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:
Artificial intelligence is rapidly entering maritime operations, from collision‑avoidance tools to structural health monitoring. The article argues that the greatest vulnerabilities will stem from degraded or poorly governed data rather than flawed algorithms. Sensor drift, AIS inconsistencies, and GPS quality issues can cause subtle performance drift that remains undetected. To mitigate these risks, the industry must enforce rigorous data lineage, operating design domains, and continuous monitoring, shifting accountability from the AI model to the vessel operator.
The Global Organization for EPA and DHA (GOED) will launch an online omega‑3 supply‑chain database in early April, initially covering crude‑oil suppliers with details on regions served, regulatory certifications, annual production volumes and EPA/DHA concentrations. The platform already contains information...
On March 16‑17, 2026, Brent crude surged past $103 a barrel after Iran's attacks on the Strait of Hormuz halted most tanker traffic. U.S. President Donald Trump warned NATO allies they would not be called upon, while U.S. allies hesitated...
India’s Parliamentary Standing Committee on Communications and IT warned the Ministry of Electronics and IT (MeitY) that high GPU hardware costs, global supply‑chain delays, and the massive power‑water footprint of data centres threaten the country’s push for large GPU clusters....
Nvidia $NVDA CEO Jensen Huang said today that they are gearing up to sell its H200 processors to customers in China 🇨🇳 according to CNBC’s @KristinaParts “We have received purchase orders, and we’re in the process of restarting our manufacturing,”...
I'm afraid China's economic presence in Central Asia went way beyond oil, gas, and mining some time ago. If folks still think it's all just about extractive industries, they've missed quite a bit about the Chinese presence.
GridBeyond’s FlexPilot platform shifts energy‑intensive manufacturers from reactive demand‑response tactics to predictive intelligence that blends real‑time operational data with forward price forecasts. The solution lets plants simulate schedule adjustments, inventory builds and asset controls before market spikes hit, reducing exposure...
Paging @ChowdahHill Will Captain Hill please report to bridge. Someone here claims you got “chased away” from the Red Sea by Houthis. 💀
We’ve reached the point where serious, smart people I’ve known for 10+ years think Iran can sink a U.S. aircraft carrier. Thank you MSM. Not saying it’s impossible but I’ll put $100K on the other side of that bet right now.
The DHL Global Connectedness Report 2026 shows globalization holding steady at a 25% index in 2025, matching the 2022 peak. Global trade grew faster than any year since 2017, driven largely by a surge in AI‑related product shipments that accounted...
U.S. Central Command confirmed that on March 17, 2026 it deployed multiple 5,000‑pound deep‑penetrator bunker‑buster bombs against hardened Iranian missile sites along the coast of the Strait of Hormuz. The strikes targeted underground launch and storage facilities that could threaten...
The U.S. construction industry generates about $2.1 trillion annually, yet over three‑quarters of projects face delays due to fragmented monitoring and a skilled‑labor shortage. Virginia Tech and Procon Consulting have created “Mario,” a coordinated system of robots, drones, AI sensing, and computer...
U.S. Customs and Border Protection has launched the “5H” Entry Processing Hold, intensifying document‑focused inspections of Chinese imports. Inspection rates at the Ports of Los Angeles and Long Beach have risen above 30%, leading to thousands of containers detained or...
U.S. Customs and Border Protection announced that, effective March 20, 2026, it will begin canceling Importer of Record (IOR) numbers for declarations submitted after 12:01 a.m. ET. Importers must now provide an updated CBP 5106 form, government‑issued photo ID, EIN verification...
Sea‑Intelligence’s latest Sunday Spotlight reveals Gemini’s capacity market share slipping across three major trade lanes. The rolling eight‑week average fell from 15 % to 13 % on the Asia‑North America West Coast route, from 20 % to 17 % on the East Coast, and...
