Contributing Member of the Energy & Industrials Councils

All News Analyses by this Author

Federal Gov’t Takes Leadership Role in the 2020 Carbon Footprint Reduction Goal

October 8, 2009

Analysis of:Obama requires agencies to set new energy reductions goals | www.federaltimes.com

An U.S. Federal Executive Order (E.O.) labeled Federal Leadership in Environmental, Energy, and Economic Performance was issued on 10/5/09. The E.O. requires agency heads to develop a strategy to measure, report, and reduce their carbon footprint. Some deliverables are due as soon as Q1, 2010. Are there correlations between the congressional bills and this executive order?

New Penn Labor Concessions, Is this Enough?

September 10, 2009

Analysis of:New Penn Teamsters Approve Concessions | www.tdu.org

The recent Teamsters vote was a great start for the struggles LTL industry. Is this enough to carrier the industry into the 3rd Quarter 2010?

Is it Fraud or Poor Management, $50M Wasted Annually at Agency Alone

September 10, 2009

Analysis of:Ten Reasons Frauds Occur | /news.glgroup.com/CM/Analyses.mvc/Details/42186

The US Postal Service has approx. 1,100 employees sitting idle daily during the current USPS downturn. As mail volume is down and Senate seeks to in source, are we going the same direction?

US Federal Government In-sourcing, A 2010-2011 Trend

September 10, 2009

Analysis of:Defense industry pleads for investment | www.ft.com

There are numerous efforts to stop run away spending in the federal government. Congress is acting immediately! Some federal contractors may be impacted in 2010.

Corporate Carbon Emission Reduction by 2020; Very Doable with the Right Strategy

August 27, 2009

Analysis of:U.S. carbon market: many projects, many clouds | www.reuters.com

Three regional U.S. groups are trading or in the process of creating regulated carbon trading markets. Emerging projects range from sprouting like wheat to home solar panels. Making money and achieving Congressional Carbon Cap & Trade goals are doable with the right strategy.

Consumer Spending & Income Trends- Mixed Messages Challenge Retail Manufacturers

August 17, 2009

Analysis of:U.S. Consumer Spending Rises But incomes fall | www.industryweek.com

US consumer spending rose as household income dropped in June. This inconsistent message could create inventory & service planning nightmares during the 4th Quarter Retail season. How will this impact Global Logistics Operators?

Carbon Cap & Trade- The 2010 Global Supply Chain Budget Risk

August 3, 2009

Analysis of:The Big Debate: Supplier risk research is a waste of time | blog.procurementleaders.com

Procurement executives have had a long standing supplier management debate when it comes to managing corporate risk. There seems to be two very strong opinions to mitigating risk. The winning side depends on a number of variables and corporate risk tolerance. The near term CPO budget depends on the enterprise's tolerance for risk.

Cash for Clunkers, A Near Term Plus for the Down Stream Auto Supply Chain

August 3, 2009

Analysis of:Greenspan: Clunkers Cash An Effect of Economic Rebound, Not Cause | www.foxnews.com

The cash for clunker program will benefit Automotive Assembly plants as well as their downstream global supply chain. Will the program create sustainable consumer and business confidence? Which automotive supply industries need the sustained volume?

North American Logistics Deal is a Big Plus for Manufactures & Retailers

July 31, 2009

Analysis of:Southwest Airlines Plans to Bid for Frontier | dealbook.blogs.nytimes.com

The Southwest Airlines planned bid for Frontier Airlines expands the playing field for Retailers and Manufactures. The expansion would open the lucrative Atlanta, Georgia market to SWA with direct service capability. This strategic move could benefit shippers throughout North America.

The Carbon Cap & Trade Debate – Washington, Follow the Sustainability Leaders

July 27, 2009

Analysis of:Billionaire Pickens Shelves Massive Wind Farm Project in Texas | e360.yale.edu

Renewable Energy and purchasing Carbon Credits are not always the first options for many existing business. Let’s follow Air Tran & UPS sustainability lead.

Operational Excellance is the Next Best Step for the Foodservice Industry

June 24, 2009

Analysis of:Veggie Tales: Think Food Distribution is a Low-Tech Enterprise? | money.cnn.com

Given the industry issues and challenging margins, Operational Excellence (Continuous Improvement) is an appropriate next step for the food service distribution industry.

Private Label Marketshare Gains Generates Additional Private Equity Supply Chain Pressure

June 24, 2009

Analysis of:Is Wal-Mart onto something? | www.homechannelnews.com

According to the source article, Wal-mart is in the process of upgrading its private label business.  This profit push will bite into branded product marketshare and may cause retail supply chain challenges downstream.  How does a P&E firm with branded products position itself? 

Improved Supply Chain Efficiency A Must For North American Retailers

June 24, 2009

Analysis of:Starbucks Pushing Landlords for 25% Cut in Cafe Rents | www.bloomberg.com

Industry leading retailers are seeking cost reduction opportunities line item by line item.  Fixed costs such as rents are only one potential cost reduction initiative.

Supply Chain Efficiency is Key to 4th Quarter Retail Season

June 17, 2009

Analysis of:Home Depot Boosts High End of 2009 Profit Forecast | www.bloomberg.com

Many retailers are going back to the basics in advance of the 4th quarter peak season.  Downstream global supply chain operators may feel the pinch.

The JUMP in consumer sentiment is a good sign for Home Improvement & Electronics Retailers as well as their downstream GLOBAL SUPPLY BASE

May 26, 2009

Analysis of:Wall Street Rebounds on Consumer Confidence Data | news.morningstar.com

Recent sales improvements at a select number of retailers is a great sign for manufacturing & supply chain planners.  How does consumer confidence impact global supply chain operators and raw material manufacturers? 

China Replaces US as Brazil's Top Trading Partner: Bad News for Some Global Logistics Players

May 14, 2009

Analysis of:Could Latin America Recover Sooner than Advanced Economies | www.vimay-group.com

Latest data from Brazil's development, industry and trade ministry (MDIC) confirm that China has replaced the US as Brazil's top export destination.  Will this latest international trade trend help or hurt the global logistics market? 

Recent Retail Assessment = Continued Downer for 2010 Supply Chain Recovery

May 7, 2009

Analysis of:Stores won't buy into rebound talk | money.cnn.com

According the 5/7/09, CNN Money article, many retailers are planning for a Q2-Q4, 2010 recovery.   The latest retail demand forecast is not good news for global supply chain providers.

Global Supply Chain Operators Are Key to Flu Pandemic Response

April 28, 2009

Analysis of:FACTBOX: Economic costs of a flu pandemic | www.reuters.com

HHS, CDC, FDA, WHO, and other public organizations are aggressively implementing emergency response plans.  Who are the key actors?

We NEED Westbound Container Export Volume But At What Cost?

April 27, 2009

Analysis of:GM, Shuttering U.S. Plants, ‘Likely’ to Build Factory in China | www.bloomberg.com

According to the Bloomberg article, GM will likely build more plants in China. What are the implications for Global Logistics Operators? 

Consumer Confidence is a Leading Indicator for the Logistics Industry Turn Around!!

April 23, 2009

Analysis of:Weyerhaeuser to close trucking facility | www.bizjournals.com

According to Wikipedia in 1929 consumer spending was 75% of the nation's economy.  Given the high unemployment rate and reduced spending, logistics operators continue to prepare for a down 2009.  Where are the North American revenue opportunities?

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