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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
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Craig Fuller
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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
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Matt Cerminaro
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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.
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Mike Beckham
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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
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Glinert πΊπ¦
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Apr 19, 2022
Rare glimpses of honesty from senior Russian officials. (Another 𧡠on sanctions.) Elvira Nabiullina, head of the Central Bank: logistical blockade hurts even more than financial sanctions. Supply chains are broken. (1/11)
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Ilya Matveev
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Oct 22, 2021
This whole thread by @typesfast is great regarding supply chain problem, but this set of observations is applicable to so many businesses. Great stuff. https://t.co/rtLJQNn2PC
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Ryan Peterson
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