Here is my latest look at the warehousing distribution, trucking, logistics, and transportation sector.

1. Logistics,Distribution and
TransportationSector
P a u l Yo u n g C PA , C G A
M a r c h 1 2 , 2 0 2 2

2. PaulYoung-Bio
• CPA, CGA
• Academia (PF1, FA4, FN2, MU1. and MS2)
• SME – Risk Management
• SME – Close, Consolidate and Reporting
• SME – Public Policy
• SME – Emerging Technology
• SME – Business Process Change
• SME – Financial Solutions
• SME – Macro/Micro Indicators
• SME – Supply Chain Management
• SME – Data, AI, Security, and Platform
• SME – Internal Controls and Auditing
Contact information email: Paul_Young_CGA@hotmail.com
LinkedIn: https://www.linkedin.com/in/paul-young-055632b/
SlideShare - https://www.slideshare.net/paulyoungcga
Twitter: https://twitter.com/paulyoungcpa
Youtube - https://www.youtube.com/user/youngercga1968/videos

3. Agenda
• Consumer Price Index
• Diesel Fuel
• 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
• Weather services and analytics

4. TheUSA–CPIIndex
CPI - USA - February
2022.pdf

5. BMO–
Consumer
PriceIndex
Source – BMO - https://economics.bmo.com/en/publications/detail/f3043170-
c659-40f3-b37f-14ca75272422/
U.S. CPI Still Behind
the Eight Ball.pdf

6. BMO–ConsumerPrice
Index
Source - https://economics.bmo.com/en/publications/detail/e4802293-
87aa-4438-80bd-313b8f78f2dc/
Source -
https://economics.bmo.com/en/publications/detail/c816
a0fa-23b2-427e-9d49-cd8a52355809/
U.S. CPI The Pressure
is On - BMO.pdf

7. DieselFuel
Source - https://ycharts.com/indicators/us_retail_diesel_price

8. 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

9. 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

10. 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 /

11. Canada
eCommerce
Sales
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 / 7 3 1 1 9 0 / m o n t h l y - e -
c o m m e r c e - r e t a i l - t r a d e - s a l e s - c a n a d a /

12. 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 /

13. 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

14. 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

15. 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

16. 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

17. CommercialVehicleMarket
S o u r c e – T h e Tr u c k e r

18. TrailerSales
Source - https://www.ttnews.com/articles/june-trailer-orders-reach-11000

19. USAInfrastructureSpending
USA Infrastructure
- only about $921B is going to fix the infrastructure gap in the United States
- Capital investment in key areas of the supply chain seen growth under
- Cement, asphalt, steel, iron-ore are tied to CO2 emissions.
https://www.slideshare.net/paulyoungcga/infrastructure-analysis-the-united-states
Source -
https://infrastructurereportcard.org/infra
structure-categories/

20. SupplyChain
Management
Solutions

21. Planning
Analytics and
Cplex
(Optimization)

22. Blockchainand
SupplyChain

23. Watson
Assistant

24. 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 /

25. Workingwith
Weather
Servicesand
Analytics
Blog – Weather Services and Analytics integration with Data and AI -
https://www.linkedin.com/posts/paul-young-055632b_box-activity-
6875082532858281984-ZJRK

26. ESG
Reporting
https://www.prnewswire.com/news-releases/ibm-acquires-envizi-to-help-organizations-
accelerate-sustainability-initiatives-and-achieve-environmental-goals-301458256.html
Here is my initial look at IBM options with Envizi. More to come shortly as it relates to
Envizi’s ESG solution.
Excel interface
https://knowledgebase.envizi.com/home/How-to-get-data-in-Excel-using-Envizi-
API.2495529494.html
Integration with Maximo - https://www.prnewswire.com/news-releases/ibm-acquires-
envizi-to-help-organizations-accelerate-sustainability-initiatives-and-achieve-
environmental-goals-301458256.html
This ties nicely with my work on Maximo and Cognos Analytics -
https://ibm.box.com/s/ow662tdpto1c1p6d9u2waqxwli40x0la
Here is an additional link on close, consolidate, and reporting -
https://ibm.box.com/s/i7efp948qvb5l8bt96y8sigsup8yes2u
ESG Reporting - https://ibm.box.com/s/vmyitcackqevvm1hcxv7wke6gudrpnce

27. 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
• Blog – How to build a resilient Supply Chain using Data and AI
https://ibm.box.com/s/bqy9mr0ktlgi64sbf49o4rg5d9w0rqkn
•

28. Summary
Summary:
 Class 8 truck sales were flat for February 2022 as compared
to January 2022
 More and more companies are adding in fuel sur charge to
cover the hikes to diesel and gasoline
 Supply chain continues to face challenges due to geo-
political issues
Blog – Transportation, Warehousing, Distribution, and Logistics – February 2022
February Class 8
Sales Down 2.9% Transport Topics.pdf
Class 8 Orders
Remain Flat in February Transport Topics.pdf
Truck Tech Workin’
for a livin’ edition - FreightWaves.pdf
Rising gas prices
could also affect shipping costs and airline tickets WRAL.com.pdf
Uber Canada to
Launch Temporary Fuel Surcharge Due to Higher Gas Prices iPhone in Canada Blog.pdf
Soaring 500%!
China-US freight rates broke $20,000 and hit a new high, and many shipping companies continued to increase their surcharges! - iMedia.pdf
Spend now to
increase supply chain capacity, EDC economist urges - constructconnect.com.pdf
Reimagining
Manufacturing for 2022 and Beyond Electronic Design.pdf
Canadians' oil, goods
prices on rise amid Ukraine conflict - Chinadaily.com.cn.pdf
Has the inflation
pricing playbook changed – RetailWire.pdf
Column Global diesel
shortage raises risk of oil price spike Reuters.pdf
Summary:
 Class 8 truck sales were flat for February 2022 as compared to January 2022
 More and more companies are adding in fuel sur charge to cover the hikes to diesel and gasoline
 Supply chain continues to face challenges due to geo-political issues
1. Diesel - https://www.reuters.com/business/energy/global-diesel-shortage-raises-risk-oil-price-
spike-kemp-2022-03-11/
2. Class 8 Truck sales - https://www.ttnews.com/articles/class-8-orders-remain-flat-february
3. Electrical - https://www.freightwaves.com/news/truck-tech-workin-for-a-livin-edition
4. Shipping costs - https://www.wral.com/rising-gas-prices-could-also-affect-shipping-costs-and-
airline-tickets/20182780/
5. Fuel sur charge - https://www.iphoneincanada.ca/news/uber-canada-to-launch-temporary-fuel-
surcharge-due-to-higher-gas-prices/
6. Container costs - https://min.news/en/economy/112491ee4726baa839777c9c0df1c4c7.html
7. Port capacity - https://canada.constructconnect.com/dcn/news/economic/2022/03/spend-now-
to-increase-supply-chain-capacity-edc-economist-urges
8. Manufacturing - https://www.electronicdesign.com/industrial-
automation/article/21235822/ptc-reimagining-manufacturing-for-2022-and-beyond
9. consumer goods -
http://global.chinadaily.com.cn/a/202203/10/WS622968b3a310cdd39bc8bba3.html
10. Consumer goods - https://retailwire.com/discussion/has-the-inflation-pricing-playbook-
changed/

29. 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
• ESG Reporting -
https://ibm.box.com/s/vmyitcackqevvm1hcxv7
wke6gudrpnce