EU stops trade deal with the US. What is next for the EU, India, and China and trade deals with the US? And for supply chains and logistics?
Fed’s Waller: Spending on AI. That capital could go to manufacturing and upstream supply chain fe-risking and diversification. Reshore? Onshore? And the economy and jobs?
Opposition to ZIM’s sale to Hapag-Lloyd grows. Will Hapag-Lloyd seek a lower price or walk away from the deal? Any other potential buyer would face the same issues. https://t.co/sE5hMJ28vO
If retailers raised prices during tariffs, that doesn’t create a liability to each customer—it creates profit (or covers costs). So if or when tariff refunds arrive, the default outcome is: firms recoup, shoppers don’t. Bottom line: You aren't getting a penny...
Trump tariff turmoil clouds transpacific contracting season. The bigger question is Trump’s unpredictability for imports and revenue. Goes beyond the 15% and what he may do next? That supply chain risk is also logistics risk. https://t.co/mQLO4g8ITo
Trump. Is he amping up for more than 15% global tariffs? With his unpredictability, what do importer supply chains do now?
A tariff that expires in 150 days isn’t a long-run industrial policy. Firms invest on multi-year horizons. If the policy is temporary, the investment response will be, too: mostly none. (This was recorded when the tariff rate was 10%; it's...

New @nberpubs: "Industrial Policies for Multi-Stage Production: The Battle for Battery-Powered Vehicles" https://t.co/DX6XB7e1R0 "local content requirements... drive up costs and reduce subsidy uptake, undoing more than half of the EV adoption stimulus coming from pure buyer subsidies" 😲
India’s aviation expansion is often defined by large narrowbody aircraft orders. But Embraer is strengthening its India strategy in a different segment: the 80–146 seat regional jet market while advancing defence modernisation and aerospace manufacturing localisation. The push aligns with the Government’s...
China signals looser policy and faster green transition for 2026, supporting steel and non-ferrous demand. https://www.metalnomist.com/2026/02/china-2026-economic-policy-direction.html
Trump. New tariff. Boost for China and Brazil. Current tariff is for 150 days. Then what will Trump do next as to imports and revenue? Supply chain unpredictability.

L: Productivity miracle 1.0 - autos (white) replace horses (orange) in 10 yrs; horses never recover R: Productivity miracle 2.0 - China replaces US manufacturing workers; US mfg workers down ~35% in 10 yrs Productivity miracle 3.0 - AI v. white-collar jobs;...
Interesting. Will getting tariff refunds be like getting blood from a stone? What will importers do?
India postpones trip to finalize trade pact. Global uncertainty on what Trump will do after his 15% for 150 days action is done because his tariffs were deemed not legal. What is ahead for supply chains?
Organisations should evaluate vulnerabilities across multiple tiers, ranging from high-level strategic planning, operational & process risks to frontline execution. By integrating theoretical lessons with practical, data-driven frameworks, the resources outlined in this newsletter aim to enhance operational resilience, ensure regulatory compliance,...
Check out the latest article in my newsletter: 🌪️ Is Your Supply Chain "Disruption-Ready"? 5 Resources to Manage Risk. https://t.co/hc1JidTU10 via @LinkedIn

Asia as global manufacturing hub, shown by the ILO. More sources featured on today's Chartbook Top Links in the comment below. https://t.co/bpfQbXlbHK
Were the trade deals with Trump approved by the Senate? Did the Supreme Court void them? What is Trump’s end game? Supply chain uncertainty reigns.
Planning to migrate a STEP 7 Classic project to TIA Portal and wondering what really matters? In my new video, I walk you through the key steps and the typical pitfalls of a structured migration from STEP 7 Classic to...
What is the standing of Trump’s China deal? Congressional approval? What is his end game after Liberation Day tariffs struck down? What circle of hell will supply chains and logistics be in?
Is the UK the biggest loser after Trump’s tariffs are struck down? He will not stop at 15% he announced. That is only good for 150 days. Smoot-Hawley and up to 50% tariff seems more to his liking. Can Trump...
MIT-developed 3D printer can output a fully functional electric motor in a single process — team only needed to magnetize the linear motor after printing, motors cost just 50 cents each https://t.co/qW2D8hE6fc
What comes after the Supreme Court’s striking down Trump’s tariffs and his using Section 122 surcharges expire after 150 days? And the trade deals with tariffs that exceed 15%? It is all curiouser and curiouser for supply chains. And logistics?
Global trade trap. US tantrums. China bravado. How should your supply chain and its logistics change to adapt to a new trade?

