In 2021, U.S. Bank processed $37 billion in freight payments for some of the world’s largest corporations and government agencies. Those payments and the data that accompanies them are analyzed quarterly by Bobby Holland, U.S. Bank vice president and director of Freight Data Solutions and his team. The FPI report includes quarter over quarter, year over year, and full-year data and analysis.
According to a summary of the Q2 results released by U.S. Bank, “Spending on truck freight was up 3.3% compared to the first quarter and 19.7% year-over-year […] The West and Southwest regions had the highest year-over-year spending increases at 30.2% and 29.7%, respectively.”
In this interview, Bobby is joined by Donovan Kirkland with The Clorox Company to share the results of the Q2 2022 report with Supply Chain Now Co-hosts Greg White and Scott Luton, interpreting what they may mean for the economy and the shipping industry in the short and longer term.
• The changes in household spending, labor challenges, and fuel prices that are creating headwinds for the freight industry
• Some surprising data coming out of the Northeast region
• The “opportunism” that may be going on in the marketplace
Welcome to supply chain. Now the voice of global supply chain supply chain now focuses on the best in the business for our worldwide audience, the people, the technologies, the best practices, and today’s critical issues. The challenges and opportunities stay tuned to hear from those making global business happen right here on supply chain now.
Scott Luton (00:31):
Hey, good morning. Good afternoon. Good evening. Based on wherever you are, Scott Luton, Greg white, here with you live on supply chain. Now welcome to today’s live stream Gregory. How we doing?
Greg White (00:42):
You know, I was just feeling, I was just thinking about how fortunate I feel that there are really only those three classifications morning, afternoon, evening, because we’re probably covering 20 time zones right now. So you could go really deep if you wanted to good late ear, late morning, early afternoon. But I think that you covered it. <laugh>
Scott Luton (01:03):
Well, you know, we try to keep doing
Greg White (01:04):
Well, how are you
Scott Luton (01:05):
Scott doing, doing wonderful. You know, we try to keep it as simple as we can around here. So, but, but most importantly, we welcome everybody where they’re tuned in globally. Uh, our global supply chain now family and Greg on today’s episode, we’re gonna be talking about some critical key insights from one of the leading transportation. And it’s your resources. It’s the us bank for eight payment index for quarter 2 20 22. Can you believe we’re already in, uh, in quarter three? It’s unbelievable, Greg.
Greg White (01:35):
Yeah. And, uh, all I have to say about these last couple of index, uh, presentations is dude <laugh> man stuff is getting expensive.
Scott Luton (01:47):
You’re quoting Ashton. Kucher from dude. Where’s my car here on supply chain. I love it really.
Greg White (01:52):
Where’s my freight
Scott Luton (01:53):
<laugh> well, so on, uh, kidding aside, we’re gonna be gaining key takeaways from the freight payment index from, and what’s really going on right out across the market coast to coast. We’re gonna dive into what the data’s saying and getting some, uh, uh, key perspective from a couple business leaders here with extensive experience in, uh, global supply chain, transportation markets, you name it, but Greg, before we say hello to a few folks before we bring on our guests, Hey, we’ve enjoyed ongoing collaboration with us bank for several years now. Um, one of the leading financial institutions involved empowering the transportation industry Ford, as we all know, that’s the backbone of the global supply chain, uh, industry here. So it’s been quite a series, huh?
Greg White (02:38):
Yeah, it has. And, uh, man, it $37 billion worth of transactions, right in 2021. Wow. And every indication is that just sheer on sheer dollar volume. It, this year will blow that away. But the number of transactions, not just the dollars is what matters as well, because every one of those is a data point that allows us to determine what’s going on regionally and nationally in terms of transportation. And are, are people shipping more? Are they paying more? Are they both? And sometimes the answer is no to one and yes to the other. And like I said, this quarter, it’s gonna be an emphatic yes. To one. And I bet a lot of people can guess what that is. So yeah. I, I’m glad that they gather this data. They touch so many freight transactions and that’s what makes this analysis so valuable.
Scott Luton (03:28):
Yeah. Well said there 37 billion last year, uh, alone. So, okay. Let’s say hello to a few folks and then we’re gonna welcome in our guests here today. Hey, quick side note to the, uh, production team. Big, thanks to Chantel Amanda and Catherine for all the work they do. Y’all may have seen, uh, the notes check on, uh, the sound for everybody. If we would Catherine, Amanda and Chantel, make sure everybody’s plugged in. Okay. So Greg, we’ve got quite an audience around the world side from Bangladesh via LinkedIn. Great to have you here. Uh, I’m looking forward your perspective on the conversation we’re having here today. This is, uh, this individual is from Scottsdale, Arizona. And folks, if you get, Greg’s gonna say something about this probably, but if you get this notification and it says LinkedIn user, rather than your profile, it just means you’ve got a setting on your LinkedIn profile that doesn’t share your information with third parties. You can change that or you can keep it like that. Our team will try to figure that out. Okay, look here. We got
Greg White (04:25):
Don’t need a weather report from Scottsdale Arizona now <laugh> that’s right. So if, if the calendar hasn’t shifted much, it is monsoon season. So it will be sunny a day. Use of rain. The streets will be flooded in 30 minutes later. They’ll be completely dry,
Scott Luton (04:39):
Man. I’ve I’ve seen some pictures here lately of that, that post storm. But, uh, I love have to come back to that. Look at, look at this legendary listener right here. Uh, Dave has tuned. I saw where Dave and Peter Bole got together. Yeah.
Greg White (04:53):
Um, good pick too, by the way. Yes. Right.
Scott Luton (04:56):
Dave, you’re looking great, man. Great to have you here with
Greg White (04:59):
Like, they were watching some UFC while they were hanging out together.
Scott Luton (05:02):
<laugh> looks like they were eating some great food. So, uh, Dave and hope this finds you well, great to have you back. Of course. I mentioned Katherine, uh, Chantel, Amanda making a half and behind the scenes, Monica via LinkedIn. It’s back with us from Seattle. You remember that, Greg, right?
Greg White (05:17):
Yeah. I, this new sunshine logo or, uh, emoji or whatever is, is that new? I haven’t seen that yet, but I, I dig that
Scott Luton (05:26):
We’ll uh, we’ll get our research team on, uh, LinkedIn emojis. Yeah.
Greg White (05:30):
I’d like to find out where that’s come from Scott.
Scott Luton (05:33):
Okay. <laugh> Michael aver is back with us, uh, of course from the ATL. Great to have you here V. LinkedIn. I always enjoy your perspective, uh, Chico from Scottsdale, Arizona via LinkedIn. Great to have you here today, looking forward to your perspective, Nazare Nazarene, uh, good morning to you, uh, via LinkedIn, let us know where you’re tuned in from. We love to make those connections, Greg. David’s a current hall of Famer. Shelly’s working on being a hall of Famer with us too, right?
Greg White (06:00):
Yeah, no doubt. Yeah, no doubt. We gotta, uh, we need to learn more about her story. Don’t we?
Scott Luton (06:06):
Yes, we do. Anne. Uh, she hails from Colorado and who knows? We might have one of our esteem panelists headed to her neck of the woods soon. We’ll see. Uh, Joey, great to have you here. Us bank stadium. Let’s go. Yeah. From Minnesota. He’s head of New York shortly. Uh, Joey. Great to have you back with us here today and Dave and is confirming, he had a great dinner O other night. Uh, Greg, I saw pictures from Peter Bole. I think also Buku I say that right? OSU.
Greg White (06:37):
Buku also Buco
Scott Luton (06:38):
Thank you. Yes. Sorry. You know, I’ve got the wrong. I always have a, you
Greg White (06:42):
Nailed it the first time.
Scott Luton (06:43):
Oh, did I? <laugh> put the wrong and fastest on the wrong salable, you know how I’m really good at, at doing that? Um, Brenda Allen, great to have you back with us here today. Congrats on your big opening. I think I got that right. Um, Kenny Bob’s foods opened their production lines and it looks like the chamber was out there. The whole community was supporting it. So great. That’s great news, Brenda. And good morning to you. And finally, Steven Bush from London. Wait a second. Kenneth saw Georgia. Okay.
Greg White (07:12):
I could see how you could confuse the tooth, right? Um, both full of Epicure and delights.
Scott Luton (07:20):
That’s right. <laugh> Steven. Great to see you here today. Looking forward to your perspective. Okay. So we are going to welcome in our two guests here today. Are you ready to do this, Greg?
Greg White (07:33):
Uh, gimme a yes.
Scott Luton (07:35):
Okay. All with no further ado, we have an incredible, uh, panel here with us today. We’re gonna be bringing on Bobby Holland, director of freight data solutions at us bank, right. And Donovan Kirkland, vice president global logistics with the Clorox company. All right. Well good after or good afternoon, everybody Donovan. How you doing? Doing
Donovan Kirkland (07:55):
Great. How’s it going? Scott? Great.
Scott Luton (07:57):
Doing wonderful. Yeah.
Greg White (07:58):
Good. Have you wonderful.
Scott Luton (07:59):
Okay. So I think so we can hear Bobby, but unfortunately Bobby, you still could not hear us, is that right? So Donovan let’s do this as Bobby experience with his speakers. We all have what 17 speakers that choose from. Let’s start off the conversation with at least getting to know you a little bit better. So let’s start with, you know, your journey and then we’re gonna ask you about, uh, one of your passions, uh, after you tell us little bit about what you’ve been up to in supply chain.
Donovan Kirkland (08:25):
Yeah, it sounds good. Uh, one just thank you for this opportunity. I’m excited to be here with you today is said I’m Donna MC Kirkland and I have the privilege to lead the global logistics organization for the Clorox company actually been in this role for since January of the year. So I’m a little bit new. Yep. Um, but coming up speed, fast, been with Clorox eight years. But if you look at the totality of my career, all supply chain and, and I’m a little bit here and a little bit there, uh, transportation, planning, quality, uh, manufacturing, quite frankly, um, was the, was the lion share of my career, especially
Scott Luton (09:01):
Donovan Kirkland (09:02):
Scott Luton (09:02):
Uh, manufacturing has gotta be, uh, you know, my time I spent manufacturing, I met some of the brightest brilliant, innovative, hardworking people. I mean, it is, uh, it’s a wonderful sector to be in it. And Dunman
Donovan Kirkland (09:16):
Absolutely, I mean, you know, I was raised that the heartbeat of the supply chain is inside the plant. So, uh, you don’t make it, you can’t sell it, um, or actually makes it ly difficult. So, uh, sure. It
Greg White (09:29):
Does. You sell it, you just can’t deliver it.
