Time to Keep Reducing Risk, Particularly EM, Some Stocks: Tchir
Feb 14, 2018
Peter Tchir, Head of Macro Strategy at Academy Securities, on what CPI and retail sales signal for markets, and his current investment strategy. Walter Kemmsies, Economist and Chief Strategist of JLL’s Ports, Airports and Global Infrastructure Group, on Fellow at the Roosevelt Institute, on a new report that examines a proposal for outright student debt cancellation financed by the federal government.
What Does Corona Mean to Our Supply Chain? – Where We Buy #139
Mar 27, 2020
Hear from the experts about the impact of the COVID-19 virus on warehousing, manufacturing and ports. Craig Meyer describes the pandemic’s effect on industrial real estate. Dr. Walter Kemmsies discusses what it has meant for our ports and the economy. Rich Thompson points to three global supply chain themes to watch. Mehtab Randhawa explains how the current strain on last mile delivery reveals the need for urban warehouses.
Every link in global supply chains is stretched beyond recognition. This has resulted in a lot of frustration and calls to change how the international freight movement industry operates. While there may be room for improvement this is not the time.
As the World progresses through the Covid-19 pandemic, attention to the vulnerability of most industries’ supply chains has expanded beyond the domain of logistics professionals to discussions at families’ dinner tables. Logistics professionals are trying to figure out how to reduce their supply chain’s vulnerability to macro systemic events, such as a global pandemic, but also other catastrophes. However, some may be wondering whether such efforts are an exercise in futility because any solution to supply chain risk reduction will likely increase operating costs.
The government and consumer response to Covid-19 as well as pandemic-induced factory shutdowns in countries where US importers source from have conspired to put tremendous pressure on importers, ocean carriers, container terminals, railroads and railroads. The most visible result being dozens of container vessels anchored outside San Pedro Bay since last November……
Residential Real Estate Trends Supporting Port Container Volume Growth
Walter Kemmsies, Chief Economist
The Kemmsies Group
In 2020, the tonnage of imported goods in containers increased 1.4% over 2019, however, as we all know, it was a tale of two halves. The first half saw double digit declines at most ports and the second half saw a growing surge that eventually brought overall import volumes barely above the previous year……
There is no such thing as an average day in the logistics industry. Logistics managers are specialists at managing the so-called “known unknowns,” such as weather events that force cargo reroutes or supply and quality control issues that require sourcing new manufacturers. However, it’s the ‘unknown unknowns’ that now keep logistics managers up at night. The factors they can’t control — trade agreements, changes in fuel requirements for ships and labor shortages — are disrupting the industry.
Commodity price spikes slow logistics warehousing activity but don’t stop it
May 13, 2021
If first-quarter data points are any indication, the U.S. industrial real estate market has moved beyond the “firing on all cylinders” stage to another white-hot plateau. Tenants and lessees occupied 109.1 million square feet more space than they vacated, an all-time quarterly record, roughly double the long-term average and nearly 67% higher from the first quarter of 2020, according to data from Colliers International (NASDAQ:CIGI), a real estate services and investment management company.
Busy Port Of SAVANNAH Attracts New Industrial Developers To COASTAL GEORGIA
February 22, 2021
A rebound of import activity at the Port of Savannah, which saw a large decrease in traffic at the start of the coronavirus pandemic, is attracting new developers to coastal Georgia, where they plan to build large-scale industrial projects.
Despite a noticeable drop in imports and exports at Georgia Ports Authority terminals in March, overall traffic held steady during 2020, buoyed by its busiest December ever. During December, the Port of Savannah moved 447,525 twenty-foot equivalent container units, known as TEUs, an increase of 24% compared to December 2019, according to the Ports Authority.