Supply Chain Now
Episode 836

Companies are eschewing some aspects of lean inventory, just-in-time inventory. And now they're building more just-in-case inventory and that sort of all hit at once, right? And that impacted capacity on the high seas. And of course, where there is chaos, there is profit.

-Greg White

Episode Summary

Is port congestion going away for good? How will potential conflict in Ukraine impact the global supply chain? Where are all the coffee cups?! It’s time for the weekly buzz and Scott and Greg are fired up about the latest supply chain headlines. Tune in to here their hot takes on avocados, computer chips, cold storage and more.

Episode Transcript

Intro/Outro (00:00:03):

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 Stay tuned to hear from those making global business happen right here on supply chain now.

Scott Luton (00:00:32):

Hey, good morning, Scott Luton and Greg white with you here on supply chain. Now, welcome to today’s live stream, the supply chain buzz, Greg, how you doing?

Greg White (00:00:41):

I’m doing well, Scott, how are you doing?

Scott Luton (00:00:43):

We are doing wonderful. Of course we enjoyed debriefing with the team this morning on the real star.

Greg White (00:00:49):

What were we talking about? I can’t imagine what could be the topic of

Scott Luton (00:00:52):

The day. Well, it was a real star of the show last night, the, the halftime show, right?

Greg White (00:00:57):

Yeah, yeah. Yeah. Like I guess, uh, a bunch of kids found out what their parents were really like West

Scott Luton (00:01:05):

Coast. Well, you know, I’m not gonna let out any secrets on Valentine’s day, but I will just say that, um, our kids saw their mother, Amanda, uh, as a rap superstar last night because she knew every single syllable of some of those songs we heard.

Greg White (00:01:22):

Yeah. I have no doubt. Well, you know, we have one daughter who’s old enough to know fitty cent back when he was thin. Um, but Hey, we’re all getting older

Scott Luton (00:01:33):

And we all, and the struggles real right struggles real.

Greg White (00:01:36):

Right. But other than that, it was, it was quite the awakening for our, uh, our two younger daughters and had to let ’em know that the nineties call and said, you’re welcome.

Scott Luton (00:01:48):

I love that. I wish I’d been there, but Hey, it was pretty entertaining here. And regardless what an incredible show that the game was great. But man, that halftime show, um, you know, prince gave that legendary performance, uh, several years back. And, and you saw a lot of references to that last night based on just how good of a halftime show that was, right?

Greg White (00:02:08):

Yeah. Yeah. It’s interesting. It’s interesting to see, uh, what age demographic that they’re, they’re promoting to when you see that many people that enthusiastic about nineties music, eighties and nineties music. Right.

Scott Luton (00:02:21):

Agreed. I

Greg White (00:02:21):

Love it. So we’re not too old.

Scott Luton (00:02:26):

It still had to be square. It still had to be square for sure. Well, Hey, um, really quick, everybody, although anyone that’s already tuned in, we have a little issue or our, our platform has a little issue with displaying comments here today. So, uh, if you’ve already shared some, um, we have not, um, there’s a little, little glitch, uh, Teo, technologically. So we’re gonna work through that. We’ll see if the platform, which is our great friends over at streamy yard, we’ve been using for a couple years now. They do a great job. We’ll see if they can maybe, uh, get a fix, um, uh, while we’re still on air. But, uh, just so you know, we’re not ignoring anybody here today. Uh, it is a little glitch with the platform. So

Greg White (00:03:05):

All the money that hop in got when they bought ’em you’d think right. They should be able to fix it pretty quick. Don’t you think?

Scott Luton (00:03:11):

I sure hope so. Who they got SWAT team kinda like car SWAT team, but uh, we

Greg White (00:03:15):

Just need to have clay call em, clay used to be top of their cons their consumer list. That

Scott Luton (00:03:21):

Is right. That is right. Um, okay. So, and, and Catherine, uh, big, thanks. Uh, Catherine, Amanda and Chantel behind the scenes making all happen today. We just got a note that yes, uh, the comments still are not coming through, so Hey, we’re gonna work through and, and hopefully we’ll have a fix before the hour’s done, but Greg, before we get into some of the news of the day, let’s share just a couple of, uh, quick announcements. Cause we’ve got a busy week, right?

Greg White (00:03:48):

We do indeed. Yes.

Scott Luton (00:03:50):

So it’s

Greg White (00:03:51):

Been, uh, it’s been a busy several weeks busy beginning of the year, hasn’t it?

Scott Luton (00:03:55):

It really has, uh, historically busy beginning of the year, which is a wonderful thing. So again, today’s supply chain buzz where we share some of the leading stories across global business. Uh, and we don’t, we wanna hear from you too. So if you can’t, if the links aren’t coming through the comments aren’t coming through, feel free to, uh, uh, hit up amanda@supplychainnow.com and maybe we can find a different way of sharing your, your POV, uh, quick tweet us tweet us. Yeah. Tweet at us tweet at us. Is that a thing? I think I still a thing

Greg White (00:04:24):

At supply chain now.

Scott Luton (00:04:25):

Yeah. At underscore supply chain now

Greg White (00:04:29):

Underscore supply chain now. Yes, because we wanna underscore how important the supply chain is, right?

Scott Luton (00:04:36):

A roll this morning already, Greg. Uh, it is,

Greg White (00:04:39):

I didn’t drink anything watching the super bowl last night, which is why

Scott Luton (00:04:44):

It is the morning after the Los Angeles Rams won the, uh, world championship NFL. Um, so this week, big week, uh, it starts today, of course, but then on Wednesday, Greg, we walk him in port city, logistics and turbo now port city logistics. Uh, we had a ch of, of meeting and connecting with Michael Kaney last week. He’s a dynamo. The organization is on a role. Uh, and I can’t wait to share some of their story and how turbos helped empower their growth and success on Wednesday at 12. And Greg, you and I both.

Greg White (00:05:19):

Yeah, no doubt. I’m looking forward to it. You know, I got a, a kind of a neat care package from, uh, Michael and his team at port city, really like a Moran. I left it in Atlanta. So otherwise I’d, I’d bust out the cap and

Scott Luton (00:05:37):

Well, put that on. We’ll hold you to that on Wednesday. But uh, beyond the merch, the story, and some of the interaction we’re gonna hear about is going to be second to none, and then it gets even better, Greg cuz on Thursday, we’ve got the legendary Dr. Randy Bradley who’s with university of Tennessee, right. Wonderful supply chain program. Some

Greg White (00:05:57):

People may have heard they have a pretty good supply chain school.

Scott Luton (00:06:00):

Right. And the one not only GE Quan, Quan, I think Kaan close

Greg White (00:06:07):

Enough for rock and roll. Yeah. He’s probably used to it.

Scott Luton (00:06:10):

I’m gonna get that right on. I course, yes. I’m gonna get that on Thursday, but GE and Randy, uh, are gonna bring it as we, uh, look, look at the title here, the supply chain, super bowl, human versus machine. And so we’re gonna have a very neat engaging, uh, passion discussion around the gains digital transformations making and Greg, as we’ve talked to a thousand times, all the dual wars of opportunity that opens for the workforce out there. Right?

Greg White (00:06:40):

Yeah. I wanna know who’s paying for that title because you’re about to get a phone call from Roger Goodell.

