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:
ChannelEngine announced an expanded partnership with Monta, adding a fully integrated fulfillment layer to its marketplace integration platform. The collaboration lets brands connect to over 1,300 marketplaces while accessing local storage, picking, packing, and shipping across the Netherlands, Germany, France, and the UK. By bundling connectivity and logistics, ChannelEngine aims to simplify cross‑border ecommerce and accelerate growth for retailers in Europe. The move positions the company as a one‑stop solution for both marketplace reach and order fulfillment.
The U.S. International Development Finance Corporation (DFC) approved a $565 million loan to Brazil’s Serra Verde, granting the United States off‑take rights to rare earths from the company’s Pela Ema mine. The agreement ensures that heavy rare earths, critical for magnets...
The U.S.-Israeli conflict with Iran is spilling into Iraq, where rockets and drones have struck near Baghdad and Erbil, disrupting daily life. Oil exports are faltering after Iranian attacks on tankers and a force‑majeure declaration on foreign‑operated fields, threatening the...
The article warns that sulfur, nitrogen and helium—key inputs for fertilizers, sulfuric acid and high‑tech applications—are tied to oil and gas flows through the Strait of Hormuz. Roughly 20% of global oil and gas, 30% of nitrogen‑fertilizer trade, 45‑50% of...
Mid‑market clients often approve invoices via email, purchase without purchase orders, and close books manually, creating significant audit risks. A new white paper provides CPA firms with a practical framework to pinpoint spend‑control gaps, initiate procurement advisory discussions, and develop...
President Donald Trump is weighing a bold move to seize Iran’s Kharg Island, the hub for roughly 90% of Tehran’s oil exports, as leverage to force the reopening of the Strait of Hormuz. The United States already has over 50,000...
Saudi Aramco is close to awarding two major offshore tenders, CRPO 154 and 155, for the Safaniya field expansion, with a combined value of about $600 million. Italian contractor Saipem has emerged as the frontrunner for these contracts and already secured CRPO 156,...
AD Ports Group announced a $667 million investment in port‑infrastructure projects for 2026, alongside a $345 million allocation for new LPG and LNG storage terminals through 2028. The company reported record 2025 results, with revenue of roughly $5.7 billion and net profit of...
BF Global Logistics has chosen IFS Softeon’s warehouse management system as its core platform for European facilities, partnering with Lanark for implementation. The advanced WMS offers integrated billing, labour management, and AI‑driven visibility, aiming to boost performance, scalability, and customer...
Iran is still heavily sanctioned by the US, which complicates the payment of any tolls for passage through the Strait of Hormuz, both today or in a future where Tehran maintains some control of the Strait Wouldn't be surprised to see...
TraceGains launched Carbon Insights, a new capability that embeds ingredient‑level carbon intelligence into its compliance platform for food and beverage brands. Powered by emissions data from DitchCarbon and Sustained, the tool automates Scope 3 carbon tracking and links sourcing decisions with...
The Greenbrier Companies and TTX unveiled five custom‑painted, U.S. flag‑themed 60‑foot high‑cube boxcars at Greenbrier’s Cleburne, Texas facility to mark America’s 250th anniversary. Built in Greenbrier’s Sahagun, Mexico plant, the cars will join TTX’s pooled fleet serving the United States,...
Toyota Motor Corp trimmed its Middle East vehicle shipments by roughly 20,000 units in March, citing disruptions from the ongoing Iran war. The cut represents a notable dip in the automaker’s regional export volume. Company officials warned that if hostilities...
FIATA has issued a practical guide to help freight forwarders adopt the Electronic FIATA Multimodal Bill of Lading (eFBL), a digital counterpart to the paper bill of lading that complies with UNCTAD/ICC rules and UCP 600. The guide details onboarding steps,...
The Metal Movers episode examines how the Iran‑Israel conflict has disrupted global steel markets, from the closure of the Strait of Hormuz to direct strikes on Iranian steel plants. Reporters detail the immediate supply shock—loss of roughly 500,000‑600,000 t/month of Iranian...
Transporting high‑value AV and precision engineering equipment now demands purpose‑built containers rather than generic industrial crates. Flight‑certified cases, meeting ATA 300 Category 1 standards, combine rigid outer shells with engineered foam to absorb shocks and vibrations. Their ergonomic handles, heavy‑duty castors and...
