エピソード

  • 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
  • The Empty Warehouse Paradox Even Landlords Cant Explain

    The Empty Warehouse Paradox Even Landlords Cant Explain
    2026/06/07
    With US warehousing vacancy at effectively zero and industrial production rising, you'd expect a building boom. But new construction starts are collapsing because of skyrocketing financing costs and uncertainty around the Iran war's impact on trade flows. Lucas breaks down the data: capacity utilization at 76.1 percent, factory orders up to $662.7 billion in April, yet warehouse construction loans are getting pulled. Luna pushes back on whether this is just a lagging indicator or a structural shift. They explore why landlords are hoarding space, how import volumes are shifting to smaller ports, and what happens when retailers can't secure storage for holiday inventory. The episode ends with a prediction about peak-season bottlenecks. #Warehousing #IndustrialRealEstate #SupplyChain #Freight #Logistics #TradeWar #IranWar #FactoryOrders #IndustrialProduction #CapacityUtilization #ConstructionStarts #PortCongestion #RetailInventory #HolidaySeason #VacancyRates #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Why Warehousing Has Zero Vacancy in 2026

    Why Warehousing Has Zero Vacancy in 2026
    2026/06/06
    Episode 35 of The Supply Chain Economy dives into why US industrial real estate vacancy rates hit near-zero in 2026 — especially in major inland hubs like Chicago, Dallas, and Atlanta. Lucas and Luna break down the structural forces behind the crunch: the post-Iran War shipping disruption, the surge in imports (imports hit $4.4 trillion in early 2026), and the shift to smaller ports like Savannah and Charleston. They explain how e-commerce giants and third-party logistics firms are pre-leasing warehouses years in advance, driving rents up 15-20% year-over-year. The episode also explores why smaller shippers are being squeezed out of prime space, forcing them to use costly interim storage — and how this adds hidden friction to supply chains, feeding into broader inflation concerns. A timely look at one of the least talked-about bottlenecks in the modern economy. #SupplyChain #Economics #Warehousing #Logistics #IndustrialRealEstate #USports #Imports #Shipping #Ecommerce #ThirdPartyLogistics #Inflation #IranWar #Freight #FexingoBusiness #BusinessPodcast #LogisticsTrends #RealEstate #SupplyChainCrisis Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Why Warehousing Has Zero Vacancy in 2026

    Why Warehousing Has Zero Vacancy in 2026
    2026/06/06
    In this episode of The Supply Chain Economy, Lucas and Luna explore the record-low warehousing vacancy rates across the US in 2026. With industrial production up and factory orders surging, available warehouse space has virtually disappeared. The hosts break down the numbers: capacity utilization at 76.1% and manufacturers' new orders hitting $662.7 billion. They discuss the shift from just-in-time to just-in-case inventory strategies, the impact on smaller businesses, and the rise of speculative warehousing. Plus, they examine how rising import volumes are exacerbating the crunch and what it means for trucking and logistics costs. A must-listen for anyone in supply chain, real estate, or logistics. #Warehousing #SupplyChain #IndustrialRealEstate #VacancyRate #InventoryManagement #Logistics #Trucking #Freight #Economics #Business #JustInCase #SpeculativeBuilding #PortCongestion #Imports #TradeBalance #FexingoBusiness #BusinessPodcast #IndustrialProduction Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • Why US Warehousing Has Zero Vacancy in 2026

    Why US Warehousing Has Zero Vacancy in 2026
    2026/06/05
    In this episode, Lucas and Luna explore a surprising logistics bottleneck: US warehousing vacancy rates have dropped to near-zero levels in 2026. With industrial production up 0.7% in April and manufacturers' new orders reaching $662.7 billion, demand for storage space has outpaced new construction. The hosts drill into a specific case—the struggle of a mid-sized 3PL in the Inland Empire that lost a lease renewal to a bigger player—and explain how this shortage is raising costs for importers, squeezing small retailers, and reshaping supply chain strategies. They also discuss the broader trend of 'chassis creep,' where containers sit on truck chassis for days because there's no warehouse slot to offload them. Finally, they tie the shortage to today's import surge and trade deficit, now at -$60.3 billion. The episode ends with a forward look at whether automation or multi-story warehouses can solve the crunch. #Warehousing #Logistics #SupplyChain #IndustrialRealEstate #InlandEmpire #3PL #ImportSurge #TradeDeficit #CapacityUtilization #ManufacturersOrders #ChassisCreep #RetailInventory #MultistoryWarehouse #Automation #Economics #FexingoBusiness #BusinessPodcast #SupplyChainEconomy Keep every episode free: buymeacoffee.com/fexingo
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    6 分
  • Why US Warehousing Vacancy Rates Are Hitting Record Lows

    Why US Warehousing Vacancy Rates Are Hitting Record Lows
    2026/06/05
    Industrial vacancies in the US have dropped below 3 percent for the first time on record, driving warehouse rents up 18 percent year-over-year. Lucas and Luna examine how e-commerce demand, nearshoring, and inventory hoarding are squeezing available space, and what that means for tenants and landlords. With industrial production at 102.5 and factory orders up 4.7 percent in April, the pressure on logistics real estate is intensifying. The episode digs into specific markets like the Inland Empire, where vacancies are near zero, and explains why small and mid-sized tenants are being priced out. The conversation also touches on the rise of speculative building and the risks of overdevelopment. A concrete look at a market that affects everything from shipping costs to consumer prices. #Warehousing #IndustrialRealEstate #Logistics #SupplyChain #Ecommerce #Nearshoring #InventoryHoarding #IndustrialProduction #FactoryOrders #RealEstate #VacancyRates #RentGrowth #InlandEmpire #SpecBuilding #Economics #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    7 分