Scott Luton (00:06:45):

That is a great point. Uh, so on that note, let’s just flip really

Greg White (00:06:49):

Quick. The supply chain big game. Yeah. Let’s get that off

Scott Luton (00:06:52):

Supply chain, big game. Uh, that’s a great point there. All right. So let’s talk about the supply chain and procurement awards, right? 20, 22 supply chain and procurement awards. Greg nominations, nominations, nominations, nominations are open folks. Greg throw that Golet down and challenge our, our global audience to either self nominate. You can nominate cut customers, suppliers, supply chain partners,

Greg White (00:07:21):

Service providers. If you are, if you are involved in the supply chain and you all are, if there’s someone you admire or, um, do business with that, you just feel is unbelievably exceptional. Nominate them because this is a global honor and there are nominations in from all over the world.

Scott Luton (00:07:44):

Agreed

Greg White (00:07:44):

All over the world,

Scott Luton (00:07:45):

All

Greg White (00:07:45):

Over every single continent, I think, right? I mean so far I think

Scott Luton (00:07:51):

Agreed. Have

Greg White (00:07:51):

We hit? ’em all. I’m not sure if we’ve hit, ’em all,

Scott Luton (00:07:53):

Uh, we’ve hit every continent. Uh, we’ve got an executive judge panel that hails for, from, from all parts of the world will have attendees from globally. Again, it is not, you know, this, this is built on the legacy of some really popular and engaging Atlanta supply chain awards, where we were limited Greg to folks that had a base of operations in the Metro Atlanta area. That’s no longer the case folks, wherever you are, you can, and we’ve got nine really cool different awards. It’s really something for everybody across that proverbial end to end supply chain. So as Greg said, everybody’s in supply chain, y’all get out there and nominate and little sweetener is all the nomination fees. $200 is get, gets donated to our great friends at hope for justice, which is on the, on the move, in the fight against modern slavery and human trafficking. So it’s a win, win, win all the way around. Right.

Greg White (00:08:46):

100%. Awesome.

Scott Luton (00:08:49):

All right. So let’s see here. Let’s check on. Uh, well, Hey, we got a great question from Ts square, Ts square. I hope this finds you. Well, you hold down to Fort for on YouTube. He says, uh, our ACA academicians

Greg White (00:09:01):

Academic missions.

Scott Luton (00:09:02):

Okay. Including academics.

Greg White (00:09:04):

He just did that to throw you off. I

Scott Luton (00:09:06):

Bet he doesn’t take much. Doesn’t take much. Yes, absolutely. We’re we are including anybody. Um, the awards built and the different categories were really built to offer just enough structure so that they’re, they differ they’re um, the non different awards are, are different, but yes, anybody is eligible and we’d welcome, uh, you to nominate their Ts scored. Great to have you back here today. All right. We’ve got a couple comments Gregory. Um, let’s see here. And, and again, the comments are not, we

Greg White (00:09:37):

Do have comments.

Scott Luton (00:09:38):

Yes. The comments are not working well today, but I’m gonna read off a couple that the team is posting. So Dr. Ron is with us today. Happy heart day, everyone. She says love that. Uh,

Greg White (00:09:49):

Oh yeah. Nobody forgot that. I hope.

Scott Luton (00:09:52):

Hopefully not. Um, and if you did, I’m gonna be raffling the, this thing off, uh, later, later today

Greg White (00:09:59):

It started a hundred thousand dollars,

Scott Luton (00:10:01):

Right, right.

Greg White (00:10:02):

Cheaper to keeper folks

Scott Luton (00:10:04):

Cheaper. All right. So, uh, Sophia Revi Herrera is with us here today and she was just a minute ago. She was, uh, talking about the real star of the show. The avocado was from Mexico last night. Uh, and you know, there’s some supply chain news there as well, but Sophia, great to have you here today. Um, let’s see.

Greg White (00:10:24):

Scott, did you have a favorite commercial? Did any of ’em make an impact on you?

Scott Luton (00:10:29):

Uh, the Toyota commercial about the two Paralympians was awesome. I thought, yeah,

Greg White (00:10:33):

Boy, that’ll bring it to, to your eye. Won’t it? Yeah,

Scott Luton (00:10:35):

No kidding. Um, and then there was brothers. Yes. Yeah. And one brother did not let the other brother fall back behind that. That was a, that was a powerful one. And then there was one more in the second half that I pointed out to my daughter and she didn’t agree. I can’t remember what that was, but, but what about you, Greg?

Greg White (00:10:51):

E-Trade baby? The E-Trade baby is out of retirement. Did you see that?

Scott Luton (00:10:56):

I did. I,

Greg White (00:10:58):

When they first started that commercial, I was like, that’s not exactly the same baby, obviously. Yes. But the E-Trade baby came out of retirement. Check that out on YouTube, wherever it is. It’s it’s a hilarious commercial. It’s very funny.

Scott Luton (00:11:12):

Well, we’re gonna have to, we’re gonna have to check that out right from the mouth of babes. Good stock advice, I guess. Um, all right. So again, folks, the comments aren’t working, but Amanda is giving me Amanda, the team Catherine are giving me updates on the other side, Peter Bole all night and all day is with us today. He had quite spread last night, Greg. He posted about it in supply chain, chow on Facebook.

Greg White (00:11:33):

Ah, very good idea.

Scott Luton (00:11:35):

David Glover, uh, uh, Rhonda, as we talked about Jean pledger from north Alabama is with us here today. Mohe is back with us. Uh, Charlie B uh, David is back with us. Sheldon rose is back. Uh, love that. All right. Um, Keith Conley. Now we ran into Keith Conley at, in Vegas at the reverse logistics conference expo. And we’re gonna be interviewing him. He was a, he was a, he was, uh, I believe and Keith correct me if I’m wrong. I believe he served as a chief supply chain officer with at and T and now he’s consulting and teaching, uh, at the college of Charleston, we’re gonna interview him and a couple of students. So it should be a really cool and

Greg White (00:12:14):

He’s just up the street. And by the way, you know, we, we talked the other day about the forthcoming, uh, Hilton head, um, shipping index, right? Yes. Well, because just up the street is Charleston. I did a little analysis on, oh, can you see that?

Scott Luton (00:12:31):

Just it’s little blur. Uh,

Greg White (00:12:32):

It’s not gonna fall focus on that. I did a little analysis on Charleston and while, um, and it’s, this probably has to do with the amount of traffic while there is, there are no ships offshore of Hilton head anchored, uh, waiting to go into, um, Savannah’s Harbor. There are plenty off of, off of Charleston, really.

Scott Luton (00:12:55):

Um,

Greg White (00:12:56):

Yeah, yeah. I mean, they’re, you know, I think much more traffic probably going to Charleston than, than Savannah. That’s the only thing I can guess, but there are plenty, but we’re also gonna talk about the volume

Scott Luton (00:13:08):

We

Greg White (00:13:08):

Are of backup here shortly.

Scott Luton (00:13:10):

Well, that is a wonderful, That’s a wonderful segue and folks, uh, as Greg just alluded to now that, uh, part of his home base of operations is in beautiful Hilton head. We’re gonna be getting a shipping index. So stay tuned, uh, for what’s Greg white is up to next, but he mentioned maybe

Greg White (00:13:29):

We’ll have to combine him the, the, the Savannah Charleston. Yes. Index let’s call it that.

Scott Luton (00:13:36):

Okay. Let’s do it. That sounds like

Greg White (00:13:37):

Be more inclusive Scott.

