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Supply Chain by the Numbers

June 12, 2025

Supply Chain by the Numbers for June 12, 2025

Amazon Uses AI for Tough Delivery Addresses. Calfornia Rules on Warehouse Emissions. Drill Baby Drill. Quick Response Ups Driver Hires


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2.8 Milion
That is how many apartment addresses an AI-based solution from Amazon that it calls Wellspring was able to quickly map after the system was launched, with a goal built to improve delivery results for hard-to-deliver customer locations, Amazon said in a release this week. Powered by generative AI, this new system harnesses data from dozens of sources, including satellite imagery, road networks, building footprints, customer instructions, information from prior deliveries, and street imagery, to create a comprehensive delivery solution for millions of locations. Amazon says the technology helps its drivers better navigate complex and varied environments—like multi-building apartment complexes or brand-new neighborhoods that don't yet appear on navigation apps—so they are able to deliver packages to customers where they want them. Amazon noted that the system also detects building entrances and mailroom locations by analyzing proof-of-delivery photos and location data from past deliveries.

220

That is the number of citations that the state of California has issued in the last six months to warehouse operators for failing to submit timely reports for the state’s warehouse indirect-source rule. What’s that, you ask? An obscure rule that regulates emissions from vehicles operating at warehouses. Regulators are hoping the rule could push companies toward green technologies as other regulatory efforts stall. The state has collected more than $1.3 million in penalties for the tardy filings and more than $54 million in fees since 2023 to mitigate warehouse-related pollution, as support from the Trump administration for other California emissions rules withers. Transportation and logistics companies oppose the warehouse emissions rules, saying they add costs and increase regulatory burdens on companies. The Supply Chain Federation, an industry group that represents such companies, says the rules are a “backdoor approach [that] does little to cut emissions and instead raises costs, disrupts supply chains.” It warns that other similar rules are being considered in California and in other states, according to the Wall Street Journal this week.



5
That is a threshold number of minutes that if a freight carrier responds to a digital application by a driver within that window they see a hiring date of 6.2%. That is is nearly double the average rate of 3.7% overall across a truck driving technology platform from a company called Tenstreet, according to recent analysis from the company released this week. The analysis also found that when the hiring process extends beyond the platform average of 10 to 15 days, hiring rates not surprisingly drop by up to 50%.The research also showed that drivers are submitting more applications to larger fleets than smaller fleets (those with fewer than 50 trucks), and that applicants are more interested in private fleets as well.



13.37
That’s how many millions of a barrels of oil per day the US is now expected to produce in 2026, according to a new forecast this week from the Energy Information Administration. If accurate, it would be down slightly from the output levels expected in 2025, in something of a blow to a Trump Administration with a “drill baby drill” rallying cry. But it really shouldn’t be. Output is expected to decline due to low prices for oil. Already, the number of rigs drilling for crude in the US has plummeted to the lowest in about four years. In another sign of a pending glut, the EIA also projects an inventory buildup of more than 800,000 barrels a day this year.

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