SupplyChainDrive
Dec. 5, 2018
“CMA CGM Launches Instant Quotes & Booking On Freightos For China-US Lanes”On Wednesday, December 5th CMA CGM announced it had signed an agreement with Freightos to become the first shipping lines to provide instant quotes and accept online bookings in a pilot for China-US lanes. CMA CGM will become the first shipping line to be listed on Freightos. The agreement provides for online bookings, guaranteed pricing and secured capacity on CMA CGM China-US trade lanes that are available on the Freightos platform with a future addition of further lanes in the near future.
Besides CMA CGM only Hapag Lloyd and Maersk are able to provide an instant quote via its website to customers, making three out of the major six carriers to have this ability. Hapag Lloyd provides via its online platform for all of its lanes instantaneously. Maersk’s service enables confirmation of whether there is available space on the vessel or equipment to complete a booking request. Previously, customers needed to wait for a confirmation email or follow-up call after using the booking tool. In the past, 10% of Maersk’s booking requests were either rejected or confirmed for an alternate sailing date due to a lack of vessel space or equipment availability. These 10% of booking requests resulted in the customer service team spending 15% of its calls, chats and emails per month rescheduling these failed bookings.
Zvi Schreiber, Freightos CEO, told Lloyd’s Loading List that the service is expected to roll out other trade lanes including CMA CGM’s Europe to Asia routes in 2019. Further he added that shippers can make their instant bookings based on the results without pricing add-ons such as General Rate Increases (GRIs).
https://goo.gl/7h1dyS
Reuters – Nov. 28, 2018
“Amazon launches machine learning chip, taking on Nvidia, Intel”
On Wednesday, Amazon launched a chip aimed at machine learning, a market where Intel and NVIDIA have both placed bets on where they will generate future revenue growth. AWS is one of the largest buyers of chips from both Intel and NVIDIA, but recently Amazon has started to design its own custom chips.
Wednesday saw the announcement of Amazon’s “Inferentia” chip that is designed to help with what researchers call inference – the process of taking an AI algorithm and putting it to use. An example would be taking an incoming audio sample and converting that into text based requests for relevant departments. The Inferentia chip is not a direct threat to either Intel or NVIDIA, as it is not available for sell. Amazon will be selling services to customers that will utilize these chips starting in 2019. However, if Amazon starts to rely upon its own chips, both NVIDIA and Intel will lose a major customer.
Amazon additionally announced the “Graviton” chip, a processor for its cloud unit. Graviton is powered by technology from ARM Holdings. The use of Graviton in its data centers represents a major threat to Intel’s dominance in this market.
https://goo.gl/UxAiwq
ZDNet – Nov. 28, 2018
“AWS goes blockchain: The cloud giant announces two distributed ledger services”
AWS is launching two blockchain ledger related services – one centralized and one decentralized. Amazon Quantum Ledger Database (QLDB) is a fully-managed ledger database with a central trusted authority. According to AWS, QLDB is immutable, cryptographically verifiable, transparent, fast and will allow for the execution of double the amount of transactions as standard blockchains. The second service is Amazon Managed Blockchain, which enables users to create and manage their own scalable blockchain networks using either Ethereum or HyperLedger.
https://goo.gl/BH1Ax2
Reuters – Nov. 28, 2018
“Supply chain reaction: trade war refugees race to relocate to Vietnam, Thailand”
The impact of Trump’s trade war with China has caused global supply chains to search for other manufacturing locations. Some manufacturers have talked about this shift in their manufacturing base, but now they are having to actually put these plans into action much sooner than planned.
https://goo.gl/CRZLhK
SupplyChainDive – Nov. 26, 2018
“CMA CGM pushes logistics strategy forward with closer ties to Ceva”
Summary:
– In Oct. CMA CGM acquired a 30% stake in CEVA Logistics. CMA CGM is
selling its freight management company CMA CGM Log for $105M to the
Swiss company, according to multiple outlets. The deal is expected to
close in Q2 2019 pending approval from regulators.
– CMA CGM CEO Rodolphe Saadé in a statement announcing the company’s
Q3 earnings that “Via a takeover bid, we hope to obtain the majority of
CEVA’s share capital and unleash its full potential.” The company has laid
out a plan to boost revenue growth by 5% year-over-year or $9B.
– Both deals come amid increased profitability for both companies. CMA
CGM posted a 6.3% growth in revenue despite the increasing impact of
tariffs on shippers. Increased revenues and shipping volumes which are
up 5.5% year-over-year, have lead the company to increased profitability.
https://goo.gl/GmD5s5
Supply Chain Drive – Nov. 25, 2018
“Spot rates from China up 91% over last year”
Image: Edwin Lopez/Supply Chain Drive and Freightos Baltic Index
https://goo.gl/8tdSsG
Reuters – Nov. 22, 2018
“Brexit race to stockpile pushes some of UK’s aerospace suppliers to the brink”
Brexit has pushed Rolls-Royce and Airbus to stockpile parts before Brexit hits, not matter what deal is struck between now and March of 2019. This has pushed their small suppliers to the breaking point. With about 5 months to go before the UK leaves the EU, and no deal in sight companies are forced to prepare for the worst scenario.
