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LogisticandTransportationSector
P a u l Y o u n g C P A , C G A
F e b r u a r y 1 3 , 2 0 2 1
PaulYoung-Bio
• CPA, CGA
• Academia (PF1, FA4 and MS2)
• SME – Risk Management
• SME – Close, Consolidate and Reporting
• SME – Public Policy
• SME – Emerging Technology
• SME – Business Process Change
• SME – Financial Solutions
• SME – Supply Chain Management
Contact information:
Paul_Young_CGA@Hotmail.com
Agenda
• Freight Index
• USA eCommerce Sales
• USA Retail
• Canada eCommerce Sales
• World eCommerce
• Class 8 Truck Sales / USA
• EPA Issues
• Trailer Sales
• Tonnage
• Supply Chain Management Solutions
• Planning Analytics and CPLEX
• Blockchain and Supply Chain Management
• Watson Assistant
FreightIndex
S o u r c e -
h t t p s : / / w w w . c a s s i n f o . c o m / f r e i g h t -
a u d i t - p a y m e n t / c a s s - t r a n s p o r t a t i o n -
i n d e x e s / c a s s - f r e i g h t - i n d e x
USA
eCommerce
S o u r c e -
h t t p s : / / w w w. s t a t i s t a . c o m / s t a t i s t i
c s / 2 7 2 3 9 1 / u s - r e t a i l - e - c o m m e r c e -
s a l e s - f o r e c a s t /
Canada
eCommerce
Sales
S o u r c e – S t a t s C a n a d a
Here is my work on eCommerce -
https://www2.slideshare.net/paulyoungcga/ecommerce-what-
is-next
Blog – LinkedIn
https://www.linkedin.com/pulse/blog-what-next-ecommerce-
2021-beyond-paul-young/?published=t
World
eCommerce
Market
S o u r c e -
h t t p s : / / p a y s p a c e m a g a z i n e . c o m / r
e t a i l / t o p - 1 0 - e - c o m m e r c e -
m a r k e t s /
Class8 TruckSales
S o u r c e – T h e T r u c k e r a n d h t t p s : / / w w w . t t n e w s . c o m / a r t i c l e s / s e p t e m b e r - c l a s s - 8 - s a l e s - h i g h e s t -
y e a r o r h t t p s : / / w w w . t t n e w s . c o m / a r t i c l e s / c l a s s - 8 - s a l e s - n o v e m b e r - s l i p o r
h t t p s : / / w w w . t t n e w s . c o m / a r t i c l e s / d e c e m b e r - c l a s s - 8 - s a l e s - r e a c h - h i g h - m a r k - 2 0 2 0 - d o w n - 7 4 -
c o m p a r e d - 2 0 1 9
EPAStandardChange
Due to engine certification issues in the U.S., Hino Motors has suspended vehicle production at its factories
in West Virginia and Ontario, Canada, until Oct. 2021, the company announced Dec. 23. Hino Motors is the
Toyota Group’s truck and bus subsidiary.
The Hino Board of Directors-approved decision was made based on “challenges in the required U.S. engine
certification testing process for new model years of the A09C, J08E, and J05E*engines for North America.”
The Environmental Protection Agency’s Phase 2 greenhouse gas emissions standards cover model years
2021-2027, which means new model year vehicle sales, including the refreshed Hino XL Series (Classes 7 &
8), have also been postponed.
