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:
The New South Wales government announced a coordinated response to diesel distribution gaps that are affecting mining, agriculture and freight. Data from FuelCheck shows 187 stations lack diesel, including 78 in key mining regions, while 32 stations have no fuel at all. The state will compel major fuel suppliers, who control over 85% of Australia’s liquid fuels, to share detailed inventory and distribution plans, and will launch a Liquid Fuel Emergency Operations Centre in Parramatta within 24 hours. These steps aim to smooth regional supply and keep essential industries running.
Australia is confronting an acute diesel shortage that is beginning to choke key sectors of its economy. DP World Australia warned that without prioritized fuel deliveries, container terminals could slow or cease operations, jeopardizing both imports and exports. Rising fuel...
Prologis CEO Dan Letter says AI‑driven data‑center demand will sustain growth, with a 5.7 GW power pipeline—1.8 GW secured and 3.9 GW in advanced stages—under lease discussion for the next three years. The company recorded its second‑largest leasing year in 2025 and expects...
It's the first time in 60 years you've heard Bahrain, UAE, Saudi Arabia, Qatar all sing from the same song sheet, saying status quo doesn't work. That's really good for everybody because that's a lot more trade into Asia. That'll...
Italian automation leader Comau and German specialist Reis Robotics have signed a cooperation agreement to jointly develop advanced automation products for multiple industries. The partnership will initially target shipbuilding, intralogistics, giga‑casting, battery production, heavy industry and critical infrastructure in Germany,...
NORD Drivesystems introduced its MAXXDRIVE industrial gear unit series, capable of delivering up to 2,495,900 lb‑in of torque for heavy‑duty mining equipment such as crushers, mills, and conveyors. The units feature a one‑piece UNICASE housing that resists dust, temperature swings, and...
Warehouse robotics, especially autonomous mobile robots (AMRs), are seeing sustained growth, with 2025 shipments up 18.5% and revenue rising 24%. While hardware draws most attention, the article argues that software—specifically integration, synchronization, orchestration, AI‑driven optimization, and simulation—is the true differentiator...
The U.S. Postal Service announced an 8% price increase effective April 26, citing rising fuel costs and broader inflationary pressures. At the same time, the removal of the de‑minimis exemption has introduced a baseline 10% tariff on most overseas parcels,...
The Australian Workers’ Union is pressing the New South Wales government to finalize financial backing for the Tomago aluminium smelter, warning that delays could jeopardise hundreds of jobs and the state’s industrial sovereignty. The smelter, the largest employer in the...
The U.S. Postal Service will impose an 8% temporary surcharge on its core package services starting April 26, 2026, lasting until January 17, 2027. The increase targets Priority Mail Express, Priority Mail, USPS Ground Advantage and Parcel Select, and is driven by rising fuel, trucking...
You are not bullish enough. The trucking market is an 11 out of a 10 right now, with some the strongest charts since COVID. The resurgence of the US industrial economy and manufacturing renaissance is real, along with tightening capacity....
Interesting interview with a Sr Engineer in networking at AWS. Optical is ramping fast. Looking to shift to 1.6T but still can't get all the capacity they need at 800G. Diversified across vendors with InnoLight currently the most share....
Anthropic has filed a federal lawsuit seeking an injunction to block the Department of Defense's ban on its Claude AI system, arguing the Pentagon's "supply‑chain risk" label violates the First Amendment and due‑process rights. The case pits the AI startup...
President Ferdinand Marcos Jr. placed the Philippines under a one‑year national energy emergency and announced a plan to purchase one million barrels of oil to extend the country's fuel stock to about 45 days. The move follows a sharp price...
On March 24, the fire department in Neuss, Germany, responded to an inland cargo ship that became wedged under a railway bridge on the Rhine River after striking the structure. Several containers fell into the water and others teetered on...
High‑growth Shopify brands handling $500 K‑$10 M in revenue are hitting 500‑1,000 orders per week, where their packaging supplier shifts from a simple vendor to a strategic operational partner. The article outlines six expectations these brands have, including speed, flexibility, cost transparency,...
Artificial intelligence is moving beyond reactive generative models toward agentic systems that can reason, plan, and execute procurement workflows with minimal human input. Agentic AI promises to automate routine, time‑consuming tasks, allowing procurement teams to concentrate on strategic initiatives. To...
Jaguar Land Rover (JLR) embarked on a SAP S/4HANA migration to replace a legacy ERP and create a future‑proof, agile foundation. The project centered on a Clean Core strategy, keeping the system as standard as possible while using a governance...
Asian ocean carriers are currently managing bunker fuel supplies, but tightening inventories signal a looming shortage if the Strait of Hormuz remains blocked. Global fuel suppliers warn that prolonged closure could trigger worldwide deficits. To cushion the impact, operators are...
Figure 03, an autonomous robot developed by Figure AI, can sort a package every four seconds with 95 % barcode‑scan accuracy, handling soft bags, padded envelopes and rigid boxes without human guidance. Backed by OpenAI, Microsoft, NVIDIA and Jeff Bezos, the system—named Helix—combines...
Torsten Slok warns that roughly $14 trillion of intermodal (IG) capacity will hit the market over the next two years, driven by a wave of new rail, truck and terminal assets. The surge could outpace demand, creating excess supply in freight...
GOOD GOOD, the health‑focused food brand, has signed a three‑year partnership with UK third‑party logistics provider 3PL to handle multi‑channel fulfillment across direct‑to‑consumer, Amazon Seller Fulfilled Prime, and wholesale distribution to Holland & Barrett. The deal leverages 3PL’s Flex service and...
