Key Supply Chain Trends Are Shaping Opportunity in Europe and North America

Some quite striking supply chain trends in several key tech sectors are beginning to make significant impacts globally, and in particular on established logistics patterns in North America and Europe. In industries like pharma research and production, clinical trials management and in the wider automotive sector - especially in the space of next-gen propulsion systems, autonomy and lightweighting, there are some dramatic evolutions taking place which will have great consequences to existing logistics patterns, specifically to carriers, airports and to established cluster regions. Given this dynamic situation, we see that well-positioned transport assets have a window of opportunity to take advantage of these trends for both revenue growth and asset monetization.

By |2019-06-14T11:04:20-07:00March 12th, 2016|Blog, Uncategorized|

Can China’s Manufacturers Make US Factories Successful?

All of us are aware of how China’s economy has exploded over the last thirty years, in part based upon the amazing performance of its low cost manufacturers that make the goods that line shelves of US discount stores. And in fact many argue that China will overtake the United States to become the leading economic power in the world.

By |2019-06-14T11:04:21-07:00March 7th, 2016|Blog, Uncategorized|

USDOT Opens Applications for $800 Million: “FASTLANE” Freight Grants

Fully empowering local creativity, or funding an uncoordinated muddle of disconnected projects that actually don't add up to a strategic investment and infrastructure plan? Well, the US Government is now really putting significant tax funding behind freight project funding. At GLDPartners, we're not sure that we are necessarily spending toward a comprehensive and coordinated national business strategy, but at least we are allowing state and local officials to use their own project inventiveness. From our corporate and sector intelligence work, we see special market opportunity at and around airports and seaports. Let's hope that we see projects that are able to solve cargo movement problems and create economic growth.

By |2019-06-14T11:04:22-07:00February 29th, 2016|Blog, Uncategorized|

US National Freight Plan Draft – We’ve Made A Lot of Progress. But Not There Yet.

A vast step forward and accolades are deserved to many for pushing us along toward a thoughtful and comprehensive strategy for freight planning and investment. It's been a long time and somehow this has been very challenging. That said, let me underline that like most "freight" studies and strategies, it seems that there is still a wall between economic strategy, competitiveness assessing and freight planning.

By |2016-10-26T11:43:43-07:00February 28th, 2016|Blog, Uncategorized|

Is Reshoring Investment Down? and if it is down, why and what’s the future?

An interesting read published in Electronics Purchasing Strategies about the status of reshoring investment from Asia. It's always interesting to hear the debates between the advocates and the pessimists - the truth is almost always somewhere in between.  The article uses the backdrop of an AT Kearny report that speaks to tepid numbers, but the [...]

By |2019-06-14T11:04:22-07:00February 20th, 2016|Blog, Uncategorized|

Leading Air Freight Forwarders Lose Market Share: Lloyds Loading List

Will Waters writes in the current Lloyds Loading List that the Top 20 and top 100 agents outgrown by their SME rivals last year, with those outside the top 100 achieving average increases of 3.8%" according to WorldACD data. Sometimes data-watching is tedious and sometimes over time you glean important trends. With the overwhelming amounts of data that we all have access to today, it's difficult to sift through and distinguish between the meaningful and trivial.

By |2019-06-14T11:04:23-07:00February 15th, 2016|Blog, Uncategorized|

Washington Releases Details About Freight Projects Funding

Nationally Significant Freight and Highway Projects A few days ago, US Department of Transportation (DOT) Secretary Anthony Foxx released a letter stating that DOT will publish a Notice of Funding Opportunity in the Federal Register requesting applications for the Nationally Significant Freight and Highway Projects (NSFHP). A fact sheet was also released noting $800 million [...]

By |2019-06-14T11:04:24-07:00February 10th, 2016|Blog, Uncategorized|
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