Know What's Happening in Supply Chain
Know What's Happening in Supply Chain
VinFast scales EV deliveries and launches $500M plant in India
VinFast delivered 3,520 electric vehicles in a single 24‑hour period in Vietnam, showcasing its production and logistics capabilities. The company is breaking ground on a $500 million plant in Tamil Nadu that will support a 150,000‑vehicle‑per‑year capacity and serve as a regional export hub for right‑hand‑drive markets. Its next logistical test will be expanding into India and Indonesia.
Also developing:
Indonesia is preparing a state‑backed overhaul of its textile and clothing industry, aiming to tighten integration across the supply chain. The sector, which employs roughly 3.75 million workers, has faced slowing growth, rising imports and eroding competitiveness over several years. Policymakers believe a coordinated revamp can restore profitability and reverse the decline. The plan is still under discussion, but it signals a decisive shift toward government‑driven industrial policy.
Graphite Connect has moved from the Hackett Group’s 50 To Watch list to the elite 50 To Know roster, reflecting rapid expansion and product innovation. Its Supplier Network now hosts over 700,000 suppliers, generating more than one million data updates each month, which are...
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...
Kongsberg Maritime has been chosen to provide a fully integrated equipment suite for LS Marine Solution’s next‑generation ultra‑large cable‑laying vessel being built at Turkey’s Tersan Shipyard. The 148.4‑metre ship will carry up to 13,000 tonnes of subsea HVDC and optical cable...
The article argues that supply‑chain inefficiency is the greatest ESG shortfall, with roughly $3 trillion of fast‑moving consumer goods wasted each year due to blind, push‑based logistics. Manufacturers lack real‑time visibility beyond the factory gate, leading to overproduction, excess inventory, and...
Interest in rail‑based semi‑trailer transport from Ukraine to Europe is rising as driver shortages and war‑related disruptions strain road freight. East‑West Intermodal Logistics (EWIL) launched a new Lviv‑to‑Fényeslitke service in partnership with Ukrainian Railways and UZ Cargo Poland, despite attacks...
In this episode, VP of Operations Drake Meyer discusses Atomics' rapid growth, its unique high‑touch 3PL model, and the development of its proprietary WMS. He shares how his hands‑on warehouse background informs his leadership style, emphasizing a continuous‑improvement mindset rooted...
Shell and Greece’s METLEN have signed an MoU to supply and trade up to 1 bcm of LNG annually from 2027 to 2031. Deliveries will flow through the Revithoussa and Alexandroupolis regasification terminals. The deal leverages the Vertical Gas Corridor to...
Penny Software, the Saudi‑based AI procurement platform, has opened a new office in Derby, UK, to serve as a regional hub for its growing European client base. The move follows rapid adoption of its cloud‑native solution across more than 75...
The Rail Freight Group (RFG) welcomed the UK government’s draft overhaul of the National Planning Policy Framework, saying it tackles long‑standing obstacles to rail freight terminal development. The group highlighted that clear planning guidance is essential to meet the target...
Illinois carrier Arka Express cut low‑clearance incidents by half after rolling out Trucker Path for Fleets on its 800‑vehicle fleet. The safety platform, installed on Android tablets, syncs with the company’s Samsara ELDs and 10 Speed TMS to provide truck‑specific...
AI‑powered quality control, driven by edge computing and Arm‑based processors, is reshaping modern manufacturing. By embedding intelligence on the factory floor, manufacturers can detect anomalies in real time, cut waste, and continuously fine‑tune processes. Siemens’ partnership with Arm showcases the...
Buffalo Metrology was hired to reverse‑engineer an 8‑foot clarifier cover used in wastewater treatment after a fracture damaged the component. Using the Shining 3D FreeScan Trak Nova, the team captured the entire geometry in a single day and processed the data...
Panama’s Supreme Court has terminated the nearly 30‑year concession that gave Hong Kong‑based CK Hutchison control of two strategic ports on the Panama Canal. The decision clears the way for Danish carrier A.P. Møller‑Maersk to take over operations at the terminals,...