Donovan Kirkland (09:31):
Yeah, exactly. And that doesn’t last long, right, Greg. Right. But, but the, the, the really the thing that I love the most about the plan is is the people. Yeah. Right. You know, uh, you, you have to get the results, uh, through the people. And, um, you know, I always had a say, I’ll take a good team with a old line over a new team. I mean, a new line and a bad team day. Cause that good team will make a old line run. They’ll they’ll figure out how to make it run.
Scott Luton (10:00):
So it’s true. I’m true. Yeah. All right. So Donovan, I thought you were, I thought you were making a soccer or a football, um, illusion there with different lines, line changes and whatnot, but you’re talking production lines, but it’s still a great segue into learning one of your passions in life. And I’m gonna ask you about that in a second. So Donovan and we’ll, we’re gonna get the, we’ll get audio AV fix with Bobby here momentarily, but Donovan, we we’ve had an opportunity to have a couple pre-show conversations with you really have enjoyed those. Uh, you bring so much to the table, but you are very passionate about the Atlanta United, right?
Donovan Kirkland (10:36):
Scott Luton (10:38):
And, and the game itself, right?
Donovan Kirkland (10:39):
The game itself, I’m probably non-traditional if you look at my, my age range being an American, but I love soccer or football as the world re right. Refers to it. And, uh, I’ve been in the, I live in the Atlanta Metro area, been here since the, you know, around 99. And, and so when they introduced the team in 2017, I finally found a team that I could call mine in the Atlanta Metro area. So yeah. Tried to
Greg White (11:04):
Ride arrived after you, right. Yeah.
Donovan Kirkland (11:06):
Right, right, right. Right. So I tried to go as many matches as I possibly can, rough season a lot of injuries, but we’re only one win outside of the, of the postseason. 14 matches to go, I’m betting, we’re going to make it. And we’re gonna level out, get our chemistry back and make a run at it that, that I love. That’s, that’s what I’m get back to that prowess of the 20 18, 20 19 season.
Scott Luton (11:30):
Man. I love that. And you know, they’re making, we’ve had a leadership change, right. The coach, I can’t remember the gentleman’s name. Um, got a really big, uh, uh, opportunity
Donovan Kirkland (11:40):
The president. Yeah. Darren eels. He’s going to, uh, new castle. I want to say new castle. So, but he was the architect right. Of, of the whole club. I mean, which quite frankly, you know, it’s probably a Harvard business case study cuz when you think about it, you know, the Atlanta United, they lead league attendance by far. Right. Um, so Atlanta United is probably 45,000 a match next closest I think is like 27. So wow. Uh, yeah, yeah, yeah. So he, he architected it all. So, so yeah. We’re gonna miss him.
Greg White (12:12):
Well, fantastic facility, but I gotta ask you Donovan, are you one of those loos that comes in with the drums and everything and sits in that
Donovan Kirkland (12:18):
One? I, I have, I have yet to sit in a supporter section as it’s called, I have marched in with them. But no, I, I, I don’t, I, I’m not gonna jump for 90 minutes straight up and
Greg White (12:29):
They’re animals. They are animals. Yes. But
Donovan Kirkland (12:32):
That’s part of the, that’s part of the, that’s part of the mystique of coming to the, yeah. To the bins and playing the, the five stripes as we like to call ourselves.
Greg White (12:40):
Yes. It’s, it’s intimidating for the other team. You can see it happen when they get down to that end of the field.
Donovan Kirkland (12:45):
Yes. Yeah. Yeah.
Scott Luton (12:47):
All right. So we gotta go to a game. Uh, I’m gonna hold you to it. Um, I’m a newbie. Uh, maybe we get Greg up from, uh, uh, from where he is and, and we all go to a game together. We tailgate and you gotta teach me the, uh, what I should be looking at as our former world champion, Atlanta United continue the fight. The good fight. Is that a deal?
Donovan Kirkland (13:07):
We’ll do that. We’ll definitely do that.
Scott Luton (13:09):
Okay. So Bobby, how you doing?
Bobby Holland (13:13):
Uh, everything was working fine in the, in the green room and then
Greg White (13:16):
Right. Funny how that works.
Scott Luton (13:18):
Hey, Murphy’s law is alive and well, I really appreciate making the adjustments on the fly and it sounds like we got you now we can hear you and you can hear us, right? Yes. Okay. Wonderful. Wait, uh, we’ve been getting to know Donovan Kirk a little bit better, right? Feeling in a little bit of time. Hey, that those things happen on, on live TV, live programming, all those things happen, but let’s, let’s refresh everyone’s memory of your background, right? So Bobby, tell us a little about yourself.
Bobby Holland (13:44):
Well, I’m, uh, I’ve been with us bank for going on six years as a product manager for the freight data solutions team. Prior to that, uh, I had a pretty extensive background in software engineering and software architecture. So it kind of dovetails well into my responsibilities as a technical product manager at the bank.
Scott Luton (14:03):
Yes. Where you’ve got your finger on the pulse. We talked, we talked about the scope of all the data that you and the team are looking at, but Hey, really quick, Greg, I’m gonna turn over to you in just a second. As we keep, you know, level setting before we dive into the second quarter, 2022 freight payment index, David, it’s rolling out a red carpet for Donovan. I appreciate that. And David, yes, it was all planned to keep Donovan on his toes. I love that, David. I just saw that earlier this LinkedIn users talking about, uh, the monsoon season and the Arizona, Greg, you can probably speak to that a little bit. Looks like there’s some programming and coding, uh, to navigate through it. Michael says we gotta UN uh, he gotta understand operations from the ground up working the floor was a great experience early on in his career and helped him relate to what the workers deal with as, as his career progressed. Great comments here. Yeah. Uh, Michael, we can all relate to that. Joey love soccer, Minnesota just built a new stadium. Okay. Joey, we’ll have to have a, um, supply chain and soccer, uh, live stream conversation at some point, uh, soon. Uh, let’s see here, Dave, and it wants to place a friendly wager on that September 10th game Donovan <laugh> he says TFC forever.
Donovan Kirkland (15:16):
Greg White (15:17):
Is that Toronto football club.
Scott Luton (15:19):
Okay. Yeah. All right, David, you’re making a splash and you’re comeback here at supply chain. Now,
Greg White (15:24):
While we have Bobby let’s talk, have him share a little bit with us about what makes us bank such a great resource for this data. Look, we’ve been doing this Bobby, we’re going on three years now, man, but there have to be people who haven’t seen us do this yet. So maybe just share a little bit about, you know, what makes you such a great resource at us bank for this kind of information?
Bobby Holland (15:45):
Well, if our perspective on the freight marketplace, uh, we developed this processing transactions, 37 billion, uh, of currently 37 billion annual invoice processing. As you can imagine, we generate a lot of data from that. And so our quest to add value to our customers using this data, we produce the freight payment index and it’s our view of the marketplace. And it provides another data point for our customers and other, uh, users of to be able to make decisions about their business.
Greg White (16:16):
Yeah. And while Bobby, we might as well, let everybody know this. Now Bobby works for bank. He can’t use forward looking statements, but I think a lot of companies use this kind of what’s happening to identify whether there are trends in the marketplace. But Donna, I’m curious in your role at Clorox, tell us a little bit about how you use the index.
Donovan Kirkland (16:39):
Yeah, absolutely. And you, you gave me a great segue, but actually start, I mean, the index really and the in more, so the insights that come from the index, right. We start with rear view mm-hmm <affirmative> um, the strategy we employed, did it play out as we expected and if it didn’t why, right. And what do we believe that to be the case? And then we use it as a proxy, if you will, to say, uh, you know, that whole principle of what happened will continue to happen and let something changes. Let’s look at that going forward and what might change, what do we know that’s out there that could potentially change? And so it helps us to hone our strategy to critique it to benchmark, you know, where are we sitting against the, um, the industry average? And should we be making moves left or right.
Scott Luton (17:27):
Greg White (17:28):
Yeah. That is a great analysis.
Scott Luton (17:30):
It really is. Uh, Hey, really quick. Wanna welcome in, uh, Shahi back with us. He was with us yesterday, made a lot of great contributions. Shahi great to see you. I, I believe from the AE, um, UAE, Shahi correct me if I’m wrong, but great to see you here today. Okay. Now we’ve, we’ve set the table a little bit, Bobby and Don both have shared a little about, uh, their journey and what they do. We’ve talked a little bit about the freight payment index and, and us the scope of it all. And then Donna just shared, you know, how he and his team use it. Uh, Bobby, we’re ready to dive right into, uh, this quarter, quarter twos, uh, freight payment index. You ready to go? Yes. So let’s start then. Uh, like we always do, let’s start at the national level right. Coast to coast. Uh, give us some observations that you’re seeing kind of generally, and then we’ll go region by region.
Bobby Holland (18:16):
Okay. So the national index was up about 2.3% overall. There’s a, and shipments. The spend index, um, was up as well, uh, 3.3%, uh, small numbers, but, uh, considering that it had good velocity, uh, those are, are, are pretty good. And again, I think the terminology is being bannered around is headwinds. There’s so many head, head being faced. You know, we have spending patterns, you know, go moving more from household, good spending as we go into the middle of the year. Uh, we have high prizes. I think it hit record level in June. We have, you know, labor issues on the, on the west coast. There’s a lot of things going on manufacturer put is up, which will best more as we walk through the regional indexes. But there’s a lot of, of things that are going on a mixed bag of things, if you will. And to, to see that, that things are still going up, it kind of takes away a little bit from the I’ve been thinking that we were headed into a freight recession. We’re not in a freight recession again, there’s a lot of different reasons for why, you know, the data shows that that’s not true and empirically the same, but again, there are, you know, some transition thing, transitory things going on in the marketplace.
