Ti Talks Supply Chains

Significant toll increases are expected throughout the year. How much of these costs will be transferred to customers? In this episode, the Ti Insight team delves into European road freight rates. Our guests from the Ti Insight team include Nathaniel Donaldson, Economic Analyst; Michael Clover, Head of Commercial Development; and Viki Keckarovska, Ti's Freight Lead Also hear from Ti’s Chief Analyst Thomas Cullen about the impact of the Red Sea attacks on shipping Links from the episode: GSCI for your logistics and transportation management needs. The Ti, Upply & IRU European Road Freight Rate Development Benchmark Q4 2023 Ti’s Road Freight Outlook Grid Sign up to our Logistics Briefing newsletter

The gap between China and India is closing. But can anyone really compete with China? In this final episode of our Made in Policies series, Prof. John Manners Bell will be discussing India’s Made in Programme, developments in China, and why supply chain risk is more important than cost. Links from the episode Book a free demo on our knowledge platform GSCI. Sign up to our Logistics briefing newsletter here

Prof. John Manners-Bell discusses how COVID led to the widespread of Made in Policies. This episode we explore how Italy’s Prime Minister Georgia Meloni is developing the Made in Italy brand. Is she forcing the EU to rip up the rule book? What is the future of EU supply chains? We also discuss the growth in state subsidies and how the United States is attracting green manufacturing to its shores. Hear the latest GSCI News with Research Analyst Nia Hudson. Links from the episode Book a free demo on our knowledge platform GSCI. Sign up to our Logistics briefing newsletter here For more parcels market size and forecast data, download our free whitepaper.

In October last year, Italy’s Prime Minister Georgia Meloni renamed her economic development department as, ‘The Industry and Made in Italy Ministry.’ Made in policies have become widespread. In this four part series – which looks at the impact of Made In policies and the wider political picture – we interview author and Ti Insight founder Prof. John Manners Bell about global Made in Policies, the shift away from China and the language of supply chain diplomacy. In this episode – Part One – we explore the reasons hidden behind the new supply chain vocabulary which politicians are adopting. Also this episode, the latest GSCi news including MSC’s acquisition of Hamburger Hafen und Logistik & UPS profits. For more stories like this sign up to Ti’s Logistics Briefing newsletter here. Links from the episode Click here for a free demo of our data platform GSCi.  Sign up to our Logistics Briefing newsletter here. Read the original article which inspired this episode here. GSCi News story links European Road Freight Rates UPS is still suffering from retail downturn & weak freight markets HHLA accepts MSC bid

So what is the current state of European road freight rates? And, what does the future hold for air and ocean freight development? This episode, the Ti Insights team will be sharing trend developments – and future predictions – for road, air and ocean freight.  Guests include: Head of Commercial Development at Ti, Micheal Clover Vicky Keckarovska, Ti’s Freight Lead GSCI news this episode: UPS acquires MNX Global Logistics, The language of supply chain diplomacy & Supply Chain by Amazon – what’s included? Hosted by Ti’s Head of Content, Kirsty Adams. Links from the show Sign up to our Logistics Briefing newsletter  Visit here for free GSCI demo or email MClover@Ti-insight.com Air & Ocean Freight Rate Tracker Free Report. Freight Rate Tracker Dashboard.

