『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
エピソード
  • 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
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