Scott Luton (00:13:38):

Yes. Uh, and, and that is a great move there, but better yet. We’re gonna start with some good news here on the supply chain buzz, alluding to what, where Greg just took it with shipping. So I’m not talking about that epic, epic halftime show last night, which was set our team, our all a buzz. But I am talking about the backlog at the ports of Los Angeles and long beach. And I get this Greg, according to the wall street journal, as of last Tuesday, the backlog was down to only 78 chips, 78 vessels waiting to dock and, and, and offload their cargo containers. So yeah, so a little bit of a mess, but you gotta keep that context. That’s down from a peak of 109 ships just a month prior in mid-January. So doing some quick math there down, uh, about 30 vessels, uh, the backlog’s been cleared a little bit. Uh, so Greg, your take

Greg White (00:14:33):

Could be seasonal, you know, um, we’re just coming and off of holiday. Of course also, it, it is, um, Chi, uh, Chinese new year. So, um, you know, there’s no work going on in China right now. Right. Um, just don’t know, I don’t know that it’s definitive yet, but it’s, it’s at least something to look toward and the number has stopped going down. I don’t know if everybody knows this, but they were having ships anchor as far as 150 miles offshore because of the level of pollution that they were putting into the air in the LA area. And anyone who has lived in LA, like me knows that that’s bad, had enough, no matter what’s going on. Right. It makes for a beautiful sunset blue stream does make beautiful sunsets, but, uh, it is hard to breathe though, in LA, I know there are many people who don’t trust air that they can’t see. So,

Scott Luton (00:15:25):

So one,

Greg White (00:15:26):

Yeah, I think, I think we’re, I, I believe that we are seeing it come down. Okay. Maybe not for good, but, and maybe only incrementally. And there is of course some seasonal effect here, but, um, any break that these ports get with the additional effort that they have put in place should give them some room to, um, you know, to relieve the, the backlog

Scott Luton (00:15:49):

Agreed, agreed, um, and great Kyle there. Cause we can’t just take the number in and of itself and say, oh, the log Jam’s breaking for. Good. And, and, and things are gonna be just, you know, sunny and, uh, uh, unicorns and, and candy corns, uh, in the weeks and, and days ahead. Right. Gotta be, we gotta look at that context. So Greg does excellent point there. Um, I wanna, I

Greg White (00:16:13):

Mean, what got us into here was being a bit too optimistic. I mean, hon, honestly, this was let’s. We have to face fact this was a black Swan event, but there was virtually no consideration that black Swan events could happen built into many, many, many, uh, supply chain models. In fact, I just, I did a, a summary of an R article today. Uh, speaking to that context, we have to cease to see supply chain as a cost saving exercise and look at it as a risk balancing exercise. And we always have to have our eye on the risk as the sad, but true philosophy that I have around supply chain is assume that everyone will fail you yes. And work to mitigate that

Scott Luton (00:16:56):

Excellent commentary as always. And folks, you gotta connect or follow at least Greg white, uh, he drops two or three, um, supply chain commentary. I, I call it their they’re stop in your tracks, uh, POV, uh, uh, uh, comments and they in articles two or three times a week on LinkedIn. So make sure you find Greg white and make sure it’s the Greg white, there’s lots of imitators out there. Make sure it’s a real deal.

Greg White (00:17:22):

Really

Scott Luton (00:17:23):

The real deal. Holy field. Um, Hey, so everybody, the comments aren’t working still, right? So, so it’s a, it’s a platform issue stream. It’s a streamy yard issue, which we love our friends. It streamy yard, but little bit of glitch. And if y’all know, link in it is constantly updating. So sometimes the plugins don’t work well. So we’re reading from our production team, uh, what y’all contribute. So Kim winter is with us here today, Greg. Now we big shout out to Kim and the logistics executive group, the global team. They have recently partnered with us on the supply chain and procurement awards and, um, some great partners there. And Kim’s talking about how we sent, um, the us Senate squadron of one of the world’s most dominant, um, aircraft platforms, the F 22, the lightning F 22, uh, from the first fighter wing from joint based Langley used to Virginia used to be, uh, Langley air force base back in the day, but as the co uh, command structure changed. So it’s there to, uh, hopefully keep the peace in the middle east, uh, based on, I think the, the Houthis, um, some of, some of the, um, uh, operations that are going on there, um, in the middle east. So we’ll see

Greg White (00:18:35):

Maybe getting a little bit closer to Ukraine also.

Scott Luton (00:18:38):

Absolutely. That’s a great point. Uh, and we’ll talk about the impact of what, um, uh, what, of, what any Russian action in Ukraine, what that might me for global supply chains towards, uh, the end of the show here today. So Kim, thanks for sharing that best, all the best of you and the wonderful, uh, uh, logistics executive group team, Jose Montoya is here. Jose, great to see you here. Uh, he says, uh, Chinese new year drives the improvement, uh, going back to the ports, but the number of vet number of vessels will increase again shortly is what Jose projects.

Greg White (00:19:15):

So the, yeah, ships are being built at a rapid pace as a matter of fact, right. Um, you know, one of the things that has led to a lot of this uptick is companies are shoeing some aspects of lean inventory just in time inventory. And now they’re building more just in case inventory and that sort of all hit it once, right? And that impacted capacity on the high seas. And of course, where there is chaos, there is profit. And we know that the shipping companies are making piles and piles of it as usual, but especially now, yeah, and they’re building ships like they’re going outta style, which some of their ships are actually going outta style. Right?

Scott Luton (00:19:58):

So on that note, let’s keep rolling, uh, across the high seas here, and we’re gonna arrive at what’s really a hot investment world of cold storage, Greg cold storage. We talked about that everybody and brother and sister talked about cold storage. So as reported by supply chain dive the biopharma cold chain source book is projecting global, uh, global cold chain spending to grow 24% from 2020 to 20 24, 4 years, 24%. Now, Greg, that would make it at 21.3 billion industry billion. As in Bezos. Now with that mind DHL is taking decisive action. DHL of course the global, uh, shipping company is taking decisive action to serve the needs in the market. 400 million is what the company is spending this year alone to expand its pharmaceutical and medical device distribution footprint by 27%. Right? So it’s growing, wow, it’s that footprint by almost a qu over a quarter. Now DHL executive was quoted in this piece by supply chain dive, which is a wonderful resource by the way, big fans, um, said that the investment focuses on lessons learned during the pandemic, including just in case versus just in time. And that that discussion has rippled out across global industry. For sure. So Gregory, I ask you, what do you see here when it comes to cold storage?

Greg White (00:21:27):

Well, uh, this is building on something we saw at the beginning of last year, recall that Americold and linear logistics both acquired a lot of capacity, Vivi other companies with cold storage in anticipation of, um, of storing and, and, and transporting the, the, uh, vaccines. So, uh, I think, I think DHL is prudent. DHL is the German post office or their, their global arm. Right? Yep. Um, so they’re very analytical as you might imagine. And they clearly, they see a long term future here for this kind of storage less, they would not be investing. And it’s a substantial investment in about 3 million. You may have already said that about 3 million additional square feet of, of storage. And, um, that’s substantial, you know, DHL’s already one of the world’s largest companies in terms of, of employees and, uh, outside the United States, the premier logistics company in the world, I recall 15, 10, 15 years ago, having a discussion with DHL and coming from Atlanta, right. Saying, so what do you guys think about ups? And they said, oh, we don’t think about ups. They’re not big enough to compete with us. And I, I was taken aback by that. And at that time, that was true. I’m not sure that it is now, but, uh, stunning that they were a, a real education for me, that they were that big of a company and that influential in the marketplace. And it continues here.

