Today's Supply Chain Pulse
Shipowners stay cautious despite US‑Iran Hormuz reopening deal
President Trump announced a deal with Iran to reopen the Strait of Hormuz, ending the naval blockade that had closed the oil conduit since late February. Shipowners, however, remain wary, pointing to 57 recorded security incidents and lingering mines, and are opting for lower‑risk routes until safety can be assured.
Also developing:
By the numbers: GIA acquires 30% stake in De Beers' Tracr blockchain platform
Queensland Startup Receives ARENA Backing for Critical Minerals Innovation
The Australian Renewable Energy Agency (ARENA) is providing up to $5 million to Queensland‑based Banks Minerals to develop a pilot plant for its electro‑chemical copper extraction technology. The funding, delivered through the Advancing Renewables Program over three years, aims to de‑risk the transition from lab prototype to field demonstration. Banks Minerals’ process targets low‑grade copper ores, which are typically uneconomic, while cutting energy consumption and emissions. ARENA sees the project as a way to bolster Australia’s critical‑minerals supply chain amid soaring global copper demand.
Proposed Law Threatens Trucking Capacity by Revoking Non‑Citizen CDLs
This law, if passed, would immediately revoke CDLs for non citizens or those that don’t have lawful permanent residency or work permits. It wills be far more impactful to trucking capacity than any other action, largely because it is immediate and...
Dalilah Law Could Double Trucking Rates, Cut Drivers
Trucking rates could enter a super cycle if The Dalilah Law passes in Congress. A doubling of trucking spot rates would be possible and the effects felt almost immediately with approx 20% of the truck driver population being...
Indian Register of Shipping Earns USCG Similarly Qualified Organization Status
Indian Register of Shipping (IRS) has been granted the U.S. Coast Guard’s Similarly Qualified Organization status under Title 46, placing it among only three classification societies authorized to serve the U.S. commercial fishing sector. The designation follows a four‑year technical review...
Global Air Cargo to Expand for Second Successive Year; What Makes for a Winning Cargo-Only Airport?
Air cargo is set to grow for a second consecutive year in 2026, despite lingering global economic uncertainty. While it moves only 1% of world trade by volume, it represents more than 35% of trade value, underscoring its strategic importance....
Purecycle Technologies Inc (PCT) Q4 2025 Earnings Call Transcript
PureCycle Technologies reported Q4 2025 revenue of $2.7 million, marking a fourth consecutive quarter of sequential growth, while achieving record production at its Denver (14 million lb processed) and Ironton (7.5 million lb produced) facilities. The company reduced feedstock procurement costs by $0.06 per pound,...
3ME Technology Eyes Arctic-Ready Battery Systems Under South 8 LOI
3ME Technology and South 8 Technologies have signed a Letter of Intent to develop lithium‑ion batteries for extreme cold‑weather and Arctic defence use. South 8 will supply its LiGas‑enabled cells, which operate from –60 °C to +60 °C, for integration into 3ME’s EdgeVOLT Cold...
Report: Agentic AI to Reduce Entry-Level Hiring Needs
Gartner’s 2025‑2026 survey of 509 global supply‑chain leaders finds that 55% expect agentic AI to shrink entry‑level hiring, while 51% anticipate broader workforce reductions. The majority (86%) agree AI adoption will force new talent‑pipeline processes, especially among high‑performing firms that...
Implementing the Strategic Sourcing Strategy
The article outlines how to move a strategic sourcing plan from theory to market execution, emphasizing that implementation validates the insights from spend analysis, category profiling, and other diagnostics. It describes four primary engagement methods—direct negotiation, outsourcing versus in‑house production,...
Fujio Cho on Standardized Work: The Foundation for Improvement, Not Control
Fujio Cho emphasized that standardized work is a learning tool, not a control mechanism. He argued that a shared, current‑best‑practice baseline makes problems visible and enables continuous improvement. When leaders treat standards as compliance checks, employees hide issues; instead, leaders...
Rare Metals Power Massive Data Centers and National Security
To build a data center the size of Manhattan, as Mr. Zuckerberg intends to, we need some metals that you’ve probably never heard of in quantities than you cannot fathom… These metals are not just 1 or 2 letters on your...