The UK’s aerospace sector, the second largest in the world, supports 120K jobs, and relies heavily upon smooth cross-border trade. This makes the entire industry vulnerable that would cause more checks, delays or inspections that would create stickier supply chains, driving up costs and lead times resulting in an industry-wide inability to meet global demand.
As a result of the contentious Brexit negotiations, suppliers have started stockpiling parts, producing extra parts, or some have decided to wait and see if a deal can be struck during the latest round of negotiations.
https://goo.gl/aQLSKR
NPR – Nov. 21, 2018
“Optimized Prime: How AI and Anticipation Power Amazon’s 1-Hour Deliveries”
How does Amazon tackle it’s “first mile” “middle mile” and “last mile” to deliver orders in an hour leveraging AI? From the customer facing website all the way to the fulfillment centers and Amazon’s Flex service AI is woven into everything. This is to optimize product forecasting, inventory management, pick and retrieval, warehouse management, and delivery. However, AI cannot account for human behavior especially in the “last mile,” and its Flex service does not provide drivers with information regarding parking – often an issue in large cities when drivers are delivering to office buildings trying to make every minute count.
https://goo.gl/TC5rG7
CISION – Nov. 20, 2018
“Global Supply Chains Impacted at Highest Rate in 3 Years”
Summary:
– The first half of 2018 saw a number of risk events that impacted supply
chains, according to data collected by Resilinc, a supply chain visibility
provider. The company recorded 1,069 events globally from January to
June of this year, with more than 300 events directly affecting supply
continuity.
– While extreme weather events were the most impactful event type,
according to Resilinc, factory fires were the most frequent risk event
recorded in the first half of 2018.
– Mergers and acquisitions were the most common event type in North
America, followed by factory fires and extreme weather.
– The report does not take into account the impact of hurricanes and wild
fires that have battered the US in the second half of 2018
https://goo.gl/mksfBV
Flexe – Nov. 15, 2018
“Supply Chain is the Heart of Business Today, Its People Are the Lifeblood”
https://goo.gl/A8bXwi
Financial Times – Nov. 14, 2018
“Language matters: the real meaning of Big Data”
Something that people rarely think about, the true meaning behind the language they’re using. An interesting read from Gillian Tett.
https://goo.gl/6UT52b
Reuters – Oct. 30, 2018
“Kroger set to place warehouse order with partner Ocado”
Kroger set to place order with Ocado for 16 Ocado’s highly automated Consumer Fulfillment Centers that will the located around the US. As the battle between traditional grocery chains and Amazon heats up, Ocadao’s automated DCs is set to give Kroger a leg up in its omnichannel food supply chain distribution.
https://goo.gl/W7oYV6
CCN – Oct. 28, 2018
“Samsung SDS to Power World’s First Exports Customs Clearance Blockchain in Korea”
https://goo.gl/rnyrxA
Business Insider – Oct. 23, 2018
“Walmart is offering free 2-day shipping on ‘millions more’ items — and it reveals a key advantage over Amazon”
https://goo.gl/kLBuvM
Port of Rotterdamn – Oct. 22, 2018
“ABN AMRO, Samsung SDS and the Port of Rotterdam Authority are launching a container logistics blockchain pilot”
The Port of Rotterdam, Samsung SDS (IT subsidiary of Korean giant chaebol Samsung), and ABN AMRO are collaborating on a logistics blockchain pilot to track a container from Korea to the Netherlands. On Monday, October 22, 2018 Samsung SDS revealed details of a new partnership with ABN AMRO for a joint pilot for tracking a container from a Korean factory to the Port of Rotterdam. The pilot will involve linking ABN AMRO’s Corda platform, developed by New York based R3, and Samsung SDS’s Nexledger, Samsung’s enterprise blockchain.
https://goo.gl/S5Ydw6
Traditionally, an international trade finance transaction involving shipments sees payments, administration and the physical transportation of containers occur in separate flows with a paper-intensive manual process. “We will be integrating all these flows in our pilot: from workflow management combined with track & trace to the digitisation of paper documentation such as waybills and the financing of handled freight or services” ABN AMRO’s commercial banking chief Daphne de Kluis explained.
