Know What's Happening in Supply Chain
Know What's Happening in Supply Chain
Ningbo Ocean Shipping launches $390M fleet and container expansion
Ningbo Ocean Shipping's board approved a capital program exceeding $390 million to boost its fleet and container inventory. Up to $246 million will fund four 1,900‑TEU feeder vessels, while $145 million is earmarked for acquiring 64,500 TEU of new containers.
Also developing:
H&M Group and EY have published a white paper urging a surge in financing for supply‑chain decarbonisation across the fashion and textile sector. The report outlines a structured framework that directs capital toward Scope 3 emissions reductions while protecting long‑term margins and asset values. It argues that targeted financing can unlock corporate value and deliver sustainable returns. The paper positions decarbonisation as a strategic investment rather than a cost center.
We've been looking at scenarios on the total volume of goods pumped through the economy, based on current geopolitical developments: Our general view is that the impact of high oil prices isn't as dramatic as one would initially fear in...
A webinar on March 25, 2026 will tackle planning and forecasting hurdles in Microsoft Dynamics 365 Business Central, highlighting the platform’s native demand‑forecasting limits and complex vendor‑driven purchasing workflows. Attendees will see how to interpret supply‑demand data, adjust forecasting parameters, and leverage popular...
The ongoing partial government shutdown has sharply reduced demand for small defense sustainment suppliers, with one Texas OEM reporting a 76% drop in orders and a 44% workforce cut. Over 115 funded delivery orders worth millions sit idle, creating a...
Stand by for the brawl between the pro-Jones Act supporters @AMPmaritime and those who favor repeal @CatoInstitute over this proposed Jones Act waiver. Whenever there is a shipping crisis, you can count on this issue to be raised and @SecretaryWright should...
Modex 2026, the premier manufacturing and supply‑chain conference, featured a high‑profile keynote lineup that blended corporate strategy with cutting‑edge technology. Home Depot CFO Richard McPhail discussed nearshoring and digitization as critical levers for supply‑chain resilience. Exponential strategist Salim Ismail illustrated...
Not gonna sugar coat this and do not care if it costs me my new Pentagon press credentials and access to this administration. The left smeared my name in a major WAPO hit piece and the right can do the...
Friend of mine that runs a large agricultural operation just texted: "We locked in pricing for farm inputs late last year & early this year before the Iran War started, which is good because now our suppliers will not even provide...
The ongoing conflict in the Middle East has disrupted the Strait of Hormuz, choking the primary aluminium supply chain that relies on Gulf Cooperation Council (GCC) smelters. Force‑majeure notices from Qatalum and Aluminium of Bahrain have driven premiums higher, with...
The U.S. International Trade Commission has opened a fact‑finding investigation into how the United States‑Mexico‑Canada Agreement’s automotive rules of origin affect U.S. competitiveness, especially for advanced and electric vehicles. The probe follows two earlier biennial reports that highlighted mismatches between...
Optimizing warehouse storage design hinges on maximizing vertical space, selecting the right layout, and integrating advanced material‑handling technologies. Extending rack heights, adding mezzanines, and complying with NFPA 13 clearance rules can double usable floor area. Choosing a U‑shaped or I‑shaped floor...
I have never heard the word Urea since I left our agricultural fields in Punjab, India, in early 1990s. Iran-US has brought the Urea fertilizer supply chain disruption to major news outlets. Yes, I have done the job of spreading...
Reverse logistics has become as vital as forward delivery amid the surge in e‑commerce shipments. Handling returns now demands specialized processes to manage cost, legal exposure, and brand reputation. Retailers and logistics providers must strengthen compliance with data‑privacy, intellectual‑property, and...
Daimler Truck and Traton SE are grappling with a steep contraction in global heavy‑truck demand, especially across Europe. Despite the downturn, Traton posted a 32% surge in orders, driven by aging fleets and high utilization, while Daimler Truck is concentrating...
Wadi Surgicals’ Visakhapatnam plant has been idle for four days after Hindustan Petroleum Corporation Limited failed to deliver its daily 4,500 kg LPG requirement. The shortage halted production of nitrile examination gloves, a vital PPE item for hospitals and labs. Management...
