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 fact throughput issues There is lack of government response when it comes to building a resilient supply chain including support for intermodal, port, rail and other capital expansion required to get goods to market 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

1. Logistics,Distribution and
TransportationSector
P a u l Yo u n g C PA , C G A
M a y 1 3 , 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 - April
2022.pdf

5. TheUSA–CPIIndex
CPI - USA - April
2022.pdf

6. BMO–
Consumer
PriceIndex
Source – BMO - https://economics.bmo.com/en/publications/detail/d0fee10a-
93f7-4a89-957e-6e235056f623/
U.S. CPI The Core Is
No Bore.pdf

7. BMO–ConsumerPrice
Index
Source -
https://economics.bmo.com/en/publications/detail/d0fe
e10a-93f7-4a89-957e-6e235056f623/
Source – BMO - https://economics.bmo.com/en/publications/detail/f3043170-c659-40f3-
b37f-14ca75272422/
Canadian Inflation
Six-point-Seven Degrees of Separation.pdf
U.S. CPI The Core Is
No Bore.pdf

8. ProducerPriceIndex
Source – USA Government,
Producer Price
Index.pdf
U.S. producer prices soared 11% in April
from a year earlier, a hefty gain that
indicates high inflation will remain a
burden for consumers and businesses in
the months ahead.
The Labor Department said Thursday that
its producer price index — which
measures inflation before it reaches
consumers — climbed 0.5% in April
from March. That is a slowdown from the
previous month, however, when it
jumped 1.6%.
https://tradingeconomics.com/united-
states/producer-prices and
https://www.darientimes.com/news/articl
e/US-producer-prices-surge-11-in-April-
on-higher-17167651.php

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

10. 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

11. 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

12. 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 /

13. 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 /

14. 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 /

15. 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

16. 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

17. 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

18. 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

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

20. TrailerSales
Source - https://www.ttnews.com/articles/strong-trailer-demand-grows-wabash-q1-profits

21. 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/

22. SupplyChain
Management
Solutions

23. Planning
Analytics and
Cplex
(Optimization)

24. Blockchainand
SupplyChain

25. Watson
Assistant

26. 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 /

27. 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

28. 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

29. 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
•

30. 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 fact throughput
issues
• There is lack of government response when it comes
to building a resilient supply chain including support
for intermodal, port, rail and other capital expansion
required to get goods to market
• 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 – Transportation Sector (Logistics, Warehousing, Distribution, and Fleet Management)
Class 8 Sales Flat in
April Compared With 2021 Transport Topics.pdf
Strong Trailer
Demand Grows Wabash Q1 Profits Transport Topics.pdf
Record diesel prices,
tight supplies could be next blow to the US economy - CNN.pdf
Electric Freightliner,
Volvo EV Orders Top ACT Expo - Trucks.com.pdf
Inside Clean Energy
In a World Starved for Lithium, Researchers Develop a Method to Get It from Water - Inside Climate News.pdf
Twitter Rising lithium
prices and more.pdf
Freight index rises
for 7th straight month FleetOwner.pdf
Oil slowdown clouds
tanker rates recovery outlook Lloyd's List.pdf
Rising shipping costs
cause supply chain problems – The Ticker.pdf
Maersk, buoyed by
high ocean freight rates, reports record earnings WorkBoat.pdf
Has the peak of
container shipping’s epic boom already passed .pdf
North America -
Hapag-Lloyd.pdf
Three Teams
Qualified for Port of Montreal Expansion Project - Railway Age.pdf
Top trucking
executives say freight recession is nowhere in sight - Modern Materials Handling.pdf
How Companies Can
Make a Difference in Reducing Trucking’s Carbon Footprint 2022-05-11 SupplyChainBrain.pdf
Royal Mail Wants a
Fleet of 500 Drones to Ship Parcels Across UK - BNN Bloomberg.pdf
Canada Big-Truck
Sales Tank 22.1% in April Wards Intelligence.pdf
Summary:
U.S. Class 8 retail sales in April were flat compared with a year earlier, coming in at just over
19,000 but continuing to improve from the lows seen at the beginning of the year, Wards
Intelligence reported.
Sales dipped to 19,052, down 1.3% compared with 19,312 in the 2021 period, according to
Wards.
In March, Class 8 sales were 20,359. In the first two months of the year, sales were both just
below 15,00
Source - https://www.ttnews.com/articles/class-8-sales-flat-april-compared-year-earlier
1. Diesel costs - https://www.cnn.com/2022/05/12/energy/record-diesel-prices/index.html
2. Transition to electrical trucks will take time - https://www.trucks.com/2022/05/12/electric-
freightliner-volvo-vnr-electric/ . Key raw material costs will also drive up the cost of electrical
class 8 trucks - https://www.mining-technology.com/comment/twitter-joe-lowry-rising-lithium-
prices/
3. Freight costs https://www.fleetowner.com/operations/article/21241546/freight-index-rises-for-
7th-straight-month
4. Diesel - https://lloydslist.maritimeintelligence.informa.com/LL1140810/Oil-slowdown-clouds-
tanker-rates-recovery-outlook
5. Container costs - https://theticker.org/4761/business/rising-shipping-costs-cause-supply-chain-
problems/
6. Container ships - https://www.workboat.com/bluewater/maersk-buoyed-by-high-ocean-freight-
rates-reports-record-earnings and https://www.freightwaves.com/news/has-the-peak-of-
container-shippings-epic-boom-already-passed
7. Port capacity - https://www.hapag-lloyd.com/en/services-information/operational-
updates/north-america.html

31. 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