Scott Luton (00:23:04):

Agreed, agreed. Um, well in interesting, uh, this is fascinating cold storage is a fascinating industry and, uh, we expect to have a big interview coming up soon with a move and shaker from that industry. Uh, I wanna share a couple comments and we’re gonna go back maybe to the previous story there, but I’m gonna share these. And again, folks, the comments mechanism, the comments machine isn’t working. It’s a, it’s a, it’s a platform issue, uh, higher than, than, uh, our team, uh, our pay grade above our pay grade. Thank you, Greg. Uh, Mohe going back to the story a second ago about the ports, uh, he says my take on this is that it is a divine strategy to tip the scale towards insourcing and use of more renewable energy for protection. So the good Lord is getting involved and clogging our ports. So it, so it changed where MOAP, I think you were saying that tongue in cheek, but, uh, I think that’s a great, uh, a great idea, Greg.

Greg White (00:24:00):

Yeah, I think so though, the cost of labor, um, I mean, cost of labor is the reason that we have these far flung supply chains to begin with. And the fact that it is, I mean, companies are already paying 10 to 20 times, 10 to 15 times what they were paying for containers. And it’s still more economical to do that than to, um, use renewable sources and insource goods or production or storage or those sorts of things. So the numbers are far, far apart for that. Also, um, I read a, an article briefly today that said the investment in purely green companies is declining rapidly and companies and the, and investment is going more towards companies that are making energy transition from, for instance, fossil fuels to the lesser fossil fuels. Right, right. Rather than issuing fossil fuels and just going, I’ve used a shoeing twice in this show. Yeah. That’s

Scott Luton (00:25:02):

And

Greg White (00:25:02):

Going immediately to lithium or, or something that’s, you know, that’s arguably more sustainable. Yep.

Scott Luton (00:25:09):

Let me see if I’ve got a dictionary back here. Hang on a sec. Gotta find what the shoe means. Ignoring all right. Something like

Greg White (00:25:18):

That. Refusing

Scott Luton (00:25:20):

Mohi hope this finds you well too in Wichita, Kansas. Uh, great to have you here. Uh, Cheyne, uh, Cheyne sing says, Hey, Greg, good to see you, both sharing your valuable inputs on supply chain, cost optimization, keep sharing knowledge to society. Uh, that that’s one heck of a, a comment, some feedback there. Thank you so much. Yeah. Appreciate that. Sheldon rose says I’m concerned about the effect. The log jam is going to have on the CCC and PTR of some of these smaller businesses that have cargo stuck offshore. Excellent point there. Sheldon. Now

Greg White (00:25:58):

Somebody needs to explain what CCC and PTR are for me.

Scott Luton (00:26:01):

So yeah, the, the acronyms, um,

Greg White (00:26:03):

Yeah. Spell those out for us. Dumies we

Scott Luton (00:26:06):

Love these acronyms, right. Um, Peter Bo going back to cold storage, Peter says group Robert.

Greg White (00:26:14):

Robert.

Scott Luton (00:26:15):

Thank you group. Robert. Thank you. Sorry about, about Greg at eight that’s the French gets me every time, man.

Greg White (00:26:21):

The only thing that clued me in was the Quebec, the reference to Quebec. So,

Scott Luton (00:26:26):

So group Robert is like

Greg White (00:26:27):

The French, got a different word for everything.

Scott Luton (00:26:31):

Uh, they’re building a huge new, I believe that’s a cold storage facility in Quebec where Peter lives, Peter. Excellent point. They’re good. Good market Intel. Ooh. Okay. I’m gonna pose this to you. This is a good one. So Dr. Rhonda, uh, and be sure to follow and connect Dr. Ronda, lots of good stuff around wellbeing and, and, you know, kind of maintaining that, uh, work life balance and, and, and beyond leadership,

Greg White (00:26:56):

Just for pictures of Camelback in Phoenix. That’s right. Her unbelievable ability to climb it every day. Agreed. She’s a great follow, but also some great yeah. Knowledge on wellbeing.

Scott Luton (00:27:09):

So she’s PO a question to you, Greg. She wants to know your take on the potential political discourse unfolding now

Greg White (00:27:20):

Discourse, meaning the discussions. So it depends a on what political we’re talking about. Obviously Ukraine is gonna have an impact on oil because we will attack, which I believe is, or, or let’s not say attack. And however, pick a U your favorite euphemism for invasion of, of Ukraine, which is virtually inevitable at this point will have, have an impact on oil prices because we will then, uh, sanction Russia for, for that. Um, and so that, that will have a big impact on supply chain. Um, let’s see other things, you know, I, I don’t know how the Houthis situation really impacts it. Uh, but there, you know, that’s probably Russia is the biggest, the biggest impact. Of course, you know, the president wants to forgive something like 1.7 billion to billion dollars worth of, uh, that’s kind of the news I saw today, $1.7 billion worth of student debt. Uh, um, but only up to a certain point. So those of you who go get a student loan to after he, he forgives it aren’t covered. And those of us who took student loans out in college ages ago, we don’t get our money back either. Uh, but I, I think,

Greg White (00:28:44):

I think the general discourse, uh, or, you know, the biggest, most impactful discourse has to be Russia. And, uh, the impact to that is substantial. Um, because fuel prices will go up. Oil will unquestionably reach a hundred dollars a barrel it’s already at 93, 41 was earlier today, uh, expected to go to 96 during the week and 99 to a hundred, assuming that something happens in, uh, Russia, which, which will be a spike. And then it will recede is what the experts are saying. I, I’m no expert on oil prices. Um, other than knowing that what they, what impact they have on my gas prices.

Scott Luton (00:29:26):

Right. Um, but

Greg White (00:29:29):

I mean, Rononda, if that’s what you’re referring to, I think that’s, that’s gonna be a substantial disruption, but not for a substantial amount of times. You know, I watched the stock markets and other investment markets as well. And historically these things have a big spike effect, but not a very long range effect. Um, and, and usually not, uh, not a, a huge dip and it only takes weeks to recover from these sorts of things typically,

Scott Luton (00:29:59):

Right.

Greg White (00:30:00):

Open the door for opportunism, which always occurs when there’s a disruption in right in oil, Scott, there’s always somebody who’s willing to raise the price of fuel on speculation. And yes, hold onto that price long after much like the fuel surcharges we’ve had since 2008, uh, when fuel was over a are higher than it is right now, those surcharges never went away. Interesting. That,

Scott Luton (00:30:27):

Yeah. How does that happen? How does that happen? How’s that not happen?

Greg White (00:30:30):

All opportu is in Scott,

Scott Luton (00:30:31):

Right? Tommy boy. All right. So that, that was the great white political corner. Uh, y’all stopped by next Monday as, yeah.

Greg White (00:30:41):

Wow. That was little bit drawn out. Sorry about

Scott Luton (00:30:43):

That. Oh, no, no. It’s

Greg White (00:30:44):

Kinda a stream of consciousness. That’s

Scott Luton (00:30:46):

Good. That’s good. Uh, because it’s all intertwined. It’s all intertwined. Um, right. Roger Carr, who is in cold storage, right? Um, or no, he’s not in cold storage, he’s in the, kind of the medical supply chain realm. Um, he says medical cold storage requirements for reagents for are leading to the storage increase. Right. So that’s an excellent point there. Uh, Sheldon is Johnny on the spot. So CCC is the cash conversion cycle. Ah, yes. And PTR is the payables turnover ratio. So naturally any, any cargo get stuck where you’re adding that dwelling time. Anything else? Of course, these financial metrics and, and key, uh, performance indicators are gonna be skewed. So Sheldon excellent point excellent point. Yeah.

