Supply Chain

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Tweet Mar 29, 2022

Tender rejections are the best indicator into realtime supply/demand in the trucking. A high rejection rate = trucking cos have more options in freight to pick from. (more options = more rejections; less options = less rejections). Why are rejections

by Craig Fuller

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Podcast episode Feb 5, 2022

E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO)

by David Friedberg and 4 others

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Article Mar 8, 2023

China in a hard pivot to more supply-side reforms

by William Pesek

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Article Nov 3, 2022

The Metals for Your EV Are Stuck in a 30-Mile Traffic Jam

by Matt Hill

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Tweet Oct 21, 2022

1/ "We need to have the supply chains at the ports ease, we need to have more chips coming and those sorts of things... but we also need to be mindful that there are two levers: If supply can move more and demand can move less, we actually have to do

by Matt Cerminaro

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Tweet Sep 22, 2022

COVID set off a supply chain phenomenon known as the bullwhip effect. For the past 2 years, it has battered US businesses that import products from overseas. But now, companies that were the biggest victims are going to win big in the months ahead.

by Mike Beckham

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Tweet Jul 20, 2022

A huge part of the chip crisis is automotive demand. Mainly that automotive cars demand older chips that the semi companies don't want to invest the capital to make (increased wafer size). Essentially there's a "cycle mismatch". This has been a long

by Glinert 🇺🇦

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Paper Apr 29, 2022

Commodity Chokepoints and QT

by Zoltan Pozsar

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Tweet Apr 19, 2022

Rare glimpses of honesty from senior Russian officials. (Another 🧵 on sanctions.) Elvira Nabiullina, head of the Central Bank: logistical blockade hurts even more than financial sanctions. Supply chains are broken. (1/11)

by Ilya Matveev

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Video Mar 23, 2022

Why Global Supply Chains May Never Be the Same | A WSJ Documentary

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Article Mar 9, 2022

Frackers Say Bottlenecks Impede Output Boost as Oil Prices Soar

by Collin Eaton

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Video Feb 12, 2022

Is the Maritime Supply Chain Improving? | What's Going on With Shipping?

by Sal Mercogliano 🚢⚓🧭🐪🚒🏴‍☠️

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