Indian Railways logged a record 1,670 million tonnes of freight in FY26, a 3.25% rise over the previous year. The modest growth was powered by strong fertilizer and steel shipments, both up around 13%, and by higher iron‑ore and cement...
Thailand is seeking additional LNG supplies from Malaysia to offset disruptions caused by the Middle East conflict, which currently provides about 5%‑10% of its imports. The country receives two to three LNG vessels from the region each month, and officials...
FedEx announced a multi‑year push to embed artificial intelligence into physical assets such as RFID sensors, robotics and automated trailer unloaders. By 2028 the carrier aims to have AI driving more than half of its core operational workflows, from first‑mile...
India’s Punjab Rice Millers Exporters Association has asked the government to negotiate a barter deal with Iran, swapping premium basmati rice for Iranian crude oil with payments in rupees. The proposal follows steep financial losses for exporters after the US‑Israel‑Iran...
Dollar Tree is overhauling its distribution network and replacing legacy systems with AI‑driven, cloud‑based platforms. In the latest quarter, inventory fell 7% year‑over‑year while sales climbed 9%, signaling improved inventory discipline. The retailer is rebuilding its Marietta, Oklahoma hub to...
France and Japan signed a strategic roadmap to deepen cooperation on critical minerals during President Emmanuel Macron’s visit to Tokyo. The agreement includes securing raw material supplies for a rare‑earths refinery in southern France, where a Japanese state‑owned firm holds...
The International Society of Automation (ISA) has opened a 30‑day call for experts to join the newly formed ISA113 committee, which will develop a vendor‑neutral standard for distributed workflow interoperability. The standard will decouple workflow logic from execution locations, enabling...
The Surface Transportation Board (STB) proposes a five‑year geometric mean productivity growth of 1.015 for 2020‑2024, equating to a 1.5 % annual efficiency gain. This marks a 0.1 % increase over the 2019‑2023 average of 1.014. The 2024 productivity factor slipped to...
AutomationDirect announced the launch of two new AchieVe mechanical pressure switches – the LPPS series and the S18‑1C model – aimed at rugged industrial applications. The LPPS line handles pressures up to 3,000 psig and delivers a 5 A SPDT relay output,...
AutomationDirect has added di‑soric ultrasonic proximity sensors in 8, 12, 18 and 30 mm tubular sizes plus a 12 mm rectangular model. The sensors deliver contactless distance measurement up to 6,000 mm, feature rugged nickel‑plated brass construction, IP67 protection, and IO‑Link connectivity with...
Cavotec has secured a $15.11 million contract to supply its MoorMaster automated vacuum mooring systems for a specialized North American application. Deliveries are slated between October 2027 and March 2028. The MoorMaster technology promises safer, faster vessel handling while cutting emissions. This deal...
President Trump’s decision to launch a war against Iran has led Iran to block the Strait of Hormuz, cutting roughly 30% of the world’s oil flow. The closure, combined with possible Red Sea blockades, has driven oil and jet‑fuel prices...
Global shipping is shifting from growth scarcity to growth management, as volumes rise while margins compress and uncertainty spikes. Geopolitical disruptions, especially heightened U.S. tariffs, are reshaping trade routes and forcing carriers to adapt to a multipolar world. Robert Maersk...
The 3PL that's right for a $1M brand is wrong for a $10M brand. Not because the technology can't keep up. Most modern WMS platforms handle volume increases fine. What many can't handle is the workflow complexity that comes with how...