Swisslog to Debut AgileStore Pallet Shuttle Storage System
Swisslog announced AgileStore, a four‑way roaming pallet shuttle, to debut at MODEX 2026. The system moves forward, backward, laterally and vertically, allowing cross‑aisle travel and level changes without extra lifts. AgileStore’s modular design promises higher density storage, dynamic routing and...
Beyond Visibility: AI Redefines Logistics
The recent SupplyChainBrain webinar highlighted how generative AI is moving logistics beyond static visibility toward proactive orchestration. Speakers explained that intelligent agents can monitor, decide, and act, turning dashboards into autonomous execution engines. They presented a framework for selecting GenAI...
Smart Strategies that Will Help Australian Manufacturers Succeed in 2026
Australian manufacturers face high labour, energy and logistics costs in a small domestic market, forcing them to seek niche growth rather than volume. To stay competitive, firms must maintain deep customer insight and articulate a clear "secret sauce" that differentiates...
Hazer Reports Revenue Growth and 27% Cost Reduction in H1 FY26
Perth‑based Hazer Group reported a strong start to FY26, posting $1.5 million revenue in the first half, primarily from an R&D tax refund and two paid project studies. Operating expenses were cut by 27%, reflecting a leaner cost structure as the...
NORD Extends IE5+ Synchronous Motor Line with New 112 Frame Size
NORD DRIVESYSTEMS has launched the SK 112, expanding its IE5+ permanent‑magnet synchronous motor line to a 15 hp, 112‑frame size. The new motor maintains up to 95 % efficiency and offers both ventilated TEFC and smooth‑body TENV housings, the latter available with IP69K...
Shipper Purchase Orders Hold Steady Despite Tariff Uncertainty
Shippers continue to place purchase orders with Asian factories despite ongoing tariff uncertainty, according to Port of Los Angeles Executive Director Gene Seroka. January TEU volumes fell about 12% year‑over‑year, with imports down 13% and exports down 8%, while empty...
The 4-Stage Integration Gap Holding Food Manufacturers Back in 2026
Food manufacturers are largely stuck in a hybrid, partially connected integration state, where systems like ERP and MES exchange data inconsistently. A 2025 survey shows nearly 70% of firms cite cost as the primary obstacle to deeper digital transformation, yet...
Moody’s: Port Import Gains From Supreme Court Tariff Ruling May Prove Fleeting
The U.S. Supreme Court struck down tariffs imposed under the International Emergency Economic Powers Act, potentially unlocking refunds on more than $90 billion of duties and lowering landed costs for importers. Moody’s expects a short‑term surge in cargo volumes at major...
New eBook From Mouser, Microchip, and Samtec Examines PCIe Design for Emerging Embedded Systems
Mouser Electronics, in partnership with Microchip Technology and Samtec, has released an eBook titled “8 Experts on PCIe for Emerging Embedded Systems.” The guide gathers insights from eight industry leaders—including Bosch, DANA, Synopsys, Tektronix and Visteon—to help engineers tackle PCIe integration...
Can Project Vault Fortify the US Industrial Base Against Mineral Chokepoints?
In February 2026 the U.S. Air Force faced F‑35 radar delays because gallium supplies were blocked by China, prompting the launch of Project Vault, a $12 billion strategic critical‑mineral reserve backed by the Export‑Import Bank and private investors. Unlike the historic...
NEW PRODUCT: FlexiSan Modular Spray System for Mobile and Efficient Equipment and Plant Sanitation
BETE introduced the FlexiSan Modular Spray System, a portable, cost‑effective solution for equipment and plant sanitation. The base model features a mobile cart with a clean‑in‑place spray header, dual blending pumps that can hold two liquids, and connects to existing...
IAG Cargo Launches AOG Service
IAG Cargo announced a dedicated Aircraft on Ground (AOG) service that operates 24/7 across its 250‑destination network. The offering targets urgent transport of aircraft parts to minimize downtime and protect schedule integrity. Intel Market Research projects the AOG logistics market...
