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:
Ocean Network Express, Yang Ming, and HMM announced a FY2026 update to the Premier Alliance Pacific North 1 (PN1) service, eliminating the Xiamen call. The final Xiamen‑Tacoma sailing, YM PLUM 194E, will arrive in Xiamen on April 23, 2026. Alternative routing via Pusan or Kaohsiung feeder services will replace the discontinued leg, and new rotations add a Kaohsiung loop for both ONE/Yang Ming and HMM. The carriers say the changes will cut cumulative delays and boost schedule reliability across the transpacific corridor.
The white paper highlights that relying solely on security guards leaves critical blind spots in trucking yards and terminals, exposing cargo to theft. It identifies seven specific gaps, supported by industry statistics that show rising risk across logistics sites. The...
Digital twins have evolved from simple simulations to comprehensive, living operational assets that mirror plant behavior in real time. By layering process dynamics, control logic, instrumentation, and scenario data, they enable predictive insights, safe rehearsal of high‑risk events, and continuous...
This appears to be the UAE tug Mussafah 2. Reports are that all eight crewmembers have been lost. The tug was responding to the containership Safeen Prestige which was in distress after being attacked by Iran. This...
The February nonfarm payroll report showed an unexpected 92,000‑job decline, with truck transportation employment slipping by 500 to 1,462,500 positions. This marks a 22,100‑job shortfall compared with a year earlier and a net loss of 4,700 jobs since December. Warehouse...
DID THE NAVY JUST SINK SHIPPING? Question for @SecWar, @thejointstaff @CENTCOM @US5thFleet: Was there any discussion about the impact that sinking an Iranian frigate near a heavily trafficked shipping lane would have on global shipping. I am not privy to the...
Senators Tammy Baldwin and Josh Hawley introduced the Secure Tracks Act, requiring railroads to combine automated track inspection (ATI) with twice‑weekly human visual inspections on all main‑line tracks rated Class 3 or higher. The bill also bars the Federal Railroad Administration...
The Iran‑Qatar conflict has forced QatarEnergy to shut down the Ras Laffan helium plant, removing roughly one‑third of the world’s helium supply from the market. Experts warn that if the shutdown extends beyond two weeks, the disruption could linger for months,...
4RCargo, a leading independent General Sales and Service Agent, has appointed Olga Palec-Furga as chief operating officer. Palec-Furga brings more than two decades of experience across airlines, GSSAs, and airports in Poland. Her hire supports 4RCargo’s fifth‑year strategy to deepen...
Dutch state‑owned railway NS posted a modest €11 million profit from passenger transport in 2025, its first surplus since 2019. The gain stemmed from ticket price increases, a slight rise in ridership and ongoing cost‑saving measures, but the company’s debt grew...
Sanmar has delivered four fully electric ElectRA 2500SX tugboats to Turkey’s state‑owned energy company BOTAŞ. The tugs, named BOTAŞ HİLAL, BOTAŞ BAYRAK, BOTAŞ AY and BOTAŞ YILDIZ, will serve the Marmara Ereğlisi LNG Terminal and the Saros FSRU Terminal, providing 70 tons of bollard pull...
Maersk has launched the AE19 service, a new addition to its East‑West network and the Gemini Cooperation, creating direct container links between Asia, the Mediterranean and Jeddah, Saudi Arabia. The service follows a complex rotation that includes ports such as...
Rhätische Bahn is preparing for rapid leisure traffic growth on its iconic Bernina line, where passenger‑km has risen 71% since 2016 and the Bernina Express saw a 13% year‑on‑year increase to 416,220 passengers in the first ten months of 2025....
The pharmaceutical supply chain is a globally dispersed network dominated by China and India, where most active pharmaceutical ingredients (APIs) are produced. Stringent regulations such as the FDA’s Drug Supply Chain Security Act (DSCSA) demand full batch traceability, limiting rapid...
U.S. manufacturers are accelerating reshoring and onshoring, with Apple committing over $500 billion and Johnson & Johnson earmarking $55 billion for domestic production through 2029. Companies cite supply‑chain resilience, tariff pressures, and ESG goals as drivers, while surveys show cost remains the dominant factor...
