
Industries don't collapse overnight. They are systematically pushed out. China's 90% Model works by building production capacity to meet 90% of global demand in a targeted sector. Chinese companies then flood markets and price at or below marginal cost—supported by subsidies, cheap capital, and currency manipulation. As global market share shifts, companies elsewhere face falling volumes and rising unit costs. Over time, investment stops, competitiveness fades, and entire industries are destroyed. This is how China attacks industries. My new book China's 90% Model exposes exactly how this happens and what to do about it. Pre-order your copy now on Amazon. Link in the pinned post.

This makes sense - manufacturing PMIs corroborate EPS breadth as it’s the beta of the business cycle. Thanks for bringing back the 📙! https://t.co/SrEetSesnP
Airbus delivered 793 aircraft in 2025, topping its revised target as supply chain constraints eased. https://www.metalnomist.com/2026/03/airbus-delivered-793-aircraft-in-2025.html
𝗪𝗶𝗹𝗹 𝗔𝗜 𝗔𝗴𝗲𝗻𝘁𝘀 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺 𝗦𝘂𝗽𝗽𝗹𝘆 𝗖𝗵𝗮𝗶𝗻? In this episode 87 of The Supply Chain Show™, we dive deep into how AI agents are actually transforming logistics and supply chain operations. Our guest Nick Douglas (VP, Product & Network Design, project44) We discuss...
Wan Hai deepens newbuild push with LNG & methanol-ready boxships. Newbuilds vs Iraq war & questions on supply chain design & operation. And the critical logistics. A takeaway from 6 years is how to build unpredictability into supply chains. More...
Add aluminum to the Hormuz choke point. Restarting supply chain trade flows and maritime will not be like turning on a light switch.
🌕@GRU_Space built the world's first Moon factory in just 6 weeks—patent-pending hardware turning lunar dirt into bricks and inflates habitats on the Moon. It's landing as early as next year to lay the foundation for lunar hotels and base infra. Congrats on...
Boring to some people, interesting to others. For some, hand-crafting a piece of glass is interesting. For others, monitoring, optimizing, and fixing a machine that makes a million pieces of glass is interesting. Two different kinds of nerds.

Industrial policy FTW: "China's Tariff-Defying Export Boom Leaves Its Factory Workers Behind: Workers who powered a tariff-defying boom tell a grim story of falling wages and vanishing jobs." https://t.co/cIfJHANUgW https://t.co/ZIN1PXUzwE
South Korean ESS component supplier will build US factory in Indiana #energysky -- via Solar Power World: https://t.co/IHTPPbh5vU
US Navy refusing to escort commercial ships thru the Strait. Saying the risk is too high. Is the end of the war not as close as some infer? Is supply chain risk escalating? Can a prolonged war fracture some of...
Container Shipping Diversions Surge 360% Amid Hormuz Closure. And the inland logistics to move all the loaded and empty containers? Including customs https://t.co/xjirN7c7am
Data is everywhere. Turning it into decisions is the differentiator. Read Lisa’s article, contact LMA to learn more about how to strengthen data-to-decision with SIOP. https://t.co/MMXjHddjOg #Data #SIOP #SupplyChain
Thank you to @IFP for publishing my piece investigating what role the CHIPS Act played in the manufacturing investment boom of the past few years. It wasn't all CHIPS-driven, but geographic & industrial cross-sections suggest a very substantial linkage: https://t.co/vseboy0GnV
Yield loss is increasingly molecular in origin and invisible to conventional inspection. https://t.co/LSmNbYCLX3 #semiconductor #yield #chemicalvariability #waferdefects
1.Astral Limited – PVC/CPVC pipes 2.Finolex Industries – large rural pipe demand 3.Prince Pipes and Fittings – water supply pipes 4.Kirloskar Brothers Limited – pumps for water distribution 5. VA Tech Wabag – water treatment projects 6.Larsen & Toubro – large EPC contracts 7.NBCC (India) Limited...

#Technology #Thread #Semiconductor #Manufacturing #AI The Semiconductor Risk In The AI Era: 1/ - AI Is Exploding Across Every Industry. - But Behind Every AI Model, Cloud Platform, And Data Center Lies A Physical Foundation: Semiconductors. - As AI Demand Accelerates, So Do The...
Most 3D printers only work with one material. Could a new multi-material design make it possible to print entire motors and more? https://spectrum.ieee.org/3d-printed-linear-motor?share_id=9227453
@ctindale is spot on. Political will cannot summon industrial reality. EVs & electrification demand a massive new material order: mines, refineries, grids, copper at scale, that takes decades to build, spanning across election cycles. Intention without capacity is illusion. The...
Interesting report from CSIS on the expansion of Russia’s UAV factory that manufactures Geran drones (Shahed) over time. Noting some of the site protection mechanisms as well.
🎯“China treats electricity, critical minerals, manufacturing, defence and infrastructure as one strategic system. Credit, permitting, refining, fabrication and demand scale together. Western systems fragment the same problem across central banks, markets, regulators and election cycles, assuming price signals will coordinate what...

