Transportation Sector| Analysis and Commentary| May 2021

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

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

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

ConsumerPriceIndex–May2021
Source - https://economics.bmo.com/en/publications/detail/6fc291d7-3560-41e1-84b0-28e397c48aaf/

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

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 – 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

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/us-trailer-orders-hit-8800-may
U.S. trailer orders in May skidded compared with earlier months this year and reached only 8,800, ACT
Research reported, citing manufacturers’ preliminary numbers.
The impact of supply and staffing headwinds overcame continued strong market demand, according to ACT.
May’s volume was up almost 170% compared with 3,170 a year earlier, which was the second-lowest order
intake of all time amid the deepening pandemic.
Frank Maly, ACT director of commercial vehicle transportation analysis
“With industry backlogs for dry vans and reefers extending well into next year, trailer makers are reticent to
continue to book orders that would further extend their delivery horizons,” said Frank Maly, ACT director of
commercial vehicle transportation analysis and research. “Some fleets may be unwilling to extend their
commitments, as well.”
He said production rates rose, but not as much as trailer makers hoped.

Blog–Warehousing, Logistics,
Distribution, andTransportation
Fuel charges continue to go up for shippers
There is a shortage of containers
Retail will continue to move to an online model
https://www.slideshare.net/paulyoungcga/transportation-logistics-and-warehousing-analysis-and-
commentary
Blog – Transportation, Logistics and Warehousing – Analysis and Commentary
Freight Index - https://www.logisticsmgmt.com/article/cass_freight_index_ends_2020_with_solid_growth
Delays/ports - https://www.maritime-executive.com/article/delays-are-growing-with-increasing-reports-of-
rollover-cargo-worldwide
Container shortages - https://www.cnbc.com/2021/01/22/shipping-container-shortage-is-causing-shipping-
costs-to-rise.html
Rates - https://www.tcicapital.com/tci-insights/current-freight-trends/
Fuel charges - https://www.ups.com/ca/en/shipping/surcharges/fuel-surcharges.page
Retail sales outlook - https://www2.deloitte.com/us/en/pages/consumer-business/articles/retail-distribution-
industry-outlook.html

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/

Trade
Blog – Trade
The US continues to expand oil into India.
There are issues with the global supply of Lithium.
The US has changed. their focus on tariffs to reforming tax policy around the globe.
https://www.slideshare.net/paulyoungcga/merchandise-tradeunited-states-february-2021
• Global chip production - https://www.reuters.com/article/us-usa-semiconductors/global-chip-supply-chain-
increasingly-vulnerable-to-massive-disruption-study-finds-idUKKBN2BO4TV
• New terminal for Charleston - https://www.joc.com/port-news/us-ports/port-charleston/new-charleston-container-
terminal-adds-much-needed-us-port-capacity_20210409.html
• Producers/Retailers - https://www.supplychainmovement.com/producers-and-retailers-plan-to-overhaul-their-
supply-chain-strategy-in-the-near-future/

SupplyChain
Management
Solutions

Planning
Analytics and
Cplex
(Optimization)

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 /

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

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

Transportation Sector| Analysis and Commentary| May 2021

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Transportation Sector| Analysis and Commentary| May 2021