Scott Luton (19:30):
Okay. Uh, I, I appreciate those initial thoughts. We’re still losing, um, about every seventh or eighth word by my count, at least Bobby, but Hey, we’re gonna work through it. And the good news folks,
Greg White (19:42):
It’s one of his five sisters playing Fortnite.
Scott Luton (19:47):
It could be his, it could be his brother too. Right?
Donovan Kirkland (19:49):
Bobby Holland (19:50):
And you guys can, you
Donovan Kirkland (19:52):
Is crowded. Yeah. I think that’s a little better.
Scott Luton (19:54):
Yeah, Bobby, I think that is better. And thank you. You you’re a Saint, um, you know, sometimes, you know, technology throws all kinds of last minute challenges at us. I really appreciate your patience and innovation working through it. Hey, really quick folks, if you’d like to download a free copy of the second quarter, 2022 us bank freight payment index, we’ve dropped a link to the comments there and we can, well, we’re having a little, little snafu there. You can download it and you can read along as we’re offering up analysis, right. We’re just about once we’ve got Bobby back, we’re gonna be going region by region. We’re gonna get him to share with us, uh, what the data is is saying. And then we’re gonna get Donovan’s, uh, comparison and contrasting from what he and his team are seeing boots on the ground. Okay.
Donovan Kirkland (20:39):
You know, Scott, what I was gonna, if I could throw something in there, please, please. I mean, it’s getting it at this level industry level is great. And then, you know, know folks like ourselves, you gotta tease out, you know, how it applies to you. E even Bobby mentioned some things around specific industries, right? And, and, and it does apply differently in different quarters to industries. And there’s also a level of, if, especially, if you look at the shipments, you gotta look at where in your supply chain cuz each part of the supply chain and how you ship, right? Whether it’s to the customer, whether it inter plants to your warehouses, you know, have different phenomenon that aren’t the same every quarter. And so that story, you have to start to distill down and get a little, you know, double click, triple click to get, to get to the level where you can actually take some action or make adjustments in your strategy.
Scott Luton (21:26):
I love it. Great
Greg White (21:27):
Using different modes based on the different node in the supply chain that you’re talking about, right.
Donovan Kirkland (21:32):
Modes, different supply chain strategies, you know, um, you know, one of the things we saw you back up before that, you know, the consumer and consumption, at least for our markets hadn’t changed, but you heard a lot around the customers was starting to bring down their inventory levels. And so, you know, that influenced shipments, not so much the consumption of consumer, but the customers themselves were saying, Hey, we’re a little bit too heavy. We wanna pull down.
Scott Luton (21:59):
Yep. So Greg Don illustrating why we like to marry, you know, the data side and what Bob and his team are seeing with the senior, you know, practitioner side with what, you know, how they use it and, and what they’re seeing out there, boots on the ground. Let’s go region by region. Well, Greg, hang on a sec before Bobby, we got, can you hear us some?
Bobby Holland (22:16):
Oh yeah. I can hear you guys fine. It’s me. That’s I good. I’ve heard you the whole way through. Okay. I just don’t know why my stuff is going haywire all of a sudden, so I
Scott Luton (22:24):
Apologize. Well, we’re gonna get through it. We got you back and we’re gonna get through it. Like we always do. Um,
Greg White (22:29):
Is it snowing up there yet, Bobby? I mean, it is, it is July. It’s almost time for winter. So,
Bobby Holland (22:35):
Uh, tornadoes are threatening though.
Scott Luton (22:36):
Bobby Holland (22:37):
Man. That’s another story.
Scott Luton (22:39):
Another story. Hey, really quick. We’re about to go region by region, but Greg, based on kind of what you’ve heard Bobby share, as he was talking about those general observations coast to coast and what Donovan just shared your quick initial thoughts.
Greg White (22:50):
Yeah. My initial thought was exactly one of the things that Bobby opened with, which is remember last quarter, we were all speculating on whether we were on the edge of a, of a freight recession. Right. And clearly, while in some cases, few cases, actual shipments did go down. They didn’t go anywhere near where kind of the frenzy was last quarter. And also rates went up so dramatically that, that obviously the dollar volume went up. But, and we’re gonna talk about this as we kind of tease out each, each region, even the shipment volume went up right. Far more than I expected coming out of Q1. So yep.
Scott Luton (23:36):
Well said, all right. Lot of we consider everything level set. Uh, we are ready to go ready to dive in region by region. And we’re gonna start with Bobby the Northeast region. So tell us some key observations there.
Bobby Holland (23:50):
Oh, the Northeast region had a couple surprises. It recorded the strongest gain among the five regions. It was up 7.3% over first quarter when the largest gain in three years higher factory output is likely helping volumes up here. And you know, and it it’s interesting because you know, when we were coming out of 2021 into 2022 manufacturing was, you know, teetering a lot of struggles, but it seems like all the decisions that were made to try to mitigate the risks from supply chain issues while those issues are still there, you know, we can kinda see how that’s, that’s shaking out. So manufacturing output was up
Scott Luton (24:29):
So really quick. Uh, yeah. In fact, manufacturing output, uh, according to a variety of third parties, mm-hmm <affirmative> was up and actually expanded all three months of second quarter to your point, Bobby.
Bobby Holland (24:39):
Yep. 4.8% in may 3.6% in June alone, according to some estimates. And the thing to take into account as well with all of these numbers is if you compare them to, in most cases to the year over year, it’s still, we can still see that the velocity is still high, where we still are 17% in spend, uh, year over year above last year for the Northeast at a modest rise in spend of only 2.1%. But again, 17% over last year, right. And shipments 8.8% over last year. Uh, so, you know, Northeast, like I said, is pretty solid far as our numbers go this quarter.
Scott Luton (25:16):
So Donovan let’s let’s mix in you and your team’s perspective what’d y’all see in Northeast.
Donovan Kirkland (25:21):
Yeah. That’s, it’s interesting. This part, like I say, where you have to then tease it out and apply it to yourself. If you look at our network, we don’t have the level of manufacturing footprint in that region. So we didn’t experience that same phenomenon, but, but it’s simply a factor of, we are not represented as such, when you look at the way we’re laid out, most of our transportation would be around customer shipments in that space. And so it wouldn’t be linked to either manufacturing, raw materials coming in or even plant movement. So we didn’t quite see that, but it it’s, it’s related to our current, our network and how we’re designed.
Scott Luton (25:56):
Yeah. I, I appreciate that, Greg.
Greg White (25:59):
Yeah. I think that’s interesting to think about it from that standpoint because, um, you know, to the point you made earlier Donovan your customers, if they had facilities or they were station or headquartered in those areas, that that is why you would be shipping there. And if they’re not, then this particular region doesn’t impact you. Like it, it does globally. So it’s fascinating to see how the, the geography of a company, right. And, and it’s customers impact that. And I think, you know, as, as I’ve thought about Don and everything you’ve said, it really exposes the complexity of supply chain, not just where your company is, but where your customers are. Yeah.
Donovan Kirkland (26:39):
And it is customer base. Right. But that’s one in, that’s the farthest in the supply chain, but there’s also that element of transportation to your actual manufacturing facilities. So our customer base exists there that didn’t change, but we don’t have a manufacturing footprint that as heavy in the Northeast, like some others may.
Scott Luton (26:54):
Mm. Got it. Um, alright really quick. We’re gonna move on to the Southeast here. I wanna welcome in Danny via LinkedIn, Danny. Great to have you here. Let us know where you’re tuned in from, uh, Nazare from Iran. Great to have you here as always let us know what you’re seeing. Uh, in fact, to all the folks, uh, in the cheap seats, uh, the sky boxes or whatever, we’re calling it here today. Let us know what you’re seeing. Lows level. Yeah. <laugh>, that’s a new one. We’ll add that too. Uh, let us know what you’re seeing in the freight markets. Okay. Let’s dive into the Southeast Bobby, what what’d, y’all see there.
Bobby Holland (27:26):
Uh, the Southeast on the shipment side, um, was down not only quarter over quarter 4.3%, but also, uh, 12.1% year over year, but on spend, it was up 3.2% quarter over quarter, but 14.3% over last year. So, uh, shipping volumes were down and again, there are a lot of, uh, reasons for that. Um, housing drives a lot of, uh, breakdown in there. For example, when we, you know, see, um, natural disasters that usually occur in the Southeast hurricanes and, and sometimes major storms subsequently down, down the road, you’ll see a rise in housing starts as they, as they rebuild, but that’s down, but tourism is up. But because services as tourism is, is considered versus household goods, you know, retail tourism is up, but it does, it’s not as truck intensive, right. As, uh, some of the other as goods are so
Scott Luton (28:23):
Well, Bobby, unless you pack like my family <laugh> we, we got <laugh>, we got about three trucks loaded and ready to go. And that diesel prices man, killing us, but I digress. Uh, so tourism isn’t as, uh, truck Laden. What else? Uh, in the Southeast there, Bobby,
Bobby Holland (28:39):
Uh, still being affected by, uh, high diesel prices. Again, if you kinda look at either coast, they have the, the higher diesel prices with higher, the highest diesel prices with the west, kind of beating us, beating us all up, but you they’re still pretty high on the east coast as well. So a lot of that is, is boiling up the spending as well. So,
Scott Luton (28:58):
Yep. I appreciate that. Okay. Donovan Southeast, what sticks out
Donovan Kirkland (29:03):
Something very similar, but here goes a, I guess if the other one’s a double kick, here’s a triple click. Okay. So we do have a manufacturing footprint in that space, but then you have to look at, you know, what commodities, what products are reproducing. We have a heavy disinfecting, uh, footprint there, and the reality is cross this quarter. And even this is somewhat quarter before, you know, the, the phenomenon associated with consumption and disinfecting people have level out, right? I mean, there, there, there was obviously at the beginning of the pandemic, it was significantly influenced. And even as we saw different, uh, strands, you know, know, particularly in, in, in the us, as we’re talking Southeast, you would see reactions and we’ve gotten to a point now where those reactions are, are, are not as significant as they were before. And so as a result, uh, we’re starting to see because disinfection is, is mainly in that region, stabilized and starting to kind of tailor off, uh, to some degree.
