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:
Target Corp. announced it will extend its next‑day delivery service to 20 additional metropolitan areas, pushing the total number of cities offering the option to more than 50 and covering roughly 60% of the U.S. population. The rollout is part of a $2 billion investment plan for 2026 that converts stores into mini‑fulfillment centers. Same‑day services generated over $14 billion in sales last year, accounting for two‑thirds of Target’s digital revenue. The expansion also coincides with a 30% growth surge in Target Plus, the retailer’s third‑party marketplace.
Europe’s main import gateways suffer from chronic buffer‑capacity shortages, turning port congestion into a persistent bottleneck rather than a fleeting disruption. Industry leaders warn that the lack of short‑term remedies will continue to erode vessel schedule reliability and strain inventory...
The COVID‑19 pandemic highlighted the fragility of supply chains that rely on single or sole sourcing, as lockdowns and demand spikes caused widespread stockouts. Single sourcing can secure lower prices and simplify supplier management, but it leaves firms vulnerable when...
The 2026 30th Annual Third‑Party Logistics Study reveals that only 55 % of outsourced logistics spend is classified as strategic partnerships, highlighting a gap between rhetoric and reality. Shippers cite supply‑chain disruption, cost optimisation and digital transformation as primary drivers, while 3PLs...
The Department of Energy announced that Pacific Northwest National Laboratory has built systems to turn commercially sourced isotopically enriched silicon and germanium into high‑purity silane (SiH₄) and germane (GeH₄) gases. These precursor gases are essential for quantum information science and...
The Victorian Government announced the addition of 50 new battery recycling collection points, supplementing upgrades at 17 existing sites, to make disposal safer and easier. Funding will support local councils and registered charities, with more than 30 locations placed in...
The U.S. Supreme Court’s February 20 decision declared all tariffs imposed under the International Emergency Economic Powers Act (IEEPA) illegal, immediately halting collection and creating uncertainty for importers. In response, the administration invoked Section 122 of the Trade Act, imposing a...
Spanish shipyard Armon has delivered the MAURIC‑designed Fast Ferry Bindy II to Morlenn Express, a 29‑meter catamaran capable of carrying 400 passengers at 20 knots. The vessel features an all‑aluminum wave‑piercer hull and IMO Tier III‑compliant engines, meeting the latest European passenger‑vessel directives....
A potential supply shock emerged as Myanmar's junta reportedly plans airstrikes on rare‑earth mines in the Kachin‑controlled Pang War region. Chinese mining firms responded by raising national flags on sites and ordering bomb‑shelter construction to signal locations to aircraft. China...
Container lines have halted 2026‑27 trans‑Pacific service contract negotiations as the Middle East war ties up roughly 10% of global container tonnage and pushes bunker fuel prices higher. The conflict adds uncertainty to cost structures and functional capacity, prompting carriers...
Container carriers are pausing or slowing 2026‑27 trans‑Pacific service contract negotiations as they gauge the fallout from the Middle East war. The conflict has immobilized an estimated 2 %‑10 % of global container tonnage, tightening available capacity. Simultaneously, soaring bunker fuel prices...
Alibaba has become the center of a new AI controversy after its flagship large‑language model was abruptly pulled from public access. The company cited compliance concerns and internal disagreements over open‑source licensing. Meanwhile, rival Chinese AI firms are accelerating their...
The European Commission unveiled two coordinated initiatives—the EU Industrial Maritime Strategy and the EU Ports Strategy—to reinforce Europe’s shipbuilding capacity, secure port operations, and accelerate the sector’s shift to clean energy. Key measures include a Maritime Value Chains Alliance, a...
Qatar Energy declared force majeure on its LNG exports, halting production at the Ras Laffan plant amid the escalating U.S.-Israeli war on Iran. The shutdown, which affects roughly 20% of global liquefied natural gas, is expected to last at least...
A bipartisan group of U.S. senators sent a letter to Intel CEO Lip‑Bu Tan questioning the chipmaker’s use of semiconductor tools from ACM Research, a Chinese subsidiary on the U.S. blacklist. The inquiry underscores national‑security concerns, especially after the U.S....
We just updated Flexport Atlas to better track disruption to container shipping from the Iran war. Go to https://t.co/W2RkZnA4nS and use hotkey “D” to toggle it on. Our status calculations (all real time) Stalled: stayed within 30 km radius for 24h ...