If you operate a warehouse, or multiple warehouses, you have probably noticed your costs slowly and steadily going up. Well you’re not alone. Warehouse costs have been steadily rising in all major regions since Quarter 1 2022, especially in Europe and North America.  This episode Ti Insight analysts Nia Hudson and Jenan Hasan will be sharing some data from Ti’s brand new Warehouse Tracker. Download Ti's Warehouse Tracker Free Whitepaper here. Also this episode, some wise words on AI from Ti’s Technology Advisor, Ken Lyon. You can also expect the following news in the GSCI News round up. DPWorld wins contract to build Gujarat terminal Parcel volumes expected to increase to 189bn in 2023 Stagnating transport demand continues to cause increased road freight capacity Contract Rate Index down 0.2 points quarter on quarter To receive regular news and briefs – just like the above – from the Ti Insights team, sign up to our free newsletter here. More links from this episode Book a demo for our data platform GSCI here. Interested in the Upply x Ti x IRU European road freight rates index for Europe? You can download the  report for free here. If you’re based in London and you’d like to come along to the launch of Death of Globalisation by Professor John Manners Bell email, kadams@ti-insight.com. * Places subject to availability   Why do warehouse costs continue to rise? If you operate a warehouse, or multiple warehouses, you have probably noticed your costs slowly and steadily going up. Well you’re not alone. Warehouse costs have been steadily rising in all major regions since Quarter 1 2022, especially in Europe and North America.  This episode Ti analysts Nia Hudson and Jenan Hasan will be sharing some data from Ti’s brand new Warehouse Tracker. Download our Warehouse Tracker Free Whitepaper here. Also this episode, some wise words on AI from Ti’s Technology Advisor, Ken Lyon. This episode from GSCI news: DP World wins contract to build Gujarat terminal Parcel volumes expected to increase to 189bn in 2023 Stagnating transport demand continues to cause increased road freight capacity Contract Rate Index down 0.2 points quarter on quarter To receive regular news and briefs – just like the above – from the Ti Insights team, sign up to our free newsletter here. More links from this episode Book a demo for our data platform GSCI here. Interested in the Upply x Ti x IRU European road freight rates index for Europe? You can download the  report for free here. If you’re based in London and you’d like to come along to the launch of Death of Globalisation by Professor John Manners Bell email, kadams@ti-insight.com. * Places subject to availability.

The global automotive logistics market is forecast to grow by 3.1% by the end of 2023. A lack of coordination between vehicle manufacturers and semi-conductor manufacturers is causing a major shift in the balance of power between the supplier and the supplied. This episode we’ll be discussing the Ti Insights Global Automotive Logistics 2023 Report with Senior Editor Julia Swales. Plus, the latest GSCi News on import bans, the global freight forwarding market and digital forwarder lay-offs. GSCi News & episode links India imposes import ban on laptops and PCs Sign up here for more briefs like this. Global Freight Forwarding market to contract 3.9% in 2023 Download our free white paper on the global freight forwarding market Mexico Leads as Key Trading Ally of the United States Read the full brief here Digital forwarder lay offs: Who cut the most staff? Ti’s Global Supply Chain Intelligence platform providers 100s of profiles of start-ups and disruptors like Convoy and Flexport. Find out more here: https://gsci.ti-insight.com/how-do-we-help/company-profiles Email your thoughts and comments on the Global Automotive Logistics Sector to Kadams@ti-insight.com  

Digital forwarders are rethinking growth strategies and small freight operators are struggling to survive. This episode we discuss the European Road Freight Transport 2023 Report with Senior Research Analyst Viki Keckarovska. You’ll also learn more about the market situation for global air freight from Ti's team of analysts. Hear data from Micheal, Viki and Jenan onTI’s Quarterly Air & Ocean Freight Rate Tracker. More links from the episode For a free GSCi demo visit gsci.ti-insight.com For questions about Ti's quarterly Air Freight Rate Tracker data email mclover@ti-insight.com To watch Ti's Quarterly Air & Ocean Freight Rate Tracker click here. If you're a small freight operator, we'd love to hear how your business is doing. Email kadams@ti-insight.com

Automotive logistics market grows 4.6% y-o-y in 2022... The period between 2020 and 2023 saw significant volatility in the automotive sector. Although it appears to be emerging from the short-term crisis, the condition of the sector is unstable. To find out more download our free whitepaper China opposes move to new fuels in shipping... The International Maritime Organisation is trying to transform shipping but China is having none of it – that’s according to our chief analyst Thomas Cullen. Read the full story here. 2023 growth in contract logistics driven by Asia Pacific... The last 12 months have brought an increasingly challenging operating environment for contract logistics providers. In 2022 the market grew by just 2.9% y-o-y. The report is available here... Global Contract Logistics & 3PL report | Transport Intelligence (ti-insight.com) Prologis buys $3bn of warehousing from Blackstone The logistics property company Prologis has concluded a large deal with the investment fund Blackstone. Book a free GSCi demo GSCi helps logistics providers, banks and shippers to track air, ocean and road freight rates.  Book a free demo at www.gsci.ti-insight.com On the next episode of Ti Talks supply chains – which should reach you on the 15th of July – we'll be discussing the European Road Freight market with Ti’s research team.

