The landscape of intermodal transportation is undergoing a transformative shift, propelled by the rapid evolution of technology and a growing emphasis on sustainability. At the heart of this transformation is Benjamin Gordon Cambridge Capital, a visionary firm that is redefining the future of intermodal transport through strategic investments in innovation and technology. Cambridge Capital's approach [...]
The Biden Administration is investing over $20 billion in port security, to protect against Chinese cybersecurity threats. One takeaway will be funding for alternatives to Chinese-made cranes. And one beneficiary will be Mitsui. Why? As Foundation for Defense of Democracies (FDD)'s Craig Singleton put it, “Increasingly, the Chinese are not merely seeking access to our networks; they are [...]
On August 7, Yellow Corporation declared bankruptcy. This was a sad day, marking the end of an era. Yellow, which was founded nearly 100 years ago, grew to become one of the world's largest trucking companies. Even on the day of its Chapter 11 filing, Yellow was the third-largest less-than-truckload (LTL) carrier in the United [...]
A cargo ship carrying nearly 4,000 vehicles appears to be on the cusp of sinking. Why are so many auto cargo ships catching fire? Do fires ignite more easily when cars are packed in ships too tightly? Electric vehicles? Something else? Also, who does the Japanese ship owner Shoei Kisen Kaisha keep having these mishaps? [...]
What is GreenScreenin'? Nate Shutes has created a song to capture the supply chain tech revolution in music. Nate and Alicia came up with "Don't Stop GreenScreenin'" to put a smile on your face. If you are a freight professional, can you listen to this song and not laugh? DontStopGreenScreeninVideo But there's a deeper purpose. [...]
Outsourcing: is it growing, shrinking, or transforming? In 1990, Hamel and Prahalad published an article in Harvard Business Review called The Core Competence of the Corporation. It argued that companies should outsource their non-core services, because, in the words of Jack Welch, "Your back office is someone else's front office." This article helped to usher in an [...]
It was a pleasure to talk about logistics, supply chain technology, the deal environment, and Ukraine in this interview with Matthew Leffler, the Armchair Attorney. We had a wide-ranging discussion about the industry, how investors are looking at the supply chain sector, and more. Please see below for the video of our interview! -Benjamin Gordon, [...]
How can we make sense of the volatile changes in our supply chains this year, and what should we expect going forward? For excellent insights, we can turn to Harvard Business School Professor Willy Shih. Willy just published a thoughtful article in the The Wall Street Journal on the seven principles of today's supply chain. To summarize: 1. Today's [...]
Today, GreenScreens.ai announced the closing of an investment to accelerate their growth in predictive pricing and advanced analytics. The round was led by Tiger Global, with participation from Cambridge Capital, Flyer One Ventures, Navigate Ventures, Jones Capital, Red Door Capital, Overton Venture Capital, Operator Stack Fund, and Refashiond Ventures. More than capital, this investment represents [...]
The Maersk acquisition of LF Logistics signifies a few things. First, major shippers are converting their record profits into expansion in logistics. This move dovetails with the CMA CGM acquisition of Ingram Micro, and the MSC Mediterranean Shipping Company pursuit of Bolloré Logistics in Africa. Second, for every buyer rationale, there is also a seller rationale. Now that the Maersk deal is complete, Li & [...]