Scott Luton (30:04):
Yep. I appreciate that. Donin uh, Greg, what sticks out to
Greg White (30:06):
You? I would think with all this tourism that you’d be selling the heck outta Kingsford charcoal down here, but that may not produce a lot of charco loads Dono.
Donovan Kirkland (30:15):
Oh, we do
Greg White (30:17):
Produces a lot of joy. So that’s what matters.
Donovan Kirkland (30:19):
Yeah. Well go light over light up tonight and then that’ll be another truck I can ship into today.
Greg White (30:24):
Count on it. Well, uh, I think another thing we gotta think about is, I don’t know the depth of this impact, but the backup at the port of Sanna just continues to grow last quarter. When we were looking at, at it, it was around 14 to 17 ships on average now is averaging almost 40 ships waiting outside of the port of Savannah, uh, because they’ve gotta lift down and I’ve gotta believe that that is keeping some trucks off the road. You know, there’s a ton of intermodal that goes down I 95 and I 16 interstate 16, the only interstate that doesn’t cross a single state line. And, uh, and it’s, it’s notable. I mean, frankly, you know, to drive between Atlanta and where I am, I can’t not drive down 95 or 16, but it’s noticeable the level of volume tail, uh, that is tailed off over the course of the last three months. I don’t know how much impact that has, but it’s gotta have some impact.
Scott Luton (31:17):
Donovan Kirkland (31:18):
I wouldn’t be surprised if some of that backlog is also contributed to, you know, folks are looking for alternate ways to get into the country with, I won’t steal the, to tagline to the west coast just yet. And so, yeah, but, uh, you know, if there’s any other port you can get into, you know, I think folks are looking at that
Greg White (31:36):
Option. They are a you’re right. They, I think said, I think they are more actively looking than when we first started to see these backups on the west coast. Now I, I think the shipping companies are much, much more flexible to rerouting the vessels.
Scott Luton (31:50):
Yep. Hey, uh, we gotta, anytime your mom joins a live stream as evidently, my mom has here, you gotta give her a platform. I love your mom. She says, please tell Donovan that I love my Clorox products.
Donovan Kirkland (32:05):
You, I see it in the chat. I see you to let know if, to let know if there’s any specific ones.
Scott Luton (32:10):
Okay. Get back to you. <laugh> I promise it’s
Greg White (32:14):
Funny. Did she join when we had Rick on also, or
Scott Luton (32:17):
I think she did.
Greg White (32:18):
I think so.
Scott Luton (32:20):
She, uh, hails from Aiken, South Carolina. So love you mom. Great to have you here. Okay, nice. So let’s we we’ve covered the Northeast. We’ve covered the Southeast let’s move, uh, Bobby to the Midwest. Tell us what you see there. Okay.
Bobby Holland (32:32):
If the Midwest Midwest was up shipments wise, 6.8% down year over year, just a slight 0.3%. Hmm. Uh, in spend, it was up 2.4%, but it’s still cruising at 16%, almost 16% over last year. So wow. Again, really solid again, strong manufacturing output is big in the Midwest. And so we kind of see evidence of that, you know, given their numbers. Yep.
Scott Luton (32:58):
And Donovan let’s talk about in the Midwest. What, what, what did you see there?
Donovan Kirkland (33:01):
We line up very closely to that, especially when we talk about the manufacturing output, two of our products that saw uptick at the beginning of the pandemic and have not tailored off they’re produced in that, in those regions. And so yeah, we’re seeing exactly what we’ve seen here, manufacturing output, and fortunately we don’t see it actually going down. So that’s a, that’s a positive
Scott Luton (33:23):
Thing. That is a good thing. Okay. And then switching over to, uh, Greg, who some folks may know is home state, uh, Kansas center center right there to Midwest. What do you hear between Bobby Donovan and your owner observations, Greg?
Greg White (33:36):
Well, you know, we were talking about, uh, automotive last quarter, right. And some of the concerns around that, and now vehicles are starting to hit lots, right? It’s not, you, you don’t go to your new car dealer and buy a used car. Now you can actually buy a new one. So I think we’re starting to see some of the impact of, of that, you know, as so many cars are produced in the Midwest.
Scott Luton (33:57):
Yep. Agreed. Okay. Moving right along, we’ve covered a Northeast Southeast Midwest and folks you can, as I mentioned, you can download this report for free and sign up for, it comes out every quarter with the link that we’ve drew up in the comments also freight.us bank.com. Bobby, let’s talk about the Southwest. What’s going on there.
Bobby Holland (34:15):
Southwest. Um, modest gains 2.2% quarter, quarter and shipments 2.6% year over year in shipments, 4.8% in spend. Um, but almost 30% over last year in spend. Wow. Again, same thing. Uh, a lot of international trade, cross border trade with Mexico, some of the highest, uh, border crossings, uh, truck, truck, truck wise, you know, in the season. So again, a lot of that, that cross border traffic is buoying them up. There’s still energy production, uh, in the Southwest. So again, we see that reflected in the numbers.
Scott Luton (34:51):
Yep. Well said there, and, and also speaking of, uh, that cross border trade looks like, uh, Canada and us are, are challenging me, Mexico, and some of its energy policies a lot more to come that may impact that cross border trade in the months and the months to come. But Donovan from the, a Southwest perspective, what do you see in there?
Donovan Kirkland (35:09):
Yeah. It is interesting insights to read again, this is a function of our network. Not that cross border trade is not as big of a play for us, so we didn’t see that. I mean, we see more of it probably from a raw material perspective, but it, it wasn’t as big of a impactor for us specifically.
Scott Luton (35:27):
Okay. And Greg, the Southwest you’re deeply familiar with the Southwest from your Arizona pursuits. What, what are you seeing in the Southwest there? Some mysterious we’re building Greg up like he’s um, where in the world is Carmen San Diego or something, but Greg, tell us about, uh, what you saw in the Southwest.
Greg White (35:44):
Uh, yeah. And I may or may not have set foot in Texas a few times also. Um, I’m legally obligated to state that I am actually allowed back into the state. Um, no, I, I, I mean, I think, um, the, what, what we’re seeing in the Southwest is just a slight uptick in shipments, but a huge uplift in, in terms of, of the cost and a stunning frankly, uplift. And I gotta tell you I’m at a loss to try and figure out why that is. I think cross-border, yes. We’re finally getting the us M C a, I think we’re starting to see some of that traffic build and we did have kind of a, a breakout of, you know, cross-border transportation, but that can’t be all of it. Could it right? I mean, I just don’t, I don’t know. I don’t understand because a lot, I don’t know how those transactions get booked. Bobby, if, if it’s coming from Mexico, does the payment occur through your bank or a Mexican bank or both, or what?
Bobby Holland (36:50):
Well, I don’t know if we’re talking about, you know, the, the same, the same transactions. I mean, when the ship, the, when the shipments come across the border, you know, it still has many more steps to go before it gets to the destinations. And a lot of those carriers, the, the American side of the, the transactions are, are what we look at another. And then, you know, and again, it’s kind of the same way too. Another aspect of that is seeing how the traffic and the Gulf ports is picking up, which is going to push a lot of freight, um, in inland, from there as they’ve migrated, um, port volumes from east of congestion, California, but also on the east coast, because you remember originally when we were talking in a couple of indexes ago, it, you know, we were seeing this huge uptick on the east coast, right.
Bobby Holland (37:38):
And then you, you know, of course we’re talking about the Gulf of Savannah, uh, port of Savannah uptick, but even, you know, ports in Houston as well, um, are starting to see, uh, traffic, you know, large queues there. Because again, as you said, and as was mentioned earlier, as the shippers seek ways to get, you know, get their freight, somehow mm-hmm, <affirmative>, they’re looking for report that they can. So that may also be responsible for it because, you know, any of those charges that are coming off of the, um, off the ships are related with moving that freight out of the ports are gonna be reflected in downstream and, and service charges.
Scott Luton (38:15):
So you are bringing us right into, uh, the west region, right. Which by the way, uh, before you share your insights here, Bobby, gosh, the port of LA in long beach, both set records for the busiest June ever on record speaking to some of your comments here, Bobby. All right. So Bobby what’d, y’all see in the west west
Bobby Holland (38:36):
West coast was, uh, another one of those mixed bags. Uh, it’s pretty com uh, complex there. Uh, we had, uh, just a minor drop in shipment, volumes of 0.7%, but we had and nine, but it was still up 9% over last year from spend perspective. It was 4.3% up, but still over 30% higher this year than last year. So, you know, a lot of stuff going on in the ports, um, that are causing that, you know, the, some of the congestion is ease, but now, and I think it was mentioned, uh, possibly by you Donovan earlier about the congestions have moved from ships offshore to containers, you know, stacking up in the ports. I was reading an article that talked about, you know, the possibility of introducing fines, that if they were levied as of the beginning of this week, would’ve amounted to $6.3 million. Wow.
Bobby Holland (39:33):
So you’ve got, you know, you’ve got that, that thing taking place where containers are stacking up over nine days in port, which is, I guess, a huge metric for them, um, normally supposed to be around a couple days, but then also now you have AB five causing problems. Uh, you got strikes, rail strikes that are, are being threatened or that are in place. So we have, um, you know, slowdowns due to AB five and the turmoil that that’s causing as independent contractors, struggle to figure out where they’re gonna go and what they’re gonna do about that. And then there’s also, now there’s a national version of,
Donovan Kirkland (40:08):
Of AB five.
Bobby Holland (40:08):
You mean? Yeah. The national version is called pro something. I’m sorry, don’t have it.
Scott Luton (40:12):
That’s all right.
