by David Bovet | Jun 5, 2020 | Briefs, Investor Advisory
Ports and ocean carriers April port import container volumes recovered somewhat from March but remained quite mixed. On the Pacific Coast, the Canadian ports shifted up to positive import comparisons versus the year-earlier month. The US ports improved from March but...
by David Bovet | May 1, 2020 | Briefs, Investor Advisory
Ports and ocean carriers Port import container volumes took a dive in the month of March. Many of the largest ports saw reductions of around 20% compared to the prior year. Those that fared better, with reductions in the 5 to 10% range, were Long Beach, Oakland,...
by David Bovet | Apr 7, 2020 | Briefs, Investor Advisory
Ports North American ports continue to deal with the challenges of major supply and demand disruptions. The initial supply shortages and blanked sailings caused by the virus in Asia are now visible in published North American port volumes. Going forward, we expect the...
by Dave Frentzel | Feb 25, 2020 | Briefs, Due Diligence, Investor Advisory, Operations, Supply Chain Management
In our August 2019 Supply Chain Contingency Planning Brief, the timely “call to action” was the US-China trade war. Today COVID-19 is the greater concern to our supply chains and more tragically to human health. These might be considered black swan events; thus,...
by Dave Frentzel | Aug 3, 2019 | Briefs, Due Diligence, Investor Advisory, Operations, Supply Chain Management, Value Creation
Midwestern soybean farmers and Silicon Valley hi-tech companies are miles apart, yet both currently face a common supply chain crisis with limited options: their high dependency on China. Could better contingency planning have helped both weather this storm? Several...
by Dave Frentzel | Aug 3, 2019 | Briefs, Organization, Sales & Marketing, Value Creation
Mandatory project management bootcamp for sales reps? Absolutely. When I transitioned earlier in my career from management consulting into my first sales leadership role in industry, I first asked each sales rep on my team two simple questions: “what’s your plan?” and...