The article reveals that roughly 292,000 U.S. manufacturers—mostly small operations—generate a massive pool of direct shipping opportunities, while 97% of carriers run ten trucks or fewer, leaving most freight routed through brokers. Brokers capture about $17.5 billion annually, but small carriers...
In this live Sinocism episode, FT China correspondent Demetri Sevastopulo discusses the delayed Trump‑China summit, attributing the postponement to domestic political concerns and the ongoing Iran conflict rather than bilateral tensions. He outlines the key players shaping U.S. China policy...
DH Shipbuilding landed a 130 billion KRW (~$98 million) contract for a new Suezmax crude oil tanker from an Oceania shipping firm, pushing the yard to 82% of its 2026 order target within the first quarter. The deal marks the ninth order the...
Artificial intelligence promises faster decisions and predictive insights for supply chains, but its effectiveness hinges on data quality. In a recent MIT‑hosted webinar, Elenna Dugundji highlighted that without clean, structured, and governed data, AI models can magnify errors instead of...
The webinar hosted by MIT’s Elenna Dugundji highlighted that artificial intelligence can only deliver supply‑chain gains when fed clean, governed data. It examined how data quality, governance, and system integration underpin predictive insights and automated optimization. Leading firms are investing...
Parents in England are scrambling to secure meningitis vaccinations for their children after a deadly outbreak in Kent that has claimed two lives and left 13 seriously ill. The surge in demand has exhausted vaccine inventories, leaving many pharmacies unable...
Utility Trailer Manufacturing introduced hybrid transport refrigeration units on March 16, leveraging Schmitz Cargobull’s advanced TRU and telematics technology. The 625+ Mono‑Temp Hybrid and 655MT+ Multi‑Temp Hybrid models feature micro‑channel condensers, two‑stage hermetic compressors, and a Body Control Unit for real‑time fleet...
If the U.S. wants NATO support it needs to ask for it. Have we submitted a formal request for support? Have we filed an Article IV or V request? NATO isn't a government, they can't act on their own. It...
There can be boots on the ground without ships but a large scale land invasion would absolutely require the US Merchant Marine ready reserve fleet These ships are too big to hide. @mercoglianos is watching them closely. Follow him & hit...
Transdev Canada secured a 14‑year contract to operate exo’s commuter rail, maintain locomotives and yards, with a one‑year mobilization and two optional two‑year renewals. MARTA rolled out its upgraded Breeze fare‑payment system on March 28, 2026, adding tap‑to‑pay via cards...
APM Terminals and Vietnam’s Hateco Group have secured a 50‑year concession to build the $1.8 billion Lieu Chieu container terminal in Da Nang. The facility will handle up to 5.7 million TEUs annually, with the first two berths slated for 2028 and full completion...
NX Group completed the merger of PT. NX Lemo Indonesia Logistik and PT. Nippon Express Indonesia on March 1, 2026, creating a unified freight forwarding powerhouse. The consolidation ends a fragmented structure by bringing air and ocean services under one...
Nissan announced it will begin exporting the Murano SUV, built in Smyrna, Tennessee, to Japan early next year, marking the first American‑made Nissan sold in Japan since the 1990s. The move follows recent regulatory changes that allow U.S.‑produced vehicles to...
The White House is evaluating a direct equity partnership to finance the Ambler Road, a proposed highway that would link Alaska’s mineral‑rich Ambler Mining District to national supply chains. Interior Secretary Doug Burgum said the administration could become a financing...
The U.S. Treasury is expanding sanction waivers to allow imports of Venezuelan fertilizer as part of a broader effort to curb soaring input costs for American farmers. The move follows comments from Ag Secretary Brooke Rollins that the administration is...
The recent Iran conflict highlights America’s vulnerability due to heavy reliance on foreign critical minerals for defense production. Interceptor missiles and other modern munitions depend on rare earths, lithium, cobalt, and similar elements sourced from geopolitical rivals. While the Trump...
