s also fun to see where they were right or wrong. Let’s ask Dan to review last year’s predictions to see who homered and who struck out!
Mike Regan, Gene Tyndall, Dr. Michael Watson and Jim Barnes Offer their Prognostications, More Guru Predictions Next Week
Yet another in the ocean carrier dominoes waiting to fall.
Following the bankruptcy of Hanjin, Taiwan’s Yang Ming is now the container line in the greatest financial danger, according to a research paper published today.
Source: Red flag for Yang Ming as container line is weighed down by billion-dollar losses – The Loadstar
Posted in Logistics, Shipping, Strategy, Supply Chains
Tagged alliances, container shipping, disruption, Logistics, mergers, ocean shipping, supply chains
Some more recent data and an excellent explanation of why the break even cost for shale oil is a moving target. Especially useful is the description of the horizontal drilling technique.
This explains why US shale oil production did not go down like the Saudis thought it would when recently (2015) they tried to pump more oil to capture market share from the US and others as world prices fell. It turned out to be hard to drive out shale oil producers.
What is the break even cost for shale oil? That depends on a number of factors, and it is a moving target.
Posted in Investing, Production Operations, Supply Chains
Tagged energy, innovation, Logistics, Oil, shale oil, supply chains, technology
Supply Chain Digest Port Technology International Marine Link
Supply Chain and Logistics 