Today's Supply Chain Pulse
GM Defense and Lockheed Martin forge manufacturing partnership to boost U.S. defense capacity
GM Defense and Lockheed Martin have signed a manufacturing collaboration aimed at expanding U.S. defense production capacity. The alliance will blend GM’s automotive manufacturing expertise with Lockheed’s defense systems to strengthen domestic supply chains.
Also developing:
By the numbers: US IDFC partners with Chubb on $20B maritime reinsurance plan
Iran Seizes Two Boxships After Fresh Attacks in Strait of Hormuz
Iran’s Islamic Revolutionary Guard Corps fired on three container ships in the Strait of Hormuz and seized two, the MSC Francesca (11,668 teu) and the Epaminondas (6,673 teu). The attacks were justified by Tehran as violations of navigation permits and AIS non‑compliance. Damage was limited to bridges and hulls, with no crew injuries reported. The incidents coincided with a U.S.‑brokered cease‑fire extension aimed at keeping the waterway open amid broader regional tensions.
U.S. Army Requests $5.5 Billion for Ammunition
The U.S. Army has asked Congress for $5.47 billion in FY2027 to fund ammunition, the largest single‑year request in recent memory. Roughly $2.97 billion will purchase rounds ranging from 5.56 mm cartridges to 155 mm artillery shells, while $2.33 billion is earmarked for modernizing the...
Gnosis Freight Adds Walmart Veteran Gary Adams to Its Board
Gnosis Freight announced that Gary M. Adams, a three‑decade Walmart veteran, has joined its board of directors. Adams spent 18 years as a company officer, most recently leading Walmart’s global logistics, where he transformed the supply chain into a technology‑driven...
Optimized Warehouse Layout Turns Space Into Strategic Advantage
A well-optimized warehouse is more than just storage space—it's a strategic asset that drives efficiency, speed, and cost control across the supply chain. Successful warehouse optimization begins with detailed visual layouts that clearly map how space, inventory, and workflows interact. Key Elements...
Which Airports Are Driving Global Freighter Capacity Growth in 2026?
Rotate’s latest analysis shows global freighter capacity shifting toward both emerging and established airports, with Istanbul Airport adding over 23,000 tonnes and leading the March 2026‑2025 growth ranking. Shanghai Pudong and Hanoi’s Noi Bai follow, confirming strong Asian cargo demand....
Faster, Cleaner, More Sustainable: S1 Optimizes SLS Post-Processing at FORMRISE
FORMRISE, a German 3D‑printing service, adopted AM Solutions' automated S1 blasting system to streamline its selective laser sintering (SLS) post‑processing. The 2‑in‑1 cleaning and surface‑finishing solution cut batch cycle time by roughly 50% and slashed polybead consumption by over 60%,...
Survey: US Industry Can’t Meet Global Munitions Demand
A recent survey of U.S. defense contractors reveals that the domestic munitions industry is unlikely to satisfy the soaring global demand for ammunition through 2025. Respondents cite a capacity shortfall of roughly 30 percent, driven by aging production lines, labor...
U.S. Navy Requests $3 Billion for 785 Tomahawk Missiles
The U.S. Navy has asked Congress for roughly $3 billion to buy 785 Tomahawk Land Attack Missiles in FY 2027, a surge of more than 1,200% over the 58 missiles funded in FY 2026. Since the start of Operation Epic Fury in February 2026, the...
Shipping CEO Warns Post‑war World Won’t Revert
A top shipping company: “We will not go back to the world where we used to” “It’s a bit naive to say that, after this has ended, that things will go back to pre-war situations,” said Tamura, CEO of Mitsui OSK Iran...
Nicaragua, Equatorial Guinea Become New Hubs for Shadow Fleet
Nicaragua and Equatorial Guinea emerge as latest homes for sprawling shadow fleet https://t.co/cUf7PMxpxp via @splash_247
UPDATED: Iran Claims Two MSC Box Ships Were Seized as They Fled the Gulf Under Fire
Iran's Islamic Revolutionary Guard Corps (IRGC) announced it fired on three MSC container ships fleeing the Persian Gulf and seized two, the MSC Francesca and the Greek‑owned Epaminondas, though Greece disputes the seizure. UK Maritime Trade Operations confirmed heavy bridge damage...
