The Daily: April 29, 2022
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Good morning, and happy Friday! ☀️
The sun is shining, the birds are singing… and we’re still in the thick of it. 2020 and 2021 were just the beginning of the most challenging supply chain crisis in modern times - war and bird blu are increasing the chances of more and more shortages. Baby formula, palm oil, chlorine, canned pet food... Hold on for the ride, folks.
Check out today’s featured article from Zero Hedge for some wild, but likely accurate, predictions on what we’re in store for next. ☕️
"The simple act of sharing our fears and vulnerabilities helps us embrace our stories and recognize how much we share with one another."
Michelle Obama
Today’s Featured Article:
Chronic Shortages Of A Few Items Now Will Evolve Into Chronic Shortages Of Hundreds Of Products Later In 2022 | ZeroHedge
“What we have witnessed so far is just the beginning of the story. The global response to the COVID pandemic during 2020 and 2021 created the most epic supply chain crisis in modern times, and now “black swan events” such as the war in Ukraine and the bird flu pandemic are making that supply chain crisis even worse.”
The Latest On…
Cab Tech 🚚
On the Spot: Kinedyne's Cargo Management Solutions [Video] - Equipment - Trucking Info
“At Work Truck Week 2022, Roger Perlstein, Kinedyne's vice president of sales and marketing, shares details about the demo truck Kinedyne installed as part of its sales tool kit to show how to take advantage of opportunities to improve efficiency in trucking and cargo delivery.”
Covid-19 😷
‘Unsustainable’ Squeeze Grips U.S. Hospitals on Covid Labor Cost | 2022-04-28 | SupplyChainBrain
“Hospitals are starting to emerge from the worst of COVID-19, but one consequence has persisted: They still have to pay workers more.”
Network Association 🤝
Cooperative procurement: strength in numbers | Fleet Maintenance
“For government fleets, cooperative procurement of commercial vehicles and shop equipment can save valuable time and taxpayer money. Here's how it works.”
Microsoft Flexes Supply Chain Muscles in New Partnership with Kraft Heinz | SC Digest
“For most of us, ‘supply chain’ is not one of the first terms that come to mind if asked about Microsoft. ‘Office’ maybe, or ‘Teams’ or even ‘Cloud computing.’”
Trucker’s Lounge 🧢
Targeting Yellow’s Relief; Holding Back Palm Oil; Profiting in Commodities | Wall Street Journal Logistics
“A new report is adding to the controversy over trucker Yellow’s pandemic relief.”
Hauling dreams: Husband-and-wife driving team transports precious cargo for car enthusiasts - TheTrucker.com
“When it comes to driving, there’s nothing Alan and Karen Wrobel can’t put in motion.”
Warehousing 📦
Warehouse Management Systems (WMS): Growth Accelerated in 2021 - Logistics Viewpoints
“I just completed the data gathering process for ARC’s global Warehouse Management Systems (WMS) market research study.”
Business Strategy 💡
Top Supply Chain Fails and what we can learn from them (allthingssupplychain.com)
“Supply chains can be very complex and sometimes it doesn’t take much for them to go wrong.”
Artificial Intelligence 🤖
China's First Autonomous Container Ship Launches, a Move Towards AI-Based Shipping - More Than Shipping
“China has taken another step forward in its bid to make the shipping industry more efficient, with the official launch of its first autonomous container ship.”
Leadership 🏆
Nulogy named a 2022 Top 100 Logistics IT Provider by Inbound Logistics (yahoo.com)
“Nulogy, a leading provider of supply chain collaboration solutions, announced that it has been named a Top 100 Logistics IT Provider for 2022 by Inbound Logistics.”
Health & Safety ⛑
Lytx’s annual report identifies fleet driving risks, highlights safety improvements - TheTrucker.com
“Lytx® Inc., a video telematics company, released its fourth annual “State of the Data” report on vehicle fleets on Wednesday.”
Speed limiter proposal back again - Land Line
“After being shelved for years, the Federal Motor Carrier Safety Administration is breathing life back into a proposal that would require the use of speed limiters for commercial motor vehicles.”
Electric Vehicles 🔋
New EV vs. old beater: Which is better for the environment? | Ars Technica
“EVs require more energy to build, but they are far more efficient to operate.”
Ports 🚢
MSC adds another new service to the Port of Philadelphia with the Indus 2 | AJOT.COM
“On Wednesday, April 27, 2022, PhilaPort welcomed the maiden call of a new ocean liner service to The Port of Philadelphia’s Packer Avenue Marine Terminal.”
Yang Ming Chief Sees Port Bottlenecks Easing (gcaptain.com)
“Port bottlenecks that have increased supply-chain congestion because of the war in Ukraine and lockdowns in China may be showing signs of easing, according to one of the world’s biggest shipping companies.”