US launches Pax Silica to secure polysilicon inputs and expand allied semiconductor partnerships for AI growth. https://www.metalnomist.com/2026/02/pax-silica-silicon-supply-chain.html
The Additive Manufacturer Green Trade Association (AMGTA) has promoted the Manufacturing Technology Deployment Group (MTDG) to Principal Member status, expanding its leadership role within the global additive‑manufacturing community. The elevation brings Dean Bartles onto AMGTA’s Board of Directors effective 1 February 2026, reinforcing...
Union Railways Minister Ashwini Vaishnaw announced a 2,052‑km Dedicated Freight Corridor from Dankuni in West Bengal to Surat in Gujarat, traversing Odisha, Chhattisgarh, Madhya Pradesh and Maharashtra. The East‑West line will link with the existing Western Dedicated Freight Corridor, providing...
Fun fact: this was originally built as an IMPORT terminal. Then the fracking revolution happened and they had to reverse course. 🇺🇸
Flexport's tariff refunds webinar today had 2,305 attendees compared with 2,339 attendees for the Liberation Day webinar after the tariffs were first announced. Fear is a bigger driver than greed, now statistically confirmed.
Researchers at UNSW Sydney have devised a method to turn discarded peanut shells into high‑quality graphene using a rapid flash‑joule heating process. The technique heats pre‑treated shell char to roughly 3000 °C for milliseconds, yielding single‑layer graphene at an estimated energy...
Uranium enrichment is running straight into a hard physical bottleneck Enrichment capacity, not reactors, is the constraint The US is still deeply dependent on Russian enrichment https://t.co/UzZh17Lcy5 #NuclearEnergy #Uranium #EnergySecurity #SupplyChains #EnergyTransition #Geopolitics
In this episode of Uncensored CMO, founder Jim Cregan recounts how he turned a personal craving for iced coffee into Jimmy's Iced Coffee, launching the brand in Selfridges just four months after forming the company and eventually exiting for £25 million....
Panama's government announced the seizure of two strategic ports along the Panama Canal, citing national security and revenue concerns. The move follows a series of regulatory actions aimed at tightening state control over critical infrastructure. Officials indicated that the ports...
The U.S. Supreme Court struck down the Trump administration’s use of the International Emergency Economic Powers Act (IEEPA) to impose tariffs, prompting President Trump to issue an executive order that imposes a 10% global tariff under Section 122, with a possible...
Adventure travel operators find selling tours easy but delivering multi‑day experiences increasingly complex as itineraries overlap. Al Check of Odyssey highlights that growth merely reveals existing operational cracks, prompting a shift from reactive hiring to systematic design. Centralizing itineraries, pricing, supplier...
Hayward Holdings reported a 7% rise in Q3 net sales to $244 million, driven by price gains and modest volume growth, and lifted its full‑year outlook to 4‑5.5% sales growth and a 5‑7% increase in adjusted EBITDA. Gross margin expanded to...
A financially motivated group called Diesel Vortex has been running a phishing campaign against freight and logistics operators in the U.S. and Europe since September 2025. Using 52 domains and Cyrillic homoglyph tricks, the actors stole 1,649 unique credentials from...
China’s Ministry of Commerce escalated economic pressure on Japan by adding 20 Japanese firms to its export control list and another 20 to a watch list, targeting dual‑use items. Foreign Minister Wang Yi intensified rhetoric, accusing Japan of harboring ambitions...
Shein announced a 10 billion‑yuan ($1.4 billion) investment to build a smart supply‑chain system in Guangdong, China. The plan includes digital factory tools, a shared innovation center, and tighter integration of design, production, and logistics to keep its two‑to‑three‑week turnaround. By anchoring...
Canadian Prime Minister Mark Carney is set to address the Australian Parliament, signalling a push toward a Canada‑Australia critical minerals partnership. His recent World Economic Forum speech urged medium powers to forge new alliances, a message that provoked a sharp...
The Senate has placed the Household Goods Shipping Consumer Protection Act on its calendar, restoring the FMCSA’s authority to levy civil penalties for unauthorized brokerage activities after a 2019 court decision stripped that power. The bill mandates a physical business...
Standard Freight Logistics Inc., a St. Augustine‑based over‑the‑road carrier with 57 drivers and 49 power units, filed a voluntary Chapter 11 petition in the Middle District of Florida. Court records list assets between $100,000 and $500,000 and liabilities from $500,000...
