Know What's Happening in Supply Chain
Know What's Happening in Supply Chain
DHL Express ramps up India push under Strategy 2030
DHL Express is accelerating its India strategy as part of its global Strategy 2030 plan, targeting a 50% increase in worldwide revenue from the 2023 baseline. India is one of 20 priority markets, with the carrier focusing on high‑growth sectors such as life sciences, new energy, e‑commerce and digital sales, and it has recently added temperature‑controlled assets to support the expansion.
A German‑Lithuanian maritime forum in March brought together over 100 officials, port executives and logistics leaders from Klaipėda, Lübeck and Hamburg to deepen cooperation on trade corridors, supply‑chain resilience and Baltic security. The dialogue highlighted Germany’s position as Lithuania’s top import partner and the rapid growth of container traffic, with Hamburg handling 142,000 TEU from Lithuania—a 15.4% year‑on‑year increase. Delegates emphasized shifting freight from road to ferry and rail, which could slash CO₂ emissions by roughly 70%. The forum set the stage for concrete joint projects, with a follow‑up visit planned for April.
The upside to Japan’s risk aversion – ample petroleum reserves The Yen has weakened against the US$ since the Iran war drove the oil price higher, but so too has the AU$. Japan imports most of its energy needs, so a...
In fairness this means the Houthis are also considering not closing the Bab-el-Mandeb Strait, guys. https://t.co/ZiiVU0cw8C
Supply‑chain analysts say the United Kingdom is only weeks away from shortages of essential medicines, from painkillers to cancer therapies, if the Iran war drags on. Disruptions to Gulf air routes and the Strait of Hormuz have forced firms onto...
The Brewers Association of India has warned that the war in Iran is choking gas supplies, driving up glass bottle prices by about 20% and prompting a request for 12‑15% retail price hikes. The shortage threatens both beer and bottled‑water...
Iran-backed Houthi rebels launched a barrage of ballistic missiles toward southern Israel on Saturday, marking their first strike in the month‑long Middle East war. Israel’s military intercepted the projectile, while the attack reignited concerns over Red Sea shipping routes that...
Hospitality operators are turning to low‑cost mattress, pillow and linen solutions to modernise guest rooms without breaking the bank. By sourcing budget‑friendly products, hotels can keep room rates competitive while delivering a refreshed sleep experience.
Oil producers in the Permian Basin say organized theft of crude and refined products has escalated into a national‑security concern, with estimated losses running into the billions of dollars. The thefts threaten supply reliability and have prompted calls for stronger...
West Asia hostilities have driven crude oil to record levels, sending U.S. gasoline past $4 per gallon and inflating consumer costs. India responded with a 38,000‑tonne fuel shipment to Sri Lanka and an ethanol push, while the finance ministry warned...
ASEAN heads will convene in May for a streamlined summit focused on securing fuel supplies, stabilising food prices and addressing migrant worker issues. The meeting comes as the Middle East conflict fuels volatility across Asian equity markets, making the agenda...
Congress and the Trump administration have closed the de‑minimis loophole that allowed Chinese sellers to ship millions of low‑value packages duty‑free into the United States. The move targets a high‑volume trade channel that undercut U.S. retailers and weakened negotiating leverage...
Diesel prices have surged 41% since March 2, while dry‑van spot rates rose 7.5%, yielding a 0.7 correlation. Historically, the relationship flips—March 2022 showed a –0.8 correlation—showing diesel isn’t a consistent driver. Fuel now accounts for roughly 30% of a truck’s operating...
Maersk announced an emergency fuel surcharge on its container services as the Iran‑Israel war drives bunker fuel to near‑record levels. The move follows disrupted Red Sea routes, a temporary suspension of operations at Salalah after a drone attack, and rising...
Lockheed Martin announced a major expansion of Javelin anti‑tank missile production, adding new lines and coordinating roughly 100 suppliers to support output slated for late 2026. The move comes as cheap drones reshape battlefield economics and pressure traditional armor systems.
The U.S.-Iran war has driven daily tanker transits through the Strait of Hormuz down 90%‑95%, sending Brent crude above $113 a barrel and inflating marine insurance to as much as 10% of a vessel’s value. Analysts warn the chokepoint could...
