Diesel’s supply crunch may hit CFOs through freight contracts
Chevron CFO Eimear Bonner expects energy prices to stay elevated, while a major trucking CEO says contracts signed before diesel prices rose are hurting the bottom line.
Chevron CFO Eimear Bonner expects energy prices to stay elevated, while a major trucking CEO says contracts signed before diesel prices rose are hurting the bottom line.
In context
- Topic: Supply Chain y Logística — Cadena de suministro, distribución, inventarios y visibilidad.
- Source: Supply Chain Dive
- Published: 07/10/2026
Continue reading at the original source →
Excerpt published automatically by the site radar. The full text belongs to its publisher and is linked above.
Why it matters
In logistics, technology pays off when it reduces uncertainty, not when it reduces paperwork. Knowing where the cargo is helps little if nothing different can be done anyway; what matters is knowing early enough to change the decision.
My reading goes through visibility upstream. Almost every company knows who its supplier is; very few know who their supplier's supplier is. And it is there, at the second tier, that the surprises which stop a production line usually live.
What usually goes wrong
Where it usually breaks is inventory data quality. The system says one figure and the warehouse holds another, and everything gets planned on that difference. No visibility project helps if the starting number is wrong; it only makes the error travel faster and reach further.
What to watch
- Which decisions can be made with the information available and who has authority to make them.
- How it hits transport costs and lead times, which move fast in this region.
- Where the concentration sits: one supplier, one route or one port with no replacement.
How I read this entry
If this touched an operation I know, the first thing I would build is the map of critical dependencies: which inputs have no second source and how long inventory lasts if supply is cut. It is a two-week exercise and it completely changes the risk conversation with the board.
This entry is an excerpt from the original source, selected by the site radar. The commentary above is the site's own and does not belong to the cited publisher.
Comments
No comments yet. Yours can be the first.
Living through this in your own team?
Open the chat and tell me how you're handling it. I'm interested in comparing notes.