CMA CGM announced a new standalone service linking India directly to the U.S. West Coast, extending its Pearl River Express loop. The weekly rotation will call at Nhava Sheva, Mundra, Karachi and Colombo, using a fleet of 13 vessels sized between 10,000...
The article outlines the legal requirement that U.S. wholesale drug distributors and third‑party logistics providers (3PLs) must hold a valid state license to handle prescription medications. It warns that unlicensed or unauthorized partners can expose patients to counterfeit, stolen, or...
Tesla has emptied its Canadian Model 3 inventory and shipped the U.S.-built units back to the United States. The shift follows Canada’s March 1 tariff reduction, which lowered the duty on Chinese‑built EVs to 6.1 % and opened a 49,000‑unit annual quota. Tesla...
Henry Ford’s success stemmed from daily, on‑site observation—a principle later called the gemba walk—but he abandoned it when he launched Fordlandia, a massive rubber plantation in Brazil. The venture, intended to secure rubber for tires, suffered from dense tree planting,...
A leading Canadian rice producer announced plans to construct its first processing facility in the United States, targeting the Midwest market. The $55 million plant, slated for construction in Arkansas, will have an annual capacity of 120,000 metric tons and create...
Party Fiesta, Europe’s leading party‑supplies chain, partnered with Kyubi System to deploy a 360‑degree RFID ecosystem using Impinj M700 tags and Zebra ATR700 ceiling readers. The solution delivers real‑time, item‑level inventory visibility, eliminates manual cycle counts, and introduces an AIR! EASY...
From Feb. 17‑19, the Sourcing trade show in Las Vegas gathered manufacturers, suppliers and fashion brands from across Asia, Africa and Latin America, highlighting Colombia’s growing apparel capabilities. Attendees explored “friendshoring,” a concept that blends nearshoring cost advantages with long‑standing...
They all said Hormuz closure would be brief. What if they were wrong? ▶️Baltic Exchange’s MEG-China VLCC index reaches new high of $485,959 per day; MEG-Singapore VLCC index is at $507,709 per day ▶️VLCCs are loading Saudi crude at Red Sea pipeline...
Maersk suspending two-Middle East services with Europe and Asia because of the war. Global supply chains and risk.
A new survey of UK clothing producers, analyzed by academics from the University of Leicester, University of Nottingham and the trade‑justice charity Transform Trade, reveals that unfair purchasing practices remain pervasive across the sector. The study found that brands and...
What's Going on With Shipping Stocks with @mintzmyer of Value Investor's Edge @Shipping_VIE 1⃣Tankers 2⃣Containers 3⃣Bulkers Video: https://t.co/KXnrlns4L2 https://t.co/0u0La6Hzvj
Above the Fold: Supply Chain Logistics News (March 6, 2026) - https://t.co/Ik5UOSH8lS @DescartesSG @apllogistics #IranWar #trucking #supplychain #logistics #AI #TrumpTariffs
The logistics sector is entering a "vibe coding" era where elegant software is easy to build, shifting competitive advantage from pure code to technology‑native business models. Floating Point Advisors, led by former Oscar Health founder John Loser, is backing early‑stage...
U.S. defense industry is built for short, sharp wars not long ones. New from @jlmcardle01 in the @CNASdc New American DIB series: allied manufacturing can close the gaps domestic industry can't fill fast enough. Timely w/expenditure rates against Iran. https://t.co/TInxSDERsE
This is a significant development. The Liquidied Petroleum Gas careier Danuta I - 80k cubic meters - ran the Strait last night, outbound and laden. https://t.co/hNmPl3pDqE
Eplus3D unveiled the EP‑M300L metal powder‑bed‑fusion printer paired with a production‑ready automation line designed for continuous, high‑volume manufacturing. The machine offers a 300 × 300 × 450 mm build volume, up to six lasers, and a modular build‑cylinder that can be swapped without halting production....
Iran is getting bombed to smithereens. If oil tanker traffic through the Straits of Hormuz resumes in any meaningful fashion, Iran has every incentive to blow up a ship. All it takes is one oil tanker and global markets will...
The Iran‑Hamas war is unlikely to dent global GDP, as the Gulf accounts for only 2‑3% of world output. However, the Strait of Hormuz—through which roughly a quarter of seaborne oil and one‑fifth of LNG flow—poses a serious chokepoint for...