Rolling inventory treats trailers, containers and roll cages as mobile storage, letting inbound freight wait in the yard until needed. Developed at UMass Amherst, the strategy cuts labor by avoiding repeated unload‑reload cycles and eases congestion in increasingly expensive warehouse...
Two Mexican humanitarian‑aid sailboats, part of the Nuestra America convoy, safely docked in Havana after a brief disappearance and weather‑related delay. Mexican Navy surveillance aircraft located the vessels roughly 80 nautical miles off Cuba, confirming crews were healthy. The boats...
Shandong Marine Corporation announced the extension of its Malaysia‑Indonesia Express (MIX) service to Chittagong, Bangladesh. The expansion adds a 370‑TEU vessel to the existing 700‑TEU ship, raising total capacity on the route. The revised rotation will call at Port Kelang,...
Iran announced it will clear twenty Pakistani‑flagged vessels through the Strait of Hormuz, allowing two ships per day after months of near‑total closure due to regional tensions. The move follows earlier passages of two tankers carrying roughly 500,000 and 600,000...
The United Nations announced a new task force to safeguard Strait of Hormuz trade as two COSCO container ships were forced to retreat, and oil prices rose to their highest levels since 2022. The moves highlight mounting pressure on global...
On March 29, Iranian drones struck Oman's Port of Salalah, damaging a large container crane and injuring a foreign worker. The attack forced the port, which handled over 3.3 million TEU in 2024, to suspend operations for an estimated 48 hours....
The disruption of Qatari LNG will see an increased of US LNG to Asia. The limitations will be: 1️⃣US ability to ramp up exports 2️⃣Availability of ships to haul the longer ton-miles from the US to Asia vice Qatar 3️⃣The limitations of the Panama...
South Korea’s Second Vice Foreign Minister Kim Jina met with EU External Action Service secretary general Belen Martinez Carbonell in Seoul, agreeing to broaden cooperation on critical‑material supply chains and economic security. The dialogue, set against a backdrop of geopolitical tension,...
U.S. President Donald Trump’s decision to halt oil shipments to Cuba and a high‑level call involving Elon Musk, Trump and Indian Prime Minister Narendra Modi on keeping the Strait of Hormuz open have pushed global oil prices to multi‑year highs....
A partial DHS shutdown has left 61,000 TSA workers unpaid for six weeks, extending airport security lines and prompting President Trump to sign an emergency pay order. Combined with soaring jet fuel prices, the travel disruption is pressuring hotel operators,...
European benchmarks opened lower after mixed signals from the Iran‑Israel war pushed oil prices higher and heightened geopolitical risk. The slide reflects investor anxiety over a potential supply bottleneck at the Strait of Hormuz and its knock‑on effects on European...
The Philippines' National Food Authority (NFA) is modernizing a major rice warehouse in Camarines Sur with an automated ventilation system that uses LoRa‑enabled sensors to monitor temperature and humidity every five minutes. The upgrade adds a 16‑kilowatt solar power array...
Jubilant FoodWorks disclosed that the ongoing Israel‑U.S‑Iran conflict has disrupted LPG cylinder deliveries, affecting several Domino's Pizza and Dunkin’ Donuts outlets across India. The shortage stems from reduced LPG imports due to blockades in the Strait of Hormuz and broader...
Ukrainian President Volodymyr Zelenskiy used a Middle East tour to lock in long‑term military and energy partnerships. Kyiv signed 10‑year defense agreements with Saudi Arabia and Qatar and is negotiating a similar pact with the United Arab Emirates. The agreements,...
Emirates Global Aluminium, the Middle East’s largest aluminum producer, reported significant damage to its main smelter after an Iranian missile and drone attack on Saturday. The plant, a cornerstone of the UAE’s metal export capacity, is now offline pending assessments....
Shipping line Marsa Ocean announced two new container services linking India with the Red Sea. The India‑Red Sea (IFR) service will run fortnightly using two 1,200‑TEU vessels, calling at Mundra, Nhava Sheva, Fujairah, Djibouti and Aden. The Red Sea Express...
