China’s Q1 2026 Battery Exports Reach 27.3 GWh
China’s energy storage battery exports hit 27.3GWh in Q1 2026 #energysky -- via Energy Storage News: https://t.co/MljJ3I22MK
One Operator Lifts Crew‑Level Loads with Sarcos Guardian GT
#WhosNext? #Construction crew workers? WIth the Raytheon Sarcos Guardian GT - Big Arm one man can lift as much as a whole crew. (Tech Insider) #Robotics #Cobots https://t.co/F5PlDR00Af
People Still Expect Factories and Coal Mines to Return
… AND the folks over here thinking factories and coal mines are coming back. 🥴😬
Boeing's 777-9 Deliveries Delayed to 2027 After Massive Rework
Boeing just admitted they have to rework ~30 already-built 777-9s before delivery. Some were built years ago and have been sitting in storage since ~2020. Certification delays mean major updates are now required. First deliveries now pushed to 2027... 7 ...
Labor Shortages and Nationalism Drive Onshoring Shift
Global labor shortages and nationalist movements are reshaping supply chains. Companies are shifting focus from offshoring to onshoring and prioritizing talent management amid increasing regulatory scrutiny on essential functions like food defense. #SupplyChain #GlobalBusiness https://t.co/mgneTblDHV
Robots Turning Cheese Blocks Threaten Traditional Cheesemakers
#WhosNext? Cheese Turners? As cheese blocks age they need to be turned regularly to ensure uniform aging of the product. Now that is something that robots can do quite effectively. Does this mean more 'Kraft'smen...
Soft Robotic Gripper Gently Separates Delicate Fabric Layers
Rochu: Soft #Robotic Gripper That Gently Handles and Separates Delicate Fabric Layers via @WevolverApp #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/bjiGCg4s70
Kawasaki Kaleido 9 Expands Robots From Rescue to Combat
From Rescue to Combat: Kawasaki’s Kaleido 9 Pushes #Robotic Boundaries by @CyberRobooo #AI #Robots #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/uHaKEZKIgC
President Demands Immediate Action on Shipbuilding Crisis
The shipbuilding crisis is absolutely 💯 urgent. What’s astonishing is how many people keep dropping the ball, slow-walking decisions, then acting shocked when the president gets angry. He is not OK with “maybe in two weeks.” I’ve never met POTUS, but multiple...
Iran Conflict Cuts Oil, Boosts US Petrochemical Edge
The global petrochemical system is built on oil, and the Iran war just pulled a massive chunk of that supply off the table. With roughly 13 million barrels per day knocked offline, countries that rely on refining crude into naphtha...
China Unveils Modular Humanoid Robot with Interchangeable Heads
Meet Xiaoling: China’s Modular Humanoid #Robot with Swappable Heads and Multi-Role Capabilities by @StarSnap_1 #Robotics #Engineering #ArtificialIntelligence #Technology https://t.co/T0M0PC0S66
Planning Now Critical Before Scaling Production or Imports
“Having a plan before we go fast, either in local production or imports from China, is the most important moment,” Farley said during a media call. “We’re in that moment right now.” ⚡️⚡️⚡️ #alwaysbecharging 🚨🚨 #FORD #GEELY 🚨🚨 https://t.co/QxRsrAgDcs
Chokepoints Trigger Sudden Supply Chain Risks; Visibility Needed
Chokepoints are where disruption hits first - lead times, freight costs and service risk spike fast. Article on supply chain chokepoints + the path forward (visibility, scenarios, SIOP). https://t.co/LhkbH4664e #SupplyChain #Logistics #RiskManagement #SIOP https://t.co/4KwQsQ1Ihc
China Polysilicon Prices Hit Floor as Output Drops
China polysilicon hits cost floor as producers curb output amid weak demand #energysky -- via pv magazine global: https://t.co/jGWoOcYhf9
Vertical AI Beats Generic Models in Enzyme Engineering
Foundation models are powerful. They're also generic. And in industrial enzyme engineering, generic doesn't cut it. #SynBioBeta2026 is May 4-7th in San Jose, California, you can learn more about the conference and get your tickets here: https://t.co/8abYWJ1GbK The industrial last mile of...
Intel's CPU Foundry Must Match TSMC to Meet Demand
I still maintain my CPU foundry of choice thesis here for $INTC. They don't have to be better than TSMC, just parity, and increasingly aid to fill CPU demand. https://t.co/dKqm16myKH
Japan's Shipyards Full, US Must Prioritize Domestic Build
"Japan shipbuilding slots vanish amid order surge" We just witnessed the Secretary of the Navy get fired, over the issue of shipbuilding. One of the issues that Secretary Phelan stated was the option to build ships overseas. Meanwhile, in Japan, they...
