Supply Chains Brace for Post‑Tariff Uncertainty
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?
Dutch and Korean Builders Achieve the Impossible
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...
70 Questions Reveal STEP 7’s Top Engineering Pain Points
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...
Equal Tariffs, but China Parity May Backfire
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 Tariff Rate Uncertain: 10% Formal, 15% Unconfirmed
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 Sets Recycled Plastics Targets, Expands to Steel, Aluminium
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
Germany Injects €1.3B Into Salzgitter Green Steel
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's Tariff War Sparks Court Battles, Supply‑Chain Uncertainty
Trump tariff vendetta picking up. Will all this go to the courts? Supply chain uncertainty.
Trump’s 15% Tariff Set to Expire, Supply Chains Uncertain
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?
Industrial Housing Cuts Labor Costs in Pricey Cities
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 Transfers CK Hutchinson Terminals to Maersk, Sparks China Speculation
Panama gives two former CK Hutchinson terminals to Maersk. Will China do something to retaliate?
Green Tech Production Quadruples, Outpaces All Consumer Goods
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...
Trump Tariffs Spur Urgent 12‑Month Market Diversification
Another threat from Trump on tariffs. How much market diversification can countries do? Now? In the next 12 months? And supply chains and logistics?
EU Halts US Trade Deal, Shifts Focus to Asia
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?
AI Funding Could Sideline Manufacturing and Job Growth
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?
Rising Opposition Threatens Hapag-Lloyd's ZIM Acquisition Deal
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
Tariff Refunds Boost Retailer Profits, Not Consumer Refunds
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's Unpredictable Tariffs Threaten Transpacific Supply Chains
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
Importers Brace for Potential 15%+ Tariff Surge
Trump. Is he amping up for more than 15% global tariffs? With his unpredictability, what do importer supply chains do now?
Short‑term Tariffs Won’t Drive Multi‑year Investment
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...
Local Content Rules Halve EV Subsidy Effectiveness
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" 😲
Embraer Targets India's Regional Jet, Defense, Manufacturing Push
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’s 2026 Policy Loosening Boosts Steel, Non‑Ferrous Demand
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's New Tariff Aids China, Brazil; Future Uncertain
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.
AI Could Be the First Non‑displacing Productivity Wave
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;...
Tariff Refunds: Near Impossible, Importers Left Stuck
Interesting. Will getting tariff refunds be like getting blood from a stone? What will importers do?
India Delays Trade Pact Amid US Tariff Uncertainty
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?
Assess Multi‑Tier Risks to Boost Resilience and Cut Costs
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,...
5 Tools to Make Your Supply Chain Disruption‑Ready
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 Confirmed as Global Manufacturing Hub, ILO Shows
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
Trump Trade Deals Uncertain, Investors May Have Misjudged
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.
Essential Steps and Pitfalls for STEP 7 Classic Migration
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...
Trump’s China Deal Unclear Amid Tariff Reversal Chaos
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?
Trump’s Escalating Tariffs Threaten UK and Global Supply Chains
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 3D‑prints Functional Electric Motor for Just $0.50
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
Tariff Uncertainty Clouds Supply Chains After Court Ruling
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?
Rethink Supply Chains for Shifting US‑China Trade Landscape
Global trade trap. US tantrums. China bravado. How should your supply chain and its logistics change to adapt to a new trade?
Security Leverage Outweighs Europe’s Economic Edge
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
Understanding Semiconductor Simulators: Types and Their Roles
#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/
Robots Achieve Zero Downtime Through Autonomous Swapping
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 to Open 50k‑ton Anode Recycling Plant 2026
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
Tariff Refunds Benefit Importers, Not Shoppers
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...
Shipping Industry Faces Legal, Political, and Trade Turbulence
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 Hikes Global Tariff to 15%, Signaling Trade Upheaval
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?
Supreme Court Blocks Trump Tariffs, Trade Uncertainty Persists
Global economies. Trade. Supply chains. Logistics. Was Trump’s action to the Supreme Court striking down his tariffs it? Or will there be more?
Supreme Court Destroys Trump Tariffs, Supply Chains Must Adapt
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
IEEPA Cuts Trump Tariffs, Boost
🎩 ✍️ @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
Supreme Court Threatens Trump-Era Trade Deals Under IEEPA
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
Programmable Pin Grid Enables Tool‑Free Rapid Moulding
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...
Semiconductor Industry Offers Diverse Careers Beyond Chip Design
#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...