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Logistics,Distribution and
TransportationSector
P a u l Yo u n g C PA , C G A
D e c e m b e r 1 1 , 2 0 2 1
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
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
• Weather services and analytics
BMO–
Consumer
PriceIndex
https://economics.bmo.com/en/publications/detail/84b2f0d5
-b1b7-421e-9b91-cd52dfb0d0c5/
U.S. CPI Inflation No,
No, No (Transitory).pdf
Blog – Inflation – The United States –
November 2021
U.S. Inflation Hit a 39-Year High in November
https://www.wsj.com/articles/us-inflation-
consumer-price-index-november-2021-
11639088867
Additional link -
https://www.slideshare.net/paulyoungcga/cos
t-of-living-the-united-states-inflation-
november-2021
BMO–
Consumer
PriceIndex
https://economics.bmo.com/en/publications/detail/86bbbd1a
-eb53-42cd-902c-a804528f193e/
U.S. CPI From Zero to
Six in 17 Months.pdf
High food, gasoline, and other energy costs are
leading to big problems not just in the United
States but around the world!
Wait until the USA implements a national carbon
tax!
Blog – Cost of Living (Inflation) – United States –
October 2021 -
https://www.slideshare.net/paulyoungcga/cost-
of-living-inflation-the-united-states-october-2021
DieselFuel
Source - https://ycharts.com/indicators/us_retail_diesel_price
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
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 –
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 /
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
Source - https://www.ttnews.com/articles/june-trailer-orders-reach-11000
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/
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 /
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
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
•
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

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Transportation Sector| Analysis and Commentary| November 2021

  • 1. Logistics,Distribution and TransportationSector P a u l Yo u n g C PA , C G A D e c e m b e r 1 1 , 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 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 – 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 • Weather services and analytics
  • 4. BMO– Consumer PriceIndex https://economics.bmo.com/en/publications/detail/84b2f0d5 -b1b7-421e-9b91-cd52dfb0d0c5/ U.S. CPI Inflation No, No, No (Transitory).pdf Blog – Inflation – The United States – November 2021 U.S. Inflation Hit a 39-Year High in November https://www.wsj.com/articles/us-inflation- consumer-price-index-november-2021- 11639088867 Additional link - https://www.slideshare.net/paulyoungcga/cos t-of-living-the-united-states-inflation- november-2021
  • 5. BMO– Consumer PriceIndex https://economics.bmo.com/en/publications/detail/86bbbd1a -eb53-42cd-902c-a804528f193e/ U.S. CPI From Zero to Six in 17 Months.pdf High food, gasoline, and other energy costs are leading to big problems not just in the United States but around the world! Wait until the USA implements a national carbon tax! Blog – Cost of Living (Inflation) – United States – October 2021 - https://www.slideshare.net/paulyoungcga/cost- of-living-inflation-the-united-states-october-2021
  • 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. 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. 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 /
  • 10. 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 /
  • 11. 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 /
  • 12. 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
  • 13. 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
  • 14. 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
  • 15. 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
  • 16. CommercialVehicleMarket S o u r c e – T h e Tr u c k e r
  • 18. 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/
  • 23. 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 /
  • 24. 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
  • 25. 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 •
  • 26. 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