Greg White (00:31:36):

Um, interesting that a lot of the forwarders are, are taking the brunt of that. We’ve been talking with Enrique Alvare from vector global logistics because we share an office with him for the entirety of well, of our existence, but also during this pandemic. And he has taken on a lot of the brunt of the cash flow cycle himself, unable to charge multiples of the rates that he was able to charge before and also forced to pay sooner than he would have previously. So

Scott Luton (00:32:08):

That’s a great call out. There’s,

Greg White (00:32:09):

There’s an effect on, on, um, a wide ranging number of companies when that happens for

Scott Luton (00:32:15):

Sure. Excellent call out. And, and by the way, folks, if you’re not connected with it, Enrique a Rez and vector global logistics, make sure you look them up. Um, one of the quick comment, because comments aren’t showing except from YouTube. Uh, so folks, if you do want to comment on something, uh, that we’re hearing here that we’re talking about here today, it looks like you can venture over to the YouTube version of the screen and comment there because T squared is keeping it coming. He’s talking about sounds like the price of chicken wings when it comes to opportunism, uh, opportunism, right? Yeah. Opportunity maybe. Uh, but the price of chicken wings every year spikes around this time of year. Right. And in fact, yeah,

Greg White (00:32:57):

Well, in this year, the big new was regardless of the price, there just weren’t enough.

Scott Luton (00:33:01):

Right.

Greg White (00:33:02):

And I can tell you that where we went, uh, they did not have the, whatever, the biggest sizes that we usually get. Right. So

Scott Luton (00:33:11):

We had, we had to go frozen this year. We had to go frozen, but you know what, once you get those, those, those bad boys, uh, thought out and you stick ’em in the air fryer, we we’ve come to love. Yeah, man, it is good. Good eating, Greg.

Greg White (00:33:23):

I’m telling you that air fryer thing is gonna save some American lives as much fried food as we eat and as good a work as it does without oil.

Scott Luton (00:33:31):

Right. Agreed

Greg White (00:33:34):

Greed. It’s gonna save my life.

Scott Luton (00:33:37):

All right. So let’s move along. What? Gosh, we we’re just, it, this is like Baskin Robins edition of the supply chain buds. We’re touching on

Greg White (00:33:44):

It’s whatever we wanna say. Right.

Scott Luton (00:33:45):

All kinds of stuff. Um, so next up, I wanna save a little time, talk about Russia and Ukraine a little bit more, especially with an expert on Russia, uh, here at Misa. Um, so let’s talk though about what the wall street journal is reporting as where have, have all the coffee cups gone. So Greg, this was, this was new for me. You know, we, we, we, right. I don’t buy a lot of coffee outside, uh, Starbucks and, and whatnot. We, we make plenty here at home, but coffee stores big and small are looking high and low in their efforts to find coffee cups, Starbucks, Wetzels pretzels. It’s new one for me. Uh, but they’ve got out 350 units. It’s a chain of 350 different operations. How about that? WELS pretzels, Connie’s chicken and waffles. I think that’s in Maryland, uh, are just a few of the companies encountering the coffee cup crunch.

Scott Luton (00:34:34):

Say that three times faster. This is a different CCC. So what are some of the root causes let’s see here? So cups and cups in, as you might imagine, cups upon cups upon cups are in containers of plenty stuck in the ports. That sounded almost a little bit poetic. Um, so that’s one problem. American paper mills are working through labor shortages, which is impacting production as the article points out. And then thirdly, you know, that cold, crazy, unusual weather we had in text a year ago. Well, that’s the gift that unfortunately keeps on giving because the us market still hasn’t caught back up on the resins that, that a lot of entry in Texas makes to make the plastic cups, but also that makes the coating on the paper cups. So that, ah, that 300 degree coffee, doesn’t just melt that paper cup away. There’s a lining there. So a lot track here in this piece, but Greg, what say ye

Greg White (00:35:27):

Well, you know, what I, what was interesting is it’s also impacting a particular size of cup 24 ounce cups seem to be the biggest problem. And I think obviously because they take more materials, companies are making more of the smaller cups because they can use the same amount of materials and provide a greater amount of cups. Cups is the only thing I can figure, but, but you’re gonna be hard pressed to fill a venti cup at Starbucks. My suggestion is you haven’t already bought yourself a thermal cup. Starbucks will make your coffee, or would, I don’t know if they still will. I haven’t been to Starbucks in years, but Starbucks used to make your coffee in your cup if you brought it, uh, to them. So that’s an another way for consumers to adapt to supply chain shortage, let like we need another way to adapt. Right.

Scott Luton (00:36:20):

But right. Well, you know what, um,

Greg White (00:36:21):

But I mean, it’s, it is a problem. And truth is labor is at the, is at the root of all of this, because look, let’s just face the fact that it’s not the first time that Texas has had. And, and these resin plants have had bad weather, right. And had dramatic impact from that. But as every article, we sort of gloss over it. But every article points at labor shortage, driving a lot of these problems. And as long as there aren’t enough people working there won’t be enough production as automated as we’ve wanted to make the supply chain. And as automated, if we, as we have tried, since the pandemic started, it still requires a lot of human beings. And remember we were 2 million human beings short in supply in fulfilling supply chain jobs prior, prior to the pandemic. Wow. In 2019, there were 2 million open supply chain jobs just in the United States, out of 44 million supply chain professionals.

Scott Luton (00:37:16):

Wow. Well, I would just add to all of, of that. Um, perhaps this is a great blessing disguise, right? Cause all of those drinks, well, no, no we can’t. We couldn’t, we couldn’t function with less coffee, but we could have less piles and piles, millions of pounds of into that of cups being thrown into the trap. So maybe it, maybe this will stick around for a little while and change some of our behaviors, Greg, to your point of reusing that cup. Right. And taking it out with you. And just like to some degree we’ve seen with water bottles. Right. Um, so we shall see, we shall see, okay. Uh, Jose is asking if we’re gonna be at the TPM conference and, uh, Jose, unfortunately we will not be at the conference. We’re really, uh, that’s a great conference by the way. Um, but we have really, uh, um, activity has been so busy that we’ve, hadn’t been very judicious about when to venture out, uh, the studio, so to speak.

Scott Luton (00:38:18):

Uh, and we hate to miss the TPM conference. Uh, but Jose, we look forward to getting your key takeaways. Sounds like you’re gonna be there, um, from that conference. And by the way, Jose, make sure you drop, well, I guess you can’t drop your comments because we’re still having a, a comment issue except on YouTube. But if you’re still on YouTube, drop the link to your livestream there and wanna share that with folks. Um, Sheldon says supply chains cannot outperform their physical limitations contrary to maybe, um, some folks believe that’s, that’s the excellent point in it, Greg.

Greg White (00:38:53):

Yeah. I mean, and the biggest physical limit they have is the physicality of human beings. Right? Um, yeah. Unquestionably,

Scott Luton (00:39:03):

Uh, Jose says, talking about shortages. How about my cat’s food and litter where I used to buy. They are own back order, man. You are not gonna have a happy cat, uh,

Greg White (00:39:14):

Cat. My cat might be happy, but the house isn’t gonna be very happy. Right? You don’t have cat letter.

