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  • 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
  • Why Trucking Rates Are Falling Even as Factory Orders Surge

    Why Trucking Rates Are Falling Even as Factory Orders Surge
    2026/06/04
    Episode 31 of The Supply Chain Economy digs into a puzzle: US manufacturers' new orders hit $662.7 billion in April 2026, up 4.8% year-over-year, yet spot trucking rates are in the basement. Lucas and Luna explore why the link between industrial production and freight demand has broken. They look at the role of inventory destocking, the shift to rail and intermodal, and the rise of private fleets eating into for-hire trucking. Specific data from the Federal Reserve and Bureau of Economic Analysis grounds the discussion, including the widening trade deficit and what it means for truckers. The episode concludes with a look at how owner-operators are responding — and why the disconnect matters for the broader economy. #Trucking #FreightRates #SupplyChain #FactoryOrders #IndustrialProduction #InventoryDestocking #Intermodal #PrivateFleets #OwnerOperators #SpotMarket #TradeDeficit #Logistics #CapacityUtilization #Economics #FexingoBusiness #BusinessPodcast #SupplyChainEconomy #TruckingCrisis Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • How Rising Imports Are Crushing US Trucking Margins

    How Rising Imports Are Crushing US Trucking Margins
    2026/06/04
    Lucas and Luna examine a surprising disconnect: US manufacturers' new orders jumped 4.8% in April, industrial production hit 102.5, and imports are surging — yet trucking spot rates are barely above operating cost. They trace the problem to a flood of new carriers that entered during 2020-2022, creating chronic overcapacity. Even as freight volumes grow, the number of trucks grew faster. The episode focuses on one owner-operator in Gary, Indiana, who is now hauling at a loss just to keep his rig financed. Lucas explains why this 'trucking recession' could persist through 2027 unless capacity exits the market. #Trucking #Freight #SupplyChain #Logistics #Overcapacity #OwnerOperators #IndustrialProduction #Imports #GaryIndiana #SpotRates #TruckingRecession #FreightVolume #DATFreight #FexingoBusiness #BusinessPodcast #Economics #Manufacturing #CapacityUtilization Keep every episode free: buymeacoffee.com/fexingo
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    7 分