Amazon

Amazon has shippers concerned that the storied disrupter of brick and mortar retail is training its sights on logistics. The e-commerce giant has purchased thousands of trailers blazoned with its logos in the U.S., registered as a non-vessel-operating common and leased 20 U.S. domestic cargo jets as the company appears Amazon primed to expand into last-mile package delivery and beyond.

News & Analysis

Warehouse space in New Jersey.
09 Aug 2018
Historically, when warehouse/industrial rental rates increase at near double-digit levels, it reduces demand. However, as the US economic expansion continues, that is not occurring, especially near seaports and in large inland hubs, where import distribution and e-commerce fulfillment needs are the greatest.
XPO Logistics.
08 Aug 2018
Fresh from Amazon’s transportation shop, Kenny Wagers sees technology and integration within XPO as the keys to accelerating less-than-truckload growth.
Old Dominion Freight Line.
31 Jul 2018
The mode-shifting by shippers is not only caused by tight US truckload capacity, but also changing retail dynamics in the “Amazon Era.”
An Amazon center in Nevada, United States.
30 Jun 2018
Amazon’s new network could help reduce shipper costs, and even aid other transportation providers, as volumes outstrip capacity. But as one might sense, Amazon’s latest play also will affect resources in an already beyond-tight US trucking sector.
Port of Tacoma, Washington.
14 Jun 2018
Amazon’s global inbound supply chain and logistics director Josh Dolan is challenging agricultural product exporters to join the e-commerce giant in arranging container, and maybe even chassis matchbacks, to reduce supply chain logistics costs.
US Customs House, New York, NY.
11 Jun 2018
Shippers are struggling with how to leverage e-commerce channels profitably, but the US Customs and Border Protection service is struggling similarly with regulating the sheer number of shipments crossing borders, especially since many of them now qualify under the $800 duty-free de minimis level.

Commentary

To be frank, if you missed Maersk’s first-quarter earnings conference call, you missed a lot.

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