For decades, procurement meant cutting costs. Negotiate a few cents off the unit price and move on. But in today’s procurement renaissance, speed and supplier relationships determine innovation and competitive advantage. Here’s why: https://t.co/7zkEo6RJ6H #supplychain https://t.co/VuiasOxP6U
Is "Environmental Maintenance" the missing link in robotics? We talk a lot about speed and precision. We don't talk enough about order. The Robostral WMa1 by Mistral is signaling a shift in how we build autonomous systems. It’s no longer just about executing a command;...
Xiaomi’s humanoid robot is now testing in a real car factory. It ran autonomously for 3 hours straight with a 90%+ success rate on installing self-tapping nuts,fully keeping up with the production line’s 76-second beat https://t.co/Fm8tj3EKp2 #factory #xiaomi #humanoidtech #humanoid #robot #Robotics...
China is the undisputed leader in vertical integration, currently winning in actuators, electric cars, and hardware. We lost the EV revolution to China. @ericschmidt believes we CANNOT afford to lose the robotics revolution, too. We need the same system-level thinking...

What does it actually take to bring a biological product to market? For more than 20 years, Ingenza Ltd has helped teams avoid the most common failure points in synthetic biology. Freedom to operate issues. Low productivity. Fragile processes. Late CMC...
Weaponise EU market against China or face manufacturing collapse: official think tank EUISS study urges bloc to “preserve and create technological chokepoints”, diversify markets away from China – in both instances mirroring long-term moves made by Beijing – to give it...
Due to the way that the military industrial complex works, manufacturing is a trucker's dream. Unlike other major manufacturing supply chains, like automotive, military production is highly distributed across the country. Suppliers are literally in all 50 states - so...

Nvidia partnering with ABB to build a new generation of AI-enabled industrial robots is a practical signal about where automation is actually heading. The Financial Times reports that Nvidia and ABB Robotics are collaborating on systems that combine Nvidia’s AI...

The growth of Starbase over the last decade, from nothing to arguably the world's premiere rocket factory, is remarkable. This image of V3 rolling out is gorgeous. https://t.co/vVNpNoROaJ
Silfab solar cell manufacturing site temporarily closed after chemical incident #energysky -- via Solar Power World: https://t.co/wPNqIx1Taf
Chinese WSJ: Severe energy crisis with limited shipping thru the Strait of Hormuz. What kind of crisis will it bring to global logistics and supply chains? Fuel for transporting goods for manufacturing and retail. Businesses and consumers.
"Tariffs may have affected manufacturing employment, which declined by 119,000 in 2025. Likewise, the trade sensitive transportation and warehousing sector declined by 123,800." https://t.co/ed9bs6nNSn
How Dyson’s Extreme Stress Testing Builds Products That Last by @lukas_m_ziegler #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/IvOdyAUq2Y
The biggest opportunity in robotics right now is not humanoids, home robots, or any of that nonsense. It's achieving a 10x reduction in the total cost to install an industrial robot ($200k to $20k) using all of the progress in cost...

Dematerialization: "MacBook Neo’s Manufacturing Involves A New Process That Saves As Much Aluminum As Possible, Now Apple Is Moving To The Next Step; 3D Printing The Same Metal" https://t.co/7YvmvjZD5Q https://t.co/Ft8yo52n3x

This diagram might be the most honest picture of the modern tech stack. Look closely. ↳ Unpaid open-source developers holding everything together ↳ AWS + Cloudflare doing most of the heavy lifting ↳ AI layered on top ↳ Microsoft… vibing aggressively somewhere in the middle It’s...
Osaki Electric signs EMS development pact with Kyocera, Taiwan Plastics #energysky -- via pv magazine global: https://t.co/YkyZX5FjvZ

The only supply chain certainty has been and will be is uncertainty. Are you prepared? https://t.co/8IU0Hklve5
I’ve never seen this much progress in robotics In the lab, we’re watching AI capabilities emerge that we didn’t even know were possible I’ll show you tomorrow 9am pt
The impact of the Iran war is spreading. 1,000+ containers at Chittagong. War risk insurance pulled for the Gulf.
China rare earth catalyst project advances as Runhe plans a 100,000 t/yr rare earth catalyst plant in Sichuan. https://www.metalnomist.com/2026/03/china-rare-earth-catalyst-project-runhe.html
Kuwait Declares Force Majeure Due To Middle East Conflict. A BIG force majeure. More continuing of my take that the occurrence of force majeure could become significant as the war continues. A level in the circles of supply chain hell....
PMI shows US manufacturing softness. That means supply chains too. What will the Iraq war do?
China chlorination titanium dioxide expansion doubles Tianyuan capacity with a new 100,000 t/yr chloride TiO₂ plant. https://www.metalnomist.com/2026/03/china-chlorination-titanium-dioxide.html

#Technology #Thread #Semiconductor #Manufacturing #Agentic The Semiconductor Let Us Explore Agentic AI In Semi: 1/ - Agentic AI Is Emerging As A New Paradigm In Semiconductor Engineering. - Where Intelligent Systems Assist Engineers Across Design, Manufacturing, And Test Workflows.
Statement from Trump after meeting with RTX, Lockheed, Northrop, Boeing, L3Harris and Honeywell on munitions. Trump says: "They have agreed to quadruple Production of the 'Exquisite Class' Weaponry" but unclear what is new from previously announced agreements.
China providing money to 168 ports in 90 countries. Add the very large Chinese Cosco shipping firm. China and control of global trade and international logistics. The silent trade war.
US admin denies refunds on Trump’s illegal tariffs. While interest on refunds grows at $23mil/day. Add legal cost to fight against refunds. Cost to taxpayers could become significant. Importers fighting for their legally entitled refunds.

In this podcast episode, we covered how one UK machine shop used optimization tech to cut cycle times by 21% in just one week, and won back a contract from overseas, increasing profits and quality. Stream now: 🔗 https://t.co/qcr2ent2we 📽️ https://t.co/80kIXr8Tg3 https://t.co/yODH1EBpTL