Industry Forecasting 📊
What goes up must come down: Falling rates and rising fuel prices point to a downcycle for trucking - TheTrucker.com
“Conditions for earning a profit in trucking are cyclical in nature. When freight is plentiful, rates tend to rise — and truckers buy more trucks to take advantage.”
Ford CFO John Lawler: We are not seeing any signs of easing demand (cnbc.com)
“CNBC’s Phil LeBeau sits down with Ford CFO John Lawler to break down the company’s first-quarter earnings results and the company’s expectations for the second quarter.”
Disrupted Supply Chains Bring Profit Boost to Transport Giants | 2022-04-27 | SupplyChainBrain
“Disruptions in global trade flows are set to persist into the second part of the year, longer than previously expected, Danish transport giant A.P. Moller-Maersk A/S predicted.”
Intermodal Continues Slide in Q 1 | Material Handling and Logistics (mhlnews.com)
“While international volumes were down due to supply chain issues, domestic volumes gained.”
Supply chain headwinds are windfall for Willow Run-based logistics company Ascent | Crain's Detroit Business (crainsdetroit.com)
“When an automotive plant is on the brink of a parts shortage, as many have been recently, keeping the assembly line moving becomes mission critical.”
Freight market shows signs of strength despite headwinds | Commercial Carrier Journal (ccjdigital.com)
“‘The reports of my death are greatly exaggerated.’ – A phrase originally uttered by Mark Twain but also applicable to the perceptions of the current freight market.”
New survey shows carriers remain optimistic about demand despite obstacles - TheTrucker.com
“Carriers are optimistic about growth in volume and rates this year, despite rising fuel and equipment costs that are squeezing profitability, according to the latest Bloomberg | Truckstop.com survey, which polled owner-operators and small fleets.”
Fuel ⛽️
Why diesel prices are driving up the cost of everything (cnbc.com)
“Consumers notice spiking gasoline prices every time they drive to the pump. But energy industry analysts say the current spike in diesel prices is historic — and is pushing up the cost of all kinds of goods.”
Biden approves more gas export projects as Russia cuts supply to Europe | AJOT.COM
“Ship design concept from Ulstein can solve the zero-emission challenge".”
Shortages 🛒
After Nickel, Lithium Is Next Concern for Battery Makers | 2022-04-28 | SupplyChainBrain
‘Batteries, and more precisely battery metals, are poised to replace chips as the new bottleneck for the auto industry.”
Consumers Catch Cold - Inbound Logistics
“Growing consumer demand in the United States is impacting the storage and distribution of frozen foods and other products that depend on cold environments, finds the Thomas Index Report.”
Tech 📟
2022 Logistics IT Perspectives - Inbound Logistics
“Companies rely on logistics technology to help navigate a landscape reshaped by a pandemic and evolving customer demand.”
Aviation Logistics ✈️
FAA directs bipartisan infrastructure bill money to air traffic control towers | DC Velocity
“Plan will spend $1 billion this year of $5 billion on deferred maintenance and upgrades.”
Sales 🧾
US trailer net orders jumped in March, with strength dry van-centric - TheTrucker.com
“March net U.S. trailer orders of 37,901 units increased more than 40% from the previous month and were nearly 28% higher compared to March of 2021.”
Regulations ⚖️
Biden’s PRO Act is a covert tax hike on 7.7 million Americans (msn.com)
“The Biden administration has demanded trillions in tax hikes on the American people despite President Joe Biden’s campaign pledge not to raise taxes on anyone making less than $400,000.”
American Economy 🇺🇸
An Economic Downturn is Now in Exec's Top Five Risk Concerns | Material Handling and Logistics (mhlnews.com)
“Executives now face a spread of risks that are difficult to plan against, including contagion effects from war in Europe, aggressive Central Bank tightening, and continued COVID-19 pressure on growth in major global markets.”
U.S. GDP fell at a 1.4% pace to start the year as pandemic recovery takes a hit (cnbc.com)
“Gross domestic product unexpectedly declined at a 1.4% annualized pace in the first quarter, marking an abrupt reversal for an economy coming off its best performance since 1984, the Commerce Department reported Thursday.”
Yellen says more shocks likely to 'challenge the economy' | AP News
“Treasury Secretary Janet Yellen said Thursday the global pandemic and Russia’s invasion of Ukraine highlight the possibility of big economic shocks in the future, adding that downturns are ‘likely to continue to challenge the economy.’”
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The Workday Dash is an aggregation of articles regarding the transportation logistics, trucking, and supply chain industries for July 31, 2025, from iLevel Logistics Inc.