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:
Ukrainian bitumen imports held steady in 2026, following a record‑high 190,000 tonnes in 2025 after a 111,700‑tonne year‑on‑year jump. Major suppliers from Poland and Lithuania, led by Orlen, plan to ship roughly 100,000 tonnes this year, while Orlen Lietuva targets about 550,000 tonnes on a spot basis. Maintenance at Orlen’s Plock and Mazeikiai refineries could modestly tighten supply, and smaller players such as Unimot are expanding exports despite thin margins. Limited Danube flows remain constrained after a Russian drone strike damaged Ukraine’s Izmail port.
USDOT is evaluating a sweeping restructuring of Amtrak, proposing a holding company with three subsidiaries for infrastructure, rolling stock, and operations. The Rail Passengers Association warns that without guaranteed public funding, the plan could jeopardize service levels, increase fares, and...
China’s state‑owned and private firms have built a maritime logistics empire spanning 133 ports in 67 countries, turning the global ports network into a new geoeconomic battleground. The United States, European Union and Australia are mounting legal, regulatory and acquisition‑based...
Egyptian state‑owned NCIC announced the award of its latest fertilizer sales tender on 19 February, covering March loading. The tender granted 20,000 t of DAP at $750/t FOB, 25,000 t of TSP at $560/t FOB, 20,000 t of granular urea at $492/t FOB, 20,000 t...
European governments are stepping up to shield Ukraine from a U.S. push for a rapid peace settlement that would require territorial concessions. While Washington seeks a quick ceasefire, the EU has increased military aid by 67 percent in 2025 and approved...
The U.S. Supreme Court ruled that President Trump lacked authority to impose the emergency “Liberation Day” fashion tariffs, reducing the import levy to a baseline 10 percent with a possible rise to 15 percent. While the headline cut offers short‑term...
Mexico’s exports to the United States reached record levels last week, yet the country’s trade surplus with its northern neighbor contracted. Analysts attribute the paradox to a strategic reconfiguration of Mexican supply chains, increasingly funneling production toward the U.S. market...
TANKER RATES for chartering vessels to carry crude (or other dirty products such as fuel oil) have surged to the highest for more than three years as the United States and Iran edge towards war. The Baltic Exchange dirty tanker...
“We can not rebuild our industrial base without the US Merchant Marine. They are critically important,” @PeteHegseth in a news conference yesterday.
IAG Cargo has been appointed the ground handling agent for Qatar Airways Cargo at Dublin International Airport. The deal covers all cargo processed through IAG’s Dublin facility and supports 17 weekly belly‑hold flights between Dublin and Doha. It is part...
Cyber supply chain security is no longer optional—it’s essential for resilience, innovation, and national security. Read the full piece: The Cybersecurity Challenges of the Supply Chain by @ChuckDBrooks https://t.co/THnR3VKAJx #cybersecurity #technology #supplychain
Japan has identified a large rare earth deposit of its own, but it's not going to change global supply dynamics. Here's the situation... #rareearths #japan #geopolitics https://t.co/2WX7oeO6Jm
Sciwind Biosciences granted Pfizer China exclusive rights to commercialize ecnoglutide injection in Mainland China. Sciwind will keep the marketing authorization and handle R&D, registration, manufacturing, and supply, receiving up to $495 million in milestone payments. Ecnoglutide, a cAMP‑biased GLP‑1 receptor agonist,...
The United States has activated a 10% tariff on all imported fashion goods, marking the first phase of former President Trump’s global levy program. Industry analysts warn that a further increase to 15% is possible, intensifying cost pressures across the...
DB Cargo UK tested the Stadler‑built Class 93 tri‑mode locomotive on an intermodal service between Seaforth and Mossend, hauling up to 1,500 tons. The trial, run with Rail Operations Group, Network Rail and ASLEF, showcased electric, diesel, hybrid and battery‑only operation on...
Cathay Cargo reported a 5% year‑on‑year increase in total cargo for January 2026, alongside a 3% rise in available freight tonne‑kilometres (AFTKs). Growth was driven by strong demand for fresh produce from Oceania, increased pharmaceutical shipments from Europe and Central...