Bobby Holland (40:13):
It’s but anyway, the national version is being threatened. And so that may possibly enter, you know, the, I think 85 impacts possibly around 70,000 up to 70,000 independent contractor truckers, but the pro act would add, that’s what it’s called pro act. The, there we go, um, 350,000 truckers. Um, wow. So there’s a lot of, a lot of, as we said, headwinds turmoil a lot of complexities going on on the west coast, which kind of yields some of the, the interesting results that we’ve got. But, um, so some of the things that we’ll be watching as we continue to look down downstream, those are some of the things that we’ll be keeping our on is how those impacts shake out, going into the holiday season.
Scott Luton (40:54):
That’s right. The west is always a bit of the stone suit, man, whatever, whatever can go wrong, sew it in the pot with everything else. Right. Um, Donovan talking about the west. What did you see out there?
Donovan Kirkland (41:05):
Uh, I’m gonna give you one word. Okay. Uncertainty <laugh> I mean, that’s, that’s really, what’s driving folks are just, you know, uncertainty, whether it’s the labor situation, right. And what you do, and the west is so linked right. With the ports to the global ecosystem. So, and then you, you know, what are, what’s gonna go on in Shanghai? And, and, and so folks, folks are just uncertain. And I think that’s where you’re seeing some of this kind of, Hey, let’s pump our breaks a little bit. Um, you know, maybe we find some alternate ways to go in and out. And, um, you know, it’s, it’s interesting. This is just another scenario in which in the past two years I’ve been doing this kind of supply chain thing, almost three decades. Now, <laugh>, I’ve never heard people in such senior roles in organizations talk about transportation as I have in the last, uh, two years. And this is just another element where I probably get a paying at least every other day saying, so what do you think’s gonna happen now? Right. And what are we and what are we doing? Um, so, um, and I’m not the only one, everyone in my seat, in the other organization. Right. Uh, they’re, they’re getting, they’re asking themselves and being asked the same question.
Scott Luton (42:21):
So man, on one hand, it’s great recognition. On the other hand, man, you’re, uh, supply chains in the hot seat and they gotta do something about it. So I appreciate you sharing that. And someone tip everybody’s tongue, um, really quick.
Donovan Kirkland (42:33):
Hey, Scott, that’s the kinda recognition like getting invited to the principal’s office. I dunno. That’s I dunno. I dunno. That’s the recognition that you
Greg White (42:39):
Scott Luton (42:39):
That’s true. Super good. Right. Hey,
Greg White (42:41):
You don’t get a medal for that kinda recognition. Do you?
Scott Luton (42:44):
<laugh> uh Nazare I appreciate the feedback there. Um, and I appreciate your expertise, uh, into financial services. Uh, mom’s answering Chlorox for my washing machine and Clorox wipes. How about that? And folks, we also
Greg White (42:56):
That’s the answer for a lot of people.
Scott Luton (42:59):
<laugh> right. We also dropped link again. Uh,
Donovan Kirkland (43:02):
Do my daughter’s college funds. Thank you for that. So
Greg White (43:05):
Scott Luton (43:07):
Try y’all, y’all check out the freight payment next link there again, and really quick, you know, this and Greg I’m coming you next, uh, as we start to wrap, but you know, the cost of diesel obviously was a big, you know, theme throughout the freight payment index data point there diesel fuel averaging about five 50 a gallon currently nationally up 68% from a year ago. What we already know. Uh, alright, great. Just under
Bobby Holland (43:29):
$7 on the west coast.
Greg White (43:31):
Wow. Wow. Wow.
Scott Luton (43:33):
So let let’s, let’s take it from the top. So let’s talk about, uh, we’re gonna get all three of y’all’s key takeaways from the quarter to, uh, 20, 22 freight paint index. Let’s start there. So, Greg, uh, let’s get your key takeaways first
Greg White (43:46):
Opportunism. I, I think that there is unquestionably some arbitrage occurring occurring in the marketplace. The fact that shipments were up mid single digits, and yet in some of these regions, uh, up as much as 30% in terms of spend, there is there is some opportunism occurring in the marketplace, right? People taking advantage of a tight market and jacking up the prices. That’s all I can believe because you know, this is not a subs substantial leap in the overall index number over last quarter, right? Yeah. It’s like nine points higher, uh, on the index number. So look, that’s a, a wild audacious guess, but there has to be some aspect of that occurring and, and probably for all the reasons we believe agreed. Um, you know, we’ve talked about in, what is it? You said Donovan uncertainty, right? Yes. Where there is chaos, there is profit.
Scott Luton (44:47):
So let’s keep going with our, our key takeaways from the Q2, uh, freight payment index and Don wanna come to you next, uh, key takeaway beyond uncertainty being kind of the word of the day, maybe the word of the year, maybe the word of the decade. I don’t know. But what key takeaways from, uh, our conversation here today?
Donovan Kirkland (45:04):
Yeah. I mean, key takeaways and I guess even looking forward, right. I mean, we’re, we’re keeping our eye on where this spot market is going and, and, and Greg’s made some great points there and, and we’re asking ourselves, Hey, what, how do we need to leverage that, to understand where we’re going forward, both manage and service and cost. Right? I mean, cuz they’re both in that equation. Um, and then there’s this piece of, we’re just, we’re watching very closely what’s happening out there on, on the west coast and the ports cuz because we know if it goes in a way we don’t desire, it can turn our life upside down. And so, and quite frankly, to be very transparent, there are not a lot of other levers to pull to just to just figure that out if it does go for verbally south. So, um, so yeah, we’re keeping our eyes on that and then we’re figuring out what, what other, um, I’ll call ’em, um, contingency plays we may have.
Scott Luton (45:59):
Yep. Uh, I appreciate the kind of a mix, a hybrid of a key takeaways and kind of a forward looking Bobby specifically asking you only a key takeaway or two. And then Greg, we’re gonna finish off with your Ford looking, uh, prediction, but Bobby what’s been for you amongst all the regions, all the data of conversation here. What’s a couple key takeaways from Q2.
Bobby Holland (46:23):
One of the key takeaways I guess, is that we can start to see some of the success of a lot of the decisions that were made. Um, the end of 2021 going into 20, 22, we’re starting to see the impacts of those and how it’s, it’s helping to, to mitigate some of the headwinds. But just as some of those get mitigated, we see other ones coming into play again, particularly on the west coast, but uh, you know, nationally. So you can say that things may be inching back to normal, but there’s still, we just want to keep our eye. There’s a lot of things we’re gonna keep our eyes on, you know, and be there to document and, and lend perspective to, as we see more of these decisions starting to shake out.
Scott Luton (47:01):
Yep. Well said Bobby, so Hey, we got some things, right. Uh, we’re learning from our lessons. Right. And applying ’em that’s good. That’s good news to wrap on, uh, from you Bobby. All right. So Greg, while we still have Donovan and Bobby and we’re gonna make sure folks and I connect with, uh, both of our wonderful guests here in just a minute, but uh, give us, Greg, what are you expecting moving in the third quarter, moving in the second half of the year. What’s your thought there?
Greg White (47:24):
What I’m expecting Donovan already said uncertainty. I mean, honestly, I’ve never looked at one of these before and felt so blank <laugh> in terms of what to expect in the future. Uh, the O the other word that comes IM immediately to mind for me is thankfulness that I am not one of the people like Donovan, who has to navigate this uncertainty right now, because it is significant. And it could honestly go either way. And I can’t tell you of a time before or during the pandemic that it has been so uncertain that’s, uh, at least right, that this report, right. This analysis foam so much uncertainty
Scott Luton (48:03):
It’s like did y’all watch double dare on Nickelodeon growing up with Mark Summers, right? Um, at the end of this game show, there was an obstacle course, a really messy obstacle course that the contestants had to go through. That is what global supply chain has been going through for a couple years. Now we need Mark Summers, just giving us play by play, but, uh, big thanks to Donovan and Bobby, both of y’all joining us, uh, Bobby as always, we enjoy these quarterly breakdowns. I appreciate everyone’s perseverance as we have navigated our own, uh, technological, uh, challenges here today. But Hey, we’ve persevered and I’ve really enjoyed the discussion. So Bobby, before we let you and Donovan go, uh, Bob, let’s make sure folks know how to find the freight payment index and connect with you. How can they do that
Bobby Holland (48:47):
Freight, do us bank.com. We’ll get you a subscription and it’ll be delivered to your inbox quarterly. Or you can email me at Bobby dot Holland, us bank.com, and I’ll see that you get a copy or get signed up. And my LinkedIn is another way to get ahold of me as
Scott Luton (49:03):
Well. Wonderful. Whenever you are not head down and to big vats of data, right. Bobby
Donovan Kirkland (49:09):
Bobby Holland (49:09):
Yeah, we’ll go with that.
Greg White (49:11):
Scott Luton (49:12):
Way. Always a pleasure. Uh, appreciate that. But Hey, before, uh, we let Don and Kirkland go diamond, really have enjoyed our appreci show conversations. Thanks for, uh, all that you’ve brought here today. Uh, really had a lot of fun and a ton of value. Um, so Don, how can folks connect with you and, uh, the world renowned the Clorox company.
Donovan Kirkland (49:32):
<laugh>, it’s easy. Uh, LinkedIn just, just, uh, send me a request on LinkedIn Donovan Kirkland and we’ll connect up. I look forward to, I’ve been, I’ve been looking at the chat. It’s been some great chat coming through and, uh, had a blast. Thank you for the invite. Um, yeah. Thank you for Kirk being on with you, Bobby. I learned a lot from you.
Bobby Holland (49:50):
Yeah, same here.
Scott Luton (49:52):
Bobby Holland (49:52):
Scott Luton (49:53):
Don, I’m own that note. Uh, we’re we’ve gotten an Atlanta United game in our future and Hey, any cool frosty adult beverages will be on me. So, uh, Hey, really, thanks for all of, of your help. Bobby, always a pleasure. Appreciate your collaboration and partnership. Enjoy your trip coming up. Uh, big thanks again. Before we let him go. Donovan Kirkland, uh, vice president global logistics with the Clorox company and Bobby Holland, director of freight data solutions at us bank. Thank you, gentlemen.
