Know What's Happening in Supply Chain
Know What's Happening in Supply Chain
Iranian drone strikes hit Kuwait’s oil infrastructure ahead of OPEC+ talks
Iranian drones struck Kuwait’s oil infrastructure, causing severe material damage to petrochemical plants, a government office complex and desalination facilities, just hours before an OPEC+ meeting where members agreed in principle to raise output by 206,000 barrels per day in May.
Also developing:
China’s shipments of rare‑earth permanent magnets to the United States fell 22.5% year‑on‑year in January‑February 2026, marking the seventh consecutive month of decline. The US now accounts for just 9.2% of China’s magnet exports, slipping to the third‑largest buyer behind Germany and South Korea. In contrast, exports to the European Union rose 28.4% to 4,775 tonnes, lifting the bloc’s share to 44.4% of China’s total. Longer‑term Chinese export licences have helped Europe but have not revived US shipments, prompting Washington to seek alternative sources.
Mercedes‑Benz Trucks will begin customer trials of megawatt‑charging‑system (MCS) enabled eActros 600 trucks in the second half of 2024, deploying them in its own inbound‑logistics operations. The eActros 600, produced since November 2024, is the sole model in the lineup with an...
Container lines are scrambling to move 40,000‑50,000 TEUs that have been temporarily stored at Indian ports toward the Middle East. Nhava Sheva alone has discharged roughly 25,000 TEUs, creating a bottleneck as carriers seek shuttle capacity at Gulf gateways. Alternative...
IFGL Refractories Ltd. has temporarily halted LPG‑dependent operations at its Kandla plant in Gujarat after the Indian government ordered oil‑marketing companies to prioritize domestic LPG supplies amid a Middle‑East conflict‑driven shortage. The stoppage affects high‑temperature kiln and heat‑treatment processes, but...
FedEx announced it will refund duties to all customers after the Supreme Court struck down key Trump-era tariffs, joining more than 2,200 U.S. companies in lawsuits for refunds. At the same time, small wholesalers and service providers in Minneapolis, Atlanta...
Tender rejection rates out of Southern California have surpassed 2022 levels, the start of the Great Freight Recession. This is extremely bullish because volumes are at their softest levels out of LA we will see all year, as S Cal...
We are well past the major weather disruptions to freight - the bears have run out of reasons to avoid rate inflation. The market melt up is real.
India will deliver 45,000 tonnes of diesel to Bangladesh by April, with 5,000 tonnes already shipped via the 131.5‑km India‑Bangladesh Friendship Pipeline. The move comes as global fuel prices surge amid the Iran‑Israel conflict and reflects New Delhi’s self‑styled role...
Despite concerns about the war and fuel, the clearing price for trucking spot rates (i.e. what a broker must pay to move a load) has remain elevated the entire time. https://t.co/qu4A4SUtFm
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Bosch Engineering unveiled an 800‑volt electric powertrain at LogiMAT 2026, targeting heavy‑duty intralogistics equipment such as forklifts, truck tractors and port transporters. The SMG230 motor delivers 188 kW continuous power and up to 550 Nm peak torque, while a silicon‑carbide inverter pushes...
It's not just a blip. Increasingly oil futures markets are suggesting that the Iran war is going to have (or has already had) effects that will last for years. https://t.co/j23M3zH7AL
The freight market is growing more bullish as we head into one of the busiest parts of the trucking calendar. And we are starting to see the West Coast pull up. Shippers that refuse higher rates risk having trucks not...
On March 6 California revoked 13,000 CDLs and on March 16 the FMCSA enacted a rule limiting CDL eligibility to H‑2A, H‑2B and E‑2 visas, stripping DACA, asylum and refugee holders of eligibility. Up to 200,000 drivers—about five percent of the U.S....
The National Transportation Safety Board issued a safety alert highlighting critical failures in electric propulsion power systems across aging U.S. rail networks. Investigators documented electrical arcing, fires and smoke caused by water‑intruded cables, worn third‑rail contacts, and corroded connectors, often...
IMO pledges to try to get the seafarers out of Hormuz ▶️Secretary-general to work with Gulf states, shipping industry to evacuate stranded ships ▶️IMO agrees non-binding declaration condemning attacks on merchant vessels ▶️Countries will look to prioritise help for stranded ships, but whatever...
