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:
OmniTRAX announced a long‑term rail switching agreement with Church & Dwight’s Arm & Hammer baking‑soda plant in Green River, Wyoming. The facility produces pharmaceutical‑grade sodium bicarbonate on site atop the region’s massive trona deposits, which supply about 90 % of global supply. This marks OmniTRAX’s third Green River addition in the past year, expanding its network of 32 short‑line railroads. Dedicated 24‑hour switching will keep the plant’s continuous operations running smoothly.
Toyota is mobilizing its extensive U.S. supplier network ahead of the federal review of the United States‑Mexico‑Canada Agreement set to start July 1. The automaker warns that current tariff structures, including a potential 25% levy on auto parts, are straining more...
AirCairo has appointed Aeroprime Group to act as its General Sales Agent for cargo operations in India and the United Arab Emirates, extending a partnership that previously covered passenger sales. The deal gives Aeroprime responsibility for cargo sales, operational coordination...
ScotRail announced a lease of up to 30 Class 222 diesel‑multiple‑units to replace its aging InterCity 125 High Speed Trains (HSTs) on long‑distance routes. The deal, signed with a European rolling‑stock lessor, will see the new fleet enter service from...
A lot of freight fraud and cargo theft happens via inside jobs. Criminal gangs send low level foot soldiers into these jobs
Cold‑chain carriers are forced to pause reefer movements to the Middle East after the war erupted on Feb. 28, leaving containers stranded at ports outside the Persian Gulf. Ocean carriers have suspended acceptance of refrigerated, dangerous and special cargo in the...
Erik Cornelsen, a seasoned automation engineer, outlines a systematic approach to migrating control system code, emphasizing verification of auto‑migrated blocks and rigorous testing of rewritten logic. He stresses thorough PID review, including scaling, scan times, and dynamic simulation, while recommending industry‑standard...
Nvidia announced it has obtained several U.S. export licenses, allowing the company to restart production and shipments of AI chips to Chinese customers. CEO Jensen Huang said the supply chain is “getting fired up,” signaling a potential revival of a...
The World Trade Organization warned that the ongoing U.S.-Israeli war with Iran could further depress global trade in 2026. WTO forecasts goods trade growth at just 1.9%, a sharp decline from the 4.6% expected in 2025. Elevated crude oil and...
Velotic has launched as an independent industrial software firm, merging GE Vernova’s Proficy, PTC’s Kepware and ThingWorx under the financial backing of private‑equity firm TPG. The company is led by former Rockwell Automation executive Brian Shepherd as CEO and PTC...
SpiderOak has been awarded a contract by the U.S. Army Unmanned Aircraft Systems PMO to conduct supply‑chain analysis and cybersecurity assessments for vendors in the Drone Dominance Program. The company will apply its Advanced Cyber Threat & Resilience Assessments (ACTRA)...
Amazon announced a €5 billion investment in Poland between 2026 and 2028, adding to the €10 billion it has already spent since 2012. The funding will support a new 200,000‑square‑meter fulfillment center in Dobromierz equipped with 5,000 robots, expanding its logistics footprint...
EcoNavis has launched an online savings calculator that estimates fuel savings from retrofitting ships with its Eco Boss Cap. The tool requires only basic vessel data and projects annual savings across varying bunker price scenarios. With bunker costs up more than 150 %...
DHL announced a major expansion of its North American data‑center logistics network, adding ten dedicated warehouses that will total more than seven million square feet by 2026. The new sites are purpose‑built for hyperscale and colocation operators constructing AI‑focused data...
Lowe’s announced an expanded partnership with RELEX Solutions and Accenture to create a unified, AI‑driven inventory replenishment platform covering its entire product assortment, stores and distribution centers. The collaboration builds on RELEX’s existing seasonal‑business support and adds automated ordering, stock‑out...
Nigerian firms are increasingly using kit‑based assembly to produce electric vehicles, with Saglev Micromobility partnering with China’s Dongfeng to build 18‑seat electric vans. The approach sidesteps high import duties on fully built EVs, making electric vans, minibuses and three‑wheelers more...
