Paul Young is a senior data and AI expert at IBM with extensive experience in financial planning and analysis, data integration, modeling, and risk and compliance. The document discusses transportation sector trends in September 2023, including declining class 8 truck sales, increasing freight shipments and expenditures leading to higher inferred freight rates. It also covers topics like rising diesel costs, ESG surcharges, automation, optimizing reporting cycles, and using analytics to improve profitability. The sector is focusing on cost savings as supply chains face challenges like port capacity and rising rail traffic.

1. Transportation
Sector
(Warehousing
Logistics
Distribution and
Trucking) -
September 2023
Paul Young CPA CGA
Senior Data and AI Thought Leader –
Financial Planning and Analysis
Date: October 12 , 2023

2. Paul Young CPA CGA Bio
• Subject Matter Expert – Close, Consolidate and Reporting Cycle
• Subject Matter Expert – Public Governance and Reporting
• Subject Matter Expert – Environmental, Social, and Governance (ESG) Policy Development and Reporting
• Subject Matter Expert – Data Integration and Data Management
• Subject Matter Expert – Financial Planning and Analysis (FPA)
• Subject Matter Expert – Customer Success Management (Data, AI, Platform, and Security
• Subject Matter Expert – Risk and Compliance (Emergency, Risk, and Crisis Planning and Reporting)
• Senior Matter Expert – Integrated Planning and Reporting
• Subject Matter Expert – Profitability Modelling and Supply Chain Management
Work Experience
• IBM - Various positions (December 2006 to March 2023)
• Deloitte Inc - Senior Consultant – Data and AI (June 2005 to November 20006)
• Transforce (formerly Dynamex) – Financial Analyst – August 2002 to June 2005)
• Linde (formerly Praxair) – Senior Accountant and Financial Analyst (January 1995 to November 2001
• Diamant Boart – Junior Accountant / Costing Clerk (July 1991 to December 1994)
Skills:
Data and AI (Cognos Controller, Planning Analytics (TM1), Cognos Analytics, OpenPages, Cloudpak for Data, Envisi, and WatsonX
Modeling: Microsoft Excel
Key engagements:
Graphic Packaging, KLA, Mark Anthony, Werner, Irving Oil, Algoma Central Marine, Carhartt, AECOM, Dole Fresh Vegetables Ancestry.com, Golden Enterprises, Apria Healthcare,
Century Communities, K Hovnanian Homes, Snap on Credit, Jones Lang Lasalle (JLL), A.W. Chesterton, and many others.
Strong Partner Relationships:
QueBit, eCapital, Revelwood, Intito, Cortell, Breakaway, Cubewise, 1Direction, Aramar , Converge Technology, BMA Group, and many others
Email: Paul_Young_CPA@outlook.com

3. Agenda
1. Class 8 Truck Sales (Units)
2. CASS Freight – Shipments
3. CASS Freight – Expenditures
4. CASS Inferred Freight Rates
5. Global Supply Chain / AI
6. Summary

4. Summary
Here is a bit more colour around the supply chain:
1.Diesel costs - https://www.bbc.com/news/business-67084984
2.ESG surcharges - https://www.supplychaindive.com/news/ocean-carriers-announce-carbon-emission-surcharges-
2024/696063/
3.Business automation continues to be a focus as part of cost saving programs -
https://www.sdcexec.com/transportation/fleet-management/news/22875929/ridecell-digital-transformation-makes-for-
reduced-risk-in-fleets-study
4.Streamlining the close, consolidate, and reporting cycle
https://community.ibm.com/community/user/businessanalytics/discussion/blog-leveraging-ai-in-your-monthly-close-
process#bmb90047e5-f431-414b-846a-c7ea58813aef
5.ESG policies and reporting - https://sustainablereview.com/driving-change-exploring-the-global-impact-of-the-esg-
movement/
6.Net zero - https://www.afr.com/policy/energy-and-climate/getting-to-net-zero-for-heavy-vehicles-will-be-tough-
20230816-p5dx2h
7.Port capacity and utilization - https://www.hapag-lloyd.com/en/services-information/operational-updates/north-
america.html
8.Rail traffic - https://www.trains.com/trn/news-reviews/news-wire/weekly-u-s-rail-traffic-again-shows-increase/
9.Supply chain optimization - https://redstagfulfillment.com/ways-optimize-supply-chain-management/
10.Profitability - https://finmodelslab.com/blogs/profitability/supply-chain-data-analytics-profitability
The above provides good insight into what is happening withing the transportation sector.
Cost savings is a key focus area. This is fantastic time to engage with BP on a model review QueBIT Consulting or eCapital
Advisors or 1Direction Global or Cortell Australia or BMA Group or Cubewise or Revelwood Converge Technology Solutions
Corp. or Intito or Aramar - IBM Analytics Business Partner or FPM360 inc. or others.

5. Class 8 Truck Sales (Units) –
September 2023
Source – Association of Equipment Manufacturers

6. CASS Freight Index - Shipments

7. CASS Freight Index - Expenditures

8. CASS Inferred Freight Rates

9. Global Supply
Chain and AI