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:
Oil prices jumped sharply after the Iran‑Israel conflict entered its fourth week, prompting a sell‑off in European equities. Traders cite higher energy costs and heightened geopolitical risk as the main drivers of the market slide.
Analysts caution that a slowdown in EV demand, rising raw‑material costs and fierce price wars are threatening a bubble that could burst, putting pressure on CEOs of major manufacturers to rethink strategies. The warning arrives as Chinese makers unveil new...
The problem was that Trump put the big tariffs on the upstream inputs that would’ve helped America industry be competitive. With those high tariffs it makes American industry less competitive with imports from the other industrial powers like China Korea,...
7 ships are estimated to have sailed out of the Strait of Hormuz on Saturday - 1 Oil tanker - 2 LNG tankers - 4 bulk carriers 4 ships are estimated to have sailed into the Strait of Hormuz on Saturday ... this...
Australia faces a deepening petrol crisis as more than 500 service stations have run out of at least one fuel type, driving prices sharply higher. The shortage stems from the war sparked by the US and Israel in Iran and...
Japan is accelerating a China‑free titanium strategy, highlighted by Sovereign Metals' off‑take agreement with Mitsui to deliver up to 70,000 tonnes of high‑grade rutile from Malawi each year. The move follows Western supply shocks, including the shutdown of Ukraine’s titanium...
Zimbabwe's gold exports are being hit by Middle East tensions that have disrupted key shipping routes. The United Arab Emirates, which accounts for 45% of Zimbabwe's gold export revenue, is affected as the Strait of Hormuz closure forces vessels around...
Yemeni Houthis has entered the Iran War, they are now considering closing Bab El Mandeb Strait. It is estimated that 12% of the world's trade passes through here. The FAO chief economist has already warned of potential global risks to...
Iran War Destroys Canada's LNG Assumptions Mark Carney, David Eby's goal of growing LNG production by 500% is likely dead in the water. #cdnpoli #bcpoli #cdnpoli https://markhamhislop.substack.com/p/iran-war-destroys-canadas-lng-assumptions
Jack Lifton, co‑chair of the Critical Minerals Institute, argues that the U.S. narrative of a looming critical‑minerals shortage is a manufactured “Potemkin” crisis. He contends that bureaucrats inflate the problem to channel large sums of taxpayer money to politically connected...
They were always going to close the Strait of Hormuz. This was never a side development. It was central to the strategy. Because the objective isn’t just confrontation — it’s disruption: energy flows, shipping routes, and the systems that rely on them. That changes the...
Lotta people love to play with Hormuz offset balance math—and boy, oh boy, the numbers I've seen bouncing around... But let's keep it dead simple and focus on pure output: There's now ~10 MMbpd of crude oil production shut-ins confirmed across the...
Russia banked on a windfall after oil prices spiked when the Strait of Hormuz closed and the United States briefly eased sanctions on its crude. The surge lifted Urals prices near Brent, temporarily rescuing a revenue stream that had collapsed...
GT Lines has restructured its India–Sharjah Express (ISX) service due to ongoing tensions in the Persian Gulf. The carrier now anchors the service at Khor Fakkan, using overland links to reach other UAE ports. Two loops operate: ISX1 between Khor Fakkan and...
The article examines the evolving landscape of procurement orchestration, highlighting that the market is saturated with tools but lacks clear definitions. It stresses that leaders must first identify process friction before selecting technology, ensuring any platform truly fits their operating...
General Motors revived the 2027 Chevrolet Bolt EV by leveraging advanced virtual crash testing, allowing the company to skip most physical prototype collisions. The 3‑D simulation platform, enhanced with GM‑specific add‑ons, generated detailed force data that satisfied new safety regulations...
The US-Israel-Iran War is reminding me of WW2 where ships loaded in Seattle with Lend-Lease material sailed past Japan and landed in Vladivostok to support the Soviets in their fight against Nazis. Right now, the US and Israel are bombing...
The U.S. government issued an executive order invoking the Defense Production Act to accelerate domestic mining and processing of elemental phosphorus, a critical input for glyphosate herbicides. The move seeks to reduce reliance on foreign sources amid global supply concerns.
Aluminium Bahrain (Alba) said its plant was struck by missiles and drones on Saturday, leaving two employees with minor injuries. Iran's Islamic Revolutionary Guard Corps claimed the attack, saying it targeted aluminium facilities tied to the U.S. military. The strike...
A West Asia conflict‑driven LPG shortage has hit Uttarakhand, forcing hotels and restaurants to turn to biogas, CNG and other alternatives. Operators cite rising costs and supply gaps, while officials warn the disruption could linger.
Bursa Malaysia warned that investors will likely adopt a defensive stance next week, citing the escalating Israel‑Iran conflict as a key drag on market sentiment. The exchange’s cautious outlook underscores how geopolitical risk is shaping equity flows in the region.
“Your Supply Chain Team, Explained in Chess ♟️” ♔ King (CEO / Business Head) Moves slow, but if he falls… game over. ♕ Queen (Supply Chain Director) The real MVP — planning, firefighting, strategy, all at once. ♖ Rooks (Logistics & Warehousing) Strong, reliable, keep things...
U.S. and Israeli strikes have severely damaged more than 40 oil and gas assets across nine Middle Eastern countries, prompting a looming reconstruction boom. The International Energy Agency likens the fallout to the 1970s oil shocks combined with the Russia‑Ukraine...