Zebra Technologies argues that by 2026 the most effective supply‑chain upgrade will be "pocket automation"—targeted, workflow‑level upgrades rather than full‑site, lights‑out factories. The approach promises ROI within 24 months, leveraging AI‑enabled handhelds, wearables and RFID to augment frontline workers. Incremental...
Cargo charter brokers report a surge in enquiries after the US‑Israel missile strikes on Iran triggered the grounding of major Gulf carriers. Qatar Cargo, Emirates SkyCargo and Etihad Cargo have largely halted scheduled flights, prompting shippers to seek ad‑hoc charters....
Insight Works has extended its Enhanced Forecasting Worksheet to link Microsoft Dynamics 365 Business Central AI forecasts directly to item planning parameters such as safety stock, reorder point, and maximum inventory. Users can create expressions that combine forecast quantities, historical...
Ahold Delhaize announced a new timeline to source 100% cage‑free eggs in the United States by 2032, after missing its original 2025 target. The retailer currently offers cage‑free eggs for roughly 75% of its private‑label range, leaving a quarter still sourced...
Glamox has won a contract from Austal USA to supply exterior and interior LED marine lighting for the upcoming USNS James D. Fairbanks (T‑ATS‑13), the latest Navajo‑Class towing, salvage and rescue ship for the U.S. Navy. The deal adds a...
Comau has introduced the Mate‑XT GO, a sub‑3 kg wearable exoskeleton that supports arm and shoulder movements for repetitive or overhead tasks. Certified as Category II personal protective equipment, it can be donned in 30 seconds and removed in 10 seconds, delivering up to 50 percent...
Legacy distributed control systems (DCS) are reaching end‑of‑life, leaving plant operators without vendor‑supported upgrades. ABB and Schneider Electric have announced migration toolkits, but the announcements lack concrete technical detail. Industry experts, including John Rezabek, are urging the adoption of Open...
ANYbotics earned ISO 27001 certification on its first audit, achieving zero non‑conformities. The independent, third‑party audit validates the company’s world‑class Information Security Management System. Certification directly benefits customers operating robots in hazardous and mission‑critical environments by embedding security into design, build,...
In this episode Deepika Singh talks with Rajamani Krishnamurthy, President of the Indian Stainless Steel Development Association (ISDA), about the rapid expansion of India’s stainless‑steel sector and the structural challenges it faces. Krishnamurthy stresses that the biggest hurdle is the prevailing...
Digital Matter’s CEO Loic Barancourt outlines a hybrid IoT tracking system that combines cellular and Bluetooth tags to monitor returnable containers. By tagging only a fraction of assets, companies can slash loss rates from roughly 20% to under 1% and...
Lift‑truck attachments, especially paper‑roll clamps, are transforming material handling by reducing damage and speeding up transport. Bolzoni emphasizes custom‑engineered solutions that match each roll’s dimensions, allowing operators to move products faster with fewer workers. The company highlights safety gains from...
Rising tensions between Iran and Israel have revived concerns over the security of the Strait of Hormuz, a chokepoint for nearly one‑fifth of global oil shipments. Analysts outline three scenarios: a contained but prolonged missile exchange, a broader regional war...
Tech is central to @ArcBestCorp's next chapter. On Talking Transports, I speak with $ARCB CEO Seth Runser about managed transportation, AI-driven pricing, $175M annual tech investment & positioning for the next freight upcycle. 🎧 Listen: Apple: https://t.co/WAP6vhrJzk Spotify: https://t.co/C3HlIvcwW4 iHeart: https://t.co/totfMklli9 https://t.co/eCb5WV066Z: https://t.co/bbX2drmAGG Bloomberg Terminal:...
🚨IEEPA REFUND UPDATE🚨 "Senior Judge Richard Eaton gave government counsel until Friday to prepare initial ideas on how customs could refund the tariffs to importers, without them having to file a lawsuit." More, please.
The article contends that the FMCSA’s push to tighten broker transparency under 49 CFR 371.3 misses the larger problem of freight fraud, which has generated over 80,000 complaints. It traces the rule’s origins to a 1949 ICC mandate and its...
