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:
Moen, a leading North American faucet brand, overhauled its West Coast distribution by consolidating operations into a new Las Vegas hub built with FORTNA. The facility employs an AutoStore high‑density robotic storage system and integrated warehouse execution software to streamline receiving, picking, packing and shipping. The redesign boosted throughput by 435% while cutting manual labor reliance by 60%, delivering faster, more accurate order fulfillment. The upgrade also introduced right‑sized packaging, reducing waste and freight costs.
Today's warehouses are evolving beyond pure automation, emphasizing employee experience, digital twins, and targeted robotics. A new Modern issue highlights that 74% of warehouse firms face talent shortages, prompting operators to improve lighting, ergonomics, and temperature control to retain staff....
Packaging is emerging as a strategic lever for cost reduction, operational efficiency, and sustainability. PackSize’s on‑demand packaging automation creates right‑sized boxes for each shipment, enabling up to 1,000 boxes per hour and halving the number of pack stations needed. Precise...
The U.S.-Israeli war with Iran has slashed oil and LNG flows through the Strait of Hormuz to roughly five percent of normal levels and damaged Qatar's Ras Laffan LNG plant, threatening a $20 billion annual export loss. Gulf states face immediate economic...
Spent all day in DC talking to Navy and military sources. My Hormuz Hypothesis stands: the Navy appears to be in no rush to reopen the strait. The question remains: what is this administration trying to leverage? Nobody I talked to is...
🚨This is an issue we have been highlighting in our publications since last week: 🚨Hype... Hype... Hype. 🌍Where are the deals that India, Malaysia, and Pakistan supposedly made with Iran to allow their ships and tankers to pass? 🚢Where are the 20...
The article warns that global LNG downstream investment is lagging behind a surge in liquefaction capacity, driving the regas‑to‑liquefaction ratio down from 2.7 in 2015 to 2.4 in 2025 and projected to hit a historic low of 1.75 by 2035....
TSMC to mass-produce 3nm in Japan by 2028 (15k wafers/mo). Macro: advances node capacity and onshoring. Risks: capex, execution, geopolitics. Trade: overweight semiconductor equipment. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Verisurf 2026 launches with a suite of new features that embed metrology directly into digital manufacturing workflows. The platform promises faster inspection, greater visibility, and tighter process control, helping manufacturers cut costs and reduce cycle times. By integrating measurement data throughout...
Hydrogen fuel‑cell technology is moving from demo projects to early commercial use in short‑sea shipping, where vessels like ferries and workboats need flexible, low‑emission power. Operators are adopting on‑demand hydrogen generation to avoid large storage tanks and under‑developed bunkering infrastructure....
Porsche Design, the luxury timepiece arm of German automaker Porsche, announced the relocation of its watch manufacturing to a new, integrated facility in Grenchen, Switzerland. The move consolidates production, development and quality control under one roof, underscoring the brand’s commitment...
A Russian-flagged tanker carrying 730,000 barrels of crude arrived in Havana, breaking a U.S.-imposed oil blockade that has left most of Cuba without fuel. The delivery, welcomed by a beleaguered population, underscores the geopolitical tug‑of‑war between Moscow, Washington and Havana.
Scholar Rock Holding Corp. resubmitted its Biologics License Application for apitegromab to the FDA, adding a second U.S. fill‑finish site to secure supply. The move lifted the shares about 11% in early trading and positions the company for a PDUFA...
The piece argues that price should rarely be the decisive factor in supplier selection, emphasizing the need for early procurement involvement. It highlights a "late engagement problem" where stakeholders bring procurement in after the need is defined, creating biased shortlists...
I think we should rip a page from the Chinese playbook and tell Chinese OEMs if they want to sell to American consumers, they must open up production in the US with an American OEM. As part of that arrangement,...
Per the $NVDA + $MRVL investment... I do wonder if this also opens the door to $NVDA selling CPU racks to custom XPUs made by $MRVL for hyperscale customers. Obvsiously, it does help them lock up more parts of the...