US is "self-sufficient in food & energy"... ...but US food & energy supply chains are now HIGHLY centralized, fragile, & long (& usually stretch back to China.) "US is self-sufficient in food & energy" is like the man who drowned in a...
trump can’t reopen the strait of hormuz with an air campaign. and the iranians aren’t going to accept that outcome willingly. ground troops are coming.
French factory closures rose nearly 30% in 2025, with 160 plants shutting versus 121 in 2024. The surge is linked to intensified competition from Asian manufacturers, new US tariffs on European steel and aluminum, and higher energy costs. New factory...
Inglas provides the Impact Sentinel system, a real‑time hazard‑detection solution that alerts rail operators within two to four seconds of a rockfall, landslide or avalanche. The technology, first deployed in 2008 for Swiss Federal Railways, mounts sensors on barriers and...
The Cass Shipment index is an important barometer of freight activity, but there are some important nuances. The freight market had been in one of the biggest recessions in history. But in late November, we saw a surge of activity that has...
EV acceleration forces Toyota to pivot to solid‑state batteries, modular platforms and scaled production; execution risk and Chinese cost pressure persist. Trade: buy TYO on pullbacks. Outlook: margins should narrow. ⚡ — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Unionized workers at Swift Beef's Greeley, Colorado, plant have entered the third week of a strike that began March 16, demanding higher wages and better health care. JBS USA is operating the facility at limited capacity while shifting production elsewhere,...
And there is goes… all of Our North American seafood. What could possibly go wrong bringing Chinese technology and equipment into Canada? How much do you want to bet the CCP gives them free fish finding equipment that also sends submarine charts...
⏳ Are these setup time mistakes slowing you down? Learn how to streamline processes and maximize efficiency. #Manufacturing #SetupTime #FactoryEfficiency #ProcessImprovement #LeanManufacturing #ManufacturingEfficiency #MachineShop #Machining https://t.co/W0QXV3zd7e
General Dynamics won a $15.4 billion contract from the U.S. Navy to build the next batch of Columbia‑class ballistic‑missile submarines. The award will sustain shipyard activity, supply‑chain orders and advanced manufacturing jobs for the next ten years, though the Navy disclosed...
Is McKinsey slow to react to what has and is happening? Global trade war. Iran war and the Strait of Hormuz. A continuation of trade supply chain disruption that may be moving to fragmentation and even devolution.
Here’s a suez redux. But it’s not suez, any more than it’s Vietnam or Iraq.
Dr. Nathan Jones’s technical report compares cargo theft in Texas and Mexico, revealing starkly different organized‑crime tactics. In Mexico, thefts are overt and violent, while Texas criminals favor fraud, deception, and cyber‑enabled schemes. The study links Mexico’s weak state capacity...
Did @stripe-owned @Stablecoin platform Bridge ship 12 Mitsubishi trucks to an ISP, Thundernet C.A., with links to the Venezuelan government? Shipping records say it did, the company denies it, and the reality is too complicated for a tweet. Full story in Fintech...
Poor Iran now has to deal with a wrecked ship on their coast due to their own attacks.
Uber announced a partnership with electric‑vehicle maker Rivian that includes a $1.25 billion investment and a commitment to purchase 10,000 autonomous R2 SUVs for a 2028 rollout in Miami and San Francisco. The deal aims to expand Uber’s driverless fleet to...
UK move away from US for security. Would this also affect trade? What would Trump do?
Diesel: $3.89 → $5.37/gal. Every truck. Every delivery. Every shelf. The inflation pipeline hasn't fully hit yet. Freight costs are the slow burn that shows up 60-90 days later. You haven't felt this yet. You will. $XLE $IYT https://t.co/OaV580UlNv
“It’s easy to be swept up by the latest buzzwords & slavishly follow ‘best practices’ that claim to transform ur #procurement capability overnight—but they never stand the test of time. Focus on enhancing effectiveness instead.” https://t.co/AwR3NnZV7e #purchasing #supplychain https://t.co/NnBMchjnvy
"A costly plan will keep a steel plant in JD Vance’s hometown running. Locals are aghast: ‘It’s horrible’" 🤔 https://t.co/bfrGuaDpW6 https://t.co/pBxxBmFbKI
Even ships Iran says are “safe” won’t risk Hormuz. 2 Chinese ships turned back despite permission Permission isn’t safety. Risk still rules Hormuz. #Hormuz #Oil #Shipping #EnergyCrisis https://t.co/yEI8Ew9SQw
40% of global helium is offline It's critical for computer chips and there's only a few weeks of inventory https://t.co/NrxRXjRzCl
Australia LNG offline for weeks. Half its exports hit. This market has no buffer left. https://t.co/wV9mseaJW8 #LNG #EnergyCrisis #Oil #Geopolitics
Bit of a deep dive with a handsome economist (me) on how America's economic vulnerability undermines its military advantage. https://t.co/WZQ5ou95bM
Japan is switching naphtha imports from the Middle East to other countries, says Prime Minister Takaichi 🇯🇵 ⛽️ Japan relies on the Mid East for >70% of naphtha imports, and has 20 days of stockpiles Shortages threaten supply of petrochemicals, plastics,...
Chicago was one of the first markets to tighten. Despite tightness spreading to other major markets, Chicago remains one of the tightest markets in the country. https://t.co/mLkRlRBTH3
When capacity first started to tighten, Atlanta stayed out of the rally. In recent weeks, Atlanta has started to sharply tighten. Rejections at 13.62% https://t.co/3hELRXDncJ