Secure Mineral Supply Will Cost a National Security Premium
.@USTradeRep on critical minerals: "We will all pay a national security premium to have a secure supply chain"
US Seeks Warrants to Seize Dozens of Venezuela Oil Tankers
Exclusive: US files for warrants to seize dozens more Venezuela-linked oil tankers, sources say https://t.co/qJcYsHjzVZ
Survey: US Industry Can’t Meet Global Munitions Demand
A new industry survey reveals that U.S. munitions manufacturers are unable to keep pace with surging global demand driven by multiple conflicts. Production capacity gaps, especially for .50‑caliber rounds at the Lake City Army Ammunition Plant, are widening. Respondents cite...
The Druzhba Pipeline Is Working Again
On April 22 the Druzhba oil pipeline, damaged by a Russian strike in Ukraine, resumed operations, delivering Russian crude from Belarus to Hungary and Slovakia. Ukrainian operator Ukrtransnafta confirmed the first shipments, while Hungarian firm MOL and Slovakia’s economy minister...
MOL Secures Approval for Wind-Assisted LCO2 Carrier Design
Mitsui O.S.K. Lines (MOL) has secured an approval in principle from ClassNK for a new liquefied CO₂ carrier equipped with wind‑assisted propulsion. Developed with Samsung Heavy Industries, the vessel features three Wind Challenger rigid sails and a cargo capacity of...
Fuel Price Crisis: This Major Airline Just Cut 20,000 Summer Flights
Lufthansa announced it will cancel 20,000 short‑haul flights from its summer schedule, extending through October, as fuel prices have roughly doubled following the US‑Israeli attacks on Iran. The airline expects to save more than 40,000 metric tons of jet fuel,...
Laumas Single Point Load Cells LE
AutomationDirect has added three Laumas single‑point load‑cell series—ALLUE, AZLUE and APLUE—to its catalog. The cells are manufactured in Europe, handle up to 600 kg (1,320 lb), and deliver 0.02% full‑scale accuracy with a 150% overload rating. They feature IP65‑rated aluminum housings, wide...
RHINO PSR Spring Clamp Power Supplies
AutomationDirect has launched the RHINO PSR series power supplies featuring tool‑free spring clamp terminals that lock without retorquing. The ultra‑slim units combine rugged metal or aluminum housings with high efficiency and power density, making them ideal for space‑constrained industrial panels....
AchieVe NEC2 Power Supplies
AutomationDirect introduced the AchieVe PSA series NEC Class 2 power supplies, offering a compact form factor with energy‑limited DC outputs for low‑voltage control and automation circuits. The units accept a wide 85‑264 VAC input range and provide selectable 5 V, 12 V, or 24 V...
Roeth: Simple, Inexpensive Ways to Be More Fuel Efficient
Fleets can achieve measurable fuel‑economy gains by fine‑tuning electronic engine parameters, optimizing routes, and reducing idle time. Adjusting six categories of engine settings can add roughly 0.5 mpg, translating to 5‑8% savings when diesel exceeds $5 per gallon. Driver habits remain...
U Business, Qualcomm and City-Link Express Achieve Faster Shipment Location Verification
U Business, the enterprise arm of U Mobile, completed a proof‑of‑concept with Qualcomm and City‑Link Express to track high‑value air cargo using 5G‑IoT and Qualcomm’s Terrestrial Positioning Service. Qualcomm trackers attached to shipments delivered real‑time location, shock, tilt, temperature and...
White Castle to Expand Slider Reach with 1K Automated Kiosks
White Castle is rolling out 1,000 "Crave & Go" automated kiosks in partnership with Automated Retail Technologies. The kiosks, powered by ART’s Just Baked platform, will appear in hospitals, corporate campuses, transit hubs and other high‑traffic sites where the chain has no...
Why Supplier Scorecards Rarely Improve Performance
Supplier scorecards are ubiquitous in procurement, but they function as lagging measurement tools that often fail to drive improvement. Because they are typically updated quarterly, they capture problems after they have already impacted production, inventory, or cost. The article argues...