Hino L Series medium duty truck
https://www.fleetowner.com/equipment/article/21151165/hino-shuts-down-na-production-until-october-
2021?utm_source=FR+FO+Newsline&utm_medium=email&utm_campaign=CPS201222016&o_eid=7930I4
506489J2B&rdx.ident%5Bpull%5D=omeda%7C7930I4506489J2B&oly_enc_id=7930I4506489J2B
EPAStandard andTruck
Production
S o u r c e - h t t p s : / / w w w . g o v e r n m e n t - f l e e t . c o m / 1 0 1 2 4 7 9 7 / a r e - y o u - r e a d y - f o r - t h e - n e x t - e m i s s i o n - s t a n d a r d s - c h a n g e s
h t t p s : / / w w w . e a t o n . c o m / u s / e n - u s / c o m p a n y / n e w s - i n s i g h t s / w h a t - t r u c k - m a n u f a c t u r e r s - n e e d - t o - k n o w - a b o u t - t h e - f u t u r e - o f - e m i s s i o n s . h t m l
USATransportation, Logisticsand
Distribution
• P o r t s h a v e s e e n i n c r e a s e i n s h i p m e n t s b u t a r e s t i l l d o w n y e a r o v e r y e a r -
h t t p s : / / l b b u s i n e s s j o u r n a l . c o m / c a r g o - v o l u m e s - h a v e - b o o m e d - i n - r e c e n t - m o n t h s -
b u t - p o r t s - s t i l l - a n t i c i p a t i n g - y e a r - o v e r - y e a r - d e c l i n e s
• U S A r e t a i l S a l e s - h t t p s : / / w w w. r e u t e r s . c o m / a r t i c l e / u s a - e c o n o m y / u - s - r e t a i l - s a l e s -
b l o w - e x p e c t a t i o n s - i n - s e p t e m b e r - d a r k - c l o u d s - g a t h e r i n g - i d I N K B N 2 7 1 2 H S - H e r e i s
m y w o r k o n U S A r e t a i l s a l e s - h t t p s : / / w w w 2 . s l i d e s h a r e . n e t / p a u l y o u n g c g a / r e t a i l -
s e c t o r - u n i t e d - s t a t e s - s e p t e m b e r - 2 0 2 0
• Tr a n s f o r m a t i o n o f r e t a i l - h t t p s : / / w w w. c b r e . u s / r e s e a r c h - a n d - r e p o r t s / 2 0 2 1 - U S -
R e a l - E s t a t e - M a r ke t - O u t l o o k - R e t a i l
CommercialVehicleMarket
S o u r c e – T h e Tr u c k e r
TrailerSales
https://www.trailer-bodybuilders.com/trailers/article/21144523/boom-trailer-orders-exploded-in-september-ftr-
reports
“FTR reports that preliminary U.S. net trailer orders for September “exploded” to the third-highest month ever, at
52,000 units. September’s orders were 23,500 units above August and 33,400 more than September 2019. With this
latest activity, trailer orders for the last twelve months now equal 224,100 units.”
Source - https://www.trailer-bodybuilders.com/trailers/article/21151176/fleets-already-eyeing-2022-trailer-build-slots-act
Volume
https://www.thetrucker.com/trucking-news/business/consumer-product-levels-on-the-rise-but-other-
freight-sectors-still-short
“Overall, the amount of available freight rose again in August, along with the rates paid to haul it. It’s gotten
so good that carriers are complaining about the driver shortage again. However, each carrier’s experience
can be different, depending on the type of freight and the company’s dependence on spot rates.
Member carriers of the American Trucking Associations (ATA) reported in August that freight levels are
down. The ATA For-Hire Truck Tonnage Index dropped 5.6% in August to 107.5 after declining 1.4% in July.
The ATA Index uses 2015 data as a baseline, so the 107.5 Index (seasonally adjusted) was 7.5% higher than
in 2015, but is trending downward.
Bob Costello, chief economist for ATA, attributed the decline to “uneven freight,” explaining, “The trucking
sectors that haul for the industrial and energy industries are not seeing the surge in freight like the
consumer side of the economy. The industrial loads tend to be heavier, so they count more in a tonnage
calculation than most consumer-related loads.””
SupplyChain
Management
Solutions
Planning
Analytics and
Cplex
(Optimization)
Blockchainand
SupplyChain
Watson
Assistant
EdgeAnalytics
h t t p s : / / o p e n g o v a s i a . c o m / e d g e - c o m p u t i n g -
t r a n s f o r m a t i o n a l - e r a - f o r - b u s i n e s s - i n - p u b l i c - s e c t o r /
Logistics/
Transportation
Automation
• Price tag autonomous Trucks -
https://www.fleetowner.com/technology/article/21692381/the-price-tag-
for-autonomous-trucks-still-unclear
• Robots and Warehousing - https://www.freightwaves.com/news/mobile-
robots-feed-warehouse-demand-for-adaptability
• RPA and AI with Logistics and Transportation -