Accreditation Places OryxAlign on Tier-One Assurance Platform
OryxAlign has secured the BuildingConfidence Gold accreditation from Achilles, a tier‑one supplier assurance platform used by major construction contractors. The Gold status, awarded in January, applies across the company’s UK operations and signals compliance with rigorous governance, compliance, and operational...
The New Age of Western Industrial Policy: Is There a New Playbook?
A virtual “Trade Winds” event on March 11, 2026 gathered top economists and policymakers to assess the resurgence of Western industrial policy. Speakers outlined a growing toolbox—including procurement preferences, subsidies, and public‑private partnerships—driven by competitiveness, innovation, and economic‑security concerns. The measures aim...
The State of US-Japan Economic Relations in a Changing Global Economy
A recent webinar examined the evolving economic partnership between the United States and Japan, highlighting trade, investment, and supply‑chain dynamics amid shifting global patterns. Experts discussed how post‑pandemic realignments and technological change are reshaping bilateral ties. The dialogue also addressed...
Eidesvik Wins PSV Extension From Aker BP
Eidesvik Offshore has secured an additional contract extension from Aker BP for its 2012-built platform supply vessel Viking Prince. The extension adds roughly two months to the vessel’s hire, pushing the end‑date to the end of April 2026. This follows...
Five Major Shifts Shaping 2026 Manufacturing Tech Priorities
Rootstock’s 2026 State of Manufacturing Technology Survey shows five pivotal shifts in tech priorities. Workforce talent shortages have risen to become the leading barrier, increasing from 25% to 33% of respondents. AI investment is moving sharply toward supply‑chain execution and...
Manufacturing Industry Forecast 2.9% Growth in 2026 As Asia Leads The Way
Interact Analysis projects global manufacturing output to grow 2.9% in 2026, up from 2.0% in 2025, with an average annual rate of 3.1% through 2030. Asia emerges as the strongest region, delivering 3.2% growth and a $30.1 trillion output, while India...
Bahri Charters Five Supertankers as Rates Approach $200K/Day
Saudi Arabia’s largest oil shipper, Bahri, provisionally chartered five very large crude carriers as daily charter rates neared $200,000, the highest level since 2020. The vessels are slated to move Saudi crude to Asian markets, chiefly China, in the coming...
SPS Commerce Introduces MAX, Embedded AI for Supply Chain Workflows
SPS Commerce has launched MAX, an AI‑driven set of capabilities embedded in its supply‑chain network that currently operates in an advisory mode, surfacing anomalies and recommending actions within existing EDI workflows. The system is designed to improve supplier compliance, order...
Air France KLM Targets High Tech Cargo with Incheon Freighter Service
Air France KLM Martinair Cargo is adding a dedicated freighter service between Amsterdam Schiphol and Incheon, launching on 30 March with three weekly Boeing 747‑400 flights. The route integrates into the carrier’s Schiphol‑Hong Kong rotation, raising the frequency to six flights per week. The...
Cold Storage Market Working Off Oversupply
Lineage reported flat Q4 revenue of $1.34 billion and a modest $6 million net profit as the cold‑storage market works through a 10% oversupply. New refrigerated space expanded 14.5% from 2021‑2025, while demand rose only 5%, creating a capacity gap that is...
Strategic Reserve Could Stabilize Mineral Markets, Unlock Capital
Last night’s State of the Union address tied AI dominance to power plants, permits, and domestic mining. Earlier in the day, the House Energy & Minerals Subcommittee debated how to actually fix the mineral markets behind that ambition via the SECURE...
Carrier‑engineered Congestion Fuels Blank Sailings, Dropping Rates
Carriers engineering congestion. Blank sailings. Empty ships and soft supply chain demand. To lesson rate drop.
Supreme Court Strikes Down IEEPA Tariffs – What It Means for Freight Markets
The U.S. Supreme Court invalidated the Trump administration’s use of the International Emergency Economic Powers Act (IEEPA) to impose country‑specific tariffs, but the tariffs themselves remain in place through a new global duty under Section 122, initially set at 10%...
Nvidia’s HBM Grab Mirrors Apple’s iPod Storage Monopoly
Been hearing via supply chain friendlies, NVIDIA has secured most of the HBM, making it scarce for competitors. Reminds me of iPod days when Apple secured all the storage as others were trying to compete with them in MP3 players.
