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Key Takeaways from the BGSA Conference with Ben Gordon

The Logistics of Logistics

Cambridge Capital was founded in 2009 as the investment affiliate of BG Strategic Advisors (www.bgsa.com), the advisor of choice for a large, growing number of supply chain CEOs. Many logistics, transportation, warehousing, and freight tech companies have experienced explosive growth. The second key takeaway is the growth of ecommerce.

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The Potential Impact on Shipping of a Global Recession

Intelligent Audit

In a fairly ominous report sent out this week, Morgan Stanely stated that “Global recession in 2020 is now our base case.”. Shipping, especially global shipping, is uniquely vulnerable to recessions and the effects of the downturn of 2008-2009 are still being felt today. For example, in 2000 it was 4.

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Supply Chain Scope: New Study Shows Rise in US Inventories; California Estimated to Improve Freight Efficiency by 25% in 2030

Arkieva

Sustainable Freight Action Plan for California is estimated to Improve Freight Efficiency by 25% in 2030. The Sustainable Freight Action plan released by California governor Jerry Brown outlines a long-term 2050 vision and guiding principles for California’s future freight transportation system. Supply Chain News.

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High Freight Prices Are Burdening Shipper Logistics Operations

Turvo

Why is freight pricing reaching historical records? Despite the crisis, the market rules out seeing the low prices that helped the economy and international trade recover after the 2009 crash, which will give inflation a boost. In essence, all these factors add up to increased pressure on short-term freight rates.

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Global Manufacturing Activity Levels Continue to Stabilize in March and Q1-2023

Supply Chain Matters

A specific statement that caught our attention indicated: “ Supply chains continued to recover from the immense pressure experienced through much of the past three-and-one-half years, as average vendor lead times shortened to the greatest extent since May 2009.” China’s expansion was noted as marginal by the end of Q1.

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The Cash Flow and Overstock Report: Potential USD$142,000 windfall from tighter stock control

Unleashed

Some of our ingredients went from four, to six, to eight, to 16, to 20 week lead times – and freight costs were through the roof,” she says. “I’d Founded in New Zealand in 2009 it was acquired by the UK’s Access Group in November 2020. “Managing inventory during Covid was extremely challenging.

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Disruption in China Ripples Across Global Supply Chains in April 2022

Supply Chain Matters

in March, and the lowest level recorded since August 2020. The report specifically indicated: “ Average purchase prices rose to one of the greatest extents during the past 11 years, leading to the joint-steepest increase in output charges since the series began in October 2009.”. . This index fell to a value of 52.2,