Hosted by Unknown Host · EN
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Every day, Lucas and Luna examine the real-time machinery of global goods movement — from container ship schedules and port backlogs to trucking rates and last-mile delivery bottlenecks. Grounded in publicly-available data on shipping spot prices, warehouse vacancy rates, and logistics employment reports, each episode dissects a specific thread: how Red Sea diversions reroute European inventories, why Memphis handles more air cargo than any other airport, or what falling Baltic Dry Index readings signal for manufacturers. Lucas brings a journalist's precision to freight indices and customs filings; Luna pushes for the operational reality — what a 12% drop in intermodal rail volumes means for a Midwest distributor, or how just-in-time inventory strategies are being rewritten after pandemic breakdowns. The show serves supply chain analysts, logistics professionals, procurement managers, and anyone who understands that the cost of moving a box from Shenzhen to Chicago determines what fills store shelves. Expect no buzzwords — only parsed data, named companies (Maersk, Union Pacific, XPO), and a clear-eyed view of how infrastructure, labor, and trade policy intersect. By the end of each episode, you'll know exactly which port is congested, which shipping route is under pressure, and what that means for the price of the goods you buy tomorrow.
Unknown Host hosts The Supply Chain Economy with Fexingo: Logistics, Shipping, and Goods Movement.
In this episode of The Supply Chain Economy, Lucas and Luna explore the record-low warehousing vacancy rates across the US in 2026. With industrial production up and factory orders surging, available warehouse space has
In this episode, Lucas and Luna explore a surprising logistics bottleneck: US warehousing vacancy rates have dropped to near-zero levels in 2026. With industrial production up 0.7% in April and manufacturers' new orders
Industrial vacancies in the US have dropped below 3 percent for the first time on record, driving warehouse rents up 18 percent year-over-year. Lucas and Luna examine how e-commerce demand, nearshoring, and inventory hoa
Episode 31 of The Supply Chain Economy digs into a puzzle: US manufacturers' new orders hit $662.7 billion in April 2026, up 4.8% year-over-year, yet spot trucking rates are in the basement. Lucas and Luna explore why th
Lucas and Luna examine a surprising disconnect: US manufacturers' new orders jumped 4.8% in April, industrial production hit 102.5, and imports are surging — yet trucking spot rates are barely above operating cost. They
Episode 29 of The Supply Chain Economy explores a puzzle: US factory orders and industrial production are up, but truck tonnage is flat. Lucas and Luna dig into the data — manufacturers' new orders hit $662.7 billion in
Port congestion has mostly moved out of headlines, but it hasn't disappeared — it's shifted. In this episode, Lucas and Luna examine how congestion that once clogged Los Angeles, Long Beach, and Savannah is now migrating
Manufacturers' new orders hit $630 billion in March 2026, up nearly 1.5 percent from the prior month. Industrial production is rising and capacity utilization is climbing back toward 76 percent. But trucking volumes are
In this episode of The Supply Chain Economy, Lucas and Luna dig into a quietly devastating trend in American trucking: the rapid departure of owner-operators from the industry. With spot rates stuck below operating costs
Industrial production hit 102.5 in April 2026 and capacity utilization is rising, but the trucking industry is still mired in a recession that began in 2023. Lucas and Luna drill into why the recovery isn't reaching the
Industrial production and factory orders are up in early 2026, but the trucking industry is stuck in a mini-recession with spot rates below operating costs. Lucas and Luna explore why the divergence is happening, how the
Lucas and Luna dig into the growing problem of empty miles in US trucking—when trucks drive without a load. They discuss how the trucking recession has worsened the issue, with data showing utilization rates stuck around
Episode 22 of The Supply Chain Economy dives into the lingering bottleneck at the Port of Bandar Abbas, Iran's main container gateway, nine months after the conflict ended. Lucas and Luna examine why shipping lines have
Episode 21 of The Supply Chain Economy examines how the Iran war and subsequent Strait of Hormuz disruption have permanently altered global shipping routes. Lucas and Luna discuss the shift away from the Middle East as a
In this episode of The Supply Chain Economy, Lucas and Luna examine a surprising bottleneck emerging from the nearshoring boom: the severe shortage of industrial real estate in northern Mexico. With capacity utilization
Trucking rates have been flat or falling for two years, but one hidden cost—empty miles—is quietly stealing billions from owner-operators. Lucas and Luna break down why carriers spend roughly 20% of their miles driving e
Episode 18 of The Supply Chain Economy digs into a hidden squeeze: big buyers like automakers and big-box retailers are stretching payment terms to 90 or even 120 days, while small suppliers face rising borrowing costs.
Episode 17 of The Supply Chain Economy digs into an overlooked bottleneck in the goods-movement network: U.S. railroad capacity. Hosts Lucas and Luna explain how a decade of cost-cutting, Precision Scheduled Railroading,
Cargo theft has surged 40% year-over-year, with organized rings targeting high-value electronics and pharmaceuticals. Lucas and Luna break down how thieves exploit the same supply chain chokepoints that legitimate busine
In this episode of The Supply Chain Economy, Lucas and Luna explore why US retailers are stockpiling inventory at levels not seen since early 2023. With imports running hot and warehouse vacancy near historic lows, the h
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The Supply Chain Economy with Fexingo: Logistics, Shipping, and Goods Movement is hosted by Unknown Host. The show is categorised under Business and has published 0 episodes.
The Supply Chain Economy with Fexingo: Logistics, Shipping, and Goods Movement regularly covers Business. It sits in the Business category.
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Episodes of The Supply Chain Economy with Fexingo: Logistics, Shipping, and Goods Movement average 8 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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