This episode is about biopharmaceuticals and how they’re  changing big pharma supply chains. It’s also about margin pressure across last mile and contract logistics. Guests include Julia Swales, Senior Editor at Ti Insights and Nia Hudson, one of Ti’s Research Analysts. Host Kirsty Adams also picks a noisy corner at Multimodal to speak to Kirsten Tisdale (Aricia /Women in Logistics ), Michelle Gardner (Deputy Director – Policy, at Logistics UK) and Peter Draper (Chief Executive Officer SSO Group) about freeports, diversity and the importance of logistics to the UK economy. Links from the episode Want to take a closer look at what Nia discussed? Here you go! GlobalContract Logistics 2023 More on biopharmaceuticals? Global Pharmaceuticals Report 2023 To book a demo on GSCi – our industry leading data platform – please click here. Host email kadams@ti-insight.co.uk.  

Spot and contract rates in the road freight market are falling quarter-on-quarter, dropping by 7.5 and 2.8 points respectively. This episode we discuss the Upply, Ti & IRU European Road Freight Rates Index for Europe. We also speak to Prof. John Manners Bell about his new book: The Death of Globalization. Guests include: Prof. John Manners-Bell, Founder and CEO of the Foundation for Future Supply Chain, Chief Executive of Ti Insight, Honorary Visiting Professor at the London Metropolitan University’s Guildhall Faculty of Business and Law. Michael Clover, Head of Commercial Development, Ti Insight Nathanial Donaldson, Economic Analyst, Ti Insight Thomas Larrieu, Chief Executive Officer, Upply Marie-Anne Cervoni, Senior Manager – Strategy & Market Intelligence, IRU Links from the show Download the report for free: To see the graphs and analysis featured in the podcast, download the Upply, Ti & IRU European Road Freight Rates Index for Europe, for free, here. Or if you prefer, watch the webinar here. For further information about John’s new book: The Death of Globalization, visit www.seapenbooks.com or futuresupplychains.org About Ti Ti is one of the world’s leading providers of expert research and analysis dedicated to the global logistics industry. www.ti-insight.com About Upply Start-up launched in 2018, Upply combines business expertise and data science to bring transport and supply chain professionals a digital solution to benchmark, monitor and anticipate freight transport prices, including past data and forecasts. www.upply.com About the IRU IRU is the world road transport organisation. We represent the entire industry – bus, coach, truck and taxi, and drive the sustainable mobility of people and goods across the planet. Find out more about IRU’s work and how you can join it in shaping road transport. iru.org/membership http://www.iru.org  

China is being decoupled from global supply chains. Kenya’s internet penetration is increasing rapidly. Saudi Arabia is flexing its muscles as a low risk, low cost and low carbon economy.  How much do you know about these emerging markets?  The latest episode of Ti Talks Supply Chains focuses on key findings from our 2023 Agility Emerging Markets Logistics Index.  The Ti research team discuss: ● Geo-political tensions & China’s trajectory ● Opportunity and investment in Saudi Arabia and Egypt ● Why Bangladesh has jumped eight places on the international logistics index ● The changing shape of globalisation Guests include: Professsor John Manners-Bell, founder, Ti Insights Viki Keckarovska, Research Manager, Ti Insights Nathaniel Donaldson, Economic Analyst, Ti Insights Download the 2023 Agility Emerging Markets Logistics Index for free. Want to share your experience of these epic shifts? Email kadams@ti-insight.com About Agility Agility is a global leader in supply chain services, infrastructure and innovation. It is a pioneer in emerging markets. Agility is a multi-business operator, with companies that include a logistics parks business that is one of the largest private owners of warehousing and industrial real estate in the Middle East and Africa, an aviation services company, a liquid fuel logistics business, and companies that offer customs digitization, remote infrastructure services, ecommerce enablement and digital logistics, and commercial real estate and facilities management.  WHAT IS GSCI? Supply chain strategists can use GSCi – Ti’s online data platform – to identify opportunities for growth, support strategic decisions, help them stay abreast of industry trends and development, as well as understand future impacts on the industry.  Visit GSCI subscription to sign up today or contact Michael Clover for a free demonstration: mclover@ti-insight.com | +44 (0) 1666 519907 