Blue Yonder unveiled an expanded suite of agentic AI tools and role‑specific mobile applications for its end‑to‑end planning and execution platform. The release adds AI agents for retail, manufacturing, transportation, warehouse and customer service functions, plus mobile allocation, operator and...
The Strait of Hormuz isn’t just about oil and gas. It’s about fertilizer. It’s about the supply chains that feed the world. Disrupt them, and the consequences show up months later—smaller harvests, tighter grain supplies, and higher food prices.
ÖBB has placed an order for seven additional FLIRT Akku battery‑electric trains from Stadler, slated for delivery in 2028. The units will replace diesel‑powered services on the Kamptalbahn and Erlauftalbahn lines in Lower Austria starting in 2029. Each train combines...
Avianca Cargo launched a weekly Airbus A330F freighter between Bogotá and Caracas on March 7, providing up to 60 tonnes of maindeck capacity. The service adds 7 tonnes of belly cargo on passenger flights, creating a combined 67‑tonne weekly offering. The airline also...
Saudia Cargo has broadened its partnership with the Saudi Ports Authority and ZATCA to launch sea‑to‑air logistics corridors from the western‑coast ports, starting with Jeddah Islamic Port. The initiative enables containers to move under a single customs declaration, dramatically cutting...
If Hormuz flows do not resume for a month, that's the worst-case disruption duration my colleagues at @RapidanEnergy and I modeled last June when we mapped out a US-Iran conflict on global oil and LNG markets and prices. We modeled disruption...
At GreenBiz26, sustainability leaders from Mars, Meta, Patagonia and L’Oréal detailed how they are measuring and cutting scope 3 emissions, which account for up to 90% of corporate carbon footprints. Mars reported a 16.4% supply‑chain emissions reduction since 2015 and launched...
Renewables are the only exit strategy: Day 12 (updated) impact of the Israel and US attack, tracking Force Majeure, surcharges, and the explosive inflation behind the headlines FORCE MAJEURE IMPLICATIONS >Shell: FM on all LNG cargoes from Qatar >QatarEnergy: Pretty much totally down,...
FedEx has launched a reusable shipping box system for B2B shipments, created with Returnity. The collapsible containers hold up to 50 lb, survive roughly 50 reuse cycles, and fit existing FedEx sorting equipment. FedEx says the solution can slash packaging costs...
Generative AI is reshaping procurement by automating document‑heavy tasks such as drafting RFPs, reviewing contracts, analyzing spend, assessing supplier risk, and supporting unusual purchase requisitions. The technology can produce first‑draft texts, flag non‑standard clauses, surface tail‑spend anomalies, and continuously monitor...
Renfe has unveiled a real‑time online platform that maps every high‑speed, long‑distance and medium‑distance train across Spain, displaying punctuality and service details. The system lets users filter by train type, view remaining stops, and see colour‑coded delay indicators. QR codes...
Transportation management systems have evolved from simple routing tools into dynamic, real‑time execution platforms that integrate telematics, weather, customs, and carbon data. Descartes’ network now connects over 200,000 firms and adds 2,000 carriers each month, enabling rapid onboarding and reducing...
EcoVadis and climate‑tech firm Watershed announced a strategic partnership to deliver precise Scope 3 emissions data across supply chains. The collaboration embeds EcoVadis’ supplier‑level carbon metrics into Watershed’s AI‑powered accounting platform, moving firms away from generic averages toward verified supplier data....
I agree with this analysis. The gross spot rate that brokers are paying is stable, but the calculated net minus fuel (i.e. carrier margins) is getting crushed due to the surge of fuel prices. Paradoxically, higher fuel costs are...
IATA unveiled DG Digital at its World Cargo Symposium in Lima, a fully electronic Dangerous Goods Declaration tool that integrates with the DG AutoCheck platform. The solution digitises creation and approval for more than 3,800 hazardous items, eliminating the 95%...
The Hapag Lloyd container ship Source Blessing was hit by projectile fragments in the straight of Hormuz earlier today. Hapag reports that it was not a direct hit, all crew are safe, and they have extinguished the fire on...
