Analysis

Carrier Corp: Impact of IMMEX on Operating Profit Between 2020–2024

How Carrier used Mexico's IMMEX program to expand HVAC operating margins from 14% to 20%, and how Mexican Pedimento data reveals a strategy Carrier never disclosed in its own financials.

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Using Census Tracts to Calculate Population Densities that Matter to Logistics

Census Tracts - Quickly and Easily - Offer More Local Granularity Than County Boundaries

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Fulfillment Centers in Florida: How Population Densities Determine Service Zones

Using Florida's Population Density to Think About Fulfillment Centers and Their Service Zones

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Laredo Truck Crossings: Growth, Decline, and Resurgence

Truck crossing volumes at Laredo are bouncing just below their April 2024 peaks.

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Does Mexican Customs' Data Explain Nearshoring Better Than US Trade Data?

Mexican IMMEX exports to the U.S. grew from $267B to $415B (2020-2024). Mexican Customs data reveals nearshoring patterns U.S. trade data misses.

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