Greg White (50:21):
Scott Luton (50:26):
All right, Greg, man, I gotta just share this, uh, back to we were all, we launch it for a second. Diamond’s like, well, whenever I freeze I’m in like, uh, the, the most awkward position Steve’s like so true. Greg always looks good in a frozen state and Dave goes, uh, like Han solo. So man, how about that? Yeah.
Greg White (50:45):
Is that, is that how Han solo was? He was like frozen
Scott Luton (50:47):
I, so, so we’ll go with it. We’ll go with it. Oh man. Um, alright. But Greg, I’ll tell you this, this panel we’re gonna have to have them back.
Greg White (50:55):
Uh, undoubtedly. Yeah.
Scott Luton (50:57):
Yeah. When we got nice smooth sailing, because I really, I mean, to get the Y and the yang, the data like Bobby brings, and then that, you know, that senior level practitioner, you know, with their fingers on the pulse, like Donovan brought today, I thought it was, uh, a great conversation. Huh?
Greg White (51:15):
It is. And it’s good to understand the double clicks and the triple clicks, as he talked about, you know, the level of depth that you have to go down to, to understand the impact on a particular company. Right. I don’t think we’ve had somebody share that much with us regionally, how that, how a particular region does or doesn’t impact their business. It’s really interesting to, to learn that. Yeah. I have to tell you, you nailed, nailed the word uncertainty. Um, I, I mean, looking at this and studying this report, I I’m baffled, I don’t know about you. I’m sure it came through as we were talking about it, but there are just some things I just can’t explain here. Yep. Um, well, and, and I think that probably pretends more uncertainty to come’s unquestionably that’s
Scott Luton (52:01):
Right. But you gotta lean into the data and the resources out there. So you can be more informed whether it’s the conversation we’ve had here today with Bobby diamond and Greg and all the folks in the comments, things like the index freight payment index. Y’all check that out again. We’ve got the link here. Uh, one click away from signing up for that. But healthy. Think
Greg White (52:18):
The tells you Scott is that there is to expect uncertainty. At least you’ve got eyes on that. Right. And you can provision, right. The thing we need to do more in supply chain is anticipate uncertainty and provision for it.
Scott Luton (52:33):
That’s right. And lead differently. Right. We’ve had so many planning and forecasting conversations here lately on supply chain now, uh, that has been a masterclass in and of itself. Um, but I’ll save that for later. Um, Greg, I appreciate you joining us on these quarterly conversations as always, uh, big thanks to, uh, Dan and the gang at us bank. Big. Thanks again, to our production team. Uh, appreciate all of your wonderful work today. Chantel Amanda, Catherine, clay, you name it. And folks, thanks for everybody that showed up and brought their comments. Uh, it’s great to have you be a part of this, uh, conversation. Uh, so on behalf, our entire team here on behalf of Greg and, and, uh, Scott Luton, your fearless host, I think, uh, we wanna challenge you Hey, to do good, to give forward and to be the change that’s needed. And we’ll see you next time, right back here at supply you now. Thanks everybody.
Thanks for being a part of our supply chain. Now community check out all of our firstname.lastname@example.org and make sure you subscribe to supply chain. Now anywhere you listen to podcasts and follow us on Facebook, LinkedIn, Twitter, and Instagram. See you next time on supply chain now.
Bobby Holland is responsible for the Freight Data Solutions team at U.S. Bank. Bobby has over 36 years of broad-based data processing, software engineering and consulting experience. He has leadership in multiple industries including insurance, large-scale billing, customer care services and banking. His specialties include systems integration, enterprise applications architecture, agile methodology, DevOps practice, systems engineering, object-oriented development, analytics, and product and project management. Bobby’s current focus is in analytics and data-related product management for the freight industry. Bobby holds a degree in Computer Science from Metropolitan State University.
Donovan Kirkland is a supply chain executive whose experiences span the last three decades. He possesses acumen and has delivered breakthrough results in multiple areas across the end-to-end supply chain including manufacturing, warehousing, transportation, planning, and quality. In addition to his supply chain impacts, Donovan is an avid supporter of talent development having led new hiring recruiting in multiple organizations as well as served as a champion for diversity and inclusion. Currently, Donovan serves as the VP of Global Logistics for The Clorox Company. Connect with Donovan on LinkedIn.
Host, Logistics with Purpose
Adrian Purtill serves as Business Development Manager at Vector Global Logistics, where he consults with importers and exporters in various industries to match their specific shipping requirements with the most effective supply chain solutions. Vector Global Logistics is an asset-free, multi-modal logistics company that provides exceptional sea freight, air freight, truck, rail, general logistic services and consulting for our clients. Our highly trained and professional team is committed to providing creative and effective solutions, always exceeding our customer’s expectations and fostering long-term relationships. With more than 20+ years of experience in both strategy consulting and logistics, Vector Global Logistics is your best choice to proactively minimize costs while having an exceptional service level.
Joshua is a student from Institute of Technology and Higher Education of Monterrey Campus Guadalajara in Communication and Digital Media. His experience ranges from Plug and Play México, DearDoc, and Nissan México creating unique social media marketing campaigns and graphics design. Joshua helps to amplify the voice of supply chain here at Supply Chain Now by assisting in graphic design, content creation, asset logistics, and more. In his free time he likes to read and write short stories as well as watch movies and television series.
Data Analytics and Metrics Intern
Patch is a fourth-year Management Information Systems and Marketing major at the University of Georgia. He is working with Supply Chain Now in data analysis, finding insights and best practices to increase company efficiency. Patch previously worked as an intern at AnswerRocket, a data analytics company where he gained invaluable knowledge about analytics, webpage SEO and B2B marketing best practices. In his free time, he enjoys playing tennis, going to concerts, and watching movies.
Vicki has a long history of rising to challenges and keeping things up and running. First, she supported her family’s multi-million dollar business as controller for 12 years, beginning at the age of 17. Then, she worked as an office manager and controller for a wholesale food broker. But her biggest feat? Serving as the chief executive officer of her household, while her entrepreneur husband travelled the world extensively. She fed, nurtured, chaperoned, and chauffeured three daughters all while running a newsletter publishing business and remaining active in her community as a Stephen’s Minister, Sunday school teacher, school volunteer, licensed realtor and POA Board president (a title she holds to this day). A force to be reckoned with in the office, you might think twice before you meet Vicki on the tennis court! When she’s not keeping the books balanced at Supply Chain Now or playing tennis matches, you can find Vicki spending time with her husband Greg, her 4 fur babies, gardening, cleaning (yes, she loves to clean!) and learning new things.
Founder, CEO, & Host
As the founder and CEO of Supply Chain Now, you might say Scott is the voice of supply chain – but he’s too much of a team player to ever claim such a title. One thing’s for sure: he’s a tried and true supply chain expert. With over 15 years of experience in the end-to-end supply chain, Scott’s insights have appeared in major publications including The Wall Street Journal, USA Today, and CNN. He has also been named a top industry influencer by Thinkers360, ISCEA and more.
From 2009-2011, Scott was president of APICS Atlanta, and he continues to lead initiatives that support both the local business community and global industry. A United States Air Force Veteran, Scott has also regularly led efforts to give back to his fellow veteran community since his departure from active duty in 2002.
Host, Logistics with Purpose
Allison Krache Giddens has been with Win-Tech, a veteran-owned small business and aerospace precision machine shop, for 15 years, recently buying the company from her mentor and Win-Tech’s Founder, Dennis Winslow. She and her business partner, John Hudson now serve as Co-Presidents, leading the 33-year old company through the pandemic.
She holds undergraduate degrees in psychology and criminal justice from the University of Georgia, a Masters in Conflict Management from Kennesaw State University, a Masters in Manufacturing from Georgia Institute of Technology, and a Certificate of Finance from the University of Georgia. She also holds certificates in Google Analytics, event planning, and Cybersecurity Risk Management from Harvard online. Allison founded the Georgia Chapter of Women in Manufacturing and currently serves as Treasurer. She serves on the Chattahoochee Technical College Foundation Board as its Secretary, the liveSAFE Resources Board of Directors as Resource Development Co-Chair, and on the Leadership Cobb Alumni Association Board as Membership Chair and is also a member of Cobb Executive Women. She is on the Board for the Cobb Chamber of Commerce’s Northwest Area Councils. Allison runs The Dave Krache Foundation, a non-profit that helps pay sports fees for local kids in need.
Principal, Supply Chain Now
Host of Supply Chain Now and TECHquila Sunrise
When rapid-growth technology companies, venture capital and private equity firms are looking for advisory, they call Greg – a founder, board director, advisor and catalyst of disruptive B2B technology and supply chain. An insightful visionary, Greg guides founders, investors and leadership teams in creating breakthroughs to gain market exposure and momentum – increasing overall company esteem and valuation.
Greg is a founder himself, creating Blue Ridge Solutions, a Gartner Magic Quadrant Leader in cloud-native supply chain applications, and bringing to market Curo, a field service management solution. He has also held leadership roles with Servigistics (PTC) and E3 Corporation (JDA/Blue Yonder). As a principal and host at Supply Chain Now, Greg helps guide the company’s strategic direction, hosts industry leader discussions, community livestreams, and all in addition to executive producing and hosting his original YouTube channel and podcast, TEChquila Sunrise.
Principal, Supply Chain Now
Host of Supply Chain is Boring
Talk about world-class: Chris is one of the few professionals in the world to hold CPIM-F, CLTD-F and CSCP-F designations from ASCM/APICS. He’s also the APICS coach – and our resident Supply Chain Doctor. When he’s not hosting programs with Supply Chain Now, he’s sharing supply chain knowledge on the APICS Coach Youtube channel or serving as a professional education instructor for the Georgia Tech Supply Chain & Logistic Institute’s Supply Chain Management (SCM) program and University of Tennessee-Chattanooga Center for Professional Education courses.
Chris earned a BS in Industrial Engineering from Bradley University, an MBA with emphasis in Industrial Psychology from the University of West Florida, and is a Doctoral in Supply Chain Management candidate.