Dalilah’s law is up for committee hearing tomorrow. In its current form, it should pass. There has been some temptation to expand the law to include some issues that many drivers would revolt over: such as tracking chips in trucks and...
Amazon to cut use of USPS by 2/3+. This would be a big hit for the Post Office. How much of it will Amazon deliver? Capital cost for trucks and vans? Additional employees? Savings? ROI? Improved delivery speed? Sales growth...
Europe is accelerating domestic lithium mining to lessen reliance on China, which supplies roughly two‑thirds of refined lithium worldwide. The EU expects lithium demand to grow fivefold by 2030, prompting projects in Germany, Serbia, Portugal and other member states. European...
Gas prices staying up into 2027? It’s becoming a distinct possibility. Thanks to retired Marine Lt Col @HalKempfer for taking the time to talk supply chain issues, energy security, and the new Great Powers competition. Link below.
Jensen also mentioned that their supply chain consists of roughly 2000 providers. As I wrote in this report, they are masters of the supply chain. https://t.co/9ZCdGgQZVs
Kale Logistics and Tech Mahindra have forged a strategic partnership to accelerate digital transformation in global logistics, with a focus on ports and airports. The collaboration blends Kale’s cargo‑community SaaS expertise with Tech Mahindra’s engineering, AI, and consulting capabilities to...
There's a good chance that the entire Russian shadow fleet could be dismantled within months. Beyond the impacts on Russian, Iranian, and other oil supplies, global shipping could be shifting towards a shortage as the vessels are retired. #crude #crudeoil #geopolitics...
SCOOP: The Trump administration intends to take additional steps to ease sanctions on #Venezuela’s oil sector in an effort to increase crude production as the #Iran war sends prices surging, sources tell me @GaripPatricia @peterbmillard @zerpius. https://t.co/aefUIb9tHJ
Family‑owned Sparhawk Trucking, a Wisconsin‑based carrier with 178 power units per FMCSA data, has entered Chapter 11 bankruptcy. The filing reveals assets of less than $50,000 against liabilities estimated between $10 million and $50 million. Four related entities—Sparhawk Truck and Trailer, Sparhawk...
"U.S. manufacturers are still shedding thousands of jobs, as workers ask White House for help" https://t.co/hX6gW5SPYz Maybe they should stop "helping"? https://t.co/Wr4BjjhYfw
"Chinese aluminum producers are set to benefit from a rerouting of raw materials away from the Middle East." https://t.co/1y03SlyLey https://t.co/vALp8dzRls
Kia Corporation and TotalEnergies have renewed their global partnership with a five‑year agreement that extends cooperation through 2031. Under the deal, TotalEnergies will continue supplying its Quartz engine oils to Kia’s worldwide dealer network, supporting vehicle maintenance and performance. The...
"The West's last aluminum smelter is coming down, taking a way of life with it" https://t.co/lMTBTxsTWc https://t.co/9NccDrPbTA
As I laid out with great detail in my hour and a half long video last night….
U.S. container ports are bolstering security and coping with sharply higher bunker‑fuel costs as the Iran‑Israel conflict escalates. While the Strait of Hormuz remains largely closed, shippers are rerouting around the chokepoint, extending voyage times and raising freight expenses. Major...
My list of accounts to follow for quality information about the Iran war and Strait of Hormuz holds up two weeks later… 👇👇
Saudi Arabian phosphate producer Maaden will restart exports through the Red Sea port of Yanbu, shifting from its traditional Ras Al‑Khair gateway. The move circumvents the Strait of Hormuz, which Iran has blocked since late February. Maaden plans to ship...
Big‑box retailers built on scale are losing ground as e‑commerce drives demand for faster, more flexible fulfillment. Labor shortages and recurring supply‑chain disruptions expose the fragility of cost‑focused, static operations. Robotics—autonomous mobile robots, AI‑driven picking arms, and integrated software—offers a...
LA is coming back strong from weak conditions earlier this year. As port volumes return from Chinese New Year, we could see a resurgence of momentum.