Scott Luton (00:39:19):

That is true. That is true. I’ve never owned a cat. So, um, I can’t, I can’t empathize with Jose too well, but Greg,

Greg White (00:39:27):

You don’t even like cats. Scott. Let’s just face it. Make fun of the fact that I even had a cat, which I wouldn’t, if I wasn’t married by the way.

Scott Luton (00:39:35):

No, you know, I’m not making fun of cats. We love all animals around here and Gracie was, would put up, well, she break my legs. If I didn’t, I loved your cat’s name. Shenanigans Craig. That’s what we poked fun

Greg White (00:39:47):

At. That’s totally made up Scott. You know that.

Scott Luton (00:39:51):

All right, Hey, couple other comments,

Greg White (00:39:52):

Alternate facts or whatever we call that I’m fact checking you on that.

Scott Luton (00:39:58):

It

Greg White (00:39:58):

Was even, it was MIS skitters

Scott Luton (00:40:02):

And rest in peace. MIS critters. That was a good deal deal.

Greg White (00:40:05):

Well, no, no, no. I’m, I’m not willing to give up the ghost on that one. Oh, it was another one. You know, we have coyotes around where we live and cats will get outta the house. No matter what you do, let me assure you.

Scott Luton (00:40:17):

I believe it.

Greg White (00:40:18):

Oh, that was, oh gosh, Kiki. That cat was Kiki. And he lived a long, a long and dangerous life. I can tell you, he brought me many, many moles and chipmunks as gifts over his years. So

Scott Luton (00:40:31):

We’re going through your, I

Greg White (00:40:32):

Know he went down with a fight.

Scott Luton (00:40:34):

We’re going through your inventory,

Greg White (00:40:36):

Kiki.

Scott Luton (00:40:38):

We’re going through your inventory of cats

Greg White (00:40:41):

And of animals, right?

Scott Luton (00:40:42):

Yeah. Yeah. There’s a chapter for each, but I love

Greg White (00:40:43):

That. Yeah. And it’s hard to keep track because yeah. They keep coming. Yes. Three daughters and a wife. Keep the animals coming. Love

Scott Luton (00:40:51):

It. Love it. Okay. Um, let’s see. Sophia says, uh, going back to the shortages that this reminds her of the McDonald’s large size fries

Greg White (00:41:02):

Shortage. We’re talking about that. I do recall in Asia. Yeah, right?

Scott Luton (00:41:06):

Yeah. Two weeks ago. And by the way, Sophia, I’d love for you. If you’re, if you’re on YouTube, I’d love for you to post your, your, a link to your avocado post earlier today. You know, I saw yesterday, Greg and I saw a glance that the us has for frozen Mexican or imports of Mexican avocados, um, which is in and of itself. That’s about all I know there, but what I didn’t know is I was reading an article. I didn’t realize that the us has only been allowing importing of Mexican avocados since I think 97. Prior to that, I think the band was put in place back in like 1917. So for 80 years there were no avocados allowed to be imported from Mexico. Now I share all that and I’ll get your take here in a second. Cause my son Ben, when he was two years old, this came up last night as we were enjoying some guacamole when he was two years old and he, Amanda was taking him into the grocery store. Uh, he was in the buggy and she goes, Ben, I’ve gotta get some avocados. And he goes avocados from Mexico because of that, that jingle that’s been so branded and his brain in two that’s, the first date came out. Um, but anyway, we’ll see if this is a short term ban, evidently um, a inspector, um, was threatened. Um, and that’s what kind of paused the imports. Of course, everything was already in, uh, that was being enjoyed and consumed last night. But, uh, your thoughts Greg avocados or otherwise

Greg White (00:42:35):

An inspector was threatened? Well, I hope no tequila importers threaten inspectors because where would this country be without tequila I’m with you? Um, but yeah, I, you know, uh, my wife not only carries her own hot sauce around, but at certain restaurants, she will bring her own gua Kao because she feels like many, many Mexican restaurants need a message or need a lesson in guacamole. Really. So, yeah. And hers is exceptional by any standard.

Scott Luton (00:43:05):

I gotta get some of Vicky’s guacamole.

Greg White (00:43:08):

I think that the ban originally went into place probably protectionism 1917 sounds like, uh, the right timeframe for that. Right. Yep. To protect California and some of the other producing states, um, for avocados. So, um, but that’s interesting. I did not, I didn’t read the, uh, anything about the, uh, the threatening. Yeah. I didn’t realize I didn’t that, that the same factions that run illegal contraband into the states also control the avocado trade.

Scott Luton (00:43:42):

Well, I gotta tell you, even with our discussion with Mark Holmes, with InterSystems on the buzz a week or two ago with, with the one only Kim winter, we talked about avocados. I was lost. I was just assuming that all the ones that we buy enjoy all are all from Mexico. So I didn’t even realize some of the history here in the avocado industry, but nevertheless, um, it has been a big part of super super bowls. Can I say super bowl, the big, the big NFL game, um, for years now, uh, several decades, uh, some of those great marketing inroads. Okay. Uh, let’s see here, Mohi going back to disposable cups. This is says, once again, nature is telling you to use reusables I’m with you. Sure. That I am with you let’s see here. Um, and all right, so folks, we’re, we’re just working through the comments, looks like all the YouTube comments are showing up for the most part, but we’re still having an issue.

Scott Luton (00:44:36):

That’s okay. It’ll get rectified. We’ll back normal probably by Wednesday. Um, okay. So Greg Scott, 1244, I wanna move into the final story for today. Let me pull up a couple of items here because, uh, over the weekend, uh, we came across a great post and, and really great information from our dear friend, Cori Ko, uh, with Gartner. Now this focuses on this disturbing situation that’s in Ukraine. I mean, to me, just my opinion feels like we’re sitting on a power keg, right. Something that can, that can really go far beyond just Ukraine. It could be regional or even worse. I, I believe. Um, so I think it’s a very dangerous situation, but setting aside the geopolitical and the military concerns, right. Setting that aside, cause that in of itself, we could talk for ours. Uh, our friend Cora and the Gartner team have analyzed the potential scenarios and their impact on global supply chain.

Scott Luton (00:45:34):

Now a few notes from their analysis. And I can’t share, I can only share the public stuff that we saw, uh, Cora share. Um, but first of all, I think for important context, all of this depends on the scale of the conflict, right? Um, so that’s a really important claim upfront cause naturally if it, if it scales far beyond just a local incursion, you know, things, the impact change changes dramatically, but Gartner sees Greg, I’m gonna read these often and I’m gonna get your take, especially as someone has studied, um, Russia, um, uh, so Gartner sees key material shortages. Um, you know, if the conflict doesn’t Sue hydro carbons, critical minerals and metals production capacity, uh, impacts, especially in mining, in the chemicals and electronics, logistics routes and capacity disruption, including the key ports and routes, serving Europe, the black sea routes and all the China ports, uh, cyber security breaches, which have already been on the rise, they, those activities surging right.

Scott Luton (00:46:37):

And get this. Uh, and, and if we can, uh, if we can drop, I’m not sure if our team can get on YouTube and drop the link to Cori KO’s post that’d be great. So folks can go straight there and they can also probably find out a way to download this Gartner report from him. But did you know this, Greg, this was new to me. So Daniel Stanton and Chris Peters also shared over the weekend. So neon is critical for lasers used to make computer chips. And we all know all the issues for years now, um, with computer chips and semiconductors, well, get, get this 90% of the us supply of said, neon comes from you Ukraine. So truly supply chain is a global industry. And we uncover examples by the hour. What’s your take on all of this, Greg?

