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

Fexingo
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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

  1. 2h ago

    Why Imports Are Up but Exports Are Stuck in Neutral

    In episode 38 of The Supply Chain Economy, Lucas and Luna dig into a puzzle buried in the latest trade data: imports are surging, but exports are barely budging. As of March 2026, the US trade deficit widened to $60.3 billion, driven by a jump in imports of goods and services to $4.42 trillion annualized. Exports are up too, but only to $3.53 trillion — leaving a gap that's reshaping freight flows and warehouse demand. The hosts explore why American exporters are struggling to capture overseas demand, from a strong dollar to shifting global supply chains post-Iran conflict. They also examine how this imbalance is creating opportunities for logistics providers focused on import-heavy corridors like Savannah and Charleston, while exporters in the Midwest face empty containers and rising costs. A sharp, data-driven look at a structural shift that most coverage misses. #TradeDeficit #USImports #USExports #SupplyChain #Logistics #Freight #TradeBalance #StrongDollar #ExportCompetitiveness #PortSavannah #PortCharleston #MidwestManufacturing #ContainerShipping #GlobalTrade #Economics #FexingoBusiness #BusinessPodcast #SupplyChainEconomy Keep every episode free: buymeacoffee.com/fexingo

    9 min

  2. 14h ago

    The 76 Percent Capacity Trap in US Manufacturing

    Lucas and Luna dive into a surprising paradox: US factory orders and industrial production are both rising, but capacity utilization sits at just 76.1 percent—well below the 80-plus percent levels that historically trigger serious freight and logistics bottlenecks. They explore why that number matters, what it means for trucking demand and warehouse occupancy, and how the Iran war's disruption of energy and shipping routes is reshaping the gap between output and capacity. With trade deficits widening and imports surging, the hosts ask whether manufacturing is truly rebounding or just running in place with slack capacity. #CapacityUtilization #IndustrialProduction #SupplyChain #Manufacturing #TradeDeficit #Freight #Trucking #Logistics #Warehousing #IranWar #Imports #FactoryOrders #Economics #Business #FexingoBusiness #BusinessPodcast #SupplyChainEconomy #PodcastEpisode Keep every episode free: buymeacoffee.com/fexingo

    8 min

  3. 1d ago

    The Empty Warehouse Paradox Even Landlords Cant Explain

    With US warehousing vacancy at effectively zero and industrial production rising, you'd expect a building boom. But new construction starts are collapsing because of skyrocketing financing costs and uncertainty around the Iran war's impact on trade flows. Lucas breaks down the data: capacity utilization at 76.1 percent, factory orders up to $662.7 billion in April, yet warehouse construction loans are getting pulled. Luna pushes back on whether this is just a lagging indicator or a structural shift. They explore why landlords are hoarding space, how import volumes are shifting to smaller ports, and what happens when retailers can't secure storage for holiday inventory. The episode ends with a prediction about peak-season bottlenecks. #Warehousing #IndustrialRealEstate #SupplyChain #Freight #Logistics #TradeWar #IranWar #FactoryOrders #IndustrialProduction #CapacityUtilization #ConstructionStarts #PortCongestion #RetailInventory #HolidaySeason #VacancyRates #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

    8 min

  4. 1d ago

    Why Warehousing Has Zero Vacancy in 2026

    Episode 35 of The Supply Chain Economy dives into why US industrial real estate vacancy rates hit near-zero in 2026 — especially in major inland hubs like Chicago, Dallas, and Atlanta. Lucas and Luna break down the structural forces behind the crunch: the post-Iran War shipping disruption, the surge in imports (imports hit $4.4 trillion in early 2026), and the shift to smaller ports like Savannah and Charleston. They explain how e-commerce giants and third-party logistics firms are pre-leasing warehouses years in advance, driving rents up 15-20% year-over-year. The episode also explores why smaller shippers are being squeezed out of prime space, forcing them to use costly interim storage — and how this adds hidden friction to supply chains, feeding into broader inflation concerns. A timely look at one of the least talked-about bottlenecks in the modern economy. #SupplyChain #Economics #Warehousing #Logistics #IndustrialRealEstate #USports #Imports #Shipping #Ecommerce #ThirdPartyLogistics #Inflation #IranWar #Freight #FexingoBusiness #BusinessPodcast #LogisticsTrends #RealEstate #SupplyChainCrisis Keep every episode free: buymeacoffee.com/fexingo