Supreme Court Tariff Win Boosts Ports—But Likely Short‑Lived
Moody's: Port Import Gains From Supreme Court Tariff Ruling May Prove Fleeting. And supply chains? https://t.co/MTwlEv05YS
U.S. Treasury Sanctions 12 Tankers in Iran’s Shadow Fleet
The U.S. Treasury’s Office of Foreign Assets Control announced sanctions on 12 tankers and their owners that have shipped hundreds of millions of dollars in Iranian petroleum and petrochemical products. The designations also include nine individuals and entities in Iran,...
Undoing Theft Is Hard, yet Still Unjustifiable
"It’s hard to undo almost a year’s worth of theft, but that doesn’t make theft permissible." 🔥 https://t.co/AiOvVFnwCJ https://t.co/S2CR1IBtrL
South Korea Partnership Boosts U.S. Shipbuilding Capacity
“Working with South Korea brings industrial capacity to the US and will allow America to press fast forward on shipbuilding,” Alex Wong, Hanwha https://t.co/BIwicYBkDb
Numina Group Launches Batchbot 2.0 with Upgraded Software
Numina Group unveiled Batchbot 2.0, a modular warehouse automation platform that fuses its Real‑time Distribution Software (RDS‑WES) with KUKA’s fifth‑generation AI‑infused autonomous mobile robots (AMRs) and a voice‑guided picking suite. The system claims to eliminate more than 20 minutes of...
US, South Korea, Greece Unveil Major Shipbuilding Partnership
At DOT with Ambassador Guilfoyl, Alex Wong and US Merchant Marine Commandant Steve Carmel for a big shipbuilding announcement between the US, South Korea and Greece. Stay tuned to @gCaptain for details coming soon. https://t.co/TkMB2MwgEI
Tariff Hikes Boost Inflation Expectations, Curb Durable Purchases
New @ClevFedResearch paper finds US tariff hikes & tariff uncertainty increase consumers' inflation expectations, while uncertainty "strongly discourage[s] consumers from buying durables, especially cars and big-ticket items." https://t.co/IhbQU2Pc4M https://t.co/6C1XUPmqch
ESAB Launches Ruffian EMP 270G Engine Drive
ESAB, together with Linde Gas & Equipment, unveiled the Ruffian EMP 270G engine‑driven welding generator at CONEXPO‑CON/AGG 2026, offering show‑only pricing and bundled accessories. The unit delivers 270 A at a 100 % duty cycle and 11 kW of generator power from a 23.5‑HP KOHLER...
Mercy Hospital Ship Heading Toward Panama Canal, Not Greenland
I hate to break it to you, folks… Mercy's AIS Track Points to Panama Canal—Not Greenland—as Hospital Ship Steams South https://t.co/EJNcVSIlSm
Spot Market Overtakes Contracts, Signaling Freight Recession End
The spot market is finally crossing over and passing the contract market. Why does this matter? Because it provides the best data we've seen yet that the Great Freight Recession is ending. Is this a blip or a permanent shift? Is @rxoinc...
Donald Trump’s Tariffs Affect AmiAmi, Aitai Kuji, and Hobby-Genki
U.S. courts have struck down President Donald Trump’s 2025 tariff authority, prompting a revised global tariff of 10%. The ruling has forced Japanese hobby retailers AmiAmi, Aitai Kuji, and Hobby‑Genki to hold or delay shipments to the United States. Both...
Scrutinize Defense Procurement, Invest Across Supply Chain
Germany’s @_FriedrichMerz is right to scrutinize defense #procurement—which can be rather murky. Spending w/ start-ups & young cos. will likely foster innovation, though the money should spread across the #supplychain. Via @laurapitel & @ChassNews @FT https://t.co/MFeG0WiDwx
Keolis Retains Virginia Railway Express Operating Contract
Keolis North America has been awarded a new contract to operate Virginia Railway Express (VRE) commuter rail services after a competitive procurement process. The award confirms Keolis as the incumbent operator, extending its role in providing daily passenger service across...