Greg White (00:47:25):

Yeah, I mean it, uh, I I’m, I mean, I think the uptick that CORIs sees in some of these things is, is gonna happen one way or the other cybersecurity, as long as we are, as lax as we are in the states is going to continue to be, uh, an issue. And of course, yes, the mining materials, rare earth minerals, China and Russia run very, very close together being former joined communist states. Um, and, and of course, two of the most dangerous dictatorships on the planet, right. Sorry, president Putin. Um, but, uh, I, I think, um, there’s, there’s a lot of impact here, particularly around minerals. And of course, minerals go to mining, uh, directly, right? When the us was an, a net exporter of these same minerals or, or carbon based, uh, oil, let’s just say it oil. Uh, we had a lot less exposure, but the political winds have changed.

Greg White (00:48:31):

And, and now we must, um, you know, we’ve, we’ve shut down a lot of our ability to produce and we’re at the women fancy of one of the most corrupt and dangerous human beings on the planet. So, um, yeah, I will unquestionably have an impact on it. You know, we certain have the means to mitigate this at our disposal, including the ability to get rare earth minerals, if we will increase our willpower to, to seek them out in Texas and other parts of the country where they are available though, not available in the same, um, volume, at least not historically as China. Uh, but yeah, I mean, think about the inability, think about China’s motivation and Russia’s, um, joined motivation to disable us from continuing to advance our technological capabilities in the United States. Right. Right. So the, there are a lot of reasons for this and the least of which is some breakaway Republic in Ukraine. Right. That’s great cover for what Russia ultimately wants to do, which is significantly hamper destroy the United States. Um, but it’s not the reason. So it never is. I mean, you know, having studied not just Russian politics, but talk politics in general, the expressed reason is never the reason. So I think it’s interesting that, um, Kaari and the team at Gartner dug into this with an apolitical perspective, but still I think ultimately exposing what is at least part of the larger motivation here. Yeah.

Scott Luton (00:50:11):

Excellent point, uh, lots of concern, lots of concern. Um, uh, you know, beyond Ukraine and, and to your point, Greg, it’s it’s about Ukraine, but it’s not about Ukraine to your point.

Greg White (00:50:24):

Well, it’s not just about the United States, right? I mean this, you know, obviously the European countries, every time Russia edge is closer, closer, and every time Russia threatens to cut off their major fuel, uh, capacity than of course these European states are frankly, they’re at the women fancy of, of Russia, right? Because they are such a huge exporter, Russia, such a huge exporter to Europe,

Scott Luton (00:50:51):

You know, um, five years ago, or so I shared with some friends based on some of the conversations and unusual conversations and some initial military, uh, joint exercises between China and Russia. I was like, man, it’s gonna be dangerous or it’s gonna be different. If those two countries get closer and can get past some of these historical differences. And we saw the meeting that took place just before the Olympics. And we don’t wanna take this all geopolitical and military, but, but, uh, global supply chain, we’ve been through a lot last couple years. Goodness gracious. If, if, if a regional or worse conflict breaks out, I mean, the game goes without saying it changes dramatically. So hopefully cooler heads will prevail. Um, and, and Greg, hopefully you can make me feel better about that because trade is still important and how commerce takes place is still important. And hopefully those, um, factor will help contain any conflict that does happen. But man, it’s, I think it’s a very dangerous time we’re we’re living through right now, Greg, your last, uh, word here,

Greg White (00:51:57):

All of that said, Scott, I don’t disagree. That it’s dangerous, but first let me say, we have to acknowledge history here. I have an uncle who was stationed in Turkey during the Vietnam war, who was decoding a plethora of messages from Russia to China during the Vietnam war. So these two companies have been, or countries have been working together for 60 years. Basically they and Cuba were the triumvirate, the, um, axis of evil as president Reagan called it that during the height of the cold war. So, um, it’s not new this collaboration and it is deeply, deeply ingrained though. Russia is arguably not, not communist anymore. There’s still a lot of the, the dictatorial leadership that just and manipulation of yeah. Of elections and things that at someone elected, however many times he’s been elected, um, it’s a record. So we have to acknowledge that.

Greg White (00:52:57):

But the other fact is that this is a different environment. The, the, this will unquestionably impact the United States ability to lead the world. To what extent? I don’t know. I, I don’t think it’s gonna be news to anyone that the Russians think that our, our current administration is, uh, inept and weak willed. And that’s exactly what they’re testing like they do with every single other mm, uh, new administration that we have because their administration is so deeply ingrained because they, even, when Putin is not president, he puts a puppet in through which he rules. And, and likewise does the party in China, the party in China, remember there is only one, right.

Greg White (00:53:41):

Um, so, you know, they don’t have the same kind, kind of dynamics that democracies and, and representative republics like the United States have where the people actually get a say in the government. Mm. Uh, but, but the world, I think because of transparency, hopefully is coming to understand the danger of these two organizations. And there are just a lot more outlets. We know that we can be energy independent in the states, and we can even provide enough to help some of our allies around the world. We do now, as Michael Ava is saying, right, we’re sending a ton, a ton of natural gas to Europe, tons I should, of natural gas to Europe so that they, so that they have some, um, counter

Scott Luton (00:54:29):

Stores

Greg White (00:54:29):

When inevitably Russia tries to, you know, put a stopper on things.

Scott Luton (00:54:34):

So really quick circling, uh, kind of closing loop here, we’ve added a link to Cora Jose’s post on LinkedIn. And he’s got a link to the full report. I believe there, you may have to sign up for some than I imagine might be just for Gartner clients, but regardless, Ry, thanks so much for you and your team, uh, offering up this perspective in a very, very timely manner. And we’re gonna, you know, we’re gonna watch the situation unfold. Uh, lot of signs have pointed to this week. Uh, we shall see, we shall see cooler heads. Yeah. Peripherally will.

Greg White (00:55:07):

I’ve watched this for a lot of years. Ukraine standing or falling, unfortunately, sorry to the folks who sold us this house who are Ukrainian. Um, it, it’s not gonna end the world Russia and this conflict in Ukraine. They’re not even after the entire country. They’re mostly after Caria and a couple of other breakaway republics.

Scott Luton (00:55:31):

So, so, uh, all right, you heard it here. First, Greg White’s analysis. You, you gotta come check it out every Monday, 12 noon Eastern time folks, you gotta make sure you connect and follow Greg white as well, because I love, uh, I tell you, we talk about all the time in your post on LinkedIn. A lot of times I’ll comment, preach it a little bit louder for the folks in the back, man. Some of that stuff really is so good, Greg. And you’re able to kind of challenge folks to think differently than how, um, you know, how they normally interpret news and analysis and you name it. So keep the good stuff coming. Greg white hope. There’s no disruption to that, uh, in industry based on everything else we’re seeing.

Greg White (00:56:13):

You’re right, right.

Scott Luton (00:56:15):

So, yeah, Sheldon is weighing in too. They won’t start anything Sheldon says during the Olympics, they wouldn’t do that to China. You know, that’s a good point. Good point Shelton.

Greg White (00:56:25):

All right. That is an excellent point.

