Silfab Solar Plant Shut Down After Chemical Spill
Silfab solar cell manufacturing site temporarily closed after chemical incident #energysky -- via Solar Power World: https://t.co/wPNqIx1Taf
Energy Crunch at Hormuz Threatens Global Supply Chains
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 Linked to 240k Job Losses in Manufacturing and Transport
"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
Dyson's Rigorous Stress Tests Ensure Ultra‑durable Products
How Dyson’s Extreme Stress Testing Builds Products That Last by @lukas_m_ziegler #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/IvOdyAUq2Y
Cut Industrial Robot Costs Tenfold with AI-Driven Components
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...
Apple Shifts to 3D‑printed Aluminum for Greener MacBooks
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
ASML's Lithography: The Hidden Backbone of Modern Tech
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 Partners with Kyocera, Taiwan Plastics on EMS Development
Osaki Electric signs EMS development pact with Kyocera, Taiwan Plastics #energysky -- via pv magazine global: https://t.co/YkyZX5FjvZ
Supply Chains Remain Uncertain—Are You Ready?
The only supply chain certainty has been and will be is uncertainty. Are you prepared? https://t.co/8IU0Hklve5
Unprecedented Robotics Breakthroughs Unveiled Tomorrow at 9 Am PT
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
Iran War Triggers Gulf Insurance Pull, 1,000+ Containers Stuck
The impact of the Iran war is spreading. 1,000+ containers at Chittagong. War risk insurance pulled for the Gulf.
Runhe Targets 100k‑ton Rare‑Earth Catalyst Plant in Sichuan
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's Force Majeure Signals Growing Supply Chain Risk
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....
US Manufacturing Slows; Iraq Conflict Could Deepen Supply Chain Strain
PMI shows US manufacturing softness. That means supply chains too. What will the Iraq war do?
China Doubles Tianyuan TiO₂ Capacity with New Plant
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
Agentic AI Redefines Semiconductor Design, Manufacturing, and Testing
#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.
Trump Claims Defense Firms Will Quadruple Weapon Production, Details Vague
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 Funds 168 Ports, Reshaping Global Trade
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.
Taxpayers Face
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.
UK Machine Shop Slashes Cycle Times 21% in One Week
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
Software-Defined Satellite Factory Opens, First Lightspeed Launches This Year
.@MDA_space: Factory for software-defined sats is now open; 1st @Telesat Lightspeed sats expected by year-end; @EchoStar liability for termination of D2D constellation has been paid in full; pursuiing multiple commercial/government constellations.https://t.co/GlbOBv9RT1 https://t.co/kfSe5lSe1k
Global Supply Chains Face Operational and Financial Risks
What would this mean to global supply chains and logistics? The risk—both operational and financial.
US Oil Price Ripple Effects on Transport Dist
What would such a US oil price mean to the prices of distillates used by the various transport modes—and to supply chains?
Maersk Halts Middle East Routes, Heightening Supply Chain Risk
Maersk suspending two-Middle East services with Europe and Asia because of the war. Global supply chains and risk.
AI and Tariffs Reshape
Above the Fold: Supply Chain Logistics News (March 6, 2026) - https://t.co/Ik5UOSH8lS @DescartesSG @apllogistics #IranWar #trucking #supplychain #logistics #AI #TrumpTariffs
Allied Production Needed as U.S. Defense Gears for Short Wars
U.S. defense industry is built for short, sharp wars not long ones. New from @jlmcardle01 in the @CNASdc New American DIB series: allied manufacturing can close the gaps domestic industry can't fill fast enough. Timely w/expenditure rates against Iran. https://t.co/TInxSDERsE
Start Using CM Modules Now to Future‑Proof PCS NEO
🚨 Time is running: PCS NEO is coming – are you prepared? With the successor of PCS 7, Siemens Digital Industries Software is introducing a new generation of process automation. PCS 7 will still be supported for years. But: If...
Semiconductor Progress Now Driven by Data, Not Transistors
#Technology #Thread #Semiconductor #Manufacturing #Computing The Semiconductor Computing Shift: 1/ - Last Year, When I Wrote About The Post-Moore Semiconductor Computing Shift. - The Idea Was That Scaling Was No Longer Just About Transistors. - The Next Phase Of Semiconductor Progress Would Be Driven...
Engineering‑Manufacturing Collaboration Cuts Engine Blade Lead Time
The magic happens when engineering and manufacturing work together to solve a problem. Today Boom team shaved six+ weeks off our engine blade manufacturing schedule. https://t.co/6fsH5k9odj
AI-Driven Plant Networks Require Built-In Cybersecurity
Contributor Spotlight: Shantae Hansen (p. 34) — as AI gets embedded into MES/ERP + IIoT + plant networks, cybersecurity has to be “built-in,” not bolted on. Practical moves: segment OT/IT, least-privilege + MFA, disciplined patching and tested offline backups. #Cybersecurity https://t.co/zvLr3eVkMd
270k TEU Stranded as Gulf Bookings Halted
Over 270,000 TEU Stranded as Container Carriers Halt Gulf Cargo Bookings. As Penny said on Big Bang—holy crap on a cracker. https://t.co/YA2vB0MmHv
Shipping Rates Surge, Yet Hormuz Crisis Looms
Container Shipping Rates Rise as Asian Factories Reopen—But Hormuz Crisis Threatens New Shock. Is it time to stop talking about rates? Instead cite the metrics for container lines and for supply chains? Rethink a new reality of increasing disruption? ...
