Blog – Logistics, Warehousing, Transportation, Freight, and Distribution Sector Analysis – June 2023 1. Ubiquitous consumers and the power they wield 2. Ongoing perils of supply chain instability 3. Persistent labor market headaches 4. Societal desire for sustainability 5. Digital revolution promises and demands 6. Increasing margin pressure Source - https://www.kearney.com/industry/consumer-retail/article/-/insights/the-retail-strategy-leaders-use-to-conquer-six-challenges-today Additional links and sources: Port capacity and issues - https://www.hapag-lloyd.com/en/services-information/operational-updates/north-america.html Diesel costs - https://www.wjbc.com/2023/06/12/average-nationwide-diesel-costs-continue-to-fall-in-weekly-gas-report/ Class 8 orders - https://www.ttnews.com/articles/may-class-8-orders-rebound Demand - https://sourcingjournal.com/topics/logistics/freight-forwarders-container-xchange-shipping-demand-freight-rates-logistics-descartes-439529/ Trailer orders - https://landline.media/freight-rates-near-the-bottom-trailer-sales-down/ Net Zero - https://www.ajot.com/news/aar-backs-sensible-policies-to-reduce-freight-transportation-emissions Supply chain - https://www.cips.org/supply-management/opinion/2023/june1/why-supply-chains-shouldnt-wait-for-tensions-in-taiwan-to-rise-before-taking-action-/ Technologies - https://supplychaindigital.com/digital-supply-chain/supply-chain-tech-investment-plummets-year-on-year Warehousing - https://www.extensiv.com/blog/7-warehouse-technology-statistics-you-should-know ESG - https://www.rsm.global/insights/esg-greenprint-how-ifrs-sustainability-disclosure-standards-could-impact-middle-market

1. Logistics,Warehousing, Distribution and
TransportationSector
S e n i o r A I a n d D a t a S p e c i a l i s t - P a u l Yo u n g C PA , C G A
A p r i l 1 6 , 2 0 2 3

2. PaulYoung–SeniorData
andAISpecialist
• CPA, CGA
• Academia (PF1, FA4, FN2, MU1. and MS2)
• SME – Risk Management
• SME – Close, Consolidate and Reporting
• SME – Public Policy
• SME – ESG and Sustainability Policy Development and
Reporting
• 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@outlook.com
LinkedIn: https://www.linkedin.com/in/paul-young-055632b/
SlideShare - https://www.slideshare.net/paulyoungcga

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. Inflation

5. ProducerPriceIndex
Source - https://data.oecd.org/price/producer-price-indices-
ppi.htm

6. DieselCost
SOURCE -
HTTPS://WWW.BARCHART.COM/F
UTURES/CASH/ENERGIES-
INDEXES/RETAIL-DIESEL

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. 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/strong-trailer-demand-grows-wabash-q1-profits or
https://roadscholar.com/business/2023-truck-and-trailer-production-update/

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. Scope1,
Scope2,
andScope
3
Key links
Key Environmental Areas – https://www.linkedin.com/posts/paul-young-055632b_7-
environmental-factors-for-esg-reporting-activity-7071476082784276480-
EYDt?utm_source=share&utm_medium=member_desktop
Circularity - https://www.linkedin.com/posts/lindsayhampson_tipwednesday-netzero-
sustainability-activity-7006238715744333824-KU-
s?utm_source=share&utm_medium=member_desktop
Blog – ESG and Sustainability – John Deere Geospatial adoption by Agriculture
Sector - https://www.linkedin.com/posts/paul-young-055632b_john-deere-to-market-
satellite-service-to-activity-7072923495080366080-
SxiR?utm_source=share&utm_medium=member_desktop
Blog – ESG and Sustainability Reporting – Building an ESG Strategy' Don’t Miss
These 5 Blind Spots - https://www.linkedin.com/posts/paul-young-055632b_building-
an-esg-strategy-dont-miss-these-activity-7071824492225843201-
G4lN?utm_source=share&utm_medium=member_desktop
Biodiversity - https://www.linkedin.com/posts/paul-young-055632b_what-is-
biodiversity-and-how-does-it-affect-activity-7038115093066223617-
CUHj?utm_source=share&utm_medium=member_desktop