German carrier Hapag‑Lloyd announced a $1 billion investment programme to expand its presence in India’s maritime sector. The plan includes re‑flagging four container ships to the Indian registry and taking a stake in the Vadhavan deep‑water harbour project north of Mumbai....
Vodafone Group’s procurement arm has opened a new logistics hub in Bettembourg, Luxembourg, to centralise storage and distribution of mobile, fibre and fixed‑network equipment. The facility leverages Luxembourg’s transport links, allowing Vodafone to reach all European markets within 24 hours...
The US‑Israel war with Iran is disrupting Middle‑East oil and LNG shipments, exposing Taiwan’s heavy reliance on imported energy. Taiwan imports 95% of its energy, over 99% of oil and gas, and holds about 150 days of oil reserves but...
The ARC Advisory Group’s 2026 Industry Leadership Forum highlighted a widening gap between legacy workflows and the hyper‑connected reality of modern manufacturing. Only about 12.9% of firms have successfully built industrial data fabrics that link market signals to real‑time production....
The Port of Los Angeles posted 824,323 TEU in February, a 3% year‑over‑year increase and the second‑highest February on record, with imports up 5% and exports up 7%. The Port of Long Beach recorded a modest 0.3% annual gain to...
The Strait of Hormuz carries roughly 20% of the world's oil supply. Iran has now completely disrupted it and Brent crude surged to $115 this morning. The Fed can't cut its way through a supply shock. And Bitcoin's entire bull case for...
The UK government has pledged £3 million from its Growth Mission Fund to upgrade Border Force and customs facilities at Rosyth port, paving the way for a direct ferry service to Dunkirk. The investment is contingent on a commercial agreement between...
Spanish carrier Plus Ultra Líneas Aéreas has renewed its ULD management agreement with Jettainer for several more years. The extension keeps Jettainer responsible for supplying and maintaining the airline’s unit load devices while introducing advanced IoT tracking technology across the...
AI is reshaping how chief supply chain officers (CSCOs) confront rising cost pressures by exposing hidden cost‑to‑serve drivers, enabling real‑time, SKU‑level optimization, and powering scenario modeling of geopolitical disruptions. By integrating siloed procurement, logistics and planning data, AI uncovers margin...
The Electric: U.S. is Challenging China's Dominance of Iron Batteries But. Tesla plans to start making 10 GWh of LFP batteries in Nevada starting later this year, using equipment it bought from China’s battery behemoth, Contemporary Amperex Technology. https://t.co/hMdCh5S1di
Seven key demands for products/supply impacted by the Iran war. What if inventories are insufficient or are depleted? Alternatives in small windows?
Descartes Systems Group has added a suite of AI agents, OpsForce, to its Global Logistics Network to automate freight‑visibility workflows. The agents have linked an additional 435,000 drivers and generated over 720,000 AI‑driven outreach interactions. Customers report up to 100%...
[Editor's Pick] European Freight Rates Face Immediate Corrections on Soaring Diesel Prices - https://t.co/0yXOKgPT8A @TransporeonUS @TrimbleCorpNews #dieselprices #EU #trucking #transportation #logistics #supplychain
"Iran war could cause supply chain kinks: Taiwan and Korea, top chip producers, rely on the Middle East for nearly 70% of their crude oil imports, and 20-25% of LNG imports." - BofA on AI capex
Polish construction firm Porr awarded Alstom a contract to design, deliver and integrate signalling systems for the Łódź high‑speed tunnel, a key component of the Port Polska “Y” railway line. The tunnel will stretch 4.6 km, feature a 14‑metre diameter, and support...
Iran. Proposes tolls on maritime for transiting the Strait of Hormuz. If they can pull it off, Iran would gain a revenue benefit from the war.
China was the sole nation to vote against a U.N. resolution aimed at tightening control over fentanyl precursor chemicals, prompting sharp criticism from Washington. Days later, Hubei Province announced a limited crackdown that resulted in 22 cases, seven arrests and...
