Port Security: How Can the US Protect its Supply Chains?

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 [...]

By |2024-03-04T18:48:52+00:00March 4th, 2024|

Yellow: End of an Era, and Lessons Learned

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 [...]

By |2023-08-22T20:18:47+00:00August 22nd, 2023|

Interview with Benjamin Gordon and the Armchair Attorney

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, [...]

By |2022-08-29T18:15:39+00:00August 29th, 2022|

Ukraine Logistics Coalition – Focusing on Humanitarian Relief

The Ukraine Logistics Coalition (ULC) is focused on protecting Ukraine by maximizing the inflow of food, medicine, and vital supplies. To that end, it was terrific to see Ukraine Ambassador Oksana Markarova at the YPO Global Diplomacy Network conference in DC. We talked about how to help rebuild Ukraine and strengthen its supply chains. The [...]

By |2023-08-22T19:17:36+00:00May 29th, 2022|

Benjamin Gordon Interview with Pearl Lemon

I had the opportunity to do an interview with Pearl Lemon. We had a free-ranging discussion, covering good advice, bad advice, best investment, recovering from failures, and more. Here are a few highlights. Feel free to see the full interview here.   What Is The Book (Or Books) You’ve Given Most As A Gift, And [...]

By |2021-02-17T20:48:23+00:00February 17th, 2021|

The Blue Wave and Taxes: What a Biden Win Means for Business Owners… and Supply Chain Companies

On November 3, the American people will vote. We may not know the actual election results immediately, due to unprecedented volumes of vote-by-mail. However, the polling currently suggests a Democratic sweep of the White House, Congress, and Senate. Meanwhile, Wall Street increasingly expects a Blue Wave. What will be the ripple effects for taxes, business [...]

By |2020-10-30T13:07:56+00:00October 30th, 2020|

The DeJoy Controversy: Are Leaders Wanted in the USPS?

The US Postal Service has gotten more publicity this year than any time in modern history. A Google search for “USPS Postmaster General” yields 23.8 million results, including multiple front-page stories in the Wall Street Journal, New York Times, and Washington Post this month. Many have challenged the qualifications of new US Postmaster General Louis [...]

By |2020-09-10T14:33:01+00:00September 10th, 2020|

The Beer Game

Why is Crown Holdings, Inc. running out of cans? Supply chain students are familiar with the "beer game." It's an academic exercise that shows how a small increase in demand at the end-consumer level can drive larger ripples through the entire supply chain. We are witnessing a real-life "beer game" today, as demand shifts from kegs to [...]

By |2020-08-28T02:04:09+00:00August 27th, 2020|

Will Mexico Win the US-China Trade War?

In 1992, Paul Tsongas said, "The Cold War is over. Japan won!" Sometimes a surprising third party emerges as the winner in a two-party battle. Will the US-China trade war cause both the US and China to invest more aggressively in Mexico? As FreightWaves reported, Mexico announced three Chinese companies, Holley Technology, Kuka Home and [...]

By |2020-08-28T02:07:19+00:00August 6th, 2020|