Bound4blue Installs Wind Propulsion System on KCC’s Vessel Newbuild
Wind propulsion specialist bound4blue has finished fitting two 24‑metre eSAIL suction sails on the newbuild MV Baltazar for Klaveness Combination Carriers. The installation, carried out at New Yangzi Shipbuilding in China, is the first time the company’s locally manufactured suction sails...
DHL Upbeat on Middle East Airfreight: Capacity Returns as Airspace Reopens
During a recent "navigating disruption" webinar, DHL Global Forwarding Middle East and Africa reported that Gulf airlines are steadily restoring air cargo capacity, with only Kuwait's airspace still closed. The company noted a modest softening in freight rates, though they...
Proposed Chinese Robot Ban Is Latest U.S. Tech Sovereignty Move
The bipartisan American Security Robotics Act, introduced by Senators Tom Cotton, Chuck Schumer and Rep. Elise Stefanik, would bar U.S. government use of Chinese‑made ground robots such as humanoids, quadrupeds and crawlers. The proposal follows the FCC’s recent crackdown on...
SONAR Sitrep: AI Data Center Build-Out Fuels US Freight Surge
The AI data‑center construction boom is becoming the largest privately‑funded infrastructure effort in U.S. history, spending the equivalent of the Interstate Highway System’s annual budget every five weeks. Between 2026 and 2031, the build‑out will generate roughly 18.9 million additional truckloads...
Mars Plans to Close Pet-Food Factory in Germany
Mars Pet Nutrition announced plans to shut its Minden, Germany dry‑pet‑food plant, affecting roughly 110 workers. Production would cease by late 2026, with output redirected to other European facilities. The closure comes as Mars rolls out a €1 bn ($1.18 bn) investment program...
Schneider National Is Moving Digital Freight Execution Forward
Schneider National is advancing digital freight by embedding its FreightPower platform within its multimodal network and disciplined operations. The company launched Fast Track, a premium intermodal service promising up to two days faster transit and 95% on‑time performance backed by...
The Invisible War on GPS and What It Means for Mining Operations
GPS jamming and spoofing incidents have surged, affecting over 122,000 flights and thousands of ships in early 2026, and exposing mining fleets that depend on satellite positioning for dispatch, autonomy and safety. A single jam can erase vehicles from live...
Dnata to Operate Cargo Terminal at Western Sydney International Airport
Global air services firm dnata will spend roughly A$32 million (about $21 million USD) to build a dedicated cargo terminal at Western Sydney International Airport. The 5,000 sqm warehouse, plus 4,000 sqm of surrounding land, will be fitted out with a semi‑motorised handling system...
Post-Iran Logistics – The Age of the Pipeline Cometh!
Over the past four years, the rise of drone warfare and repeated strikes on energy infrastructure in Russia and the Middle East have upended traditional energy logistics. These attacks have exposed the fragility of maritime routes, prompting a strategic pivot...
VLSFO Premiums up in UAE's Fujairah as Supply Dwindles
Very‑low‑sulphur fuel oil (VLSFO) premiums in Fujairah surged to over $50 per tonne on 21 April, up from $15 the week before, as local producers face an acute shortage of low‑sulphur feedstock. The shortage stems from US‑Iran blockades in the Strait...
Fincantieri to Upgrade PPA Vessels with Combat Systems
Italy’s shipbuilder Fincantieri has secured a contract with European procurement agency OCCAR to upgrade the PPA‑class multipurpose combat ships to a full combat system configuration. The deal, part of a temporary consortium with Leonardo, allocates roughly $73 million (about €62 million) to...
LNG Bunkering Prices Surge as Hormuz Disruption Reshapes Market Dynamics
The closure of the Strait of Hormuz has sent LNG bunkering markets into volatility, removing roughly 20% of global seaborne LNG capacity and driving Asian spot prices up more than 140%. While Brent crude rose about 50% to $100 per...
Post-Iran Logistics – Turkmen Piped Gas to China
In the wake of the Iran crisis and the abrupt closure of the Strait of Hormuz, China— the world’s largest oil and gas importer— is reassessing its energy logistics. The loss of roughly 20% of global LNG capacity on the...