https://www.brighttalk.com/webcast/12529/365482/rpa-ai-delivering-
intelligent-automation-in-supply-chain-logistics
• Autonomous delivery robots - https://www.mhlnews.com/technology-
automation/article/21133565/autonomous-delivery-robot-sales-to-hit-
27-billion-by-2025
• RPA and Sectors like Retail - https://datafloq.com/read/industries-robotic-
process-automation-rpa-implementation/8584
• Robots and Retail - https://www.trendhunter.com/protrends/robot-retail
OtherSources
• Planning Analytics -
https://ibm.box.com/s/0fg1f62zrtjmvcwicu1bm
6u6emwkle88
• Cognos Analytics -
https://ibm.box.com/s/fh9cns7sk3ffwhsqhazqp
ndz1kj3mqbk
• IBM/RPA -
https://www.ibm.com/automation/rpa
• Modeling Risk - https://cloud.ibm.com/docs/ai-
openscale?topic=ai-openscale-mrm-ovr

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Transportation, Logistics and Warehousing| Analysis and Commentary

  • 1. LogisticandTransportationSector P a u l Y o u n g C P A , C G A F e b r u a r y 1 3 , 2 0 2 1
  • 2. PaulYoung-Bio • CPA, CGA • Academia (PF1, FA4 and MS2) • SME – Risk Management • SME – Close, Consolidate and Reporting • SME – Public Policy • SME – Emerging Technology • SME – Business Process Change • SME – Financial Solutions • SME – Supply Chain Management Contact information: Paul_Young_CGA@Hotmail.com
  • 3. Agenda • Freight Index • USA eCommerce Sales • USA Retail • Canada eCommerce Sales • World eCommerce • Class 8 Truck Sales / USA • EPA Issues • Trailer Sales • Tonnage • Supply Chain Management Solutions • Planning Analytics and CPLEX • Blockchain and Supply Chain Management • Watson Assistant
  • 4. FreightIndex S o u r c e - h t t p s : / / w w w . c a s s i n f o . c o m / f r e i g h t - a u d i t - p a y m e n t / c a s s - t r a n s p o r t a t i o n - i n d e x e s / c a s s - f r e i g h t - i n d e x
  • 5. USA eCommerce S o u r c e - h t t p s : / / w w w. s t a t i s t a . c o m / s t a t i s t i c s / 2 7 2 3 9 1 / u s - r e t a i l - e - c o m m e r c e - s a l e s - f o r e c a s t /
  • 6. Canada eCommerce Sales S o u r c e – S t a t s C a n a d a Here is my work on eCommerce - https://www2.slideshare.net/paulyoungcga/ecommerce-what- is-next Blog – LinkedIn https://www.linkedin.com/pulse/blog-what-next-ecommerce- 2021-beyond-paul-young/?published=t
  • 7. World eCommerce Market S o u r c e - h t t p s : / / p a y s p a c e m a g a z i n e . c o m / r e t a i l / t o p - 1 0 - e - c o m m e r c e - m a r k e t s /
  • 8. Class8 TruckSales S o u r c e – T h e T r u c k e r a n d h t t p s : / / w w w . t t n e w s . c o m / a r t i c l e s / s e p t e m b e r - c l a s s - 8 - s a l e s - h i g h e s t - y e a r o r h t t p s : / / w w w . t t n e w s . c o m / a r t i c l e s / c l a s s - 8 - s a l e s - n o v e m b e r - s l i p o r h t t p s : / / w w w . t t n e w s . c o m / a r t i c l e s / d e c e m b e r - c l a s s - 8 - s a l e s - r e a c h - h i g h - m a r k - 2 0 2 0 - d o w n - 7 4 - c o m p a r e d - 2 0 1 9
  • 9. EPAStandardChange Due to engine certification issues in the U.S., Hino Motors has suspended vehicle production at its factories in West Virginia and Ontario, Canada, until Oct. 2021, the company announced Dec. 23. Hino Motors is the Toyota Group’s truck and bus subsidiary. The Hino Board of Directors-approved decision was made based on “challenges in the required U.S. engine certification testing process for new model years of the A09C, J08E, and J05E*engines for North America.” The Environmental Protection Agency’s Phase 2 greenhouse gas emissions standards cover model years 2021-2027, which means new model year vehicle sales, including the refreshed Hino XL Series (Classes 7 & 8), have also been postponed. Hino L Series medium duty truck https://www.fleetowner.com/equipment/article/21151165/hino-shuts-down-na-production-until-october- 2021?utm_source=FR+FO+Newsline&utm_medium=email&utm_campaign=CPS201222016&o_eid=7930I4 506489J2B&rdx.ident%5Bpull%5D=omeda%7C7930I4506489J2B&oly_enc_id=7930I4506489J2B
  • 10. EPAStandard andTruck Production S o u r c e - h t t p s : / / w w w . g o v e r n m e n t - f l e e t . c o m / 1 0 1 2 4 7 9 7 / a r e - y o u - r e a d y - f o r - t h e - n e x t - e m i s s i o n - s t a n d a r d s - c h a n g e s h t t p s : / / w w w . e a t o n . c o m / u s / e n - u s / c o m p a n y / n e w s - i n s i g h t s / w h a t - t r u c k - m a n u f a c t u r e r s - n e e d - t o - k n o w - a b o u t - t h e - f u t u r e - o f - e m i s s i o n s . h t m l
