Logistically Speaking

著者: Scott Case and Cameron Roberts
  • サマリー

  • Logistically Speaking is a supply chain focused podcast that is committed to exploring global and domestic supply chains through the eyes of a former practitioner and industry thought leader and currently practicing customs and transportation lawyer.
    2023
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あらすじ・解説

Logistically Speaking is a supply chain focused podcast that is committed to exploring global and domestic supply chains through the eyes of a former practitioner and industry thought leader and currently practicing customs and transportation lawyer.
2023
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  • Logistically Speaking...What's the future of US Trade and Tariffs?
    2024/12/23

    In this episode of Logistically Speaking, co-hosts Scott Case and Cameron Roberts sit down with Paul Bingham, Director of Global Intelligence and Analytics, Transportation Consulting for S&P Global Market Intelligence, to dissect the potential impact of sweeping new tariff proposals following the November 2024 U.S. presidential election. The discussion centers on how proposed tariffs - ranging from a global 10% import duty to targeted levies of up to 200% on specific trading partners - could reshape international commerce and supply chains. Bingham reveals how S&P Global has recalibrated their economic models to account for these dramatic policy shifts, offering insights into what businesses might expect in 2025 and beyond.

    The conversation explores the ripple effects these tariff changes could have throughout the global economy, from consumer prices to fuel costs, and examines how different sectors might adapt to this new trade landscape. Cameron details the means by which the administration can promulgate some of these proposals on day one based on the power vested in the Executive Branch by Congress.

    Bingham shares detailed analysis on how these policies could impact critical trade relationships, particularly with Mexico and Canada under USMCA, while also addressing concurrent challenges in global shipping, including Red Sea disruptions, evolving air cargo capacity, and the ongoing transformation of international supply chains. The discussion further examines the intersection of tariff policy with other key economic factors, including the CHIPS Act implementation, de minimis trade rules, and the potential responses from BRICS nations.

    About Paul Bingham:
    Paul Bingham serves as the Director of Global Intelligence and Analytics, Transportation Consulting for S&P Global Market Intelligence. With decades of experience in economic and transportation analysis, Bingham is a recognized expert in global trade patterns and supply chain economics. He regularly provides strategic guidance to both public and private sector clients on transportation and trade policy issues. His work at S&P Global includes leading teams that develop economic forecasts and analyze global trade trends, helping organizations navigate complex international market dynamics and policy changes. Bingham is a frequent speaker at industry conferences and events, including the recent WESCCON gathering of customs brokers and freight forwarders.

    Relevant Links:

    USMCA (United States-Mexico-Canada Agreement) https://ustr.gov/usmca

    S&P Global Market Intelligence https://www.spglobal.com/marketintelligence/en/

    International Emergency Economic Powers Act (IEEPA) https://home.treasury.gov/policy-issues/financial-sanctions/sanctions-programs-and-country-information

    CHIPS and Science Act https://www.commerce.gov/chips

    Section 232 Trade Investigations https://www.bis.doc.gov/232

    De Minimis Trade Rules & Section 321 https://www.cbp.gov/trade/basic-import-export/e-commerce/section-321-value-increases

    Federal Maritime Commission (FMC) https://www.fmc.gov/

    TIACA (The International Air Cargo Association) https://www.tiaca.org/

    Suez Canal Alternative Routes https://www.suezcanal.gov.eg/

    BRICS Economic Coalition https://infobrics.org/

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    45 分
  • Logistically Speaking...What's the future of de minimis?
    2024/10/28

    De minimis, originating from Section 321 of the Tariff Act of 1930, has evolved from its humble $5 threshold (equivalent to $85-90 today) to become a cornerstone of modern e-commerce imports. While the 2015 Trade Facilitation and Trade Enforcement Act's increase to $800 grabbed headlines, U.S. Customs and Border Protection (CBP) notes that the average de minimis shipment value remains around $55-60. The real story isn't the threshold increase, but rather how the pandemic accelerated e-commerce adoption, leading to an unprecedented surge in these shipments—from hundreds of thousands just a handful of years ago to 1.4 billion in fiscal year 2023.

    The implications of de minimis extend far beyond simple duty exemptions. This provision has reshaped supply chains, particularly for high-duty products like apparel and footwear, by enabling companies to fulfill orders directly from overseas warehouses or through facilities in Mexico and Canada. While this has benefited consumers through lower prices and faster delivery times, it's created significant challenges for CBP's enforcement capabilities, particularly in screening for counterfeits and illegal substances like fentanyl.

    In this episode, we explore:

    • The various methods of processing de minimis shipments, including Type 86 entries, manifest clearances, and the unique advantages of different transportation modes
    • How the Consumer Product Safety Commission's upcoming e-filing requirements in 2025 could reshape the landscape for apparel and children's products
    • The political battle between government agencies seeking stricter controls and private sector entities defending current practices
    • Potential regulatory changes, including CBP's proposed $2 per package fee and the possible exclusion of "import-sensitive" products
    • The evolving role of customs brokers in this changing landscape, transitioning from data entry to strategic advisors
    • The impact of artificial intelligence and technology on customs processing and compliance

    Guest: Tom Gould, Principal of his own consultancy, licensed customs broker, Certified Customs Specialist, and current member of the public-private COAC committee, appointed by Treasury Secretary Yellen and DHS Secretary Mayorkas in 2022.

    Join us for an in-depth discussion on this crucial topic that's reshaping international trade and e-commerce.

    Source Material:

    US bipartisan FIGHTING for America Act aims to close de minimis loophole

    White House De Minimis Fact Sheet

    Blumenauer Legislation Announcement

    WSJ: Trade ‘Loophole’ Used By China Should Be Closed, House Democrats Tell Biden (paywall)

    CBP Trade Enforcement and Trade Facilitation Act of 2015

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    51 分
  • Logistically Speaking…What’s real and what’s vaporware in supply chain technology?
    2024/09/19

    In this episode of Logistically Speaking, hosts Scott Case and Cameron Roberts sit down with Eric Johnson, Senior Editor of Technology at the Journal of Commerce, to discuss the current state of technology in the supply chain and logistics industry. They explore what innovations are truly transforming the sector versus those that may be more hype than substance.

    Key topics covered:

    • The evolution of supply chain technology and how it's impacting daily operations
    • Artificial intelligence: its potential applications and limitations in logistics
    • Blockchain's rise and fall in the industry - lessons learned
    • Cybersecurity concerns as supply chains become more digitized
    • The role of venture capital and private equity in driving tech innovation
    • Challenges in developing and adopting new logistics technologies
    • How regulatory requirements influence technology development
    • The future of automation in supply chain processes

    Whether you're a logistics professional looking to stay ahead of tech trends or a supply chain leader evaluating new solutions, this episode provides valuable insights to help separate the truly transformative innovations from the hype.

    Source Material:

    • Gartner Magic Quadrant: https://www.gartner.com/en/newsroom/press-releases/2024-03-20-gartner-identifies-top-trends-in-supply-chain-technology-for-2024

    • DHL Logistics Trend Radar: https://www.ajot.com/news/dhl-logistics-trend-radar-7.0-unveils-emerging-ai-trends-and-sustainable-solutions

    • Bypassing Airport Security Through SQL Injection: https://ian.sh/tsa

    • CBP ACAS Implementation Guide: https://www.cbp.gov/sites/default/files/2024-09/ACAS%20IG%20v2.3.1_508.pdf

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    52 分

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