A Steady First Quarter, but Port of Rotterdam Waits for Hormuz Ripples
Rotterdam handled 103 million tonnes in Q1 2026, a modest 0.7% dip from the same period last year, reflecting stable container volumes but weaker dry‑bulk traffic. Container throughput rose 0.3% in TEU terms while tonnage fell 3.2% due to a surge...
Made In Xinjiang: How Forced Labour Will Dictate Ottawa & Beijing’s Relationship
Canada is confronting a growing clash between its economic outreach to Beijing and mounting evidence of forced labour in Xinjiang. Parliamentary testimony highlighted 3.34 million state‑directed labour transfers recorded by Chinese authorities in 2024, while officials like Prime Minister Mark Carney...
Komatsu Hits Autonomous Milestone
Komatsu announced it has commissioned its 1,000th autonomous ultra‑class haul truck, cementing its role as a pioneer in driverless mining equipment. The milestone centers on the company’s 930E‑5 electric haul truck, which can transport a 290‑metric‑ton payload. By reaching this...
Euphoria Passes Strait as IRGC Seizes Two Vessels
Looks like Euphoria has made it through the Strait. Reports are that MSC Francesca and Epaminodas have been seized by the IRGC. https://t.co/fvsOG1RuKU
Scenic I‑26 Drive Sparks Question on Hendersonville Intermodal Hub
Driving on I-26 N towards Hendersonville and Asheville yesterday - Such a pretty drive but steep in areas. Has there been any consideration to an intermodal hub around Hendersonville? or is there one already?
Seasoned Broker ACS Steps in on Urgent Condiment Shipment
Air Charter Service (ACS) stepped in to prevent a Nicaraguan meat‑product plant shutdown by chartering an Airbus A330‑200F to move 18 tons of seasoning from Mexico. The client initially sought a next‑flight‑out (NFO) service, but ACS proposed a single 51‑ton charter...
What Does Trump’s Wartime Powers Flex Mean for Transformers and Other Grid Equipment Shortages?
President Donald Trump issued five Defense Production Act (DPA) determinations aimed at expanding domestic production of power‑grid equipment and fossil‑fuel infrastructure. The memo highlights severe shortages of transformers, high‑voltage components and other critical hardware, with backlogs now exceeding a year....
Everyone Has a Role to Play with Inventory By Tim Grant
In this 11‑minute episode, Tim Grant explains how inventory management has shifted from siloed functions to a collaborative, cross‑functional process that involves every department—from shipping and receiving to procurement, operations, production, sales, accounting, and senior management. He highlights how each...
Light Structures Launches Virtual Monitoring System for Vessel Integrity
Norway’s Light Structures has introduced ARGUS‑VM, a virtual structural health monitoring system that eliminates the need for onboard sensors. The platform integrates vessel tracking, wave models and digital twins to estimate hull loads and fatigue, delivering near‑real‑time health indicators via...
Asian Shipowners to Cross Hormuz Before Western Firms, Executives Say
Asian shipowners, especially state‑backed fleets, are poised to resume transits through the Strait of Hormuz before Western operators, leveraging higher risk tolerance and government‑to‑government channels. The strait has been effectively blocked since late February, disrupting global oil and liquefied gas...
Your 2026 European Supply Chain Events Calendar
Planning your conference calendar for 2026? I've put together a full list of supply chain and logistics events across Europe: from LogiMat in Stuttgart to Breakbulk in Rotterdam and everything in between. Save this one 👇 https://t.co/uTijdB17Vx
Why ‘Grossly Inefficient’ U.S. Ports Need Automation, and the Danger in a New Arctic Sea Route
Federal Maritime Commission Chair Laura DiBella warned that U.S. ports are "grossly inefficient" and urged faster automation to boost cargo throughput. She highlighted permitting bottlenecks, such as Port Everglades’ decade‑long dredging delay, and called for coordinated investment between public and...
Trump Tariffs Squeeze Small Seat Cushion Maker
Section 301 tariffs IEEPA tariffs Supreme Court Section 122 tariffs How President Trump's tariff policy is affecting one small manufacturing company in Fall River, Massachusetts that just wants to make your seat cushions. https://t.co/e3N2oQk6Ix