【正文】
cipated “overnight success” 2. Understanding respecting the LCC culture as well as the willingness in a long term investment is a precondition for LPs. 3. For NAFTA OEMs and tier1 a renewed focus toward Mexico has emerged as a viable alternative (low labor costs, lower transportation costs as pared to, for instance China, faster access and intervention in processes is possible) …..Mexico is being re discovered. 26 Schenker AG BAX Global 6. Increase Built to Order A. Increase in customer’s willingness to wait for the car with the right specs (Europe is showing opposite trend – 36 months waiting is too long) B. Increase in inbound supply chain plexity (JIS/JIT) C. This trend is creating opportunities for LSP that have experience in inbound buildtoorder sequencing and assembly NAFTA Automotive Logistic Challenges 27 Schenker AG BAX Global NAFTA Automotive Logistic Challenges 7. Railway facts…. A. The growing concentration of OEMs in S. USA and Mexico, is resulting in a growing demand for more efficient rail infrastructure and services B. Inconsistent transit times, rail capacity shortages and likely price increases are key issues to be resolved. D. The difficulties in resolving these issues stem from the risk of high infrastructure investments that are needed versus the demand uncertainty (will production volumes degrees in NAFTA and move to Asia?) E. “Short Sea” alternative is increasingly being more popular. F. The developing rail infrastructure is forcing a healthy petition for transport alternatives: rail, short sea or truck 28 Schenker AG BAX Global “Is there still any money to be saved from already lean supply chains within North America?” 1. Further develop logistic partnership 2. Further develop light/heavy assembly opportunities 3. VMO inventory 4. Promote projects for establishing data standards 5. Explore further opportunities with Mexico 6. BuildtoOrder 7. Development of Rail NAFTA Automotive Logistic Challenges 29 Schenker AG BAX Global Logistic Positioning Market Trends Worldwide for LSP 30 Schenker AG BAX Global Conclusion As a global automotive service provider, Schenker embraces these new challenges and trends globally and view these, as opportunities to further streamline processes and reduce costs for our customers. Some of the mentioned trends are largely still in their infancy but clearly open a win/win window of opportunity for future process/cost optimization. . Proactively anticipating market trends, seeking new partnerships with LPs or other related service providers, as well as honing in on future market demand will distinguish the logistic providers of the future. 31 Schenker AG BAX Global Thanks you! Frederik Beelaerts van Blokland Schenker AG Vice President Automotive Vertical ? 靜夜四無鄰,荒居舊業(yè)貧。 :06:2604:06:26February 1, 2023 ? 1他鄉(xiāng)生白發(fā),舊國見青山。 :06:2604:06Feb231Feb23 ? 1世間成事,不求其絕對圓滿,留一份不足,可得無限完美。 , February 1, 2023 ? 閱讀一切好書如同和過去最杰出的人談話。 2023年 2月 1日星期三 4時(shí) 6分 26秒 04:06:261 February 2023 ? 1一個(gè)人即使已登上頂峰,也仍要自強(qiáng)不息。 :06:2604:06Feb231Feb23 ? 1越是無能的人,越喜歡挑剔別人的錯(cuò)兒。 :06:2604:06:26February 1