Intercontinental Exchange (ICE) announced plans to launch four container freight futures contracts on April 7, pending regulatory approval. The contracts will be U.S.-denominated, cash‑settled, and indexed to the New York Shipping Exchange’s Freight Indices covering routes between Asia, Europe and the United States....
TAP Air Portugal has named Aeroprime Group as its exclusive cargo General Sales & Service Agent for the entire Indian market, effective March 2026. The deal gives Aeroprime responsibility for sales, marketing, customer engagement and operational coordination across India. TAP’s...
Canadian National Railway (CN) unveiled two special‑liveried locomotives to mark the United States’ 250th independence anniversary. Locomotive 1776 displays a “Screaming Eagle” motif, while Locomotive 2026 draws design cues from Air Force One. The units will traverse CN’s U.S. network from the Gulf Coast...
Dutch court in The Hague has officially declared Hardt Hyperloop bankrupt, confirming earlier media reports. The Rotterdam‑based firm, spun out of TU Delft’s student team in 2017, had recently achieved a record lane‑switch test at the European Hyperloop Centre in...
Wamos Air has renewed its long‑term partnership with ULD specialist Jettainer, extending the contract that supplies modern cargo containers via the JettwareNG platform. The agreement ensures a dedicated, dynamically managed fleet of ULDs tailored to the airline’s charter and ACMI...
Freight rates from the Far East to the U.S. and Europe rose sharply after recent military strikes in the Middle East, according to Xeneta data. Spot prices jumped about 10% on West Coast routes and 9% on East Coast routes,...
FedEx service alert - FedEx has resumed pickup and delivery services across the Middle East, where it is safe to do so and in line with local guidance. Customers shipping to or from the region will experience extended...
SATS Ltd is closely tracking the Middle East conflict and the resulting airspace closures that are disrupting global air‑cargo flows. The Singapore‑based handler says its Saudi Arabia and Oman facilities have remained fully operational since February 28, 2026, allowing it...
U.S. rail carriers posted a modest 1.6% rise in total traffic for the week ending Feb. 28, reaching 516,729 carloads and intermodal units. Carloads jumped 6.9% driven by a 20% surge in grain shipments, while petroleum, chemicals and metallic ores also...
DELKOR India has secured a major EPC contract with Arab Potash Company to supply a 50‑meter diameter thickener for the company’s Hot Leach Potash (HLP) capacity expansion. The thickener will be built from superalloy steel, feature a sealed, insulated tank...
Indian Railways has reached 99.4 % electrification of its broad‑gauge network as of January 2026, slashing diesel consumption by 62 % since 2016‑17. The shift comes amid disruptions to Gulf oil shipments through the Strait of Hormuz, reducing India’s exposure to volatile crude...
China Merchants’ subsidiary Changhang Freight has placed an order for two 20,000 dwt LNG‑powered bulk carriers from Jiangxi New Jiangzhou Shipbuilding. The vessels are river‑sea direct bulkers designed for Grade A navigation on the Yangtze River, enabling seamless operation between inland waterways...
The Straight of Hormuz, which is a key shipping lane for the world's oil, fertilizer and other products, is effectively shut. Charts from @bloomberg: https://t.co/zunbN3eO7G
Reliance Industries rerouted two fuel tankers—about 100,000 metric tons of diesel and 75,000 tons of jet fuel—from Europe to Asia as the Iran‑Israel conflict chokes supply through the Strait of Hormuz. Asian jet‑fuel margins surged to a record $80 a...
Škoda Transportation has shipped the first two RegioPanter electric multiple units to Bulgaria after completing dynamic and safety tests in the Czech Republic. The delivery initiates a fleet of 25 four‑car trains valued at over €500 million, with a 15‑year maintenance...
Modal Group, formerly Modalis, is set to launch its first combined rail‑road service between Lyon, France and Piacenza, Italy on 9 March, operating through its Delta Rail subsidiary. The company plans three weekly round trips initially, with the schedule designed to...
Jindal Stainless warned that shipments of stainless steel to West Asia may be delayed due to the escalating conflict affecting maritime routes and airspace. Although the region represents a small portion of its export business, the company highlighted potential transit...
