Blog – Transportation, Warehousing, and Distribution – Analysis and Commentary – June 2021 1. Freight Index – https://www.logisticsmgmt.com/article/cass_freight_index_trends_down_but_still_posts_strong_gains 2. Backlog - https://www.freightos.com/freight-resources/coronavirus-updates/ 3. Fuel costs - https://www.freightwaves.com/news/fuel-costs-push-rates-higher-faster-in-2021 4. Zero carbon index - https://www.hedgeweek.com/2021/07/12/303270/eex-launches-zero-carbon-freight-index 5. Ports - https://opengovasia.com/ports-of-auckland-to-have-a-fully-operational-automated-container-terminal/ 6. Ports - https://splash247.com/rail-disruption-continues-to-cause-vessel-congestion-at-port-of-vancouver/ 7. Ports - https://www.agweb.com/news/business/technology/light-end-tunnel-one-chinese-ports-backlog 8. Small businesses - https://www.wsj.com/articles/shipping-delays-and-higher-rates-get-small-businesses-jammed-up-11626015600 9. Ports - https://www.universallogistics.ca/p/news/news202100708-naportandrailupdate.php 10. Disruptions - https://www.newsday.com/business/coronavirus/supply-chains-business-herzlich-1.50301782 11. Issues - https://ca.finance.yahoo.com/news/3-major-ways-our-supply-chains-are-broken-sp-182155367.html 12. Supply chain - https://finance.yahoo.com/news/walmart-teams-symbotic-implement-industry-040100725.html 13. eCommece - https://www.emarketer.com/content/canada-ecommerce-forecast-2021 14. ecommerce - https://www.emarketer.com/content/global-ecommerce-forecast-2021 15. Near shoring - https://www.opportimes.com/capital-intensive-industries-have-more-pressure-to-nearshoring/ 16. Risks - https://flashglobal.com/global-supply-chain-risk/

1. Logistics,Distribution and
TransportationSector
P a u l Y o u n g C P A , C G A
J u n e 1 3 , 2 0 2 1

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: Paul_Young_CGA@hotmail.com
LinkedIn: https://www.linkedin.com/in/paul-young-055632b/
SlideShare - https://www.slideshare.net/paulyoungcga

3. Agenda
• Consumer Price Index – April 2021
• 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

4. BMO–
Consumer
PriceIndex
Source -
https://economics.bmo.com/en/
publications/detail/b8ad3984-
a3a7-4162-a363-bd66b89e5754/

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

6. 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

7. 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

8. 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 /

9. Canada
eCommerce
Sales
S o u r c e – S t a t s C a n a d a
Potential labor disruption at the Port of Montreal
Container congestion at several ports
CPI went up in March 2021
eCommerce continues to see expansion
https://www.slideshare.net/paulyoungcga/retail-sales-canada-
february-2021

10. 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 /

11. 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

12. 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

13. 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

14. 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

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

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

17. 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/

18. SupplyChain
Management
Solutions

19. Planning
Analytics and
Cplex
(Optimization)

20. Blockchainand
SupplyChain

21. Watson
Assistant

22. 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 /

23. 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

24. 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