US Political News and Trump’s China visit

AZ_HighCountry said:
Specific to the UPS cuts: those were announced last year. Trump was still a candidate at that time therefore the tariffs would have had no bearing whatsoever on the UPS decision to exit certain markets.

As for the drop post-tariff announcements; I can agree in principle.

In my 20 years at DHL, the one group I did not work in was OFR. Still have quite a few friends who do. May reach out to get a feel for the latest forecasts.
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Again, UPS announced 12,000 job cuts in 2024. They are cutting 20,000 jobs in 2025, even if I agree those are leftover numbers, you are still talking about 8000 jobs difference, almost twice the amount. There has to be an external factor that's not looking like a planned exit strategy.
 
I've not looked into the external factors. Am only focused on the announcements that were made in 2024.

If an additional 8000 jobs are being eliminated, it could be do to any number of factors including external. I know, for a fact, because I ran the program for DHL, is that changes within the USPS have significantly impacted operations with their workshare partners. DHL is. So is UPS via their "Mail Innovations" division. FedEx has a similar unit.

Those business changes, which we (DHL) adopted first eliminated a lot of jobs. I will not go into specifics for a reason yet it stands to reason, given the volume UPS has also handling, they faced the same. I am confident some the additional 8000 jobs are coming from there. That would include:
  1. warehouse associates
  2. shift supervisors
  3. OMs
  4. truck drivers
  5. even likely facility managers and administrative staff
UPS also carries for Amazon. As a carrier, that is essentially a money-losing operation. But no one wants to turn down the business for obvious reasons. Now they are. When it comes to price concessions, Amazon is right up there with Walmart for squeezing suppliers. I will share with you that we declined Amazon's offer to continue carrying for them. The volumes didn't justify it.

Now, with automation, those cuts are only going to deeper. For example, Avnet, a global electronics distributor, has a warehouse in Chandler, AZ. The warehouse is fully automated. 100% of the PPS (pick / pack / ship) activities are done by robots. Been like that for several years. I know where that warehouse is and a facility of that size would have at one point employed on average 100 or so people for warehouse functions on any given shift. Not any longer.

DHL Supply Chain and DHL Express (sister divisions to the one I was in) are expanding their robot implementations. DHL Freight is investing heavily in autonomous trucks. And, so are our competitors.

Had I not elected to retire when I did, this year would have been focused on even more automation. Facilities that typically run 16 hours a day; the technology I would have been implementing would have eliminated a minimum of 8 jobs. Multiply that by 20 DCs and that is 160 jobs minimum. With some of the technologies we've implemented, easily 500 jobs are now obsolete.
 

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AZ_HighCountry said:
I've not looked into the external factors. Am only focused on the announcements that were made in 2024.

If an additional 8000 jobs are being eliminated, it could be do to any number of factors including external. I know, for a fact, because I ran the program for DHL, is that changes within the USPS have significantly impacted operations with their workshare partners. DHL is. So is UPS via their "Mail Innovations" division. FedEx has a similar unit.

Those business changes, which we (DHL) adopted first eliminated a lot of jobs. I will not go into specifics for a reason yet it stands to reason, given the volume UPS has also handling, they faced the same. I am confident some the additional 8000 jobs are coming from there. That would include:
  1. warehouse associates
  2. shift supervisors
  3. OMs
  4. truck drivers
  5. even likely facility managers and administrative staff
UPS also carries for Amazon. As a carrier, that is essentially a money-losing operation. But no one wants to turn down the business for obvious reasons. Now they are. When it comes to price concessions, Amazon is right up there with Walmart for squeezing suppliers. I will share with you that we declined Amazon's offer to continue carrying for them. The volumes didn't justify it.

Now, with automation, those cuts are only going to deeper. For example, Avnet, a global electronics distributor, has a warehouse in Chandler, AZ. The warehouse is fully automated. 100% of the PPS (pick / pack / ship) activities are done by robots. Been like that for several years. I know where that warehouse is and a facility of that size would have at one point employed on average 100 or so people for warehouse functions on any given shift. Not any longer.

DHL Supply Chain and DHL Express (sister divisions to the one I was in) are expanding their robot implementations. DHL Freight is investing heavily in autonomous trucks. And, so are our competitors.

Had I not elected to retire when I did, this year would have been focused on even more automation. Facilities that typically run 16 hours a day; the technology I would have been implementing would have eliminated a minimum of 8 jobs. Multiply that by 20 DCs and that is 160 jobs minimum. With some of the technologies we've implemented, easily 500 jobs are now obsolete.
Click to expand...
Well, I will say, UPS can use whatever reason to announce the cut, I mean, everything is connected to everything else if you run a business, so to keep arguing whether or not this is about anything else or the tariff is really pointless. They could have used a simple reason, such as "cashflow" problem, to say, "Now we don't need any of these jobs and make the cut." and the reverse is also true, because I can argue the increase demand to automation is the result of market downturn, which was lead by Trump Tariff Policy, since it's an extra cost for company to cover.

The logical explanation for this is that the cargo volume lowered, and that is a direct impact of the Tariff (I don't see anything in the current environment to have lower container volume, especially since worldwide has increased by 3.3%), and whether you believe this is a factor leading to further cuts for companies like Amazon bor UPS, one really can't denied there are no association between the job cut and tariff. I mean, the US was adding 2.2 million jobs in 2024, 2.16mil in 2023, and so far, 10 months in, we added 780,000 jobs in 2025. Again, multiple factors can be the reason, but I will venture outside and suggest this is going to be somehow tariff-related, because this is the dominating economic policy we are undergoing at this moment.

I don't think anyone could say, with a clear conscience, that Trump's tariff policy has nothing to do with the job cuts and the loss of cargo volume. Being a shipping expert or not. Now, whether or not that is the main reason, that's open for discussion, that's the reason I said it is a part of the reason why storage and logistics companies suffer loses this year.
 
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I will say; you like to argue just for the sake of arguing. Why don't you just admit you don't like President Trump and be done with it?

Here is where your argument is weak:

A lot of those "jobs" during the Biden years were jobs that were paused due to covid. Not new jobs. Further, let's take an honest look at the number of government jobs created to non-government.

After 20+ years in the logistics industry, I feel I've a pretty good grasp of what's going on and where the industry is headed. As I was leading some of it. But please, do feel free to continue.
 
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This country is going extreme if there isn't push back against people like this.

So he wants to end every government assistantace program. Which is funded by US taxpayer money, particularly by the Middle Class.

Where is our money going, then? For a police state?

If they end all government related programs and social security, then why do they still require Americans to pay income and social security tax?

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Canadians should be worried. They will probably be annexed by America or forced to tow the line if Democrats lose midterms and 2028 elections

The sentiment in America isn't merely anti-immigration, it's an ideological crusade. A large group of people are out seeking race/religion wars which is mentally insane.

It won't stop at immigration even if all non-white people got thrown out they'll travel across the world to pick a fight with someone else. It's some disturbing mental disease and self hatred where an collective society aren't happy with themselves and will export their mental illnesses elsewhere onto the world.

It's also very dangerous for white people. The rising facism around the world will trigger mass extermination events in which many people die.

And once again it's triggered by Jewish and White people that historically started both world wars.
 
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