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The Supply Chain Economy with Fexingo: Logistics, Shipping, and Goods Movement

by Fexingo
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Latest episodes

  • How Supply Chain Data Became the New Credit Market

    October 26, 2026 · 10 min

    We explore how real-time logistics data has transformed from an operational tool into a primary credit asset. With Microsoft's recent voluntary buyouts signaling an AI-driven efficiency push, we examine how companies like Whirlpool and…

  • Audi's Georgia Plant and the New Cost of Nearshoring

    October 25, 2026 · 11 min

    Lucas and Luna dissect Audi's $4 billion decision to build a new electric vehicle plant in Georgia. They analyze how this move signals a broader shift in manufacturing economics, moving beyond simple tariff avoidance to address supply…

  • How Idle Factories Are Cutting Costs

    October 24, 2026 · 9 min

    With US industrial capacity utilization sitting at just 76.9 percent in September 2026, a quiet shift is reshaping manufacturing economics. We explore how companies are leveraging idle factory space not just to cut overhead, but to rewire…

  • The Real Cost of Empty Containers

    October 23, 2026 · 10 min

    We are looking at the invisible tax on global trade: empty container repositioning. With imports outpacing exports significantly in the latest quarterly data, shipping lines face massive logistical headaches moving dead weight back to…

  • How Empty Containers Are Fueling the Next Credit Boom

    October 22, 2026 · 9 min

    We explore how container leasing has evolved from a simple logistics function into a massive unsecured credit market. With capacity utilization at 76.9 percent and trade deficits widening, the idle steel boxes moving between ports are now…

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  • The Silent Drain of Warehouse Dead Stock

    October 21, 2026 · 8 min

    We look at how retailers are quietly bleeding margin through the economics of dead stock, using a specific case study from a major apparel chain. We break down the hidden costs of carrying inventory that never sells, the shift toward…

  • How Warehouse Robotics Changed Labor Economics

    October 20, 2026 · 12 min

    We look past the shiny robots in Amazon warehouses to see how automation is actually changing the labor market. With industrial production up and capacity utilization at 76.9 percent, factories are investing heavily in physical AI. But…

  • The Quiet Power of Warehouse Robotics

    October 19, 2026 · 7 min

    We look at how automated storage and retrieval systems are transforming inventory turnover. With industrial production up to 104 in September, companies like Amazon and Alibaba are using robotics to cut labor costs and speed up last mile…

  • How Factories Are Using Idle Capacity to Cut Costs

    October 18, 2026 · 8 min

    In October 2026, US industrial capacity utilization sits at 76.9 percent, signaling a significant shift in how manufacturers manage their supply chains. Lucas and Luna explore how firms are leveraging this idle space not just for…

  • How Supply Chain Data Became the New Credit Market

    October 17, 2026 · 11 min

    We explore how logistics companies are pivoting from moving boxes to moving money. With industrial production holding at 104 and capacity utilization rising, we examine how freight forwarders use real-time shipment data to underwrite…

  • How Container Leasing Became the New Credit Market

    October 16, 2026 · 11 min

    With global trade volumes shifting and capital costs remaining elevated, the container leasing industry has quietly transformed into a critical component of corporate finance. We explore how companies like Triton International and…

  • The Real Cost of Keeping Goods Moving

    October 13, 2026 · 9 min

    We explore how freight forwarders have evolved from simple logistics coordinators into essential credit providers for global trade. With the current account deficit widening to over two hundred forty-six billion dollars in recent data, the…

Full episode archive on Apple Podcasts →

About the show

Every day, Lucas and Luna examine the real-time machinery of global goods movement — from container ship schedules and port backlogs to trucking rates and last-mile delivery bottlenecks. Grounded in publicly-available data on shipping spot prices, warehouse vacancy rates, and logistics employment reports, each episode dissects a specific thread: how Red Sea diversions reroute European inventories, why Memphis handles more air cargo than any other airport, or what falling Baltic Dry Index readings signal for manufacturers. Lucas brings a journalist's precision to freight indices and customs filings; Luna pushes for the operational reality — what a 12% drop in intermodal rail volumes means for a Midwest distributor, or how just-in-time inventory strategies are being rewritten after pandemic breakdowns. The show serves supply chain analysts, logistics professionals, procurement managers, and anyone who understands that the cost of moving a box from Shenzhen to Chicago determines what fills store shelves. Expect no buzzwords — only parsed data, named companies (Maersk, Union Pacific, XPO), and a clear-eyed view of how infrastructure, labor, and trade policy intersect. By the end of each episode, you'll know exactly which port is congested, which shipping route is under pressure, and what that means for the price of the goods you buy tomorrow. #SupplyChain #Logistics #Shipping #GoodsMovement #Freight #BalticDryIndex #PortCongestion #Trucking #LastMileDelivery #JustInTime #Maersk #UnionPacific #XPO #Economics #GlobalTrade #FexingoBusiness #BusinessPodcast #DailyBusinessNews Keep every episode free: buymeacoffee.com/fexingo