When the Trump administration imposed tariffs, firms that quickly diversified suppliers and shifted production to near‑shore locations gained a lasting competitive edge. These early movers reduced geopolitical risk, shortened lead times, and improved working‑capital turnover, while companies that delayed faced...
The Iran War could trigger a global economic crisis and you won’t find a better summary of why than this one sentence from Rachel Ziemba below. Yes, this is about gas prices. But it’s also about: - the cost of food...
Best Buy is confronting a sharp rise in memory‑chip costs driven by an AI‑fuelled data‑center boom. The retailer plans to load warehouses with extra stock, extend vendor forecasting windows, and tighten assortments in high‑pressure categories. It also encourages suppliers to highlight...
The Connecticut Department of Transportation announced a $20 million rail freight infrastructure grant program, supplemented by $4 million of private railroad investment. Six regional freight carriers—CSO, HRRC, NAUG, NECR, P&W, and PAS—will receive awards ranging from $1.5 million to $4.9 million for bridge repairs,...
Alstom has been chosen to supply its I‑CBTC onboard signalling system for Paris Metro Line 8 as part of the OCTYS 2030 modernisation programme. The contract covers an onboard automatic train control solution operating at Grade of Automation 2 and a dedicated radio...
Awery Aviation Software has become the first digital platform to embed IATA’s CO2 Connect for Cargo into its ERP system, giving users real‑time, flight‑specific emissions data within existing workflows. The calculator draws on operational inputs from over 100 airlines, delivering...
Korea btw posted strong exports for the first 10 days of March, so the semi-trade is NOT disrupted yet, and this notion that Helium is running out for Hynix and TSMC is so far 100% BS as they have 5-6...
The Straights of Hormuz are closed? Know~Bull Logistics, Leaders, Innovators, Tech 90% of the 20% that was the volume through the straight is still moving. https://t.co/E7omInSzX4 https://t.co/X0ENIOnzx7
Contributor Spotlight: Tom Hanson (p. 16) - retooling at speed, AI-driven resilience and innovating at scale. #Manufacturing #AI #Resilience https://t.co/K6t5frl13c
Saudi Arabia is booking more and more super oil tankers at sky high rates (>$450,000 a day vs pre-war levels of $100,000 a day) to shift crude from the Red Sea into global markets.
🚨CHIOS LION 🚨 Anyone seeing images of the Houthis attacking the tanker Chios Lion in the Red Sea, this is a PAST attack. This took place off Yemen on July 14, 2024. I have a story from @gCaptain linked below:...
Ahead of GTC, since $NVDA is a name on this list, publishing this report on the power a few wield in the supply chain that those without that scale will struggle in securing supply for their demand. Masters of the...
The Trump administration has told U.S. oil companies and shipping groups to prepare for a potential waiver of the Jones Act https://t.co/X46i7aSDwu
2/ Taiwan’s AI supply chain includes companies specializing in: *AI servers *cooling systems *testing equipment *chip packaging *compute racks & trays *fab construction *contract manufacturing
The easiest ways to infuriate the US Merchant Marine: Not give them advance warning on military action. Not provide naval protection for 🇺🇸 ships (5 are stuck in the Gulf) Refuse to thank them after multiple ships are attacked. Waive the Jones Act. The...
"Indian Source Says Iran to Allow India-Flagged Tankers Through Hormuz as First Tanker Arrives" Looks like the Strait of Hormuz will be the new Bab el-Mandeb 🍻 https://t.co/370QXTDJC2
Would like to understand why these tankers are sailing unimpeded. Is it that they are going to China? Is it physically impossible to commandeer these ships like with Venezuela?
Maersk. Treating the Strait as a long-term situation. The length of the war. How it ends? Iran’s position? Undoing the ship mess in the Strait and Persian Gulf?
Everyone talks about Nvidia and TSMC. But the AI boom is actually powered by hundreds of Taiwanese companies most people have never heard of. I built a massive list of the Taiwanese suppliers riding the AI wave. Only at Culpium. https://t.co/KUpxDMev6I
