July 2017 Archive

July 24, 2017
Four forces to watch in trucking and rail freight (McKinsey)

The North American recession of 2007–09 was hard on surface-transport companies, but today volumes are back, and resilient carriers have become more efficient. Over the past several years, Canada and Mexico have rapidly built supply-chain capabilities for more efficient transport, both domestically and abroad. By embracing e-commerce, US consumers have fundamentally changed the supply chain, pushing inventories further downstream. Other changes are also gathering force, including emerging technologies such as autonomous vehicles, connected devices, alternative fuels, and blockchain, to name a few. As a result of all these changes, transport markets are less predictable than ever, and require more vigilance from executives.

July 24, 2017
Sears vs. Amazon: A Tale of Two Retailers (WSJ)

Sears has closed hundreds of stores, triggering anxiety about the once-dominant retailer’s future. Amazon has been on a building binge, is set to swallow Whole Foods and now, will sell Sears appliances online. See how their paths have crossed:

July 12, 2017
This Economic Model Organized Asia for Decades. Now It’s Broken (Bloomberg)

Automation threatens to block the ascent of Asia’s poor. The window is closing on emerging nations. They will not have the opportunity that China had in the past.