Boom Launches 200k‑sqft Denver Plant for 1‑2 GW/Year Turbines
Boom is building a 200,000sqft factory in Denver where we will build 1-2GW/year of turbines from raw materials. First equipment arrived today. https://t.co/HijqLgjsBL
Honored with ISCEA Top 10 Influencer Award
Thank you very much, @ISCEA - International Supply Chain Education Alliance, for honouring me with the ISCEA Top 10 Influencer Award 👉 https://t.co/M2FGbFLBge Congratulations to respected thought leaders Yossi Sheffi, @RaduPalamariu , @Lora Cecere, Richard Wilding OBE (Professor), @mvollmer1 ....
Manufacture Quality Homes Directly in Desired Neighborhoods
Even more novel idea: Use manufacturing to build NICE housing in the places people want to live https://t.co/gmQAr9C8Ap
Supply Chains Must Prioritize Flexibility Over AI Solutions
6 years of upstream supply chain disruption. From covid thru the global unpredictability of President Trump with trade wars and actual war. The continuing takeaway is the need for a new supply chain with flexibility and adaptability. It goes...
Singapore Petrochemical Firm Cites War, Declares Force Majeure
I said before that force majeure could be the result of the war. Here we go. Singapore petrochemical firm declares it. More to come. Add shipping contracts. And other areas.
Software Streamlines Manufacturing for Defense, Space, Energy, Automotive
Software that helps hardware companies in the defense, space, energy and automotive industries streamline their manufacturing processes. Nominal's @CameronLMcCord and FF's @traestephens join us on the show today.
South Korea's LNG Reserves Hover at Critical Nine‑day Minimum
South Korea. Supply of LNG at critical. Impact on people and manufacturing. The regional Middle East war is becoming a global supply chain risk.
Supreme Court's Power to Reshape Supply Chains Challenges Its Relevance
When nine justices can redirect global supply chains overnight, it’s fair to ask whether the Court’s structure still fits the modern economy. #SupplyChain #GlobalTrade https://t.co/N2tgQ7sgEX https://t.co/kCnjdrx0CX
China Plans Coordinated Push for Lithography by 2030
Reuters: Top Chinese semiconductor executives have called for a coordinated national effort to develop operational lithography systems during the 2026-2030 period, underlining Beijing's push for greater technological self-reliance. @lauriechenwords https://t.co/uab1DaTkwQ
Die and Package Roadmaps Must Converge for Scaling
#Technology #Thread #Semiconductor #Manufacturing #Roadmap The Semiconductor Die And Package Roadmap: 1/ - When I Wrote About Integrating The Semiconductor Die And Package Roadmap. - The Observation Was That The Industry Was Treating Silicon And Packaging As Separate Planning Tracks - But Future Semiconductor...
SONAR Data Reveals Booming Industrial Demand Surge
SONAR has been signaling a manufacturing renaissance since November. Despite a lot of pushback I’ve received over past couple of months, it’s all in the high frequency freight data. Industrial demand is popping.
War Sparks Force Majeure Across Energy, Shipping, Sourcing Contracts
Middle East. Force Majeure. Will that be the result of the war? Energy contracts? Shipping contracts? Sourcing contracts? More.
Revive US Manufacturing to Secure National Defense
Re: concerns about how loss of manufacturing capacity in the US has put national security at risk in the case of a war. It seems like looking how to address shortages we observe now, with so much US-armed global conflict...
ArcBest Invests $175M in AI-Driven Freight Tech
Tech is central to @ArcBestCorp's next chapter. On Talking Transports, I speak with $ARCB CEO Seth Runser about managed transportation, AI-driven pricing, $175M annual tech investment & positioning for the next freight upcycle. 🎧 Listen: Apple: https://t.co/WAP6vhrJzk Spotify: https://t.co/C3HlIvcwW4 iHeart: https://t.co/totfMklli9 https://t.co/eCb5WV066Z: https://t.co/bbX2drmAGG Bloomberg Terminal:...
Dr. Copper Rebounds as Manufacturing Finally Picks Up
"Dr. Copper" is seeking redemption. It usually moves hand-in-hand with the manufacturing data. That was not the case in 2023-2024, when it rose but manufacturing remained moribund. Notwithstanding the recent pullback, both are rising again. A promising chart, in my...
Cosco Halts Gulf Bookings, Defying Iran Alliance
Cosco suspends bookings on Gulf. China is an Iran ally. Why would a Chinese carrier do this?
Validate Cloud SCM Fits Your Real Workflows
Manufacturers: how do you know if cloud SCM enhancements fit your reality? Assess future state operating models and product capabilities against your workflows and data. It's about how the software truly works day-to-day. #SCM #Cloud https://t.co/K8BkrmvMyN
Industrial Economy Gains Momentum, War Boosts Manufacturing
ISM and flatbed freight data are showing the same thing: the industrial economy is starting to ramp up. The war in Iran will also drive more strength in manufacturing, as military related manufacturing is approx 8% of all US domestic...