A FedEx lawsuit seeks to recover—with interest—the duties the logistics company paid under President Trump’s tariffs https://t.co/bitdrQp2wv via @WSJ
DHL Express and LODD Autonomous have signed an MoU to explore integrating LODD’s Hili unmanned aircraft into DHL’s express network. The Hili UAV can lift up to 250 kg, carry two Euro pallets, and fly 700 km with VTOL capability. Both parties...
Stadler and Critical Software have created a joint venture, Stadler Digital Labs, with a 51%/49% ownership split. The new company will develop railway‑specific software, cybersecurity solutions, and digital products from offices in Coimbra and Lisbon. It launches with roughly 100...
ZeroMoblt, a student‑mobility platform founded in April 2024, announced a pre‑seed round of ₹1.5 crore co‑led by JioMart CEO Sandeep Varaganti, Ashok Agrawal and high‑net‑worth investors. The capital will accelerate its AI‑native technology, expand operations across key Indian education hubs, and...
ABB Marine & Ports, acting as the propulsion single‑source vendor for Washington State Ferries, has selected Corvus Energy’s Dolphin NxtGen battery systems for two new hybrid ferries. The 1,500‑passenger vessels, built by Eastern Shipbuilding and slated for delivery in 2030‑31,...
Twenty European transport associations have issued a joint statement urging revisions to the EU Weights and Dimensions Directive (WDD) before gigaliners are widely deployed. They argue the current draft fails to address modal shift, road safety, infrastructure wear and intermodal...
The World Bank’s Board approved an $846 million IBRD guarantee, mobilising $1.41 billion in private financing for Kazakhstan’s Middle Corridor and rail operator KTZ. The funding will finance a 322.3 km Moyynty‑Kyzylzhar line, tariff reforms and institutional support, including IPO preparation. The project...
Industrial water treatment is shifting from manual oversight to a continuously monitored, data‑driven asset within automated factories. Sensors on reverse‑osmosis units feed pressure, conductivity and flow data into PLCs and SCADA systems, allowing real‑time alignment of water quality with production...
Large importers typically budget ocean freight as a fixed line item, assuming rates will stay within a narrow range. However, Xeneta data shows that container rates can swing 500% during crises and still move 20‑30% within a single fiscal year,...
The Gemini alliance of Hapag‑Lloyd and Maersk has lifted its on‑time delivery rates well above industry averages, though it still falls short of its 90% target for most services. Xeneta data shows global carrier punctuality plunged to 30% in January,...
The Slovenian Port of Koper reported a robust 2025, handling 23.0 million tonnes of cargo while rail’s share of total throughput rose to 51%. Net sales reached €380.3 million, up 13% versus the plan and 15% year‑on‑year, and EBIT surged 44% to...
Smarter Airports, the joint venture of Copenhagen Airports and Netcompany, announced that Heathrow Airport has selected the AIRHART platform as its new digital backbone. The multi‑year agreement will replace Heathrow’s legacy Airport Operational Database and embed collaborative decision‑making and predictive...
Apple will begin assembling the Mac mini in the United States in 2026, a notable shift for a product that makes up about five percent of global Mac sales. The 2024 redesign introduced the first major update since 2010, pairing...
Freightos reported $29.5 million revenue for 2025, a 24 % increase over 2024, driven by higher carrier participation and transaction volume. Adjusted EBITDA narrowed to a $11.2 million loss, improving from $12.6 million the prior year, while cash reserves remain sufficient to fund growth....
In the aftermath of Trump’s new 15% tariffs, the UK threatens it will RETALIATE. TRUMP’S TARIFFS = BACKFIRE. https://t.co/k7gyK9spmB
Apple’s Mac lineup is experiencing unprecedented demand, pushing US lead times to two‑four weeks, the longest in years. The Mac Studio now has a 27‑day wait, followed by the M4‑powered MacBook Pro at 23 days and the Mac Mini at...
