More than 300 million square feet of new warehouse and fulfillment space is needed in the US to support e-commerce. Amazon is addressing this issue with huge (3 million+ square feet) robotic fulfilment centers. These multi-level centers where humans and robots work...
Global supply chains that were broken by the pandemic are still in chaos. These problems will be with us for a while, because of market imbalances and because the just-in-time global outsourcing model no longer works for most companies and their customers. Ants use a...
Morgan Stanley recently released a note on Tesla’s future capacity and growth. The note discussed key drivers that would further Tesla’s dominance in terms of model/segment and factory footprint. “Cars don’t ship like iPhones, and there are benefits in high...
A new report totaling several hundred pages, that supports localization and reshoring was released today, recommending immediate and far-reaching action on supply chains involving areas critical to the U.S. economy: large capacity lithium batteries, rare earth...
The Southwest U.S. increased its manufacturing output more than any other region in the U.S. in the four years through 2020, according to an analysis by The Wall Street Journal of data from the Bureau of Economic Analysis. This area added more than 100,000...
