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 fill
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What is The Supply Chain Economy with Fexingo: Logistics, Shipping, and Goods Movement?
The Supply Chain Economy with Fexingo: Logistics, Shipping, and Goods Movement is a business podcast hosted by Fexingo, with 198 episodes on record and a Required Pod Score of 80.
About the host
Fexingo hosts The Supply Chain Economy with Fexingo: Logistics, Shipping, and Goods Movement, a business show with 198 episodes published.
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Episode #203
The Silent Tax of Empty Container Space
Sep 29, 20268 minS5
With imports hitting 4.6 trillion dollars in early 2026, global shipping is facing a paradox: too much cargo, not enough demand. We examine how empty container space is becoming a pricing strategy rather than just waste. Lucas and Luna break down the hidden costs of logistics inefficiencies, the impact on port congestion, and why this structural shift matters for your supply chain today. #SupplyChainEconomy #FexingoBusiness #Logistics #Shipping #ContainerSpace #GlobalTrade #ImportData #PortCongestion #Economics #FreightRates #EmptyContainers #SupplyChainRisk #MaritimeTrade #BusinessPodcast #LucasAndLuna #InventoryManagement #TradeDeficit #GoodsMovement Keep every episode free: buymeacoffee.com/fexingo
Lucas and Luna explore how the announcement of a massive fifteen billion dollar steel plant in the United States is reshaping domestic supply chains. They examine the intersection of industrial policy, manufacturing capacity, and logistics, using recent trade data to understand the real impact on global shipping routes and local infrastructure. #SteelIndustry #USManufacturing #SupplyChainLogistics #IndustrialPolicy #TradeBalance #CapacityUtilization #InfrastructureInvestment #EconomicGrowth #GlobalShipping #DomesticProduction #FexingoBusiness #BusinessPodcast #EconomicsDaily #MarketAnalysis #TradeData #FactoryOutput #LogisticsTrends #FexingoShow Keep every episode free: buymeacoffee.com/fexingo
We are looking at the structural shift in global logistics where port delays have moved from operational failures to predictable revenue streams. With the current account deficit hitting negative two hundred forty-six billion dollars and imports rising to four point six trillion, companies are no longer just moving goods—they are managing risk through delay. We examine how major shipping lines like Maersk and CMA CGM are using capacity management to keep freight rates elevated, turning what used to be viewed as inefficiency into a disciplined pricing lever for Q3 2026. #SupplyChainEconomy #FexingoBusiness #LogisticsStrategy #FreightRates #PortCongestion #ShippingLines #Maersk #CMA_CGM #GlobalTrade #ImportData #CapacityManagement #Q3_2026 #TradeDeficit #SupplyChainRisk #OceanFreight #InventoryCosts #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo
We explore why shipping containers are sitting idle in vast inland yards rather than moving goods, and how this 'empty space' paradox is quietly reshaping logistics costs. With the trade balance widening to negative 88 billion dollars and industrial capacity utilization holding at 76.3 percent, we analyze the disconnect between factory output and freight movement. Lucas and Luna break down the economics of container leasing, the strategic hoarding of assets by major carriers, and what this idle inventory means for global supply chain resilience in late 2026. #FexingoBusiness #BusinessPodcast #SupplyChainEconomy #Logistics #Shipping #ContainerLeasing #GlobalTrade #IndustrialProduction #TradeBalance #FreightCosts #Economics #MaritimeTrade #InventoryManagement #CapacityUtilization #SupplyChainResilience #FreightForwarding #ContainerShortage #EconomicAnalysis Keep every episode free: buymeacoffee.com/fexingo
With global trade volumes stabilizing but shipping capacity expanding, we explore the counterintuitive economics of empty containers in late September 2026. Lucas and Luna break down why logistics giants are paying to store idle steel boxes, how this affects freight rates, and what it reveals about the mismatch between manufacturing demand and ocean transport. Using recent industrial production data and trade balance figures, we uncover the silent tax on efficiency that every business importer should understand. #SupplyChainEconomy #FexingoBusiness #LogisticsStrategy #OceanFreight #ContainerLeasing #GlobalTrade #IndustrialProduction #TradeBalance #ShippingEconomics #FreightRates #InventoryManagement #BusinessPodcast #EconomicsExplained #MaritimeTrade #SupplyChainRisk #ImportExport #CapitalAllocation #OperationalEfficiency Keep every episode free: buymeacoffee.com/fexingo
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