Freeport Confident on Acid Supply, Eyes 2027 Risks
Copper giant Freeport-McMoRan isn't worried—yet—about access to sulfuric acid, a key chemical for processing. $FCX Freeport operates four smelters. Each one produces sulfuric acid as a byproduct and the company sells acid in Europe and Asia. The company does buy...
Boeing's 777‑9 Finally Launches in 2027 After Seven‑
Boeing has confirmed the 777-9 enters service next year The Aircraft was announced in 2013 with expected service in 2020. After a 7 year delay, it finally enters in 2027
AMD Likely to Use Intel Foundry Amid Capacity Crunch
I’m not going to die on this hill, for a ton of reasons lol but hard to see AMD not making CPUs at Intel Foundry before too long. Capacity is scarce, Intel is the floor space to ramp capacity.
Intel Boosts Margins by Selling Salvaged Edge-Die Chips
Got some clarity from Intel IR on additional lift to margins. Intel got an unexpected margin lift from better yield salvage. Chips that would normally have been lower-value edge-die on the wafer were binned down and still sold into usable...
AI and Geopolitics Reshape Global Supply Chains
Above the Fold: Supply Chain Logistics News (April 24, 2026) - https://t.co/PMMfv20ejb @DescartesSG @UPS @happyreturnsco @honeywell @Google #AI #StraitofHormuz #traiffrefunds #USMCA #globaltrade #supplychain #logistics #Seville #FeriaDeAbril
Intel Emerges as the Go‑to CPU Foundry
$INTC because they are the only foundry who has line of sight to manufacturing expansion short-term. That, plus what I have been sharing for some time on my thesis Intel becomes the CPU foundry of choice for many. https://t.co/dKqm16myKH
Close the Manufacturing Productivity Gap Amid Labor Shortages
Discover the shocking truth about manufacturing productivity with 𝐌𝐢𝐤𝐞 𝐏𝐚𝐲𝐧𝐞. Learn how to close the productivity gap and overcome labor shortages. Stream now: 🔗 https://t.co/aAuD37n56n 📽️ https://t.co/vDhYvaP0S3 🔗 https://t.co/DmYp21N5Kv #Manufacturing #Automation https://t.co/QeL6gClmrE
Automated 3D Print Farm Mass‑Produces Precise Drone Frames
Inside an #Automated #3D Print Farm Mass-Producing High-Precision #Drone Frames by @amazingthings_ #EmergingTech #Technology #Innovation https://t.co/k3QAtZy7DQ
From Stockpiling to Optimization: Flexibility Becomes Priority
Supply chain priorities are shifting in the late 2020s. Organizations are moving from stockpiling inventory to optimizing it, focusing on flexibility and resilience. End-to-end visibility is no longer just aspirational. #SupplyChain #Optimization https://t.co/lW8GKvdQYX
New EU‑UK Steel Rules Spark Allocation and Origin Debates
The new EU and UK steel measures bring up a lot of important questions around country-specific allocations, melt and pour origin requirements and NI. It was good to chair a meeting with MEP @KarinKarlsbro in the Brussels Chamber of...
BNDES Funds CBA Aluminum Upgrade for Efficiency and Sustainability
Bndes will fund CBA’s aluminum unit upgrade in Brazil to improve efficiency, logistics, and environmental performance. https://www.metalnomist.com/2026/04/brazil-aluminum-unit-upgrade-gains.html
Innovative Robotic Hand Grips, Holds, Organizes Objects
Smart #Robotic Hand That Grips, Holds, and Organizes Multiple Objects with Innovative Design by @amazingthings_ #AI #Robots #Engineering #Innovation #Technology https://t.co/C8zDdRzMGW
AI Is Reshaping Supply Chains in Real Time
Supply chain management is rapidly evolving with technology. AI isn't just a future concept; it's actively transforming operations in real-time, impacting supply chains right now. #SupplyChain #AI https://t.co/RDVzTUSQnq
China's Clean Energy Lead Becomes US Security Threat
Was just reading this amazing @RiponSociety piece from @jharrell on US clean energy strategy. The core diagnosis — China has a decade head start on clean energy manufacturing and now we have a national security issue. 1/🧵
Solid‑state EV Batteries Promise 80% Charge in 7.5 Minutes
JUST IN: A Chinese company just recharged an EV from 0 to 80% in 7.5 minutes. Most people have no idea what this means. Greater Bay Technology just rolled its first all-solid-state EV battery cells off a production line. These cells hit 260-500...
Tesla Launches In‑house Solar Panels, Aims 100 GWh/Year
This flew under the radar on the earnings but Tesla said on Tesla Solar: “We began meaningful customer deployments of Tesla’s first in-house designed solar panel produced at Giga New York” That's a start of a 100 GWh/year business there. Not...