26. 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

27. ESG
Reporting
Blog - 7 Environmental Factors for ESG Reporting - https://www.linkedin.com/posts/paul-young-055632b_7-environmental-
factors-for-esg-reporting-activity-7071476082784276480-EYDt?utm_source=share&utm_medium=member_desktop
Key Highlights
 Carbon emissions and energy usage: Companies should implement comprehensive carbon reduction plans combining energy
efficiency measures with renewable energy.
 Water usage and management: Businesses should ensure water conservation and management strategies are in place to minimise
wasting water and the effects of their operations on local communities.
 Waste management and reduction: Companies are advised to implement effective waste reduction and recycling practices to make
sure waste is kept to a minimum and everything that can be recycled is.
 Biodiversity and habitat conservation: Firms may wish to develop and implement conservation plans to help preserve local
wildlife: consider forming partnerships with local wildlife and conservation charities to help promote habitat restoration and
biodiversity conservation.
 Pollution and toxic chemical usage: Businesses are advised to collaborate with communities to ensure toxic chemical usage does
not affect local biodiversity sites and wild habitats.
 Supply chain sustainability: Business leaders should look to establish supplier sustainability programmes and guidelines to ensure
their products are ethically sourced and manufactured.
 Climate change adaption and resilience: Businesses are encouraged to develop a climate change action plan and implement
measures aimed at reducing their company's greenhouse gas emissions and energy usage.
Source - https://www.accountingweb.co.uk/community/industry-insights/7-environmental-factors-for-esg-reporting
The key to addressing the above is having the both the right policy development along with the right data journey from data capturing
through to data ingestion by a reporting tool. Data silos as well as well Microsoft Excel files could challenge ESG teams as part of getting
accurate information for both the regulatory and operational cycles.

28. 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
•

29. Summary
• Diesel prices are a record high
• Transition to electrical is problematic due high cost of
lithium and the availability of lithium
• Freight Index has risen for seven consecutive month
• Ports in North America continue to face throughput
issues
• Global inflation continues to impact consumer
spending as well as the cost of consumer goods
• ESG adoption continues to grow within the
warehousing, logistics, trucking, and distribution
sectors
Blog – Logistics, Warehousing, Transportation, Freight, and Distribution Sector Analysis – June
2023
1. Ubiquitous consumers and the power they wield
2. Ongoing perils of supply chain instability
3. Persistent labor market headaches
4. Societal desire for sustainability
5. Digital revolution promises and demands
6. Increasing margin pressure
Source - https://www.kearney.com/industry/consumer-retail/article/-/insights/the-retail-
strategy-leaders-use-to-conquer-six-challenges-today
Additional links and sources:
Port capacity and issues - https://www.hapag-lloyd.com/en/services-information/operational-
updates/north-america.html
Diesel costs - https://www.wjbc.com/2023/06/12/average-nationwide-diesel-costs-continue-
to-fall-in-weekly-gas-report/
Class 8 orders - https://www.ttnews.com/articles/may-class-8-orders-rebound
Demand - https://sourcingjournal.com/topics/logistics/freight-forwarders-container-xchange-
shipping-demand-freight-rates-logistics-descartes-439529/
Trailer orders - https://landline.media/freight-rates-near-the-bottom-trailer-sales-down/
Net Zero - https://www.ajot.com/news/aar-backs-sensible-policies-to-reduce-freight-
transportation-emissions
Supply chain - https://www.cips.org/supply-management/opinion/2023/june1/why-supply-
chains-shouldnt-wait-for-tensions-in-taiwan-to-rise-before-taking-action-/
Technologies - https://supplychaindigital.com/digital-supply-chain/supply-chain-tech-
investment-plummets-year-on-year
Warehousing - https://www.extensiv.com/blog/7-warehouse-technology-statistics-you-should-
know