Manufacturing Social Media and Updates
Manufacturing Social Media and Updates
Manufacturing Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Lower tariff by US on Chinese goods. What will it mean to import supply chains? And to logistics? Especially container lines? A lot? Or not? Given soft CNY. @Lingling_Wei
Trust the process, Dominic. These things take time. I mean, it took almost a CENTURY for protectionism to destroy the US shipbuilding industry. 😏
I will be on Fox Business' Making Money Today with Charles Payne at 2:25 ET today to discuss the current state of freight and manufacturing renaissance that we are seeing early signs for.
How Ready Is Your Supply Chain for ESG Regulations? - https://t.co/vQMciV91ga @joinindago @Infor #ESG #ESGcompliance #supplychain #logistics
Those importers who sold their tariff claims to Lutnick’s sons were only paid 20-30 cents on the dollar. Getting into the trade early? Are real importers concerned about getting refunds? Why? Dragging it out?
US farmers and soybeans exporters not to get more China business? China duty still exists. Supply chains. Maritime.
A day that was a long time coming -- TSMC's dominance of chip manufacturing led Taiwan to post a $70b quarterly current account surplus in q4. That is $280b annualized, or a surplus of ~ 33% of GDP Never...
Rail freight remains essential — even in a cyclical market. On Talking Transports, I speak with $GBX CEO Lorie Tekorius about railcar demand, margin strategy, tariffs, consolidation & rail’s long-term opportunity. 🎧 Listen on Apple: https://t.co/EbDO5FpQUB and Spotify: https://t.co/7D0t2hC6Ig #Rail #Freight #Logistics #Transportation...
Maersk. Profit—or not. Overcapacity vs return to Suez Canal.. And what it means to rates.
Trucking market conditions continue to be very tight, but nothing as significant as flatbed activity. Flatbeds are going hyperbolic, as demand for rust belt industrials (think steel) and manufacturing components heat up. Flatbeds are always on the front end of...
Cold chain logistics systems built 30+ years ago can’t support DTC, SKU explosion and two-day frozen delivery. That math doesn’t work. Margins shrink. Service risks rise. There’s a better way... #ColdChainLogistics #ColdChainSolutions https://t.co/RUl27ecRqu https://t.co/RZKvYHq964
Nvidia's gaming graphics chip production will be tight for a couple of more quarters, CFO says. https://t.co/V7qkJlyb5l
eVAC ships its first US-made rare earth magnets and targets 2,000 t/yr capacity by Q1 2026. https://www.metalnomist.com/2026/02/us-made-rare-earth-magnets-shipped-as.html
Carriers engineering congestion. Blank sailings. Empty ships and soft supply chain demand. To lesson rate drop.
Bert Thin Films launches copper paste for backside solar cell metallization #energysky -- via pv magazine global: https://t.co/26iCIvaF8G https://t.co/JvPeGpDSGg
Moody's: Port Import Gains From Supreme Court Tariff Ruling May Prove Fleeting. And supply chains? https://t.co/MTwlEv05YS
“Working with South Korea brings industrial capacity to the US and will allow America to press fast forward on shipbuilding,” Alex Wong, Hanwha https://t.co/BIwicYBkDb
This is an extreme spike in the SONAR Truckload Rejection Index – Flatbed (STRIF.USA) from 2018–2026. A 40% rejection rate means: * Strong industrial throughput * Tight labor + equipment capacity * Improving pricing power in physical economy * Early/mid expansion phase dynamics It usually leads: *...
Ok, by popular demand, here is shot of Blue Ring 1 in the factory under going testing. https://t.co/hyk05AdF4X
Back-End Automation Tackles Growing Complexity: As packaging complexity rises, the industry faces gaps in data, inspection, & process integration https://t.co/14Rnd13D5a #semiconductor #automation #metrology @aseglobal @cohu_inc @oontoinnovation @yieldWerx #semiconductortest https://t.co/iG4eFqvoOn
China warns about US trade probe. And tariffs. Will there be another trade war? And what then for supply chains?
USTR: Courts will tell about tariff refunds. US collected the tariffs. Why are they not stepping up on refunds?
After the Tariff Blizzard, Are You Ready for the Next Storm? - https://t.co/syg5yLFZmi @joinindago #TrumpTariffs #IEEPA #SupremeCourt #globaltrade #supplychain #logistics #tradecompliance
The chokepoint that shows whether we have learnt anything. There are many players in maritime that can affect here. Then there are external factors. Including terrorists and war. Risk mitigation. And not. https://t.co/rVUH537CAZ
ONE container line. Changing its CEO and leadership structure. Why? What does it mean in a time of supply chain chaos with geopolitics and Trump’s trade war actions where lines have little control?
This isn’t new. Here’s an article from 2024. US Generals have publicly indicated 2027, but the recent PLA leadership purge should be alarming. And China realizes they need bleeding edge GPU to keep pace with US models and datacenters. Alarmed...
