The Population Bust
The notion that demographic change will slow the flow of trade in manufactured goods met […]
More than Cheap Labor
It’s been no secret that Chinese companies have been building factories in Mexico to protect […]
The Supply-Chain Bureaucracy
Back before the covid-19 pandemic — it seems decades ago, not a mere four years […]
Reality Sets In
Despite ample signs to the contrary, global economic institutions have remained remarkably optimistic about the […]
Nearshoring Is Hard to See
Last week I was in Mexico City to speak at the Logistics World Summit, an […]
Carbon Border Adjustments and Trade
The European Union is on the way to taxing many imports based on their greenhouse-gas […]
“Normal” Isn’t Coming Back
“Supply chain ‘normal’ appears on the horizon,” Bloomberg’s Brendan Murray reports. Murray presents lots of […]
Rise and Fall
What do Baltimore, Keelung, Jeddah, Belfast, and Melbourne have in common? Yes, of course, all […]
Too Much Stuff
The U.S. distribution system is stuffed with stuff. Business inventories in April were up nearly […]
Trade Secrets
A couple of years ago, an exec at a major freight forwarder asked me to […]