A new WBR Insights LogiPharma Playbook surveyed 100 European pharma supply‑chain heads and found that while AI is being piloted, confidence remains low. Sixty‑five percent of leaders doubt AI can reliably predict or mitigate disruptions, and only 36% have moved...
India’s LPG crisis following closure of the Strait of Hormuz The war between the United States and Iran and closure of Strait of Hormuz has become a critical threat to the supply of liquefied petroleum gas (LPG) India relies on for...
Attabotics introduced the Guardian bin, a metal‑based storage container designed to lower fire risk in automated storage and retrieval systems (ASRS). The bin replaces combustible plastic with galvanized steel, contains leaked liquids, and improves fire‑suppression fluid distribution. Its flat‑pack design...
Canadian auto production slipped another 7% in 2025, falling to 1.2 million vehicles, marking a second consecutive year of decline. The drop is largely attributed to the United States’ 25% tariffs imposed in March and lingering uncertainty around the electric‑vehicle transition....
Evri Fulfilment is investing over £4 million (≈$5.1 million) to open a 265,000‑square‑foot fulfillment centre in Barnsley, slated for July 2026. The site will feature advanced sorting and packing automation, allowing parcels to move from order to network entry within an hour...
The Strait of Hormuz closure is a stress test for every system dependent on it including AI. Data centers run on uninterrupted power. When energy fractures, so does the digital economy. But AI is also one of our most powerful tools to...
Julie is correct. Trucking van spot rates have now recovered 100% of the diesel cost surge from this past month (+$.22/mile) and flatbed operators are doing even better (+$.59/mile). This only possible because capacity is so tight.
The Philippines have declared a NATIONAL STATE OF EMERGENCY. The Philippines imports 98% of oil from the gulf and gas prices have DOUBLED since the breakout of the Iran war. THE PHILIPPINES SHOULD SEND THE BILL FOR DAMAGES TO TRUMP AND NETANYAHU. https://t.co/bNdU01nHJI
@grok There are about 20 LNG cargoes stranded in the Gulf because of the Hormuz crisis, explain to my followers how they lose LNG due to evaporation.
I said last June-July: China got the message, Hormuz Strait will be closed, and started preparing for it. Read details below.
Reminder: U.S. waterways are already open to "nonunion foreign competitors" as long as these ships are transiting between a US port and a foreign port. And this happens all the time.
My appearance today @OnPointRadio with @MeghnaWBUR talking about the Strait of Hormuz. On Point: https://t.co/X1Zkk3Qebt Spotify: https://t.co/ZpzVC27zml Apple: https://t.co/4ahkNZRGed
My BNN Bloomberg conversation from earlier today for those who missed it. Talked about the state and trajectory of the Iran War, the growing physical-sentiment disconnect in oil markets, and how nothing really matters unless traffic through the Strait of Hormuz...
Maybe the last ride for the @DOTMARAD SS Cape Inscription as she transits the Panama Canal - Gatun Locks - heading toward the Atlantic and Beaumont, Texas. @WarshipCam https://t.co/EMTIXenQXk
Epic Fury Already Stress Testing More Agile Army Acquisition System, General Says The warp speed-like evolution of measures and countermeasures in Ukraine has forced the Army to change how quickly it gets new gear into the hands of its troops. https://t.co/L9dTNXGqgy
Ok but I’m far more interested in what deal Israel is willing to make with Iran.
Beyond disruption headlines: what forward‑looking risk intelligence reveals about global supply chains https://t.co/tQJ8oFj74q @WiseTechGlobal #supplychain
"Chemicals Giant BASF Hikes Prices Again as Mideast War Drives Up Costs" https://t.co/MuHgqG5rn4 "US chemical giant Dow said Tuesday that it would raise prices of polyethylene...by twice as much as previously announced." https://t.co/w4t5xn2uY1
Dual-Arm Bipedal #Robot Designed for High-Payload Logistics Operations by @tweetciiiim #EmergingTech #Technology #Innovation #Tech https://t.co/B2oykv52XF
🔄 Manufacturing is changing. Are you adapting? The manufacturing landscape is evolving rapidly with new technologies, automation, and efficiency strategies. To stay competitive, you need to adapt and innovate. https://t.co/oPJqrYL9Nu
One product, one truth. Perfion PIM eliminates the 'which spreadsheet is correct?' headache for distribution teams. 🎯 #PIM #Perfion #SupplyChain #Distribution https://t.co/UsrZVZfuzi
Exclusive: Tesla in talks with Chinese firms to buy $2.9 billion worth of solar equipment, sources say No "overcapacity" here.... https://t.co/XUURdFhf32
#ChipSecurityActWatch America’s Export Controls Shouldn’t Run on the Honor System No, but it should run based on clear cost benefit analysis and with minimal impact on industry and supply chains. A short thread 🧵 https://t.co/KArD3li5Ly
Supplier contract disputes can be complicated. And when it’s a govt. contract, in a sensitive spend area like defense, and for a high-profile service/application like AI or other emergent tech, then things can get really tricky. Via @CristinaCriddle @FT https://t.co/OJzNWfcs68
Metrics are only valuable if they drive decisions. Lisa Anderson shares practical insights on using performance metrics to guide critical supply chain decisions. Watch the Supply Chain Byte. #SupplyChain #Manufacturing #PerformanceMetrics https://t.co/8CF8HFcniM
International Chamber of Commerce head. May be facing ‘worst industrial crisis’. Iran war. Strait. Supply of supply chains.
Strait closure. Global chemical supply chains and production? And what those chemicals are needed for?
Iran Demands Crew, Cargo, and Other Details to Send Ships Through Hormuz. Asserting control. https://t.co/xKxQYK4JFV