GSCI News stories this episodeEuropean road freight capacity jumps to a two-year-high Story link: GSCI platform Last mile transit times increase during 2022 peak season Story link: Read more on this in our free white paper. The humanoids have arrived Link from the episode: Read the whole article from Ken Lyon here. US ban on exports to China starts to bite Sign up to our Logistics Briefing newsletter to receive more insight like this. Wincanton contracts: News on its New Look & Waitrose & Partners contracts In the next episode of Ti Talks Supply Chains, we look at interesting trends from our Agility Emerging Markets Index

ChatGPT is trending. Could it change how you operate? Will it make supply chains more robust? eCommerce may have shrunk by 5% in 2022, but it’s expected to moderate and grow by 7.9% in 2023. This episode we gather experts from Ti Insights to discuss supply chain technology trends and the Global eCommerce outlook. Guests include Ken Lyon, Managing Director of Virtual Partners and Ti’s Technology Advisor Nia Hudson, Research Analyst, Ti Insights Episode links Whitepaper: Technology Trends 2023 Global e-commerce Logistics 2023 report Data Platform GSCI Complete the survey Our partner, IRU, the world road transport organisation, has been conducting an annual survey since 2019 to monitor the driver shortage. It would be helpful if you could participate in their 2023 Survey. As a thank you, all survey participants will receive a free copy of the 2023 Global Driver Shortage Report. Join us next episode to discuss the 2023 Agility Emerging Markets Logistics Index.

This episode of GSCi News we share predictions for 2023, and we take a look at Ti Insight’s market sizing data for the Global Express, Contract Logistics, Freight Forwarding and Road Freight markets. Links & news from the episodeThe new normal transition By Raghu Ramachandran, Founding Partner of 13 Colony Global and Ti Advisory Board Member. Read more predictions from Raghu and the Ti team in our data and knowledge platform GSCi. Global Express Markets Show Real Terms Growth of Just 0.1% in 2022The European express and small parcels market is expected to contract by 5.9% y-o-y, reaching a value of €95,175.80m. For more details on 2023 growth and beyond, please see TI’s free Whitepaper Global Express and Small Parcels Market Size and Forecasts 2023. Narrow miss for global freight forwarding marketGlobal freight forwarding growth is expected to contract in real terms by 2.4% in 2022 and reach a market value of €263,133m. Air and Sea freight forwarding markets are forecasted to contract in 2022 by 2.7% and 2.2%, respectively.Air and Sea freight forwarding markets are forecasted to contract in 2022 by 2.7% and 2.2%, respectively. For more in-depth information, download the Global Freight Forwarding market forecasts for 2022 and 2023 Whitepaper. Contract logistics growth expected to slow in 2023Ti’s latest interim data projections indicate that the contract logistics market is expected to grow at a slighter slower pace in 2023 than in 2022, as the economy enters a pronounced slowdown and market moderation seen in the second half of 2022 spills over into 2023. The market is projected to grow by 3.1% y-o-y and is expected to reach a value of €253,706.3m. For more in-depth information, download the Global Contract Logistics Market Size & Forecasting 2023 Whitepaper, which contains 2023 forecast growth data with analysis of international and domestic projections. European road freight market to lose speed and expand by only 1.1% in 2023The market moderation seen in the second half of 2022 is expected to spill over into 2023. As a result, Ti forecasts that the European road freight market will lose speed in 2023, expanding by only 1.1% in real terms. Overall, downward forces will gain more of an upper hand across Europe in 2023. However, slowing economic growth in the EU exacerbated by high inflation will weaken demand for road freight services, in, through and out of Europe. For more in-depth information, download the European Road Freight Transport Market Forecasts for 2022, 2023 and 2026 Whitepaper, which contains 2023 forecast growth data with analysis of international and domestic projections. Please complete our five minute survey: State of Logistics survey Subscribe to our Logistics Briefing Newsletter.  

