The News
At The Conveyor, we're rethinking the goal of supply chain news - from keeping you informed to helping you make better decisions.
That's why we're breaking every article into:
News: what happened
Analysis: why it happened and who else is doing it
Impact: what it means for your operation
Peers: what other teams did in the same situation
Our view: what we think, kept apart from the facts
On the page, these show up as labels, similar to the ones you're reading now.
Why It Matters
You don't read supply chain news for fun. You read it because you have decisions to make: a carrier contract up for renewal, a tariff that may or may not take effect, a 3PL you've started to worry about, or the AI you keep reading about but haven't worked out how to use.
Those decisions are expensive, and you usually have to make them before you have all the facts. The news tells you something changed, then leaves you to find out the rest on your own. You dig through filings, ask around for what other teams did, or go with your gut.
We want to do that work for you, so you can make the call with the full picture in front of you.
Gowtham's View
I ran a PCB manufacturing company in Toronto for seven years, and for most of that time I barely thought about my supply chain. Then COVID hit and everything broke at once. Parts I'd ordered for years had no delivery date. Prices doubled. Freight went through the roof. I went looking for help, and the news was everywhere, but it only ever told me what was happening, never what to do about it.
Other operators got me through. People fighting the same fires would tell me what they tried, what worked, and what blew up in their faces. A ten-minute call with someone who'd already solved my problem was worth more than every headline I read that month.
That's the whole idea behind The Conveyor. The information that helps you improve your supply chain shouldn't be locked up, but right now it's split three ways. The news is free, but it stops at the announcement. The research that would help costs more than most teams can pay. And the best of it sits in the heads of people who've done the work and never wrote it down. I want to put all three in one place for the people who run supply chains.
How It Works
To put them in one place, every story draws on three sources:
News: what's changing across supply chain, from tariffs and customs rules to freight rates and the moves companies make
Data: the numbers behind those changes, from company financials to import volumes
Peer Insights: what operators who dealt with the same problem tried, and whether it worked
We believe you need all three before you can make an informed decision, which is why every story brings them together.
For instance, take a carrier raising its LTL rates. The news is the increase. The data shows how it compares with past rate cycles and whether other carriers are doing the same. Peer insights show what shippers did last time - whether they rebid, consolidated or took the increase, and how that turned out.
Our AI-native analysis lets us find those connections across thousands of filings, calls and data points, while a human checks every claim before it's published.
By The Numbers
Our database includes:
Company financials: 800+ US public companies, going back to 2007, including inventory, margins and capital spending
Operational moves: 3,000+ changes we've logged at 641 companies, from warehouse closures to automation rollouts
SEC filings: about 10,000 from the 100 companies we follow most closely
Earnings calls: 600+ transcripts, where executives explain in their own words the changes they're making
Trade and freight data: government figures on imports, freight and inventories
We also host operators and executives on our webinars and in interviews, and what they share goes into our stories.
Topics
We cover the whole supply chain, from sourcing and manufacturing to freight, warehousing, last mile and returns. These are the trends we follow most closely:
Tariffs, trade and where companies source
Parcel, last mile and returns
Inventory and planning
Freight rates and fuel costs
Automation and AI
Sustainable supply chains
Pushback
We're early, so some stories will be lighter on peer insights than we'd like while we build up our interviews and research. That's changing quickly.
Every conversation we record and every dataset we add makes the next story better, and over time the operator who solved your problem last year will start showing up in the story about your problem this year.
What's Next
We'd love to hear what you think of our stories and this format, and whether we're giving you what you need. You can reach me anytime at [email protected].