International Chamber of Commerce – Oct. 19, 2018
“ICC issues warning on fake Incoterms® rules and deceptive training offers”
https://goo.gl/1TQA4P
Industry Week – Oct. 17, 2018
“Supply Chain Risks Come From All Sides: How technology can help increase visibility and reduce paperwork.”
https://goo.gl/AtNkXS
Bloomberg – Oct. 15, 2018
“The Dirt on Electric Cars: New research shows some drivers might spew out less CO2 with a diesel engine.”
https://goo.gl/Mksxk9
BitcoinExchangeGuide – Oct. 11, 2018
“SUKU Blockchain Service and Blockdaemon Partner for Node Deployment”
https://goo.gl/X1L4wD
CoinDesk – Oct. 1, 2018
“Two of Blockchain’s Biggest Consortiums Just Joined Forces”
Hyperledger and the Enterprise Ethereum Alliance (EEA) have forged an alliance to collaborate on common blockchain standards and creating a wider state of interoperability.
https://goo.gl/rC2V1g
Techcrunch – Sep. 22, 2018
“Lifebank helps deliver essential medical supplies in Nigeria”
TC Disrupt SF
Lifebank is a medical distribution company that uses data, smart logistics and technology to deliver essential products like blood to hospitals in Lagos, Nigeria.
BitcoinExchangeGuide – Sep. 6, 2018
“Citizens Reserve Unveils ‘SUKU’ Blockchain Solution For Supply Chain Complications”
https://goo.gl/sSzQQL
Industry Week – Sep. 6, 2018
“Lego’s Sweet Sustainability Plan: Plastic Made from Sugar Cane”
https://goo.gl/mzgNnV
Manufacturers Alliance for Productivity and Innovation – Sep. 5, 2018
“Evaluating Supplier Risk: Why Companies Should Consider Non-Financial Metrics”
https://goo.gl/Ka35i1
CISION – Aug. 9, 2018
“Maersk and IBM Introduce TradeLens Blockchain Shipping Solution”
https://goo.gl/gu5PB3
The Economist – Aug. 2018
Meet Ocado, the British online grocer, is cementing it’s role as Amazon’s rival in e-fulfillment of groceries. The company has also started selling its technology to traditional grocery chains in Europe, Canada and the US.
https://goo.gl/TvUA2M
Fiber2Fashion.com – Aug. 1, 2018
“Levi Strauss unveils new climate action strategy”
https://goo.gl/dJsj3o
Talking Logistics – Jul. 25, 2018
“Takeaways from the IBM Watson Supply Chain Summit”
https://goo.gl/vQWsPc
Wall Street Journal – Jul. 10, 2018
“Can Blockchain Fix Our Food Chain?”
https://goo.gl/fJNvJW
Forbes – Jul. 12, 2018
“Global Drinks Brands Bacardi, Chivas Brothers, And Diageo Go ‘Green’ With New Initiatives”
https://goo.gl/MaUTgi
Harvard Business Review – Jul. 10, 2018
“Purchasing Managers Have a Lead Role to Play in Cyber Defense”
https://goo.gl/zYjhr8
TechCrunch – Jul. 6, 2018
“Watch all the interviews from TechCrunch Sessions: Blockchain”
For all of you blockchain nerds out there curious about the application of blockchain to supply chain management, there was an interesting panel at TechCruch Sessions: Blockchain in Zug 2018 focused on it. Check out the recording of the panel for Hope Liu (EximChain), Gil Perez (SAP) and Gert Sylvest (Tradeshift).
https://goo.gl/BFB4CY
World Economic Forum – Jul. 6, 2018
“Amsterdam is getting a 3D-printed bridge”
https://goo.gl/XPzJdf
Financial Times – Jun. 28, 2018
“Amazon encourages entrepreneurs to build logistics network”
https://goo.gl/YuoZZs
World Economic Forum – Jun. 26, 2018
“IKEA will take back your old furniture, resell it and give you the money”
https://goo.gl/1d5eDH
World Economic Forum – Jun. 18, 2018
“These are the world’s most connected airports”
https://goo.gl/p79Xv6
KnowTheChain – Jun. 17, 2018
“2018 Information and Communications Technology Benchmark”
Report: https://goo.gl/Jub3Ya
Review Scores: https://goo.gl/Lh3JqP
World Economic Forum – Jun. 6, 2018
“These 5 technologies have the potential to change global trade forever”
https://goo.gl/DPcW4U
StartSe – June 2018
“HSBC usa blockchain e pode acabar com um mercado centenário de US$ 9 trilhões”
https://goo.gl/KKf4Gp
Harvard Business Review – May 29, 2018
“How Ford Is Thinking About the Future”
https://goo.gl/zzdKmB
3D Printing Industry – May 17, 2018
“Limbitless Solutions Begins First-of-Its-Kind Clinical Trials for 3D Printed Arms”
https://goo.gl/Q8uPXz