Here's CBP in a new filing admitting: 1) They're not voluntarily refunding IEEPA tariffs illegally collected last year 2) They're in no rush 3) They'll pay interest on "validated" refunds but will review everything for "violations" (that might allow them to deny refunds?)...
In light of the surge in diesel and oil prices overnight, we have added a new fuel dashboard in SONAR. https://t.co/cAWkSzmzsr
Dave Larimer, president of the Alaska Miners Association, argues that Alaska’s vast and geologically diverse mineral endowment is a strategic national asset for critical‑mineral supply chains. He stresses that beyond mining, building mid‑stream processing, reliable power, and transportation infrastructure is...
"US to Pay Interest If Ordered to Pay Importers Tariff Refunds" https://t.co/An3drmGJ4F It is the law, after all. Question is: how many refunds actually get issued after a lengthy court/administrative battle. The answer should be: all, now. But... https://t.co/xGmrydPr1P
Middle East. Force Majeure. Will that be the result of the war? Energy contracts? Shipping contracts? Sourcing contracts? More.
Maritime firms are confronting a surge in sanctions and compliance complexity as regulators demand pre‑emptive risk detection, according to Marcura’s new report. Divergent US, EU and other sanctions regimes, expanding secondary sanctions, and an opaque shadow fleet are amplifying exposure...
Remember, many of the war risk policies weren't set to expire until midnight (00:00 GMT) on March 5, six hours from now. Insurance hasn't been the only impediment to Hormuz transits so far. I like to think shipowners are taking...
"MOD confirms Shahed-like drone which targeted RAF Akrotiri at midnight on March 2 was not launched from Iran." Ok, so who dunnit?
Escalating Middle East conflict has forced airspace closures that instantly removed roughly 16‑18% of global air‑cargo capacity, with localized impacts of up to 70% in key markets such as India. The sudden shortage mirrors the COVID‑era shock, prompting freight rates...
Assuming Trump backs off his Spanish Embargo threat (a safe assumption, IMO), it won't just be another TACO. It'll perfectly prove @ATabarrok's point here about why an emergency wartime law like IEEPA would allow a presidential import ban but not...
The day before striking Iran, the Pentagon asked U.S. miners to help boost domestic supplies of 13 critical minerals, including nickel, graphite and several rare earths.
A congressional proposal known as Delilah’s Law would strip thousands of non‑English‑speaking and non‑domiciled commercial driver’s license holders from U.S. roads, intensifying a broader Trump‑era trucking crackdown. Panelists at TPM26 argued that the drayage sector, especially at ports like Long Beach,...
Old Dominion Freight Line reported a 3.3% year‑over‑year decline in revenue per day for February, an improvement over the 6.8% drop in January. Tonnage fell 6.8% YoY and daily shipments slipped 7%, while weight per shipment rose 0.2% and yield...
Teamsters members at DHL Express voted 96% to authorize a strike if the national master agreement isn’t renewed by March 31, 2026. The contract, covering thousands of drivers and warehouse workers across 16 states, is set to expire and the union is...
A week after the Supreme Court’s tariff ruling, industry leaders report little immediate impact on sourcing, freight bookings, or trade volumes. Companies are adopting a cautious stance, reviewing inventory and carrier commitments while holding existing network configurations. The ruling provides...
The Loadstar - Air cargo capacity on key Asia-Europe corridors has fallen 39% following the shutdown of major Gulf airspace and hubs amid the escalating conflict in the Middle East. https://t.co/XxAzcLFVzn https://t.co/VVlvHRVoSr
LGG Connect, the non‑profit air cargo association based at Liege Airport, announced that global ULD leasing firm ACL Airshop has joined as its 13th associate member. Founded in December 2024, the group brings together airlines, handlers, freight forwarders and service providers to...
Hitachi Rail has secured a €481.6 million contract to supply rolling stock and a Communications‑Based Train Control (CBTC) signalling system for Turin Metro Line 2. The deal covers a €388.5 million base segment from Rebaudengo to Porta Nuova, with an optional €93.1 million extension to...
Greek dry‑bulk carrier Diana Shipping has secured a new time charter for its 77,525 dwt panamax vessel Crystalia. The ship will sail for SwissMarine at $16,200 per day, minus 5% commission, from mid‑March 2026 through early 2027. This rate exceeds the...