Host of TEKTOK
If there’s one Supply Chain ‘Pro to Know,’ it’s Karin. She’s earned the title for three years and counting – culminating in her designation as the “2020 Supply Chain Pro to Know of the Year.” Karin is also an award-winning digital supply chain, business strategy and technology marketing executive. A sought-after speaker at industry conferences, you will find her quoted in a variety of supply chain publications – and active in forums like ASCM/APICS and CSCMP.
With more than 25 years of supply chain experience, Karin spearheaded strategy and marketing for Gartner Magic Quadrant Leader and IDC MarketScape Leader, Logility. Karin has the heart of a teacher and has helped nearly 1,000 customers transform their businesses and tell their success stories. Today, she is a sought-after advisor helping high-growth B2B technology companies with everything from defining their unique value propositions to introducing new products and capturing customer success. No matter their goals, she makes sure her clients have actionable marketing strategies that help grow global revenue, market share and profitability.
Host of Digital Transformers
Kevin L. Jackson is a globally recognized Thought Leader, Industry Influencer and Founder/Author of the award winning “Cloud Musings” blog. He has also been recognized as a “Top 5G Influencer” (Onalytica 2019, Radar 2020), a “Top 50 Global Digital Transformation Thought Leader” (Thinkers 360 2019) and provides strategic consulting and integrated social media services to AT&T, Intel, Broadcom, Ericsson and other leading companies. Mr. Jackson’s commercial experience includes Vice President J.P. Morgan Chase, Worldwide Sales Executive for IBM and SAIC (Engility) Director Cloud Solutions. He has served on teams that have supported digital transformation projects for the North Atlantic Treaty Organization (NATO) and the US Intelligence Community. Kevin’s formal education includes a MS Computer Engineering from Naval Postgraduate School; MA National Security & Strategic Studies from Naval War College; and a BS Aerospace Engineering from the United States Naval Academy. Internationally recognizable firms that have sponsored articles authored by him include Cisco, Microsoft, Citrix and IBM. Books include “Click to Transform” (Leaders Press, 2020), “Architecting Cloud Computing Solutions” (Packt, 2018), and “Practical Cloud Security: A Cross Industry View” (Taylor & Francis, 2016). He also delivers online training through Tulane University, O’Reilly Media, LinkedIn Learning, and Pluralsight. Mr. Jackson retired from the U.S. Navy in 1994, earning specialties in Space Systems Engineering, Carrier Onboard Delivery Logistics and carrier-based Airborne Early Warning and Control. While active, he also served with the National Reconnaissance Office, Operational Support Office, providing tactical support to Navy and Marine Corps forces worldwide.
Host of Logistics with Purpose and Supply Chain Now en Español
Enrique serves as Managing Director at Vector Global Logistics and believes we all have a personal responsibility to change the world. He is hard working, relationship minded and pro-active. Enrique trusts that the key to logistics is having a good and responsible team that truly partners with the clients and does whatever is necessary to see them succeed. He is a proud sponsor of Vector’s unique results-based work environment and before venturing into logistics he worked for the Boston Consulting Group (BCG). During his time at BCG, he worked in different industries such as Telecommunications, Energy, Industrial Goods, Building Materials, and Private Banking. His main focus was always on the operations, sales, and supply chain processes, with case focus on, logistics, growth strategy, and cost reduction. Prior to joining BCG, Enrique worked for Grupo Vitro, a Mexican glass manufacturer, for five years holding different positions from sales and logistics manager to supply chain project leader in charge of five warehouses in Colombia.
He has an MBA from The Wharton School of Business and a BS, in Mechanical Engineer from the Technologico de Monterrey in Mexico. Enrique’s passions are soccer and the ocean, and he also enjoys traveling, getting to know new people, and spending time with his wife and two kids, Emma and Enrique.
Host of Dial P for Procurement
Kelly is the Owner and Managing Director of Buyers Meeting Point and MyPurchasingCenter. She has been in procurement since 2003, starting as a practitioner and then as the Associate Director of Consulting at Emptoris. She has covered procurement news, events, publications, solutions, trends, and relevant economics at Buyers Meeting Point since 2009. Kelly is also the General Manager at Art of Procurement and Business Survey Chair for the ISM-New York Report on Business. Kelly has her MBA from Babson College as well as an MS in Library and Information Science from Simmons College and she has co-authored three books: ‘Supply Market Intelligence for Procurement Professionals’, ‘Procurement at a Crossroads’, and ‘Finance Unleashed’.
Host, Veteran Voices
Mary Kate Soliva is transitioning from active duty in the US Army. She is currently in the Doctor of Criminal Justice program at Saint Leo University. She is passionate about combating human trafficking and has spent the last decade conducting training for military personnel and the local community.
Jeff Miller is the host of Supply Chain Now’s Supply Chain is the Business. Jeff is a digital business transformation and supply chain advisor with deep expertise in Industry 4.0, ERP, PLM, SCM, IoT, AR and related technologies. Through more than 25 years of industry and consulting experience, he has worked with many of the world’s leading product and service companies to achieve their strategic business and supply chain goals, creating durable business value for organizations at the forefront of technology and business practices. Jeff is the managing director for North America at Transition Technologies PSC, a global solution integrator, and the founder and managing principal of BTV Advisors, a firm that helps companies secure business transformation value from digital supply chain technologies and their breakthrough capabilities.
Chief Marketing Officer
Amanda is a marketing veteran and entrepreneur with over 15 years of experience across a variety of industries and organizations including Von Maur, Anthropologie, AmericasMart Atlanta, and Children’s Healthcare of Atlanta. In 2016, Amanda founded and grew the Magnolia Marketing Group into a successful digital media firm, and now she develops modern marketing strategies, social campaigns, innovative operational processes, and implements creative content initiatives for Supply Chain Now. But that’s just the beginning of her supply chain impact. Amanda also served as the VP of Information Systems and Webmaster on the Board of Directors for APICS Savannah for several years, and is the face behind the scenes welcoming you to every Supply Chain Now livestream! She was also recently selected as one of the Top 100 Women in Supply Chain by Supply Chain Digest and IBM. When she’s not leading the Supply Chain Now marketing team, you can find Amanda with her and her husband Scott’s three kids, in the kitchen cooking, or reading.
Business Development Manager
Clay is passionate about two things: supply chain and the marketing that goes into it. Recently graduated with a degree in marketing at the University of Georgia, Clay got his start as a journalism major and inaugural member of the Owl’s football team at Kennesaw State University – but quickly saw tremendous opportunity in the Terry College of Business. He’s already putting his education to great use at Supply Chain Now, assisting with everything from sales and brand strategy to media production. Clay has contributed to initiatives such as our leap into video production, the guest blog series, and boosting social media presence, and after nearly two years in Supply Chain Now’s Marketing Department, Clay now heads up partnership and sales initiatives with the help of the rest of the Supply Chain Now sales team.
Trisha is new to the supply chain industry – but not to podcasting. She’s an experienced podcast manager and virtual assistant who also happens to have 20 years of experience as an elementary school teacher. It’s safe to say, she’s passionate about helping people, and she lives out that passion every day with the Supply Chain Now team, contributing to scheduling and podcast production.
Host of Dial P for Procurement
Billy Taylor is a Proven Business Excellence Practitioner and Leadership Guru with over 25 years leading operations for a Fortune 500 company, Goodyear. He is also the CEO of LinkedXL (Excellence), a Business Operating Systems Architecting Firm dedicated to implementing sustainable operating systems that drive sustainable results. Taylor’s achievements in the industry have made him a Next Generational Lean pacesetter with significant contributions.
An American business executive, Taylor has made a name for himself as an innovative and energetic industry professional with an indispensable passion for his craft of operational excellence. His journey started many years ago and has worked with renowned corporations such as The Goodyear Tire & Rubber Co. (GT) leading multi-site operations. With over 3 decades of service leading North America operations, he is experienced in a deeply rooted process driven approach in customer service, process integrity for sustainability.
A disciple of continuous improvement, Taylor’s love for people inspires commitment to helping others achieve their full potential. He is a dynamic speaker and hosts "The Winning Link," a popular podcast centered on business and leadership excellence with the #1 rated Supply Chain Now Network. As a leadership guru, Taylor has earned several invitations to universities, international conferences, global publications, and the U.S. Army to demonstrate how to achieve and sustain effective results through cultural acceptance and employee ownership. Leveraging the wisdom of his business acumen, strong influence as a speaker and podcaster Taylor is set to release "The Winning Link" book under McGraw Hill publishing in 2022. The book is a how-to manual to help readers understand the management of business interactions while teaching them how to Deine, Align, and Execute Winning in Business.
A servant leader, Taylor, was named by The National Diversity Council as one of the Top 100 Diversity Officers in the country in 2021. He features among Oklahoma's Most Admired CEOs and maintains key leadership roles with the Executive Advisory Board for The Shingo Institute "The Nobel Prize of Operations" and The Association of Manufacturing Excellence (AME); two world-leading organizations for operational excellence, business development, and cultural learning. He is also an Independent Director for the M-D Building Products Board, a proud American manufacturer of quality products since 1920.
Social Media Manager
My name is Chantel King and I am the Social Media Specialist at Supply Chain Now. My job is to make sure our audience is engaged and educated on the abundant amount of information the supply chain industry has to offer.
Social Media and Communications has been my niche ever since I graduated from college at The Academy of Art University in San Francisco. No, I am not a West Coast girl. I was born and raised in New Jersey, but my travel experience goes way beyond the garden state. My true passion is in creating editorial and graphic content that influences others to be great in whatever industry they are in. I’ve done this by working with lifestyle, financial, and editorial companies by providing resources to enhance their businesses.
Another passion of mine is trying new things. Whether it’s food, an activity, or a sport. I would like to say that I am an adventurous Taurus that never shies away from a new quest or challenge.
Lori is currently completing a degree in marketing with an emphasis in digital marketing at the University of Georgia. When she’s not supporting the marketing efforts at Supply Chain Now, you can find her at music festivals – or working toward her dream goal of a fashion career. Lori is involved in many extracurricular activities and appreciates all the learning experiences UGA has brought her.
