『The Supply Chain Economy with Fexingo: Logistics, Shipping, and Goods Movement』のカバーアート

The Supply Chain Economy with Fexingo: Logistics, Shipping, and Goods Movement

The Supply Chain Economy with Fexingo: Logistics, Shipping, and Goods Movement

著者： Fexingo
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Every day, Lucas and Luna examine the real-time machinery of global goods movement — from container ship schedules and port backlogs to trucking rates and last-mile delivery bottlenecks. Grounded in publicly-available data on shipping spot prices, warehouse vacancy rates, and logistics employment reports, each episode dissects a specific thread: how Red Sea diversions reroute European inventories, why Memphis handles more air cargo than any other airport, or what falling Baltic Dry Index readings signal for manufacturers. Lucas brings a journalist's precision to freight indices and customs filings; Luna pushes for the operational reality — what a 12% drop in intermodal rail volumes means for a Midwest distributor, or how just-in-time inventory strategies are being rewritten after pandemic breakdowns. The show serves supply chain analysts, logistics professionals, procurement managers, and anyone who understands that the cost of moving a box from Shenzhen to Chicago determines what fills store shelves. Expect no buzzwords — only parsed data, named companies (Maersk, Union Pacific, XPO), and a clear-eyed view of how infrastructure, labor, and trade policy intersect. By the end of each episode, you'll know exactly which port is congested, which shipping route is under pressure, and what that means for the price of the goods you buy tomorrow. #SupplyChain #Logistics #Shipping #GoodsMovement #Freight #BalticDryIndex #PortCongestion #Trucking #LastMileDelivery #JustInTime #Maersk #UnionPacific #XPO #Economics #GlobalTrade #FexingoBusiness #BusinessPodcast #DailyBusinessNews Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
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  • The Container Imbalance That Is Costing Exporters Billions

    The Container Imbalance That Is Costing Exporters Billions
    2026/06/08
    Episode 39 of The Supply Chain Economy. Lucas and Luna explore the growing container imbalance in global shipping: how the surge of imports into the US is leaving empty containers piling up at ports while exporters face shortages and skyrocketing repositioning costs. They break down the numbers: US imports hit $4.42 trillion in early 2026 while exports lag at $3.53 trillion, creating a trade deficit that forces carriers to ship millions of empty boxes back to Asia. The hosts discuss how this imbalance drives up freight rates for exporters, hurts American manufacturing competitiveness, and why smaller ports are now seeing congestion from empty container storage. They also tie in the recent Iran war's lingering effect on shipping routes and the surprising role of AI-driven logistics startups trying to optimize container repositioning. A must-listen for anyone in logistics, trade, or supply chain management. #ContainerImbalance #TradeDeficit #USExports #GlobalShipping #SupplyChain #Logistics #EmptyContainers #PortCongestion #FreightRates #TradeBalance #Manufacturing #IranWar #ShippingRoutes #AIinLogistics #ContainerRepositioning #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • Why Imports Are Up but Exports Are Stuck in Neutral

    Why Imports Are Up but Exports Are Stuck in Neutral
    2026/06/08
    In episode 38 of The Supply Chain Economy, Lucas and Luna dig into a puzzle buried in the latest trade data: imports are surging, but exports are barely budging. As of March 2026, the US trade deficit widened to $60.3 billion, driven by a jump in imports of goods and services to $4.42 trillion annualized. Exports are up too, but only to $3.53 trillion — leaving a gap that's reshaping freight flows and warehouse demand. The hosts explore why American exporters are struggling to capture overseas demand, from a strong dollar to shifting global supply chains post-Iran conflict. They also examine how this imbalance is creating opportunities for logistics providers focused on import-heavy corridors like Savannah and Charleston, while exporters in the Midwest face empty containers and rising costs. A sharp, data-driven look at a structural shift that most coverage misses. #TradeDeficit #USImports #USExports #SupplyChain #Logistics #Freight #TradeBalance #StrongDollar #ExportCompetitiveness #PortSavannah #PortCharleston #MidwestManufacturing #ContainerShipping #GlobalTrade #Economics #FexingoBusiness #BusinessPodcast #SupplyChainEconomy Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • The 76 Percent Capacity Trap in US Manufacturing

    The 76 Percent Capacity Trap in US Manufacturing
    2026/06/07
    Lucas and Luna dive into a surprising paradox: US factory orders and industrial production are both rising, but capacity utilization sits at just 76.1 percent—well below the 80-plus percent levels that historically trigger serious freight and logistics bottlenecks. They explore why that number matters, what it means for trucking demand and warehouse occupancy, and how the Iran war's disruption of energy and shipping routes is reshaping the gap between output and capacity. With trade deficits widening and imports surging, the hosts ask whether manufacturing is truly rebounding or just running in place with slack capacity. #CapacityUtilization #IndustrialProduction #SupplyChain #Manufacturing #TradeDeficit #Freight #Trucking #Logistics #Warehousing #IranWar #Imports #FactoryOrders #Economics #Business #FexingoBusiness #BusinessPodcast #SupplyChainEconomy #PodcastEpisode Keep every episode free: buymeacoffee.com/fexingo
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    8 分
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