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Logistics Industry Outlook with John Larkin

The Logistics of Logistics

John is Strategic Advisor of Transportation & Logistics at Clarendon Capital , a private equity sponsor focused on developing investment opportunities and providing strategic advisory services to the transportation, logistics and distribution sectors. Larkin headed up Stifel’s transportation and logistics research effort.

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Can You Predict Supply Chain Disruptions in an Unpredictable World?

Logility

Production halts, container and transport shortages, and port logjams are just a few of the factors eating away at both efficiency and profits. COVID-19 didn’t start it all, but it certainly exacerbated serious supply chain disruptions that emerged during the trade wars in 2018 and 2019. Then came Russia’s invasion of Ukraine.

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This Week in Logistics News (May 14 – 20)

Logistics Viewpoints

Founded in 2018 by two naval technology experts, the company combines sensors with existing safety systems onboard to help improve the safety and navigation of ships on crowded waterways. Emissions are the other big selling point here, with the electric systems offering more efficiency than traditional ground transportation.

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CAPS Conference: The Economist Projects What’s in Store for the Global Economy

NC State SCRC

One of the biggest contributors to inflation is the increase of oil and gas prices, which will remain high as long as the conflict in the Ukraine rages. Some of the supply constraints are also due to the destruction of key infrastructure in the Ukraine for shipping of these commodities. War in Ukraine turns into global conflict.

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100+ Supply Chain Crisis Statistics: Raw Materials, Covid-19, Labor Shortages, and More

ToolsGroup

How the War in Ukraine is Impacting the Supply Chain and Raw Material Prices. Increased Shipping Costs, Delays, and Transportation Issues. Thanks to container prices rising as much as 600%, money that could be used for advertising went to freight companies instead. Ukraine supplies approximately 50% of the world’s neon gas.

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Trends in Sustainability: Deglobalization will accelerate in 2024

Freightera

Deglobalization will accelerate, and reshoring and localization of manufacturing will continue 2023 has seen a severe freight recession, especially in North America, with significant overcapacity and declining rates for ocean shipping as well. He was a speaker at COP22, the UN Climate Change Conference in Marrakesh.

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This Week in Logistics News (August 12 – 18)

Logistics Viewpoints

They stocked up again after Russia’s invasion of Ukraine pushed up the price of raw materials such as energy and wheat. The Port of Kahului is fully operational, and interisland freight and transport company Young Brothers noted in an Aug. But the process has been much slower than expected and may drag into next year.