Bloomberg – May 16, 2018
“Boeing 747s Are Back From the Dead”
https://goo.gl/ZobJ7t
CNBC – May 15, 2018
“Amazon is moving into blockchain with a new partnership”
https://goo.gl/k9oDBd
CNN – May 9, 2018
“Ford Suspends Production of F-150 Trucks”
https://goo.gl/JAe5Ay
World Economic Forum – May 1, 2018
“Here’s why it’s time to ditch our obsession with trade deficits”
https://goo.gl/2Dt8W2
Harvard Business Review – May 2018
“How Likely Is Your Industry to Be Disrupted? This 2×2 Matrix Will Tell You”
https://goo.gl/YQFwcx
Seatrade Maritime News – Apr. 27, 2018
“Maersk looks to follow airlines business model in digitalisation: Skou”
https://goo.gl/UdYKFsC
CoinDesk – Apr. 27, 2018
“IBM Reimagines Proof-of-Work for Blockchain IoT”
https://goo.gl/xJQcJj
Institute for Business Forecasting & Planning – Apr. 23, 2018
“Taming the Bullwhip Effect by Moving Beyond Linear Supply Chains”
https://goo.gl/TUUKbD
Talking Logistics – Apr. 18, 2018
“Digitizing the Global Supply Chain: Three Ways to Create Value”
https://goo.gl/H8vDjg
World Economic Forum – Apr. 13, 2018
“How the United States can win back its manufacturing mojo”
https://goo.gl/3yR1pk
Reuters – Apr. 11, 2018
“Tesla targets November 2019 for start of Model Y production”
https://goo.gl/9ohz3V
World Economic Forum – Apr. 9, 2018
“This supermarket is selling soup, beer and soap made from food waste”
https://goo.gl/BEn5ss
iRevolutions – Apr. 6, 2016
“The Value of Timely Information During Disasters (Measured in Hours)”
https://goo.gl/HC4MMH
Kevin Dooley – LinkedIn Post Apr. 2018
Visual depiction of the universe of manufacturing
https://goo.gl/DcczaM
The Economist – Mar. 31, 2018
How AI is spreading throughout the supply chain
https://goo.gl/Hy5iJB
Popular Science – Mar. 28, 2018
“Big box stores are dying. What do we do with all the bodies? How to remove, reuse, or recycle these fallen retail giants.”
https://goo.gl/iZDBMy
World Economic Forum – Mar. 16, 2018
“This is the surprising thing used to make medals for the 2020 Olympics”
https://goo.gl/A2bX7R
Ross Dawson – Mar. 14, 2018
“Periodic Table of Disruptive Technologies and Innovation”
Business Blockchain HQ – Mar. 14, 2018
“FedEx and UPS Leverage Blockchain to Address Inefficiencies”
https://goo.gl/Ze7qTa
Human Rights Watch – Feb. 8, 2018
“Valentine’s Day: Tainted Jewelry Supply Chains – Promising Practices Show Potential for Change”
https://goo.gl/U8QMUY
Cryptocurrency News -YouTube Jan. 12, 2018
“Here’s how much it costs to mine one single bitcoin in 115 different countries across the world”
https://goo.gl/suuExF
Business Insider Dec. 17
“The $13.7 billion Whole Foods buy has turned the world against Amazon — and we’ll see the sparks fly next year”
https://goo.gl/vv8B6R
Talking Logistics Dec. 14, 2017
“Supply Chain & Logistics Conferences to Attend in 2018”
https://goo.gl/jEnQu5
CSCMP’s Supply Chain Quarterly – Nov. 26, 2017
“10 technologies that will reshape SCM software”
https://goo.gl/yUqcz2
Jan van Casteren LinkedIn Post – Nov. 2, 2017
Flexport – VP Europe
“The High Cost of Congestion at Bremerhaven: What You Need to Know”
Short analysis on the issues shippers need to know if they are shipping out of Bremerhaven this quarter.
https://goo.gl/TTtDEj
Gad Allon – LinkedIn Post Oct. 12, 2017
“Why Tesla Can’t Ramp Up on Model 3 Production?”
https://goo.gl/45FJzt
Daniel Stanton LinkedIn Post
Sep. 10, 2017
“Disaster Recovery: Helpful Resources for Supply Chain Professionals from LinkedIn Learning”
https://goo.gl/W52skf
Summary of Resources:
– Twitter Essential Training
– GIS on the Web
– Leading Projects
– GoogleDocs Essential Training
– Leading by Change
– Crisis Communications
– Nonprofit Management
Foundations
Wall Street Journal Sep 6, 2017
“Hurricanes Disrupt Freight Sector, Send Rates Soaring”
https://goo.gl/gY45fc
SupplyChain 24/7 – Aug. 4, 2017
“Smart Glasses New Standard in Order Picking”
https://goo.gl/vxSX7p
Fronetics May 30, 2017
“Great Supply Chain People Are Getting Harder to Find, But Do Companies Have a Talent Management Issue?”
https://goo.gl/KgV4bE
Global Supply Chain Blog 