What I’m Reading | Lou Mercado

7-29-24 Wall Street Journal: An Interesting take from The WSJ on how the pandemic changed how we think about supply chains

The Pandemic Generation is Taking its Supply Chain Lessons to School

Everyone wants to be closer to the consumer, and Amazon leads the Supply Chain push to be near you with 16M SQFT in new warehouse space in the batters box this year.

Amazon’s Logistics Expansion

We may want to focus away from world issues, and for good reason, but the world stage impacts us regardless.  Example: a 30% increase in container rates because of diversions away from the Red Sea (which itself carries 30% of global container trade). 

Red Sea Diversions, and Their Impact