Ah, well, nevertheless: "The US and Israel’s war on Iran is expected to help China’s exporters gain global market share from rivals in countries hit harder by high energy prices and supply chain shocks" https://t.co/FzaZnRiklq https://t.co/oA3t3jaaS4
Aviator Airport Alliance has renewed and expanded its ground‑handling contract with Air France‑KLM, now covering nine Nordic airports across Sweden, Norway, Denmark and Finland. The agreement adds six new stations—Bergen, Trondheim, Kristiansand, Ålesund, Tromsø and Stockholm Arlanda—bringing the total to...
globalization in 2026: American models, Korean memory, Taiwanese silicon, Chinese competition, Middle Eastern capital, European regulation 😂 and soon- orbital compute
Automate warehouse processes with Warehouse Management Systems (WMS). Choose between best-of-breed WMS, broader supply chain management solutions, or comprehensive ERP systems that cover financials, inventory, CRM, and HR. #WMS #SupplyChain https://t.co/9wuuojXMdF
Zip, the AI‑driven procurement platform, has hired Michael Denari, formerly Canva’s Global Head of IT, as its General Manager of AI. Denari will oversee Zip’s end‑to‑end AI business, including go‑to‑market strategy, revenue generation, customer success, and internal AI transformation. At...
…and the inflation from global supply chain breakdowns that have already begun have likely only just begun being reflected. 😳
This is a great read about how to think about what's happening with oil and Hormuz - and ultimately with the world economy. The headlines are all over the place, but these 4 signals can tell you what's really happening.
Budimex S.A. secured the lowest bid—PLN 146 million (≈ $35 million)—to construct deep foundations for the new passenger terminal at Poland’s Centralny Port Komunikacyjny (CPK). The contract covers more than 8,000 piles ranging from 9 to 30 metres, totaling over 140 kilometres of ground reinforcement. Signing...
Listen to the Does Logistics Matter? Podcast wherever you get your podcast. In episode 55, Martijn talks to Industry expert Bart de Muynck and Supply Chain Professor Jan de Kimpe about the talent shortage and the evolution of the workforce. #supplychain #talent...
Came across some interesting things from supply chain friendlies on memory. And... Not going to get better anytime soon. Next year will be worse than this year.
Hasbro has opened a 600,000‑square‑foot distribution center in Midway, Georgia, less than an hour from the Port of Savannah. The facility, the company’s first fully owned U.S. warehouse, will process roughly 25% of its domestic volume and serve both retail...
The Port of Savannah handled about 5.7 million TEUs in 2025, a 2.6% increase over the prior year, positioning it as the fastest‑growing U.S. gateway. Growth stems from substantial infrastructure upgrades, including a new inland port in Gainesville that will provide...
Australian defence firm NIOA and US‑based General Dynamics Ordnance and Tactical Systems have signed an agreement to study local assembly of 70 mm Hydra‑70 rockets for the Australian Army’s new AH‑64E Apache fleet. The plan builds on existing Foreign Military Sales...
Today's @WSJ piece on now-empty US EV supplier factories, billions in EV-related writeoffs & cancelations, & numerous US localities stuck w/ vacant lots & big subsidy bills is a textbook case of US industrial policy uncertainty & failure, unintentionally summed...
OmniTRAX’s Central Texas and Colorado River Railway (CTXR) will resume unit‑train service from the San Saba quarry to the BNSF interchange in Lometa after a five‑year hiatus. The restart follows extensive capital upgrades—including bridge replacements and track rehabilitation across 49 miles—aimed at...
The Iran‑Israel‑U.S. conflict has ignited a multi‑commodity crisis, with illicit diesel siphoning in India, Brent crude up 60%, urea prices up 30%, and helium spot prices jumping 70‑100%. The fallout is rattling supply chains from fuel to food and high‑tech...
South Eastern Coalfields Limited (SECL) posted a 5.26% increase in coal production to 176.2 million tonnes, a 4.6% rise in offtake to 178.6 million tonnes and its highest ever overburden removal of 364.3 million cubic metres in FY 2025‑26. The gains make SECL the...
Panama-Flagged Ships Dominate China Detentions in Sudden March Spike. A coinkydink? Or China payback for the Panama supreme court stopping CK Hutchinson terminal acquisitions in Panama? https://t.co/M5mCoJi0jn
Crazy March trade surplus for Korea ($25b a month, $300b annualized) Strong chip exports continued. And presumably a bunch of expected tankers didn't arrive so fuel demand was met out of inventory 1/2 https://t.co/NGcasg9i4v
Cascale’s Decarbonisation Progress Report reveals that 38% of energy across roughly 10,000 factories still comes from coal, while renewable sources account for a mere 2%. Purchased electricity makes up less than one‑fifth of total consumption, with gas dominating Tier 1 sites...