ECER.com is transforming international B2B trade by turning smartphones into full‑service sourcing hubs. The platform adds instant mobile alerts, multilingual AI chat and live video, letting buyers respond to inquiries any time, as demonstrated by a Guangzhou firm that closed...
The International Council on Mining & Metals (ICMM) warned that heightened government oversight is tightening the global metals cycle, curbing the explosive price spikes typical of past supercycles. In its 2025 Tax Contribution Report, ICMM members paid $37 billion in taxes...
RATP Dev has secured a 10½‑year contract to operate the Caen metropolitan rail network, starting July 2027. The deal covers ten key routes, representing about 20% of the region’s TER traffic, and follows an 18‑month pre‑operation phase aimed at a smooth...
The European Coordinator for ERTMS released its third work plan, confirming that deployment across EU Member States remains markedly behind schedule. In 2024 only 12,400 km – about 10% of the TEN‑T network and 17% of the core network – were...
GB Railfreight has signed a non‑binding memorandum of understanding with US clean‑energy developer HyOrc to launch Project Phoenix, a feasibility study that will explore retrofitting ageing Class 66 diesel locomotives with a multi‑fuel engine that first runs on natural gas or...
Mirvac and Australian Retirement Trust have secured state approval for the first stage of SEED, a $1.9 billion industrial precinct in the Western Sydney Aerotropolis. The 39‑hectare development, part of a 90‑hectare masterplan adjacent to the upcoming Western Sydney International Airport,...
Supply chain execution (SCE) solutions are essential for SMBs to coordinate order, inventory, warehouse, and transportation processes in real time. Integrated platforms such as OMS, WMS, and TMS enable cost reductions, faster deliveries, and better demand forecasting. The article highlights...
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
Oncology drug waste reaches up to 30%, costing over $2 billion annually in the U.S. A 2023 CMS rule now forces manufacturers to refund Medicare for discarded volumes beyond a 10% threshold, adding financial pressure. Traditional forecasting relies on static sales...
Southern RNA and Providence Therapeutics announced the PaedNEO‑VAX trial, a world‑first personalized mRNA vaccine study for children with advanced brain tumors. The multi‑site trial, funded by Providence, the Australian government and donors, will launch in March 2026 across eight pediatric...
.@dunne_insights: “China controls roughly 70 percent of rare earth mining and over 90 percent of processing capacity. Without a thriving domestic EV industry creating sustained demand, America lacks the economic incentive to build the…supply chains.” https://t.co/hU5loovdzh
Production lines face rising variant complexity and tighter delivery windows, pushing traditional visual inspections to their limits. Austrian Danube Dynamics teamed with Aspöck Systems to deploy the AI‑driven “auros for quality” platform, leveraging IDS uEye XCP cameras for end‑of‑line testing...
The U.S. Supreme Court ruled to block the Trump‑era tariffs on Chinese beauty products, ending weeks of uncertainty for the industry. Beauty founders and executives, who had been bracing for higher import costs, described the decision as a “relief” after...
Radiopharmaceutical manufacturers must design ultra‑fast supply chains because isotopes decay rapidly, turning each dose into a ticking clock. Companies such as NorthStar and Nucleus mitigate this by locating production near major airports, using private air freight for longer‑half‑life isotopes, and...
China’s growing threat to seize Taiwan has reignited U.S. fears over semiconductor supply chains. Taiwan manufactures roughly 90% of the world’s high‑end chips, feeding Apple, AMD, Qualcomm and AI data centers. Despite billions in Biden‑era grants and Trump‑era tariff threats,...
Good PIIE paper by Tamim Bayoumi and Joseph E. Gagnon on the consequences of accelerating trade imbalances. They warn that trade tensions are likely to get worse, something I have been saying for years and continue to say. I don't...
A Mexican civil war would be far more catastrophic to American supply chains than tariffs - Michael Vincent
Cubeseed Africa is launching a digital marketplace that links Nigerian poultry farmers directly with restaurants, hotels and other buyers, bypassing traditional middlemen. By using escrow payments and a Sterling Bank‑backed credit line, the platform guarantees timely funds for farmers while...