US calls for abandonment of IMO’s NZF Battle lines are being drawn at the IMO as the US lines up to sink the IMO’s Net Zero Framework. https://t.co/KopmdjQtyX
At Damen Shipyards Galati in Romania, the tenth Island Class ferry for BC Ferries was launched, completing a four‑vessel order and bringing the total to ten vessels in the class. The new ship, Island K ‘asa, adds roughly 200 vehicle...
Qatar LNG damage, Yanbu strikes and Hormuz toll threats deepen shipping crisis https://t.co/dzTlspObS5 via @splash_247
Bessent: U.S. May Allow Iran to Sell Oil in Order to Increase Supply https://t.co/cJQjJqRa54 #maritime #maritime-news
Air cargo backlogs are mounting as Middle East airspace closures have stripped roughly 20% of global air‑freight capacity, equivalent to over 500,000 tonnes. Qatar Airways Cargo has resumed limited freighter services under a temporary authorisation, while other regional carriers operate...
Saudi Arabia Loses Patience as Red Sea Terminal and Refinery are Targeted https://t.co/h5gLCYvxMc #maritime #maritime-news
Ukraine has launched a feasibility study for a high‑speed rail line linking Kyiv to the EU border, financed by an $8 million grant from South Korea. The study will define technical, economic and strategic parameters and ensure compatibility with the EU’s...
For those folks into #reverselogistics, the weekly Reverse News is out - https://t.co/8wE4VjmGLh News from CEVA Logistics, DHL Supply Chain, Harrod's and more. 🙂
A U.S. Court of International Trade order mandated Customs and Border Protection to refund tariffs imposed under the International Emergency Economic Powers Act. CBP’s filing on March 19 reveals its new Consolidated Administration and Processing of Entries (CAPE) system is...
Textile manufacturers in Perambalur, Tamil Nadu are grappling with sharply higher raw‑material costs as the West Asia conflict disrupts oil supplies and shipping routes. Polyester fibre prices have risen about Rs 40 per kilogram, while freight rates have jumped 20‑30 %, squeezing profit...
South Korean carrier HMM commissioned ten 2,800‑TEU feeder vessels at Hyundai Heavy Industries for $550 million, with delivery slated for late 2028. The company also secured a December 2025 order for twelve additional feeder ships from China’s Huanghai Shipbuilding, comprising five...
The article outlines five practical steps to make shipping operations more reliable: ensuring order accuracy, standardizing procedures, leveraging third‑party logistics (3PL), maintaining precise inventory records, and setting clear deadlines. Each tip targets common pitfalls such as mis‑picks, inconsistent packing, and...
Amey has secured a multi‑disciplinary railway consultancy contract with Network Rail for the Leeds‑to‑Sheffield segment of the Northern Powerhouse Rail programme. The work, delivered under Network Rail’s Development and Design Partnership Framework, will provide provisional design solutions to increase capacity,...
The Indian government launched the Resilience & Logistics Intervention for Export Facilitation (RELIEF) scheme, allocating Rs 497 crore (US $53 million) to shield exporters from Middle‑East conflict‑driven disruptions. The program, administered by the Export Credit Guarantee Corporation, offers extended export obligations, stable insurance premiums,...
The Surface Transportation Board has issued a proposal to repeal Federal Rule 49 CFR Part 1144, which currently restricts reciprocal switching for shippers seeking alternative rail service. The change is backed by major shipper groups, the American Chemistry Council, and...
Matternet has launched pilot drone deliveries for Dave’s Hot Chicken in Southern California and for NHS hospitals in London, showcasing both food and medical logistics. The FAA’s pending Part 108 rule would lift the line‑of‑sight requirement, enabling larger autonomous fleets. Retail...
Many of the goods & services we enjoy in rich countries are produced by people trapped in modern slavery. Are we *really* doing our best in the #procurement & #supplychain profession 2 prioritize “supply chain slavery” in corporate agendas? ➤ https://t.co/JithZETfO9 #slavery
Prologis and Singapore sovereign wealth fund GIC announced a $1.6 billion joint venture to develop build‑to‑suit logistics facilities across major U.S. markets. The partnership adds 4.1 million sq ft of initial capacity and signals robust investor confidence in warehouse demand.