🔴 Red Tape is quietly killing innovation in your business. Here's how. Let me be blunt. In most companies I've worked with — across continents, across industries — the biggest enemy of innovation isn't a lack of ideas. It's bureaucracy. Red tape. The...
The Legacy Friction: Integrating Intelligence into Iron - the structural, technical, and cultural resistance that occurs when you try to integrate 21st-century autonomous intelligence into 20th-century physical iron. https://t.co/6dgJ5aZe4w
China didn’t compete. It demolished entire industries through one ruthless strategy: build massive scale, use subsidies and currency manipulation, export at prices no one can match. Furniture, Solar Panels, Telecom Infrastructure, Textiles, Toys, etc. Gone. And 10 more industries are already under attack. My...
When decisions depend on milliseconds, moving data closer to where work happens matters. Edge computing and edge AI are reshaping manufacturing, energy, healthcare, and smart infrastructure, where latency, autonomy, and reliability are critical. More: https://t.co/0MYapoejKN @TMobileBusiness Partner
"Trump’s Tariffs Are Adding Steel Mill Jobs, and Crushing American Factories" https://t.co/EdQKmnKPzv You guys will never believe this, but heavily taxing a vital manufacturing input isn't good for manufacturing. https://t.co/6IRvgAXzPH
Certainly GTM is very different. And there are supply chain issues in current environment. Would add: NOT doing dual use is not an excuse to rely on grants and research money, stuff becoming too expensive, and not being able to...
Good points from Thorsten Brenner -- The "car bosses" are tempted to use their Chinese factories to supply the European market. Deindustrializing Europe isn't their concern. European policy makers need a policy framework that makes this impossible...
S&P 500 Industrials’ forward P/E, at 26.5X, matches sector P/E in 2021, when earnings were impaired by the pandemic, and at 1.24X the index, is higher than at any point in the last 30 years. EV/Forward EBITDA, Price-to-Sales and Price-to-Book...
#Technology #Thread #Semiconductor #Manufacturing #Data The Semiconductor Data Networking: 1/ - Modern Data Center Networking Is No Longer Just A Software Or Infrastructure Challenge. It Starts With Semiconductor Capability. - Bandwidth Growth, AI Traffic, And Cloud Scale Push Silicon To Become The Core...
Countries and export options other than the US. Trump flat tariff. Will importers front load like before? Five years and continuing supply chain importance.
Would AI, instead of the C-suite, improve supply chain design and performance? Especially after five years of disruption and now unpredictability. https://t.co/Z60firMpE4
What will Trump do with tariff that expire in 150 days? What next? What are China’s countermeasures? What will supply chains do now? After these tariffs expire? Prepare or react?
I visited this ship when she was being built. Truly a “How the F are they going to make this work?” moment. When they work together the Dutch and South Korean shipbuilders accomplish the impossible. And this isn’t even the most...
Almost 70 questions for the STEP 7 Product Manager – this is going to be good. 🔥 We asked you what you’ve always wanted to ask the STEP 7 Product Manager in the TIA Portal. And you delivered: nearly 70...
Memo to self: file under unintended consequences. ✍️ @ft “The tariff structure puts all countries on an equal footing. . 💥”But parity with China is not necessarily good news.” For other countries 🎩📈 @SimonEvenett @IMD_Bschool https://t.co/OCibAcj1Ms
Trump's 10% global tariff was formalized in a proclamation from Friday and goes into effect at midnight tonight. He later said he would raise it to 15% but with three hours to go, is yet to do anything formal to...
EU agrees recycled plastics targets for cars, with future recycled steel and aluminium rules under end-of-life vehicles regulation. https://www.metalnomist.com/2026/02/eu-end-of-life-vehicles-regulation-sets.html
After financial commitments fell through, the German government pours €1.3 BILLION into Salzgitter’s green steel project. GERMANY'S GREEN SECULAR RELIGION = KILLING THE GERMAN ECONOMY. https://t.co/gmESJ38qxH
Trump tariff vendetta picking up. Will all this go to the courts? Supply chain uncertainty.
US House not likely to codify Trump’s 15% tariff. So the tariff will expire after 150 days. What will Trump do then? More Trump unpredictability for supply chains?
It's also bc site-built home construction is so labor intensive ... which means cities with high housing costs have high CONSTRUCTION costs That's exactly why @americanhousing is doing industrial manufacturing of high quality, non-combustible, beautiful, dense, attached housing We are bringing down...
Panama gives two former CK Hutchinson terminals to Maersk. Will China do something to retaliate?
Technology production (green) * ~50 in 2000 * ~190 today Nearly a 4x increase over 25 years This is the only category with powerful long-term structural growth. It recovered strongly after 2008 and exploded again post-2020. Everything else? Mostly flat. Industrial Production: Consumer Goods (2017...
Another threat from Trump on tariffs. How much market diversification can countries do? Now? In the next 12 months? And supply chains and logistics?
