USPS Faces Bankruptcy; E‑commerce Parcels Could Be Salvation
USPS. Run out of money in 12 months. Must deliver to every address. Big drop in mail volume, especially first class. Still has discounted junk mail. Wants parcels. Logistics infrastructure for mail vs parcels. Can #ecommerce be the savior?
Trump Pushes Massive Shipyard Revival to Counter China
Trump Administration Pushes Biggest Noncombat Ship Upgrade in Decades—Budget proposal aims to revitalize U.S. shipyards, counter China’s maritime dominance with surge in orders for logistics vessels @pdberger https://t.co/YyzHiCyS6E https://t.co/YyzHiCyS6E
Kimberly‑Clark Faces Blame over Failed Fire Suppression, Cleanup
Big questions after the Kimberly-Clark TP warehouse burned, including what culpability the company has for not allowing water fire-suppression systems to work, and after the loss of so much product, who’s going to clean up the shit-show and with what?
Transistor and Memory Costs Are Rising Astronomically
When I say the cost to make transistors ($ per billion) has gone up.. I mean its gone UP.... Memory is even more insane, cost per gb is 🤯
Whirlpool Seeks Tariff Refunds After $300M Cost and Layoffs
Last year, Whirlpool paid $300M in US tariffs, raising its cost of production & denting its margins. It also laid off hundreds of US manufacturing workers in Iowa (Amana refrigerator plant) and reduced its overall US headcount by around 1000. Now...
Strait Delays Threaten US Supply Chains, Global Crisis
White House/Trump. Opening the Strait will not happensoon. Delays with the Strait mean the impact will start to hit the US. And make global situation worse. What then? Will supply chains find a tenth circle of hell?
LEEEF Scales up Pesticide‑free Cannabis Concentrate Production
The scale of $LEEEF is incredible, watch to the end and it almost looks fake. I was just there on Tuesday and the scale of what they are building to is so exciting. $LEEEF is building a platform that can...
Scale Production by Multiples, Not Percentages, to Meet Demand
New read: Hyperscale manufacturing - scaling production at the speed of demand (by multiples, not percentages). https://t.co/ibSfoLtiIU #Manufacturing #SupplyChain
IPhone 18 Pro Gets Samsung Isocell Camera Sensors
iPhone, made by Samsung iPhone 18 Pro series will apparently have Samsung Isocell camera sensors for the first time. Another component alongside the display and memory that will be made by Samsung
Germany’s Navy Fails to Build or Acquire Ships
Not only can the German defense establishment not build its own ships. It can’t even commission them competently from other people. Excellent reporting from Laura Pitel in the FT, featured on today's Chartbook Top Links: https://t.co/mD8bhmagvO
China Subsidizes Auto Sector to Crush Foreign Competition
China's government has been providing incentives for Chinese manufacturers and suppliers to sharply undercut foreign auto manufacturers at home and abroad. This has been the goal of the CCP - rule the auto supply chain sector and wipe all global...
Tech Investing Is Essentially a Bet on TSMC
TSMC controls ~72% of the global chip foundry market. That means most of the world’s advanced chips run through one company. Apple. Nvidia. AMD. AI. When you invest in tech… you’re indirectly betting on TSMC.
Supply Chain Disruptions Are Permanent, Not Temporary
"Once it's over, things don't go back to normal." The LNG facility in Qatar alone will take 3 to 5 years to rebuild Fertilizer, helium, chip supply chains are all disrupted The strait is a chokehold with no alternative route. This isn't transitory. 🎙️...
3DOF Robotic Arm Set to Redefine Human Augmentation
This 3DOF #Robotic Arm Could Redefine Human Augmentation by @IntEngineering #Robots #Innovation #EmergingTech #Technology #Tech https://t.co/kHgCFQAIZk
Complex Supply Chains Face Multi‑Tier Disruptions and Rising Prices
There are so many supply chains impacted. And the length and complexity of those supply chains. Tiers of disruptions, both supply and price, ahead.
Iran Conflict Threatens Global Supply Chain Routes
Above the Fold: Supply Chain Logistics News (April 10, 2026) - https://t.co/mdfTP8V6kz @freightpipes @amazon #StraitofHormuz #IranWar #TehranTollBooth #agenticAI @MagayaSoftware #trucking #transportation #supplychain #logistics
Spring Surge: Building Material Prices Jump Across the Board
Prices going higher for roofing, siding, paint, gypsum, insulation, fiberglass, foam, hardware, metal, and steel products. Great rundown of cost increase announcements rippling through housing this spring. https://t.co/liiQC0xAUu
War's Supply‑Chain Shock Hits Plastics Harder Than Oil
Plastics is another supply chain affect from what is happening. The US and global supply chain impact of the war will be larger and more significant than the price of oil.
