Last Mile Links
A weekly list of articles at the intersection of industrial real estate, logistics, transport infrastructure and the last mile ecosystem.
With industrial real estate being at the center, Last Mile Links covers the inter-related industries, sectors, technology and operating companies in the context of industrial real estate, land use, along with transport, energy and network infrastructure underpinning industrial economies.
SEPTEMBER 16 2023 - OCTOBER 22 2023
Industrial, Transport & Logistics Real Estate
Yellow trucking sites significance [WSJ]
EVs and parking garage design [CNBC]
Logistics, Transport, Infrastructure
Mexico freight rail infrastructure [Financial Times]
US freight trucking rates [WSJ]
Trucking transition realities [WSJ]
Amtrak infrastructure investment [WSJ]
Russia oil trade workaround [CNBC]
US rail infrastructure money [WSJ]
Autonomous trucking hubs [Bloomberg]
Great Lakes shipping infrastructure [WSJ]
Cargo & Freight Shipping, Trucking & Rail
Asian ports capacity, indicators [CNBC]
Consumer demand, freight rates [WSJ]
Maritime shipping emissions tech [PR]
Manufacturing & Factories
EV factory investment geography [Bloomberg]
Battery plant development politics [WSJ]
Mobility Tech & Infrastructure
Mobility tech e-comm deliveries [Bloomberg]
Freight tracking tech [Bloomberg]
Fulfillment & Warehouses
Warehouse labor’s gig solution [WSJ]
Delivery & E-commerce
Online grocer appeals, efforts [Modern Retail]
UK online delivery [Bloomberg]
Autonomous drone delivery tech [Bloomberg]
Data, Analytics & GIS
The history of GPS [Bloomberg]
Robotics, Automation & Warehouse Tech
Amazon warehouse robotics integration [WSJ]
Network Connectivity
Cargo shipping Starlink internet [CNBC]
Energy
Solar energy predictions [Bloomberg]
Wind in the renewables hierarchy [Bloomberg]
Pennsylvania, West Virginia hydrogen hubs [Philly Inq]
West Virginia Mountain Valley Pipeline [Bloomberg]
Sustainability
West’s strained water resources [Bloomberg]
NYC metro sea levels [Science]
Ports & Infrastructure
Savannah port backlogs [Journal of Commerce]
EV Charging Infrastructure & OpCos
EV charging improvements necessary [CNBC]
Economy Macro & Trade
Border migrants, trade flows [WSJ]
China property market distress [WSJ]
Biden infrastructure success uncertainty [CNBC]
Europe-China ev politics [Bloomberg]
AUGUST 2023 - SEPTEMBER 15 2023
Industrial, Transport & Logistics Real Estate
London warehouse lease rates [Bloomberg]
Freight trucking co Yellow real estate [WSJ]
Phoenix, AZ I&L real estate growth [WSJ]
Warehouse rents Aug 2023 snapshot [WSJ]
Southern California warehouse market [WSJ]
Amazon new dev San Francisco [SFGate]
LatAm Logistics SPAC [Bloomberg]
E-commerce & Omni-channel Retail Real Estate
Target’s retail ‘flow centers’ [WSJ]
Related: Target’s last mile fulfillment [WSJ]
Ulta Beauty’s b&m fulfillment [Supply Chain Dive]
Logistics, Transport, Infrastructure
Rail freight track logistics [WSJ]
European rivers, drought & trade [CNBC]
ICE fleet orders [Transport Dive]
Panama Canal drought, shipping [WSJ]
Cargo & Freight Shipping, Trucking & Rail
Supply chain shipping peak forecast [WSJ]
Port of Long Beach container volume [Container News]
Pac NW lower container volumes [Container News]
Manufacturing & Factories
US industrial workforce & manufacturers [Bloomberg]
Battery factory locations in North Am [Tech Crunch]
Mobility Tech & Infrastructure
NYC cargo bike situation [Smart Cities Dive]
Fulfillment & Warehouses
Giant Food closing non-strategic fc [WTOP]
BJ’s last mile delivery [Supply Chain Dive]
Delivery & E-commerce
Petco-Doordash delivery [Retail Dive]
Staples-Doordash delivery [Supply Chain Dive]
Amazon < day last mile delivery [CNBC]
Airport mobile commerce & gate-side delivery [Bloomberg]
Data, Analytics & GIS
AI applications- trade & supply chain [Bloomberg]
Robotics, Automation & Warehouse Tech
DHL e-commerce facility hardware [Supply Chain Dive]
Energy
Solar for industrial, big-box retail roofs [Bloomberg]
Solar & electric bus funding problems [Bloomberg]
Industrials & Materials
Deer’s farm equipment tech [WSJ]
Scrap metal to green energy [WSJ]
Sustainability
Building materials innovation [Bloomberg]
Port terminal zero-emissions cargo equipment [Maritime Exec]
Cargo shipping emissions tech [Bloomberg]
Ports & Infrastructure
Europe ports clean tech [Bloomberg]
Savannah Port expansion infrastructure [Maritime Exec]
Ports shore power requirements [Maritime Exec]
Southern Cal port volumes [Maritime Exec]
Port of Charleston volume growth [Freight Waves]
EV Charging Infrastructure & OpCos
Tesla’s charging network growth [WSJ]
EV industry ‘black mass’ [Bloomberg]
Circle K West Coast charging [Retail Dive]
Economy Macro & Trade
Dry bulk shipping, slowing China [WSJ]
Asian port congestion, supply chains [CNBC]
China shadow banks [Bloomberg]
Land Use, Planning & Policy Macro