Scott Luton (00:56:26):

So, um, that kind of, that wraps us up here today on the supply chain. But I hate that we had the technical glitch. One of our favorite things to do is share and really amplify your comments. I think we

Greg White (00:56:38):

Got a lot of ’em though. That’s good. Right? I mean, GRE, if anything, our fellow supply chain practitioners are resilient. So improvise, adapt, overcome.

Scott Luton (00:56:51):

That is right. Improvise, adapt, overcome. And by the way, big, thanks once again, to Amanda, Chantel and Catherine who helped us overcome the glitch here today. And yeah, Amanda says quit apologizing. I’m I, Hey, look, I’m not apologizing. I am, uh, our folks are used to a certain experience and we wanna protect that. Right. And I wanna make sure folks knew that we also, Greg weren’t ignoring, Hey Amanda, I got you some chocolates. Okay. Don’t gimme a, don’t gimme such a hard time, but Hey, kidding thought,

Greg White (00:57:27):

No umbrella,

Scott Luton (00:57:28):

No umbrella, uh, of that note, uh, let’s see. No folks, we, we, one of my favorite parts, our team’s favorite parts is what our, uh, folks in cheap seats and the sky boxes contribute on the buzz we want to hear from you. And so anytime we have a little glitch that prevents us from doing that as usual, I hate it, but Hey, we’ll get, you know, where to find us. Yeah. You know where to find us. That is right. Great point there, Greg, and be sure to connect us, to connect with us across social. Um, you got the supply chain now insiders group that we, um, are growing activity in on LinkedIn, regardless. Thanks for in here today. All right. So Greg is I’ll double check and make sure, uh, I mean, nothing, nothing in the, in the private chat, uh, Greg one, I’ll give you the last thought here. We, we we’ve run the gamut from the ports to cold storage to the Ukraine situation. You name it and then some your final thought. And then I’m a call it a day.

Greg White (00:58:27):

I, all of these things can be overcome. I mean, that’s, that’s the thing we have to think about. Look, we are inundated with news every day and, and last Monday we took on some really tough topics with Kelly Barner, brave, uh, on her part, I think, and, and these are tough topics as well. And when you, when you see an accumulation of this kind of news, it can be overwhelming. But the difference between now Scott, and when we were children is not that this stuff happens. The difference is every single micro, uh, impact is reported. That’s the only difference. I, I was a voracious news watcher as a kid, and I know how much of the news we didn’t get in the eighties and the nineties. And now we get so much of it. And so much of it. This is, this is an issue so much of it is like my take it is amateur reported or amateur analyzed. And some of us may not know what the hell we’re talking about. So don’t take this bad news too much to heart. The world has always been a complex place. It’s actually been far more complex and far more dangerous in the, a past than it is now. Mm. So take heart know that there is hope there is abundance in the universe, and we shall all overcome

Scott Luton (00:59:50):

Love that. Uh, that is a great note to wrap on folks, make sure again, nominations are open, uh, check out supply chain, procurement awards.com to learn more about this very important program that we are leading along with our friends at art of procurement and buyers meeting point, check it out, nominate, nominate yourself, nominate a friend, nominate a supply chain partner, you name it. Um, but folks, whatever you do, um, I wanna mention, uh, um, over the weekend, Greg, as we wrap here, I came across an obituary, um, that I, I completely missed two years ago. Lorraine Moses, uh, passed away in June, 2020. And, uh, Greg, as we typically challenge folks to, to take action at the end, you know, because it’s all about deeds, not words, uh, which is what we strive live by every day. Lorraine and her husband, Jeff Moses took a chance on me some 20 years ago as I got outta the air force.

Scott Luton (01:00:49):

And couldn’t find that first job opportunity. I didn’t know how to interview. I didn’t know how to talk about what I did in air force, you know, standard challenges, right? Yeah. And they, they offered me a position and then worked with me to, to make sure I was successful. And they took like a chance on me when not other folks would. So Lorre, Moses, uh, passed away a couple years ago and her and her, uh, husband, uh, quite the entrepreneurial pair, um, are just other people. And I wanted to, uh, share that with all of y’all out there as a way of of saying, Hey folks, we gotta give other people chances. Right. Even if it’s not the perfect candidate, even if they, you know, fouled up on how they answered this question or that, that question, we gotta look past some of that stuff.

Scott Luton (01:01:34):

Cause it’s nonsense. And we gotta offer, give folks an opportunity to show you what they can do. Right. And yeah, they’ll burn you sometimes. Man. Why of those times when they come through shining, you know, and you’ve given them the opportunity. You, you got the decision, the power in your hands to, to impact someone else’s journey. I believe it’s it’s uh, the onus is on us to do just that. So, um, rest in peace, uh, Lorraine, Moses and Jeff Moses, if you’re watching, I love you. And I appreciate how you’ve impacted my journey. All right. So Greg white on that note, that’s awesome on that note, challenging everyone out there, uh, to be like Jeff Lorraine, Moses. Hey, do good. Give forward. Be the change that’s needed. And on that note, we see next time, right back here on supply chain now. Thanks everybody.

Scott Luton (01:02:21):

Thanks.

Intro/Outro (01:02:22):

Thanks for being a part of our supply chain. Now community check out all of our programming@supplychainnow.com and make sure you subscribe to supply chain. Now anywhere you listen to podcasts and follow us on Facebook, LinkedIn, Twitter, and Instagrams. See you next time on supply chain. Now.

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Hosts

Scott W. Luton

Founder, CEO, & Host

Greg White

Principal & Host

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Adrian Purtill

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.

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Joshua Miranda

Marketing Specialist

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.

Donna Krache

Director of Communications and Executive Producer

Donna Krache is a former CNN executive producer who has won several awards in journalism and communication, including three Peabodys.  She has 30 years’ experience in broadcast and digital journalism. She led the first production team at CNN to convert its show to a digital platform. She has authored many articles for CNN and other media outlets. She taught digital journalism at Georgia State University and Arizona State University. Krache holds a bachelor’s degree in government from the College of William and Mary and a master’s degree in curriculum and instruction from the University of New Orleans. She is a serious sports fan who loves the Braves. She is president of the Dave Krache Foundation. Named in honor of her late husband, this non-profit pays fees for kids who want to play sports but whose parents are facing economic challenges.

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Vicki White

Controller

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.

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Scott W. Luton

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.

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Allison Giddens

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.

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Greg White

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.

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Chris Barnes

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.

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Karin Bursa

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.

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Kevin L. Jackson

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 CiscoMicrosoft, 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 UniversityO’Reilly MediaLinkedIn Learning, and Pluralsight.  Mr. Jackson retired from the U.S. Navy in 1994, earning specialties in Space Systems EngineeringCarrier 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.

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Enrique Alvarez

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.

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Kelly Barner

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’.

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Mary Kate Soliva

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.

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Jeff Miller

Host

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.

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Amanda Luton

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.

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Clay Phillips

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.

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Trisha Cordes

Administrative Assistant

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.

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Billy Taylor

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.

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Chantel King

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.

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Lori Sofian

Marketing Coordinator

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.

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Katherine Hintz

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.

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Ben Harris

Host

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.

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Page Siplon

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).

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Kristi Porter

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.

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Kevin Brown

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.

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Sofia Rivas Herrera

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.

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Jose Miguel Irarrazaval

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.

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Demo Perez

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.

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Kim Winter

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).

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Nick Roemer

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.

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Alex Bramley

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.

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