Supply Chain by the Numbers for May 22, 2025


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Supply Chain by the Numbers

May 22, 2025

Supply Chain by the Numbers for May 22, 2025

GM Changes Tune on EV Mandate. Trucking's Long Freight Swoon. Nike Back On Amazon. Home Depoti Keeping Prices Firm


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TThate is the share of new cars sold in California in 2035 that must be zero emissions, according to rules passed several years ago in the Golden State, after having first obtained a waiver from the Biden EPA for a standard that pre-empts federal law. And GM, the largest US car maker, aggressively backed the coming rules, promising to sell 400,000 EVs in 2024 in the state. The actual number: 114,432. Now, GM has begun urging employees to lobby lawmakers against ban on the sale of new gas cars in the state within a decade, something it once supported. 'We need your help!' GM wrote in an email to thousands of salaried workers, according to The Wall Street Journal. “Emissions standards that are not aligned with market realities pose a serious threat to our business by undermining consumer choice and vehicle affordability,” the email to the employees added. The Trump administration could also end the current waiver or end the federal subsidies for US-made EVs, without which demand could slow even faster.

2019

That was the year that Nike stopped selling its gear on Amazon – until now. Nike closed its Amazon channel six years ago as part of a push to distribute more directly to customers and have greater control over the shopping experience. At the time, Nike and several brands, such as popular shoemaker Birkenstock, ending their arrangements with Amazon due to rising concerns around counterfeit products on the company’s sprawling third-party marketplace. Prior to the new agreement, a limited selection of Nike products were available on Amazon through third-party sellers. But Nike was a “gated” brand on Amazon, meaning it was highly restricted to prevent counterfeit and low-quality items. The deal is seen as a win for Amazon, which has been working to attract more high-end brands to its platform.



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That is how many months it has been since US freight transportation expenditures have risen on a year-over-year basis until the measure turned positive, with a rise of 1.2%. That according to the Cass Freight Report for the month released late last week. The monthly report from Cass and partner Tim Denoyer of ACT Research is based on data from the billions of dollars of freight bills that Cass pays for its shipper clients. The index covers several modes but is weighed towards full truckload. Cass says that after a decline in 2024, freight rates are starting in 2025 on track for low- to mid-single-digit increases in 2025.



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That is about the level of a nonexistent rise in prices retail giant Home Depot is planning, holding prices steady despite the new tariffs on most of what it sources offshore. That according to Billy Bastek, Home Depot's merchandising chief, speaking on its earning call this week. The news came just days after Walmart drew President Trump's ire with a warning that his sweeping import taxes are pushing the world's largest retailer to increase its typically low prices. A coincidence? We think not. However, Bastek noted that "There's items that we have that could potentially be impacted from a tariff that, candidly, we won't have going forward. There'll be some things that don't make sense that just end up going away."

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