Apple Boosts TSMC SoIC Capacity for AI Servers
Morgan Stanly on Apple custom ASIC for cloud/hybrid compute (chip code-named Balta): "Apple is materially ramping SoIC capacity at TSMC, pointing to a major push in Apple silicon for AI servers. TSMC (covered by Charlie Chan) is expanding its SoIC (System...
Jobs' Last‑minute Switch to Glass Revived 1960s Corning Tech
TIL Steve Jobs decided to use glass for the first iPhone *after* announcing it and noticing his plastic screen was scratched. He convinced @Corning to resurrect an invention they made in the 1960’s, convert a factory, and produce millions of screens...
Hassett Predicts Two‑month Strait Reopening, Supply Chain Implications Questioned
Hassett: Strait can be opened in two months. Really. Based on what? Is the Strait back to open transit? Or controlled by Iran? The impact on supply chains of even this time frame?
Sumitomo Electric Ramps up Tungsten, Cuts China Reliance
Sumitomo Electric to boost tungsten output 50%, reducing China dependence Japanese materials supplier will build $100m plant and bolster recycling efforts https://t.co/shDv57HEVs via @NikkeiAsia
Digit Showcases Next‑generation Workplace Robotics
New robotic worker 'Digit' paves way for new generation of robots in the workplace https://t.co/Tlk3BDqsFb via @YouTube #humanoidtech #humanoid #robot #Robotics #AI #TechRevolution #TechInnovation #ArtificialInteligence #PhysicalAI @AlbertoEMachado @Eli_Krumova @postoff25 @Khulood_Almani @anand_narang @NutritiousMind @baski_LA @TanyaSinha_ @devaang @AlAmadi1 @jeancayeux @enilev @efipm @mvollmer1 @Nicochan33 @RagusoSergio...
Fully Automated Chinese Factories Operate Without Lights
China’s Dark Factories: So Automated, They Don't Need Lights | WSJ https://t.co/N4Cy1Fj6wz via @YouTube #darkfactory #factory #automation #robot #robotics #warehouse #ecommerce #onlinesales @lexfridman @KirkDBorne @Ronald_vanLoon @erikbryn @antgrasso @sallyeaves @Nicochan33 @HaroldSinnott @mvollmer1 @marcusborba @CatherineAdenle @vinod1975 @YuHelenYu @ingliguori @fogoros @ylecun @TerenceLeungSF @SourabhSKatoch @wil_bielert...
Defense Capital Goods Shipments Jump 26% YoY, Fastest Since 2010
"Shipments of defense-related capital goods surged 26.1% YoY in February—the fastest pace since 2010" -Larry Adam, Raymond James
Weekly Reverse News Highlights Sustainable Logistics Trends
The weekly Reverse News is out with news about John Deere, Shein, recycled resins, a new reverse logistics association and more. https://t.co/SVQwKB0SJu
Shipbuilding and Merchant Marine Funding Drained Away
Now please look at all the money that got sucked out of shipbuilding and the US Merchant Marine.
Robot Masters Mobility, Balance, and Self‑recovery
Multi-Modal #Robot Shows Off Incredible Mobility, Balance and Fall Recovery by @IntEngineering #Robotics #AI #EmergingTech #Innovation #Technology https://t.co/4VjYvCcDvN
3D‑Printed Robot Arm Demonstrates Precise Pick‑and‑Place
3D Printed Robot Arm Pick and Place Testing #3dPrinted #Robot #STEM #Robotics #Arduino #engineering #BlackWomenInSTEM #NoireSTEMinist #NationalRoboticsWeek #BlackSky #STEMSky #BlackSTEMSky #BlackWomenInSTEM #BlackInSTEM #AcademicSky #AcademicChatter #WomenInSTEM https://t.co/TrXj9dXq5V
Supply Chains Are Frontline in Energy Infrastructure
Aspen Aerogel is a manufacturer of products used in energy infrastructure Refining/petrochemicals, LNG, power plants, district energy, subsea pipelines, and offshore platforms. Supply chains are the front lines
US Administration Still Undecided on Novelis Tariff Relief
.@USTradeRep Greer told my colleague @NoraEckert the administration has been in contact with the Detroit 3 on the Novelis aluminum issue and tariff relief sought: "There hasn't been any decision made by the US government. With the tariff program...