The Houthis of Yemen have entered the war, claiming the launch of a ballistic missile against Israel. The more important aspect of their involvement is whether they try to disrupt traffic in the Bab al-Mandeb Strait, effectively jeopardising Saudi efforts...
Week 4 Recap of the Strait of Hormuz 1⃣Is the Aya-TOLL-ah Booth Open to Everyone? 2⃣Week 4 @gCaptain headlines 3⃣ @UK_MTO JMIC Update 4⃣ Mar 26 & 27 Replay @MarineTraffic 5⃣ Role of Tripoli Amphibious Ready Group? Video: https://t.co/vwiilPKiZe https://t.co/UPIM7Z8QwU
The United States announced a ban on the sale and distribution of foreign‑manufactured Wi‑Fi routers, citing national‑security concerns. The move targets equipment from several Asian vendors and could force a rapid shift toward domestically produced networking gear.
guy in the future: “So, how serious is this, on a scale of just noise to that time the Strait of Hormuz got closed?”
Passive defenses — bunkers, hardened shelters, dispersal — aren't glamorous. The Pentagon has underfunded them for decades. Now, with U.S. troops under fire in the Middle East, DoD is scrambling to find vendors who can ship prefabricated shelters within 30...
U.S. District Judge Rita Lin issued a preliminary injunction stopping the Defense Department from designating AI startup Anthropic as a national‑security supply‑chain risk. The ruling calls the move an unlawful First Amendment retaliation and leaves the Pentagon’s use of Claude...
Who is WE @tangobastogne ? The opportunity to secure Hormuz passed in late February Now it’s risk that keeps it closed, not geography How can WE eliminate the risk of drones, mines & fast boats? WE cannot
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Amazon announced that its internal "Project Kobe" will pilot massive supercenters that fuse grocery, general merchandise and a robot‑filled fulfillment hub. The first sites – Orland Park, IL and three additional locations – total roughly 225,000 square feet each, with...
While 5 oil tankers are loading at Once in the two Saudi ports on the Red Sea, count the tankers that are waiting to load (In red)
"The company also did not disclose how much it spent to restart the second furnace in Granite City. McKey estimated it could be around $30 million." https://t.co/4fNwGyi7aw https://t.co/SrSjAIYZ4c
Environmental activists have condemned the U.S.–Indonesia trade agreement signed on Feb. 19, saying it paves the way for expanded mining and fossil‑fuel extraction in Indonesia. The deal, valued at $33 billion, includes provisions that could loosen export bans on raw minerals and...
And just like that, a quarter of global LNG supply is offline 🚢 ⚠️ Hormuz/Iran attacks have disrupted deliveries from Qatar and UAE Cyclone temporarily knocks out plants in Western Australia (Nice graphic from IEA’s Greg Molnar) https://t.co/ymJmTrTZGx
Israel’s attack on Iran while there were attempts at “peace” negotiations may have compounded the supply chain and maritime problems that are bordering on supply and economic catastrophe. IMHO
Micron Technology has begun mass production of its fourth‑generation high‑bandwidth memory (HBM4) to power Nvidia's Vera Rubin AI accelerator. The move comes as Micron ramps up a $100 billion semiconductor fab in upstate New York and reports a 196% year‑over‑year revenue...
Six years of supply chain and logistics disruption. The need is to understand the E2E supply chain, especially the tiered, nonlinear upstream supply chain. Forget buzzwords like ‘resilience’. Fresh thinking. Adapt to what will continue—SCM chaos.
Very early on the war I wrote about SaudiArabia’s crucial East-West oil pipeline (see 👇). Now, the conduit has reached its nameplate capacity of 7 million b/d, wit exports from the Saudi Red Sea coast to global markets >5 million...
Indonesia’s growth outlook is being squeezed by three simultaneous shocks – looming sovereign‑rating downgrades, renewed US trade friction and a fuel crisis sparked by the Iran war. Analysts warn the combined impact could stall the country’s 8% growth target and...
Reliance Industries, Samsung C&T sign $3 billion green ammonia supply deal #energysky -- via pv magazine global: https://t.co/QhgLo7pNfi