Sales and Marketing Coordinator
Katherine is a marketing professional and MBA candidate who strives to unite her love of people with a passion for positive experiences. Having a diverse background, which includes nonprofit work with digital marketing and start-ups, she serves as a leader who helps people live their most creative lives by cultivating community, order, collaboration, and respect. With equal parts creativity and analytics, she brings a unique skill set which fosters refining, problem solving, and connecting organizations with their true vision. In her free time, you can usually find her looking for her cup of coffee, playing with her puppy Charlie, and dreaming of her next road trip.
Ben Harris is the Director of Supply Chain Ecosystem Expansion for the Metro Atlanta Chamber. Ben comes to the Metro Atlanta Chamber after serving as Senior Manager, Market Development for Manhattan Associates. There, Ben was responsible for developing Manhattan’s sales pipeline and overall Americas supply chain marketing strategy. Ben oversaw market positioning, messaging and campaign execution to build awareness and drive new pipeline growth. Prior to joining Manhattan, Ben spent four years with the Georgia Department of Economic Development’s Center of Innovation for Logistics where he played a key role in establishing the Center as a go-to industry resource for information, support, partnership building, and investment development. Additionally, he became a key SME for all logistics and supply chain-focused projects. Ben began his career at Page International, Inc. where he drove continuous improvement in complex global supply chain operations for a wide variety of businesses and Fortune 500 companies. An APICS Certified Supply Chain Professional (CSCP), Ben holds an Executive Master’s degree in Business Administration (EMBA) and bachelor’s degree in International Business (BBA) from the Terry College at the University of Georgia.
Host, The Freight Insider
Prior to joining TeamOne Logistics, Page Siplon served as the Executive Director of the Georgia Center of Innovation for Logistics, the State’s leading consulting resource for fueling logistics industry growth and global competitiveness. For over a decade, he directly assisted hundreds of companies to overcome challenges and capitalize on opportunities related to the movement of freight. During this time, Siplon was also appointed to concurrently serve the State of Georgia as Director of the larger Centers of Innovation Program, in which he provided executive leadership and vision for all six strategic industry-focused Centers. As a frequently requested keynote speaker, Siplon is called upon to address a range of audiences on unique aspects of technology, workforce, and logistics. This often includes topics of global and domestic logistics trends, supply chain visibility, collaboration, and strategic planning. He has also been quoted as an industry expert in publications such as Forbes, Journal of Commerce, Fortune, NPR, Wall Street Journal, Reuters, American Express, DC Velocity, Area Development Magazine, Site Selection Magazine, Inbound Logistics, Modern Material Handling, and is frequently a live special guest on SiriusXM’s Road Dog Radio Show. Siplon is an active industry participant, recognized by DC Velocity Magazine as a “2012 Logistics Rainmaker” which annually identifies the top-ten logistics professionals in the Nation; and named a “Pro to Know” by Supply & Demand Executive Magazine in 2014. Siplon was also selected by Georgia Trend Magazine as one of the “Top 100 Most Influential Georgians” for 2013, 2014, and 2015. He also serves various industry leadership roles at both the State and Federal level. Governor Nathan Deal nominated Siplon to represent Georgia on a National Supply Chain Competitiveness Advisory Committee, where he was appointed to a two-year term by the U.S. Secretary of Commerce and was then appointed to serve as its vice-chairman. At the State level, he was selected by then-Governor Sonny Perdue to serve as lead consultant on the Commission for New Georgia’s Freight and Logistics Task Force. In this effort, Siplon led a Private Sector Advisory Committee with invited executives from a range of private sector stakeholders including UPS, Coca-Cola, The Home Depot, Delta Airlines, Georgia Pacific, CSX, and Norfolk Southern. Siplon honorably served a combined 12 years in the United States Marine Corps and the United States Air Force. During this time, he led the integration of encryption techniques and deployed cryptographic devices for tactically secure voice and data platforms in critical ground-to-air communication systems. This service included support for all branches of the Department of Defense, multiple federal security agencies, and aiding NASA with multiple Space Shuttle launches. Originally from New York, Siplon received both a bachelor’s and master’s degree in electrical and computer engineering with a focus on digital signal processing from the Georgia Institute of Technology. He earned an associate’s degree in advanced electronic systems from the Air Force College and completed multiple military leadership academies in both the Marines and Air Force. Siplon currently lives in Cumming, Georgia (north of Atlanta), with his wife Jan, and two children Thomas (19) and Lily (15).
Host, Logistics with Purpose
Kristi Porter is VP of Sales and Marketing at Vector Global Logistics, a company that is changing the world through supply chain. In her role, she oversees all marketing efforts and supports the sales team in doing what they do best. In addition to this role, she is the Chief Do-Gooder at Signify, which assists nonprofits and social impact companies through copywriting and marketing strategy consulting. She has almost 20 years of professional experience, and loves every opportunity to help people do more good.
Host, Logistics with Purpose
Kevin Brown is the Director of Business Development for Vector Global Logistics. He has a dedicated interest in Major Account Management, Enterprise Sales, and Corporate Leadership. He offers 25 years of exceptional experience and superior performance in the sales of Logistics, Supply Chain, and Transportation Management. Kevin is a dynamic, high-impact, sales executive and corporate leader who has consistently exceeded corporate goals. He effectively coordinates multiple resources to solution sell large complex opportunities while focusing on corporate level contacts across the enterprise. His specialties include targeting and securing key accounts by analyzing customer’s current business processes and developing solutions to meet their corporate goals. Connect with Kevin on LinkedIn.
Host, Supply Chain Now en Espanol
Sofia Rivas Herrera is a Mexican Industrial Engineer from Tecnologico de Monterrey class 2019. Upon graduation, she earned a scholarship to study MIT’s Graduate Certificate in Logistics and Supply Chain Management and graduated as one of the Top 3 performers of her class in 2020. She also has a multicultural background due to her international academic experiences at Singapore Management University and Kühne Logistics University in Hamburg. Sofia self-identifies as a Supply Chain enthusiast & ambassador sharing her passion for the field in her daily life.
Host, Logistics with Purpose
Jose Manuel Irarrazaval es parte del equipo de Vector Global Logistics Chile. José Manuel es un gerente experimentado con experiencia en finanzas corporativas, fusiones y adquisiciones, financiamiento y reestructuración, inversión directa y financiera, tanto en Chile como en el exterior. José Manuel tiene su MBA de la Universidad de Pennsylvania- The Wharton School. Conéctese con Jose Manuel en LinkedIn.
Host, Supply Chain Now en Espanol
Demo Perez started his career in 1997 in the industry by chance when a relative asked him for help for two just weeks putting together an operation for FedEx Express at the Colon Free Zone, an area where he was never been but accepted the challenge. Worked in all roles possible from a truck driver to currier to a sales representative, helped the brand introduction, market share growth and recognition in the Colon Free Zone, at the end of 1999 had the chance to meet and have a chat with Fred Smith ( FedEx CEO), joined another company in 2018 who took over the FedEx operations as Operations and sales manager, in 2004 accepted the challenge from his company to leave the FedEx operations and business to take over the operation and business of DHL Express, his major competitor and rival so couldn’t say no, by changing completely its operation model in the Free Zone. In 2005 started his first entrepreneurial journey by quitting his job and joining two friends to start a Freight Forwarding company. After 8 months was recruited back by his company LSP with the General Manager role with the challenge of growing the company and make it fully capable warehousing 3PL. By 2009 joined CSCMP and WERC and started his journey of learning and growing his international network and high-level learning. In 2012 for the first time joined a local association ( the Panama Maritime Chamber) and worked in the country’s first Logistics Strategy plan, joined and lead other associations ending as president of the Panama Logistics Council in 2017. By finishing his professional mission at LSP with a company that was 8 times the size it was when accepted the role as GM with so many jobs generated and several young professionals coached, having great financial results, took the decision to move forward and start his own business from scratch by the end of 2019. with a friend and colleague co-founded IPL Group a company that started as a boutique 3PL and now is gearing up for the post-Covid era by moving to the big leagues.
Host, Supply Chain Now
The founder of Logistics Executive Group, Kim Winter delivers 40 years of executive leadership experience spanning Executive Search & Recruitment, Leadership Development, Executive Coaching, Corporate Advisory, Motivational Speaking, Trade Facilitation and across the Supply Chain, Logistics, 3PL, E-commerce, Life Science, Cold Chain, FMCG, Retail, Maritime, Defence, Aviation, Resources, and Industrial sectors. Operating from the company’s global offices, he is a regular contributor of thought leadership to industry and media, is a professional Master of Ceremonies, and is frequently invited to chair international events.
He is a Board member of over a dozen companies throughout APAC, India, and the Middle East, a New Zealand citizen, he holds formal resident status in Australia and the UAE, and is the Australia & New Zealand representative for the UAE Government-owned Jebel Ali Free Zone (JAFZA), the Middle East’s largest Economic Free Zone.
A triathlete and ex-professional rugby player, Kim is a qualified (IECL Sydney) executive coach and the Founder / Chairman of the successful not for profit humanitarian organization, Oasis Africa (www. oasisafrica.org.au), which has provided freedom from poverty through education to over 8000 mainly orphaned children in East Africa’s slums. Kim holds an MBA and BA from Massey & Victoria Universities (NZ).
Host, Logistics with Purpose
Nick Roemer has had a very diverse and extensive career within design and sales over the last 15 years stretching from China, Dubai, Germany, Holland, UK, and the USA. In the last 5 years, Nick has developed a hawk's eye for sustainable tech and the human-centric marketing and sales procedures that come with it. With his far-reaching and strong network within the logistics industry, Nick has been able to open new avenues and routes to market within major industries in the USA and the UAE. Nick lives by the ethos, “Give more than you take." His professional mission is to make the logistics industry leaner, cleaner and greener.
Sales Support Intern
Alex is pursuing a Marketing degree and a Certificate in Legal Studies at the University of Georgia. As a dual citizen of both the US and UK; Alex has studied abroad at University College London and is passionate about travel and international business. Through her coursework at the Terry College of Business, Alex has gained valuable skills in digital marketing, analytics, and professional selling. She joined Supply Chain Now as a Sales Support Intern where she assists the team by prospecting and qualifying new business partners.