  • 11. USATransportation, Logisticsand Distribution • P o r t s h a v e s e e n i n c r e a s e i n s h i p m e n t s b u t a r e s t i l l d o w n y e a r o v e r y e a r - h t t p s : / / l b b u s i n e s s j o u r n a l . c o m / c a r g o - v o l u m e s - h a v e - b o o m e d - i n - r e c e n t - m o n t h s - b u t - p o r t s - s t i l l - a n t i c i p a t i n g - y e a r - o v e r - y e a r - d e c l i n e s • U S A r e t a i l S a l e s - h t t p s : / / w w w. r e u t e r s . c o m / a r t i c l e / u s a - e c o n o m y / u - s - r e t a i l - s a l e s - b l o w - e x p e c t a t i o n s - i n - s e p t e m b e r - d a r k - c l o u d s - g a t h e r i n g - i d I N K B N 2 7 1 2 H S - H e r e i s m y w o r k o n U S A r e t a i l s a l e s - h t t p s : / / w w w 2 . s l i d e s h a r e . n e t / p a u l y o u n g c g a / r e t a i l - s e c t o r - u n i t e d - s t a t e s - s e p t e m b e r - 2 0 2 0 • Tr a n s f o r m a t i o n o f r e t a i l - h t t p s : / / w w w. c b r e . u s / r e s e a r c h - a n d - r e p o r t s / 2 0 2 1 - U S - R e a l - E s t a t e - M a r ke t - O u t l o o k - R e t a i l
  • 12. CommercialVehicleMarket S o u r c e – T h e Tr u c k e r
  • 13. TrailerSales https://www.trailer-bodybuilders.com/trailers/article/21144523/boom-trailer-orders-exploded-in-september-ftr- reports “FTR reports that preliminary U.S. net trailer orders for September “exploded” to the third-highest month ever, at 52,000 units. September’s orders were 23,500 units above August and 33,400 more than September 2019. With this latest activity, trailer orders for the last twelve months now equal 224,100 units.” Source - https://www.trailer-bodybuilders.com/trailers/article/21151176/fleets-already-eyeing-2022-trailer-build-slots-act
  • 14. Volume https://www.thetrucker.com/trucking-news/business/consumer-product-levels-on-the-rise-but-other- freight-sectors-still-short “Overall, the amount of available freight rose again in August, along with the rates paid to haul it. It’s gotten so good that carriers are complaining about the driver shortage again. However, each carrier’s experience can be different, depending on the type of freight and the company’s dependence on spot rates. Member carriers of the American Trucking Associations (ATA) reported in August that freight levels are down. The ATA For-Hire Truck Tonnage Index dropped 5.6% in August to 107.5 after declining 1.4% in July. The ATA Index uses 2015 data as a baseline, so the 107.5 Index (seasonally adjusted) was 7.5% higher than in 2015, but is trending downward. Bob Costello, chief economist for ATA, attributed the decline to “uneven freight,” explaining, “The trucking sectors that haul for the industrial and energy industries are not seeing the surge in freight like the consumer side of the economy. The industrial loads tend to be heavier, so they count more in a tonnage calculation than most consumer-related loads.””
  • 19. EdgeAnalytics h t t p s : / / o p e n g o v a s i a . c o m / e d g e - c o m p u t i n g - t r a n s f o r m a t i o n a l - e r a - f o r - b u s i n e s s - i n - p u b l i c - s e c t o r /
  • 20. Logistics/ Transportation Automation • Price tag autonomous Trucks - https://www.fleetowner.com/technology/article/21692381/the-price-tag- for-autonomous-trucks-still-unclear • Robots and Warehousing - https://www.freightwaves.com/news/mobile- robots-feed-warehouse-demand-for-adaptability • RPA and AI with Logistics and Transportation - https://www.brighttalk.com/webcast/12529/365482/rpa-ai-delivering- intelligent-automation-in-supply-chain-logistics • Autonomous delivery robots - https://www.mhlnews.com/technology- automation/article/21133565/autonomous-delivery-robot-sales-to-hit- 27-billion-by-2025 • RPA and Sectors like Retail - https://datafloq.com/read/industries-robotic- process-automation-rpa-implementation/8584 • Robots and Retail - https://www.trendhunter.com/protrends/robot-retail
  • 21. OtherSources • Planning Analytics - https://ibm.box.com/s/0fg1f62zrtjmvcwicu1bm 6u6emwkle88 • Cognos Analytics - https://ibm.box.com/s/fh9cns7sk3ffwhsqhazqp ndz1kj3mqbk • IBM/RPA - https://www.ibm.com/automation/rpa • Modeling Risk - https://cloud.ibm.com/docs/ai- openscale?topic=ai-openscale-mrm-ovr