Average European road freight contract rates are at an all-time high, at 129.7 index points. In the spot market, rates have hit 142.6 points. Rates on many European lanes are beginning to soften after this Q3 peak. Diesel costs usually account for one third of the total operating transport costs, but given the increase, they may now account for 50% of costs. It’s a volatile time. This episode guests will discuss the Ti, Upply & IRU European Road Freight Rate Development Benchmark, Q3 2022. The team cover truck driver positions around Europe, Germany’s production challenges, inflation in the UK and how all these things affect rates. Guests include: Michael Clover, Head of Commercial Development, Ti Insight Nathaniel Donaldson, Economic Analyst, Ti Insight Thomas Larrieu, Chief Executive Officer, Upply Marie-Anne Cervoni, Senior Manager, Strategy & Market Intelligence, IRU The graphs which are referenced in the episode are available to view in the report, which you can download for free here. Save your space on the next Ti, Upply, IRU European Road Freight Rate Development Benchmark , Q4 2022 Webinar which takes place on 8 February 02.00 PM, London. Links and more about the panel Free report with graphs available to download: Ti, Upply & IRU European Road Freight Rate Development Benchmark, Q3 2022 For independent reports, research and analysis from the team at Ti Insights visit www.ti-insight.com or go straight to Ti Insight's data platform GSCI. Discover the freight rates benchmark and index solution on upply.com IRU is the world road transport organisation, helping connect societies with safe, efficient and green mobility and logistics. As the voice of more than 3.5 million companies operating road and multimodal transport services in all global regions, IRU helps keep the world in motion. iru.org Logistics Briefing regular newsletter  

Analysis, data and industry updates from the team at Ti Insights, powered by our Global Supply Chain intelligence platform, GSCi. Global freight forwarding market to contract by 2.4% Global freight forwarding growth is expected to contract in real terms by 2.4% in 2022 and reach a market value of €263,133m. Air and Sea freight forwarding markets are forecasted to contract in 2022 by 2.7% and 2.2%, respectively. Download our free global freight forwarding White Paper - Global Freight Forwarding Market Forecasts for 2022 & 2023 - here. When the US recovers, air freight rates will recover In 2023 freight rates will continue to weaken and this will end when the American consumer decides. To view the tracker in full, which contains further key data on the North America and Middle East markets, plus analysis of the underlying drivers of air freight demand in Europe, just follow the following link:  https://www.ti-insight.com/air-ocean-freight-rate-tracker/. Mergers & Acquisitions in the e-commerce logistics landscape With the boom in e-commerce post-pandemic… incumbent logistics players have been making mergers and acquisitions to improve their e-commerce offerings in a growing market. To read more stories like this, sign up to our regular newsletter here. Global Express & Small Parcels market Global Express & Small Parcels market demand is set to grow by 2.1% in real terms in 2023. The moderate recovery expected in 2023 follows a difficult 2022, which saw a market adjustment as volumes in Europe and North America declined from their pandemic peak. Learn more here. Finally! If you want to connect with a human being from the Ti Insights/GSCi team, please email: mclover@ti-insight.com. He can talk you through all of our services and insights!

Double storey warehousing, a supercharged retail sector and the democratisation of supply chain technology are all discussed on the first episode of Ti Talks Supply Chains. Guests this episode include Ti Insight's founder John Manners-Bell, Ti Insight's Technology Adviser Ken Lyon and Ti Insight researcher Nia Hudson. Nia will be sharing some key data from our Contract Logistics Report 2022 before we join John and Ken to debate some tech-shortcoming in the sector, and their new book Logistics& Supply Chain Innovation, 2nd Edition. John, Ken and Nia make some interesting points on how:      The global contract logistics market is expected to grow at a slower pace of 7.1% y-o-y If it wasn’t for Amazon, stay at home policies would not have been possible during COVID19. Sensor technology, the Internet of Things and Blockchain are on Ken's tech-to-watch list Links from this episode! Nia's Contract Logistics Report 2022 Ti Insight's data platform GSCI. John & Ken's book Logistics & Supply Chain Innovation For more independent reports, research and analysis from the team at Ti Insights visit www.ti-insight.com.