Sri Lanka has offered Mattala Rajapaksa International Airport as a contingency hub for Gulf carriers after widespread closures of Middle East airspace disrupted Dubai, Doha and Abu Dhabi operations. The 3,500‑metre runway can accommodate Airbus A350, Boeing 777 and A380...
Walmart has filed two patents that combine AI‑driven demand forecasting with dynamic pricing, and is rolling out digital shelf labels across U.S. stores. The patents cover real‑time price updates on e‑commerce platforms and predictive pricing recommendations tied to demand models....
China Railway reported a 25% year‑on‑year increase in TEU volume on the China‑Europe rail corridor during January‑February 2026, moving 352,100 TEU across 3,501 train trips. Train frequency rose 31.7% compared with the same period last year, reversing a 2025 decline...
Spain has approved a €5.48 million non‑repayable grant to support Ukraine’s development of variable‑gauge freight bogies that can automatically switch between the 1520 mm Russian gauge and the 1435 mm standard European gauge. The funding will be administered through a grant agreement, with...
Manufacturers are shifting from pure production to extending product lifecycles through automated remanufacturing. Rising e‑waste, raw‑material costs and supply‑chain volatility are driving this change, with remanufactured components offering 40%‑80% cost savings while matching performance. Advances in AI, machine vision, force‑sensitive...
UK energy suppliers face heightened credit risk as Iran‑driven gas price shocks double wholesale gas prices to 174 pence per therm in March 2026. The UK’s electricity market relies on gas‑fired generators for marginal pricing, so wholesale spikes directly erode supplier...
FS Logistix, via its German arm TX Logistik, and Finland's Nurminen Logistics have launched a weekly 2,500‑km block‑train freight corridor between Castelguelfo, Italy and Frövi, Sweden. The service traverses Italy, Switzerland, Germany, Denmark and Sweden, delivering containers of food, beverages,...
RailFreight.com’s opinion piece sparked a heated debate over Europe’s push for 740‑metre freight trains. While EU policy treats the length as essential for capacity, critics argue that longer trains worsen bottlenecks, slow speeds, and misalign with shipper needs. Opponents highlight...
For brands that locked in rates before the conflict, the immediate hit is cushioned, but those contracts expire, and the spot market is where the new baseline is set. https://t.co/I3U08aqByK
In this episode Kevin Lawton interviews Bill Woppler, CEO and founder of SurgeAir, about the evolution of data capture in supply chains. SurgeAir now processes about 15 billion transactions a month and has introduced Sophia, an agentic AI that makes sense...
Crayola has partnered with Indian stationery leader Luxor Writing Instruments to invest roughly Rs 400 crore over the next five years, establishing India as a key manufacturing and sourcing hub for its global art‑supply portfolio. The move follows a strategic shift to...
FS Italiane announced that the European Rail Traffic Management System (ERTMS) will be activated on the Rome–Florence high‑speed line in April 2026, completing the digital signalling upgrade for the corridor. To install the final Orvieto‑Settebagni block, night traffic will be...
Nebius, an AI‑focused cloud provider, has teamed up with Nvidia to launch a managed platform that spans the entire physical‑AI lifecycle—from large‑scale GPU training and physics‑accurate simulation to edge inference. The solution leverages Nvidia’s Physical AI Data Factory Blueprint, OSMO...
CMA CGM announced a new direct service linking Cork, Ireland with New York and Savannah, launching on April 28, 2026 aboard the MV CMA CGM WHITE. The route adds an extra vessel to the transatlantic fleet, promising higher frequency and tighter schedules. Positioned...
The escalating war in the Middle East has sharply curtailed liquefied natural gas shipments from Qatar, the world’s largest LNG exporter, creating a supply gap for Asian importers. In response, countries such as South Korea, Indonesia and Bangladesh are accelerating...
Dangote’s 650,000‑barrel‑per‑day refinery, now two years operational, is seeing soaring demand as the Ukraine war disrupts traditional fuel imports to Africa. Roughly 75% of its output is reserved for Nigeria, leaving limited capacity for export to neighboring economies. Countries across...