Droidup Introduces Moya: Next‑Gen Lifelike Humanoid Robot
Droidup #Robotics Unveils Moya, a Next-Gen Lifelike Humanoid by @CyberRobooo #AI #Robots #MachineLearning #ArtificialIntelligence #ML https://t.co/hfLVUIDSuZ
Rising Costs Squeeze Distribution Profit Margins
The negative pressure of increasing operating costs on profit margins in distribution. https://t.co/o7eOAnX1Tq #warehouse #distributioncenter #robotsreplacinghumans #AI #AIrobots https://t.co/IPzs7213Fy
Tariffs, Geopolitics, AI Drive New Regional Supply Routes
Tariffs, geopolitics and AI are reshaping supply chains - and transportation networks will follow. Expect shifts in corridors (incl. Mexico–U.S.), more regional lanes and bigger upside for teams using visibility + advanced planning + GPS https://t.co/Vmy9ypLF38 #SupplyChain https://t.co/8AWPQjDWoi
Urea Shortage Resurfaces; Urgent Need for New Fertilizer Solutions
We have a shortage of urea again. The last time I saw this was during the pandemic. We need to come up with better ways to produce fertilizer. Who's working on this?
Chinese Export Share Soars as US Tariffs Shift Demand
China’s share of global car sales jumped from 4.5% to 11.4%, and global sales of electronics JUMPED from 20.7% to 26.1%. The scope and scale of Chinese exports is SURGING. Thanks to Trump's tariffs, the world is pivoting away from made in...
All Improvement Frameworks Thrive on Continuous Feedback
Whether you call it PDCA, DMAIC or design thinking — all rely on feedback. You expect something, do something, study the outcome, and adjust.
Industry Doubts Chinese Cars, Opposes Local Factories
This is a whole lot of cope on Chinese vehicles. I don't understand the point either. The industry does not believe this. They do tear-downs, they know better. Its why they oppose Chinese auto companies allowed to open factories here....
US Manufacturing Surge Fuels Trucking Market Tightness
The PMI for US manufacturing blew out the forecast at 54, the highest levels since May 2022, further confirmation that US manufacturing is ramping. It all supports our view that volumes are helping to drive tightness in the trucking market,...
Cheap Robots and Solar Prove Abundance Is Feasible
A humanoid robot will cost us $30K and works 24/7 for $0.40/hour. A solar panel generates electricity for 3 cents/kWh. What exactly is the argument that we CAN'T create abundance?
Elon Outlines Responsibility Split for Terafab Components
Elon was asked which party will be responsible for each aspect of the Terafab: https://t.co/HDvNBPeAqL
Come Back After Years? Expect Completely New Supply Chain Systems
If you focus elsewhere – or take a yearslong nap like Rip Van Winkle – you might wake up to a different world. I saw it stepping back into operations after 5 years building Tompkins Ventures. Part 2: the systems changed → https://t.co/5m9Hv5NN0C #SupplyChain...
New Shipbuilding Coalition Pushes Revived SHIPS Act
Rallying support to revitalize the SHIPS for America Act A new US Shipbuilding Coalition has been formed as the SHIPS Act is re-introduced to the House of Representatives https://t.co/ILHgojG7jX
SAP Rollout Backfires, Derailing Inventory Visibility and Revenue
An SAP implementation intended to boost inventory visibility backfired, causing chaos in distribution centers. This led to missed orders, affected invoicing, scheduling, and transportation, ultimately impacting revenue. #SAP #SupplyChain #BusinessImpact https://t.co/NDKJmvbned
AI Gives Enterprises Real‑Time Visibility Across Supply Chains
Enterprise visibility is no longer a dream. AI is supercharging ERP and SCM systems, enabling real-time pricing optimization, predicting supply chain disruptions, and managing supplier risks. #AI #SupplyChain #TechTrends https://t.co/xb3RlqqV6T
TSMC's Kevin: GAA Scaling Eliminates Need for Alternative
That's not what Kevin from TSMC said. He said the GAA technology they're developing is showing scaling and robustness to not need it.
Iran War Fuels Surge in Clean‑energy Demand, Boosts Gotion
Gotion a major Chinese battery manufacturer, is seeing a renewed global focus on the green transition as fossil fuel disruptions due to the Iran war drive demand for clean-energy technology https://t.co/e9OQrxcQ4z
Build Antifragile Supply Chains with the 4Rs Framework
A few weeks ago, I had the pleasure of spending an evening with @SupplyChainProf (Professor), one of the world's foremost authorities on supply chain risk and resilience. And given everything happening right now with the Strait of Hormuz, tariff...