    8 min

  5. 2d ago

    Why Warehousing Has Zero Vacancy in 2026

    In this episode of The Supply Chain Economy, Lucas and Luna explore the record-low warehousing vacancy rates across the US in 2026. With industrial production up and factory orders surging, available warehouse space has virtually disappeared. The hosts break down the numbers: capacity utilization at 76.1% and manufacturers' new orders hitting $662.7 billion. They discuss the shift from just-in-time to just-in-case inventory strategies, the impact on smaller businesses, and the rise of speculative warehousing. Plus, they examine how rising import volumes are exacerbating the crunch and what it means for trucking and logistics costs. A must-listen for anyone in supply chain, real estate, or logistics. #Warehousing #SupplyChain #IndustrialRealEstate #VacancyRate #InventoryManagement #Logistics #Trucking #Freight #Economics #Business #JustInCase #SpeculativeBuilding #PortCongestion #Imports #TradeBalance #FexingoBusiness #BusinessPodcast #IndustrialProduction Keep every episode free: buymeacoffee.com/fexingo

    7 min

  6. 2d ago

    Why US Warehousing Has Zero Vacancy in 2026

    In this episode, Lucas and Luna explore a surprising logistics bottleneck: US warehousing vacancy rates have dropped to near-zero levels in 2026. With industrial production up 0.7% in April and manufacturers' new orders reaching $662.7 billion, demand for storage space has outpaced new construction. The hosts drill into a specific case—the struggle of a mid-sized 3PL in the Inland Empire that lost a lease renewal to a bigger player—and explain how this shortage is raising costs for importers, squeezing small retailers, and reshaping supply chain strategies. They also discuss the broader trend of 'chassis creep,' where containers sit on truck chassis for days because there's no warehouse slot to offload them. Finally, they tie the shortage to today's import surge and trade deficit, now at -$60.3 billion. The episode ends with a forward look at whether automation or multi-story warehouses can solve the crunch. #Warehousing #Logistics #SupplyChain #IndustrialRealEstate #InlandEmpire #3PL #ImportSurge #TradeDeficit #CapacityUtilization #ManufacturersOrders #ChassisCreep #RetailInventory #MultistoryWarehouse #Automation #Economics #FexingoBusiness #BusinessPodcast #SupplyChainEconomy Keep every episode free: buymeacoffee.com/fexingo

    6 min

  7. 3d ago

    Why US Warehousing Vacancy Rates Are Hitting Record Lows

    Industrial vacancies in the US have dropped below 3 percent for the first time on record, driving warehouse rents up 18 percent year-over-year. Lucas and Luna examine how e-commerce demand, nearshoring, and inventory hoarding are squeezing available space, and what that means for tenants and landlords. With industrial production at 102.5 and factory orders up 4.7 percent in April, the pressure on logistics real estate is intensifying. The episode digs into specific markets like the Inland Empire, where vacancies are near zero, and explains why small and mid-sized tenants are being priced out. The conversation also touches on the rise of speculative building and the risks of overdevelopment. A concrete look at a market that affects everything from shipping costs to consumer prices. #Warehousing #IndustrialRealEstate #Logistics #SupplyChain #Ecommerce #Nearshoring #InventoryHoarding #IndustrialProduction #FactoryOrders #RealEstate #VacancyRates #RentGrowth #InlandEmpire #SpecBuilding #Economics #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

    7 min

  8. 3d ago

    Why Trucking Rates Are Falling Even as Factory Orders Surge

    Episode 31 of The Supply Chain Economy digs into a puzzle: US manufacturers' new orders hit $662.7 billion in April 2026, up 4.8% year-over-year, yet spot trucking rates are in the basement. Lucas and Luna explore why the link between industrial production and freight demand has broken. They look at the role of inventory destocking, the shift to rail and intermodal, and the rise of private fleets eating into for-hire trucking. Specific data from the Federal Reserve and Bureau of Economic Analysis grounds the discussion, including the widening trade deficit and what it means for truckers. The episode concludes with a look at how owner-operators are responding — and why the disconnect matters for the broader economy. #Trucking #FreightRates #SupplyChain #FactoryOrders #IndustrialProduction #InventoryDestocking #Intermodal #PrivateFleets #OwnerOperators #SpotMarket #TradeDeficit #Logistics #CapacityUtilization #Economics #FexingoBusiness #BusinessPodcast #SupplyChainEconomy #TruckingCrisis Keep every episode free: buymeacoffee.com/fexingo

    8 min
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About

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

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