The container shipping sector is poised at a critical juncture in February 2026 as vessels tentatively resume the Red Sea corridor amid lingering military threats. At the same time, a deep structural oversupply of container ships is squeezing already fragile...
ThomasNet has upgraded its supplier platform to make certifications a searchable attribute, allowing buyers to filter results by standards such as ISO, CMMC, FDA, and EPA. Suppliers can add credentials via the Company Profile Manager, choosing to upload certificates, link...
Aptean announced the acquisition of OpsVeda, an AI‑powered operations command center, to integrate with its recently acquired Logility supply‑chain platform. The deal adds a real‑time, agentic execution layer that bridges planning and execution, enabling continuous AI‑driven orchestration across the supply...
As the conflict enters its fifth year, I’ve mapped the most credible pathways to how it ends: ceasefire, collapse, escalation... Five scenarios. Assigned probabilities. Clear drivers and risk implications. My latest Substack is below, or the link is in my bio. https://open.substack.com/pub/geopoliticalguy/p/how-the-war-in-ukraine-ends?utm_campaign=post-expanded-share&utm_medium=web
There's a word for this. Starts with an F. "Hegseth said he could label [Anthropic] a supply-chain risk, a move typically reserved for companies linked to adversaries, or invoke the Defense Production Act to force the company to work with the...
A new Interact Analysis report shows warehouse‑automation order intake rose 7 % in 2025 despite a weak macro environment, driven largely by inflated project values from rising steel and labor costs and large‑scale investments by retailers like Amazon, Walmart and Tesco....
"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
India’s Department for Promotion of Industry and Internal Trade (DPIIT) has launched an exercise to map import reliance by cataloguing goods that lack domestic manufacturing across all ministries. The initiative will compile five‑year public procurement data, targeting the $650 billion import...
Freight broker RXO reports truckload spot rates outpacing contract rates as capacity tightens, marking the most significant structural shift in the U.S. carrier market since the 1980 deregulation. Its proprietary spot‑rate index rose 5.2% year‑over‑year in Q4 and is up...
Neptune announced a revised ancillary surcharge schedule for Australian terminal and third‑party services, effective 25 March 2025. The new fees include AU$550 per unit for late receival, AU$350 for PONDUS weight amendments, and AU$150 per change‑of‑status request. Yard moves will cost AU$250...
voestalpine Railway Systems has joined as a founding member of the EU Rail FA3 programme, a pan‑European research effort to make rail the most sustainable and cost‑efficient transport mode. The company contributes its turnout and track‑system expertise across four use...
Germany is finding out that “de-risking” from China is painful when dependencies have previously been knowingly created. Chinese price advantages & deliberate dumping are hurting German cos. via @JamesAngelos @Jordyn_Dahl @POLITICOEurope https://t.co/g7oYgu9xEX
CSX Chief Executive Steve Angel told investors that flat industrial production worldwide is the primary reason railroad freight volumes have stagnated. He noted that China’s growth engine has faded, Europe never delivered growth, and emerging markets lack the scale to...
Expeditors International reported a weak fourth quarter 2025, with ocean freight tonnage down 6% year‑over‑year and revenue slipping 3% to $2.86 billion. Operating income fell 17% to $250.9 million and net income dropped to $200.7 million, while salaries and other expenses rose 6%....
SONAR, a leading freight market intelligence platform, announced a limited‑time promotion that gives first‑time users a 30‑day free trial of its Blue to Blue iOS app. The trial runs through March 31 2026 and provides full access to lane‑level spot rates, custom...
Roboteon has introduced a free Robotics Investment Impact Analysis that leverages its vendor‑independent simulation platform to model warehouse automation scenarios. The service promises detailed insights into robot‑human staffing, cost per pick, throughput, and ROI within a 2‑3 week timeframe. It...
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...
On February 5, 2026, Mitsubishi Electric US announced a structural reorganization that consolidates Mitsubishi Electric Automation, Inc. (MEAU) and Mitsubishi Electric Automotive America’s (MEAA) operations under Mitsubishi Electric US, Inc. (MEUS). The automation business becomes the Industrial Automation Division of...