Yes Europe has supply chain leverage over US; but US has escalation dominance over Europe on security policy. 👉 Security leverage trumps economic leverage https://t.co/OaW6h9iYDf https://t.co/yclXueiGNc
#Technology #Blog #Semiconductor #Manufacturing #Simulation BLOG-315 | The Semiconductor The Semiconductor Simulator Landscape, Types And Their Roles: https://www.chetanpatil.in/the-semiconductor-simulator-landscape-types-and-their-roles/
Running 24/7 without any human babysitters has been really hard We want robots operating at all times - even at 2am, on weekends, or on Christmas Day The robots run until their battery is low. When one heads to dock for recharging,...
Hubei STR will launch a 50,000 t/yr anode recycling plant in March 2026 as China battery scrap rises. https://www.metalnomist.com/2026/02/hubei-str-anode-recycling-plant-will.html
A tariff “refund” mostly goes to whoever wrote the tariff check: the importer of record. That’s not the same person who paid more at the register. So refunds -- if they're offered -- might sound like consumer relief, but in...
What the Ship (Ep139) 1⃣ Supreme Court's Tariff Decision & President Trump's Reaction 2⃣Shipping Stocks 3⃣North American Shipbuilding 4⃣The IMO, Stateless Ships &False Flags 5⃣Container Trade Video: https://youtu.be/oy057GWUxbM
Trump raises his global tariff from 10% to 15%. All in one day. His geopolitics and geoeconomics. Is this it? Or will he do more that affects trade, supply chains, and logistics?
Global economies. Trade. Supply chains. Logistics. Was Trump’s action to the Supreme Court striking down his tariffs it? Or will there be more?
Supply Chains Brace for Renewed Turbulence as Supreme Court Strikes Down Trump Tariffs. If you have not made your supply chains flexible and adaptable, good luck. https://t.co/PfhBGWsOQa

🎩 ✍️ @nytimes 1. IEEPA = 1/4 of Trumpian tariffs; 2. Rates were coming down; exemptions expanding = Affordability TACO under way since summer 2025 https://t.co/OpllUV99nH

Are Trumpian trade deals valid❓ ✍️ @nytimes”The fate of those deals is in doubt now with the Supreme Court decision, because many of the deals were premised on tariff rates under the IEEPA law” https://t.co/ltr9FW5Tl4
Polymorphic moulding: a manufacturing method that forms parts using a grid of computer-controlled pins: Each pin can move up or down independently, so together they shape a surface that acts like a custom mould. Instead of building a fixed mould...

#Technology #Thread #Semiconductor #Manufacturing #Career The Semiconductor Let Us Learn About Career Options: 1/ - The Semiconductor Industry Offers A Wide Range Of Career Paths Beyond Just Chip Design. - Roles Span Architecture, Design, Verification, Manufacturing, Test Engineering, Packaging, Reliability, Automation, And Supply...
Nextpower supply steel frames for JinkoSolar factory in Florida #energysky -- via pv magazine usa: https://t.co/DI2iUubaD0

Project OVERMATCH - how one company is scaling up production of #drones in the UK #avgeek https://t.co/sEEOjJQprt https://t.co/PjEtX67uHA
Reframe (@usereframe) automates the hardware supply chain, starting with procurement. Upload your BOM, connect your ERP, and their system will handle sourcing, ordering, vendor coordination, delay resolution, and real-time build plans. Hardware procurement still runs on spreadsheets and emails, until today....
With the Supreme Court striking down Trump’s tariffs, how will supply chains and logistics reset?
Supply chains are measured by what happened last month, the year—the past. The last six years have shown unpredictability. From Covid to Trump & trade. A lesson not learned: Firms must look forward not backwards. And that also requires supply...
Tariffs paid by midsize US companies tripled last year, a JPMorganChase Institute study shows. Pass the cost on. Layoff employees. And/or take profit hit. Cash squeeze to pay duties and invoices. https://t.co/iPsMW2h5iP
True. Crazy what variety of manufacturing environments exist in China. From factories that are far more automated, clean, modern than any equivalent one in the US to ones that would get shutdown by a combined OSHA, EPA, NLRB squad in...

The Hybrid3D can 3D print batteries that can fill irregular shapes, like the wing of a drone or the arm of smart glasses. https://spectrum.ieee.org/3d-printed-batteries

"Tariffs, supplier fire continue to batter Ford" https://t.co/3FKQwD9ycE That Ford is having to pay millions in aluminum tariffs simply bc its domestic supplier caught fire is one of the better/stupider examples of US tariff policy today: https://t.co/eOL1o1zgXf

Industrial policy, again: "India’s Solar Manufacturing Excesses Turn a Boom Into a Glut" https://t.co/VEeIUwYmoM https://t.co/r4CohxBgDI

Satellite electric propulsion manufacturer @exotrail books orders for 31 of its spaceware units to Indian operators - 1 to @PixxelSpace, 16 to @XdlinxSpaceLabs and 14 to @DhruvaSpace. Deliveries by 2027. https://t.co/L7zChJd16V
The EU plans to force 70% of EVs sold in Europe to be built there Good luck requiring China to accept higher labor costs & regulatory burden. Success case: higher EV costs, slower rollout & more trade friction. Good plan https://t.co/rHXHgNgJyN #EU #EVs #industrialpolicy #protectionism...
A provocative new Harvard Business Review article is challenging everything we thought we knew about #AI in the workplace. “AI Doesn’t Reduce Work—It Intensifies It” shares findings from an eight-month study that reveal a counterintuitive truth: instead of lightening workloads, AI...