Australia’s manufacturing PMI slipped to 49.8 in March, pushing the sector back into contraction for the first time since early 2024. New orders fell for the first time in five months while production declined for a second straight month, reflecting...
Inventory management used to prioritize 'just-in-time' to minimize costs. But recent supply chain disruptions have shifted focus, leading organizations to stockpile inventory like never before. #SupplyChain #InventoryManagement https://t.co/eiJ6ScQUXQ
Supply crunch in Intel, AMD CPUs deals fresh blow to PC and server makers https://t.co/sMgQY3kMbL
A wave of AI-driven chip orders is squeezing Taiwan Semiconductor Manufacturing Company's (TSMC) foundry capacity, prompting customers to look beyond its 70% market share. Samsung Electronics is poised to win new advanced‑node business as it ramps up 2‑nanometer production and...
🇮🇳Indian refineries shifted their dependence on European markets to African markets. Tomorrow, Wednesday, we will publish a surprising chart about India in the Daily Energy Report: https://t.co/gGaADYgO1p https://t.co/LUhtseUn6Z
Trump said we need Greenland because we can’t trust NATO to let us use it in a war. He said we need a battleship 100x more powerful to keep straits open. Europe laughed. Trump was right. https://t.co/PXEA9NtlX7
Nvidia announced a $2 billion cash infusion into Marvell Technology, cementing a partnership to develop AI‑focused networking silicon for data‑center customers. The deal sparked a 12% jump in Marvell shares and reinforces Nvidia’s push into high‑growth networking equipment.
🚨GOOD HORMUZ NEWS🚨 So, finally some good news. One of the US-flagged 🇺🇸 ships in the Persian Gulf was able to get into a port. While in port, they loaded food, fuel, and water, while conducting a crew change. This is good news,...
It is important to watch how this shapes freight markets in Indiana. Indianapolis is the 9th largest trucking market in the US. https://t.co/ltctV6fb43
Nova Scotia Health (NS Health) awarded six sole‑sourced health contracts without adhering to provincial procurement rules, often approving them after the contracts were already signed. The auditor general, Kim Adair, found weak justification for four of the six contracts and...
Oil from the Gulf that has been in transit to its destinations is about to dry up. Then, there will be a crunch. Paul Krugman employs standard econ arithmetic to end up with a price range of $99/BBL to 372/BBL, depending...
Nine vessels seized by the U.S. since it began taking direct action against the so-called shadow fleet that transport illicit oil around the world have delivered more than 20 million barrels of Iranian crude to China since 2013. @Kubota_Yoko https://t.co/43BnQE09kQ
Australia’s east‑coast gas market is projected to face tight supply conditions during the winter months of Q3 2026, according to the ACCC’s interim gas inquiry report. The balance could swing between a 12 PJ shortfall and a 3 PJ surplus, largely dependent on...
The one year anniversary of Trump's "Liberation Day" tariffs is Thursday (April 2). This pieces asks: What happened to US imports in 2025, in light of all of those Trump tariffs? If you 💕💕💕 charts, you will want to read 👇
Supply chains face a critical challenge: getting the right products to the right customers at the right time. Post-pandemic, this objective is paramount, demanding a strategic overhaul of management approaches. #SupplyChain #Logistics https://t.co/VPX4Pqi436
Georgian firm George Oil Ltd signed a contract to import coal, metals and chemical products from the Russian‑occupied Donetsk region, planning domestic use and exports to India and Turkey. The deal arrives despite the EU’s full ban on Russian and...
I’m looking to hire a consultant to help with international expansion for Mars Men. Looking for someone with supplement experience and a great understanding of regulatory, labels, shipping/duties/taxes, etc. If you know someone feel free to tag them below or send me...
Even if oil flows recover, refineries are the real squeeze, says Macquarie's Vikas Dwivedi Refinery run cuts have tightened product supply. It will take 4-6 weeks to recover after Hormuz opens to full transit. And there's uncertainty about refinery damage.