Jones Act Ships Are Foreign-Built, Raising U.S. Shipping Costs
"the United States is still reliant on foreign markets for producing ships. Americans pay higher shipping costs without gaining the purported benefits of insulation from foreign markets. In reality, Jones Act ships are not U.S.-built; they are U.S.-assembled." 😲
White House Uses Imported Steel for New Ballroom
Dumb Donald takes foreign steel to build dumb White House ballroom. What happened to Made in America? White House Secures Foreign Steel for Ballroom Project https://t.co/0xKYN6hfX5
Targeted Automation, Not Broad GenAI, Drives ROI
Spotlight: Ogilvie (p. 6): ROI isn’t broad GenAI - it’s targeted automation + narrow AI engineered into the process. https://t.co/YrxFqMpTXp #AI #Automation https://t.co/igBN0phimF
US Data Center Rollouts Stalled by Equipment Shortages
ICYMI: “.. Almost half of the US data centers planned for this year are expected to be delayed or canceled. One big reason is the shortage of electrical equipment, such as transformers, switchgear and batteries.” @business https://t.co/F04P0tZO1m https://t.co/wwlVqspf9b
China Secures Germany’s Premier Robotics Asset
How China Acquired Germany’s #Robotics Crown Jewel by @JacklouisP #AI #MachineLearning #ArtificialIntelligence #ML #Innovation https://t.co/DuFtEGfyDb
From Ford’s Assembly Line to Fully Autonomous Dark Factories
More than a century ago, Henry Ford began to automated production of his vehicles. But today, dark factories operate without humans entirely. My latest for @IMechE's Professional Engineering https://t.co/fxnq0uvAnu
Industrial Maintenance Costs Outpace Asset Deployment Expenses
1/ next big market: industrial operations & maintenance deploying an asset in a one time event. managing and maintaining it is an ongoing process and often consumes more capital than its deployment over the life cycle of the asset. @itsanhonour_ breaks it...
NEXFORM Unveils Hybrid Humanoid Robot for Lifting
Meet NEXFORM’s Hybrid Humanoid Built to Move and Lift by @CyberRobooo #Robotics #AI #EmergingTech #Innovation #Technology https://t.co/YObNluLVuv
Right‑to‑Repair Settlement Shows Interoperability Beats Antitrust Breakups
Interoperability wins come in all shapes and sizes. This week's shape is... tractor? John Deere just agreed to a $99 million right-to-repair settlement that includes a 10-year court-supervised mandate to open its diagnostic tooling to farmers and independent repair shops. The...
Robotic Hull Cleaner Tackles Biofouling in Oceans
CLIIN #Robotics’ Hull-Cleaning #Robot Fights Biofouling at Sea via @WevolverApp #Innovation #ArtificialIntelligence #ML #Technology https://t.co/hnlmI6Nn2w
Eliminate Davis‑Bacon to Unblock the CHIPS Act
Great detailed piece on how Davis-Bacon was a problem for the CHIPS Act, as some of us predicted it would be. But the obvious answer is to get rid of Davis-Bacon entirely, which is not the recommendation for some reason....
Politics Derails US EV Industry, Leaving Factories Idle
With big losses mounting, big investments getting canceled, and big factory sites sitting empty, EVs have quickly become a case study in how politics thwarts US industrial policy. My latest @opinion piece surveys the very predictable wreckage: /1 https://t.co/SkFZCTtenA
Unitree Launches World's Cheapest Humanoid Robot Globally
Unitree to debut cheapest humanoid robot globally via Alibaba The international launch of the company’s cheapest humanoid robot next week is expected to cover North America, Europe, Japan and Singapore https://t.co/RHCUHGkTdh via @scmpnews
When Robots Build Robots, Bottlenecks Shift Upstream
Robots building robots. It sounds futuristic, but it’s becoming a real direction. Once humanoids can assemble components, handle tools, and operate in human-designed environments, manufacturing starts to change fundamentally. You don’t just automate tasks. You automate the creation of the systems themselves. That has implications: Faster...
Visibility Alone Doesn't Equal Supply Chain Control
Most companies think visibility = control. It doesn’t. If disparate silos still react separately, you don’t have a digital supply chain network. You just see the problem faster. More here: https://t.co/vhFhiPXRze #DigitalSupplyChain #SupplyChainStrategy https://t.co/ih2LgLHrZx
Industrial Heat Pumps Scale Up for Real-World Deployment
Industrial heat pumps are one of the most underrated technologies in the energy transition. They work. They scale. And they’re finally moving from demonstration to deployment. Here’s a 95t heat pump component just traveled l by river to reach BASF’s...
61% of Enterprises Deploy Industrial AI, Boosting Spend
Efficiency driving industrial AI spend, says @Cisco https://t.co/uTcyEL8yRo Industrial AI is gaining traction as 61% of enterprises are now in production with AI in industrial operations, according to Cisco's State of Industrial AI Report. https://t.co/kyIGnMjzgo
German Industrial Output Drops 0.3% in February
Good Morning from Germany, where industrial production unexpectedly declined in Feb, even before the Iran war started, casting doubt on hopes for a rapid recovery. Output fell 0.3% MoM, dragged down mainly by construction and consumer goods. https://t.co/NXOwFKBgQ8 https://t.co/GcbQrapdzf
Shenzhen Emerges as Global Robotics Hub, Video Shows
This Video Proves It: Shenzhen Is the World’s Robotics Hub by @Robo_Tuo #Robotics #MachineLearning #ArtificialIntelligence #Innovation #Technology https://t.co/TgVQIetO7R