DIMOS announced that Phase 2 of its cargo‑site expansion at Budapest Airport will launch in summer 2026, building on the successful Phase 1 rollout. The project adds truck dock systems, castor decks and mobile Pallet Mover conveyors to boost ULD capacity and streamline...
Schneider Electric and sustainability rating firm EcoVadis have launched a partnership called “Energize” to accelerate decarbonization of the global healthcare supply chain. The collaboration focuses on reducing Scope 3 emissions by combining Schneider’s energy procurement expertise with EcoVadis’s supplier assessment platform....
The recent Israel‑U.S. strike on Iran has shut the Strait of Hormuz, halting hundreds of vessels and unsettling the Europe‑Asia supply chain. Experts say rail, particularly the China‑Europe “Middle Corridor,” can serve as a credible backup but lacks the scale...
LATAM Cargo announced a partnership with forwarder Andes Integración Logística and salmon exporter AquaChile to use Sustainable Aviation Fuel (SAF) on a three‑tonne salmon shipment from Chile to the United States. The initiative allocated more than 350 litres of SAF, delivering...
You’re probably overpaying tariffs. A lot. Complexity, classification errors, outdated rates and fragmented data often hide the problem. Customs audits expose it – and recover the money. If you import at scale, this is worth a read: https://t.co/LSAQcgO4D5 #customsaudit https://t.co/5ImA8wSHUS
J.B. Hunt Transport has claimed the top spot on FleetOwner’s 2026 For‑Hire list, overtaking FedEx as the largest U.S. carrier by trailer count. The ranking reshuffles most of the top ten, with ContainerPort Group moving to fourth, R+L Carriers rising to...
Amazon announced it will keep its partnership with the U.S. Postal Service but is accelerating the shift of parcels to its own delivery network. ShipMatrix data shows Amazon now handles roughly the same volume as USPS, and the retailer could...
AI is proliferating across supply‑chain functions, but many firms misuse it by treating algorithms as autonomous decision‑makers rather than advisory tools. Executives often deploy AI on legacy, checkpoint‑based data that is stale and incomplete, leading to confident yet inaccurate recommendations....
1. Buy your needed energy inputs from a region that needs to traverse a religious war zone 2. Buy your needed energy inputs from a region that does not need to traverse a religious war zone
Shipsy has unveiled AgentFleet, an AI‑driven workforce that assigns virtual agents to core logistics roles such as customer experience, driver support, finance and dispute resolution. The agents monitor signals, make rule‑based decisions and execute tasks across TMS, ERP and third‑party...
Disruption of LNG supplies from Middle East showing what an excellent idea it has been from our wonderful political class to run down the North Sea.
Airlines have been warned that they will face jet fuel shortages as soon as next month, risking flight cancellations
Saudi Arabia and the United Arab Emirates have sophisticated air forces capable of striking Iranian missile and drone sites, but they have so far limited their involvement to defensive measures. Their fleets include modern F-15s, Eurofighter Typhoons and advanced F-16...
GoVolta, a Dutch low‑cost rail startup, launched its first international service on 19 March, linking Amsterdam Centraal to Berlin Spandau with three weekly trips. Fares start at €10 one‑way and average €30, directly targeting budget airlines. The operator uses 13 refurbished...
The European Court of Justice has struck down Germany’s cap on track access charges (TAC) for local passenger services, a rule that forced rail freight operators to pay inflated fees since 2016. The decision ends the discriminatory charge structure and...
Siemens announced a $165 million investment in North and South Carolina that will add 350 jobs across new and expanded facilities. The move expands U.S. manufacturing capacity for low‑ and medium‑voltage products that power AI data centers and supports rapid AI‑driven...
Brent is up 70% in the past month. This prices Strait of Hormuz tanker traffic at half its capacity indefinitely. With the Saudis diverting lots of oil to the Red Sea and Iran continuing to export, we're already almost at...