The Asian Infrastructure Investment Bank (AIIB) will host a Business Outreach Seminar in Rome on May 19, 2026, targeting European‑based suppliers, contractors and consultants. The half‑day event will outline AIIB’s procurement framework, showcase how firms can track and win financing...
Associated Wholesale Grocers (AWG) has signed a strategic partnership with robotics firm Symbotic to install an AI‑enabled, high‑density automation system at its Gulf Coast Division Support Center in Pearl River, Louisiana. The 114,000‑square‑foot facility, which currently processes over 22 million dry‑grocery...
Shippers should prepare for higher rates for longer, according to investment firm SIG. "Tender rejections and spot rates have been supported by tightening supply, a dynamic we expect to continue building over the next several years."
Sailing out of the Persian Gulf via the Iranian Toll Booth 1⃣Strait of Hormuz Update 31 March 2026 2⃣Where Are all the President's Tankers? 3⃣Sailing on MT Zea via @NewsNation Video: https://t.co/PVC4pY7aWJ
Iran announced legislation to levy transit fees and require cargo disclosures for ships passing the Strait of Hormuz, effectively turning the chokepoint into a revenue‑generating control zone. Despite U.S. threats to target Iranian oil facilities, Tehran’s oil exports have held...
Coal used to be the lifeblood of the railroads, but over the past twenty years, the railroads have repositioned their networks around intermodal. Intermodal is far more profitable for the railroads. https://t.co/2oXyYJGqDN
Russia announced it is prepared to supply fertilizers and other agricultural products to countries in the Global South and East, citing the recent closure of the Strait of Hormuz. The blockage has halted roughly 50% of global fertilizer exports and...
Saudi Arabia is accelerating its shift from oil to energy storage, earmarking $64 billion in mining revenue by 2030 and targeting 48 GWh of domestic battery capacity. The kingdom aims to challenge China’s dominance by developing lithium‑metal technology and exploiting its own...
It makes sense that industrials have been ramping over the last few months. The One Big Beautiful Bill provided one of the biggest tax incentive packages in history to drive manufacturing investments. The freight data suggests it is working as...
Who is telling @POTUS that "TREMENDOUS NUMBERS OF SHIPS" were sailing through the Strait of Hormuz? https://t.co/D39V2wVqPL
Over the past five decades Ireland has transformed into the world’s third‑largest pharmaceutical exporter, with drug manufacturing now contributing roughly 20 % of its GDP. The sector’s rapid growth was driven by generous tax incentives, a skilled workforce and proximity to...
The Port of Barcelona has granted Baleària a 27‑year concession to build and operate a new passenger and ro‑ro cargo terminal on the Adossat wharf. The €25.3 million (approximately $27.3 million) project will cover 75,250 m², with an initial 38,000 m² operational area opening...
Bioxyne Limited’s subsidiary Breathe Life Sciences signed a manufacturing agreement with Aurora Cannabis to produce GMP‑certified medicinal cannabis oils for Australia, with initial deliveries already completed. The contract also foresees adding GMP‑manufactured vape products for Australia, the United Kingdom and...
Food and beverage companies are prioritizing supply‑chain resilience, boosting investments in data, AI and automation, and deepening collaboration with third‑party logistics providers. A Lineage cold‑chain survey of 1,000 North‑American decision‑makers cites tariffs, regulation and geopolitical shifts as the top volatility...
"Shippers remain doubtful of a wholesale return to the Strait of Hormuz while it remains beset by conflict, throwing cold water on a Trump administration plan for US-backed insurance and naval escorts to clear passage through the vital waterway." https://t.co/SlR4K6Sl2Z...
Metallium Ltd's US arm, Flash Metals USA, has signed a long‑term off‑take agreement with Indium Corp to purchase recovered gallium, germanium, copper, tin, gold and indium from Metallium's recycling operations. The contract runs for an initial ten years with automatic...
