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:
The article highlights how simultaneous geopolitical tensions at the Strait of Hormuz, the Red Sea, and Pakistan’s Arabian Sea threaten global maritime trade. Iranian Revolutionary Guard warnings triggered tanker stand‑offs, navigation interference, and a surge in war‑risk insurance premiums, while Houthi attacks in the Red Sea have forced carriers to detour around the Cape of Good Hope, adding weeks to voyages. These disruptions tighten vessel capacity, raise freight rates, and expose import‑dependent economies to higher energy and food prices. The piece underscores that the cumulative pressure on multiple chokepoints narrows the margin for error in the world’s shipping system.
The Port of Barcelona has opened a tender for a public multipurpose maritime terminal at the Príncep d’Espanya wharf after the previous concession expired. The new terminal will handle non‑containerised general cargo and mixed traffic, excluding passenger, dry and liquid...
The article expands the "mineral imperative" concept, arguing that global demand for metals and critical minerals must roughly double by 2050 to sustain development, decarbonisation, digitalisation and now defence. While population growth, urbanisation, electrification and AI have already driven material...
All World Machinery Supply, a Roscoe, Illinois distributor of 15,000 machine‑part SKUs, tackled a storage crunch and labor bottlenecks by installing four Kardex vertical lift modules (VLMs) and an in‑house conveyor system. The VLMs cut the warehouse footprint by 75%...
Modern's 2026 Productivity Achievement Awards recognized top performers in warehousing/distribution, innovation, and e‑fulfillment. Performance Health won Warehousing/Distribution for a streamlined distribution center, reduced packaging waste, and improved KPI tracking. Staples earned the Innovation award for its integrated robotics platform, autonomous...
Andrews Distributing partnered with Big Joe Forklifts to deploy the LPT40 DSD, a pallet truck that integrates a scale for delivery‑by‑weight verification. The system replaces manual case counting, cutting stop times by up to 43% and easing navigation in tight store...
Regional Container Lines (RCL) has moved its slot allocation from CNC Line’s Japan‑Philippines (JP8) service to the carrier’s China‑Philippines (CP2) rotation, continuing to market the lane as RCP2. The shift narrows RCL’s focus to the Shenzhen‑Philippines segment, replacing Batangas with...
Canada and Mexico posted record foreign direct investment in 2025, underscoring North America’s growing role as a manufacturing hub. Canada received $96.8 billion, the strongest inflow in 18 years, while Mexico attracted a historic $40.87 billion, a 10.8% year‑over‑year rise. U.S. investors...
The Port of Bilbao closed 2025 as a strategic year, delivering over 32 million tonnes of throughput despite a 6.8% traffic dip caused by the temporary Petronor refinery shutdown. Second‑half volumes rose 1.5% year‑on‑year, driven by expanding trade with the United...
Hellmann Worldwide Logistics and French robotics firm Exotec have signed a global framework agreement to automate Hellmann’s contract‑logistics warehouses. The partnership will roll out Exotec’s modular goods‑to‑person robotic systems, starting with a pilot at a German healthcare customer. The solution...
DP World has secured a five‑year contract with Suzano to operate a 5,000‑square‑metre warehouse and production‑line supply hub in Cachoeiro de Itapemirim, Brazil. The agreement covers inbound receiving, inventory control, line replenishment and outbound distribution of tissue products, handling up...
Healthcare supply chains are evolving from back‑office cost centers to strategic assets that influence operating rooms, pharmacies, and executive decision‑making. Hospitals now align supply metrics with labor and revenue data, exposing cross‑functional savings that were previously siloed. Objective analytics and...
Being a Demand Planner, I am trained to notice patterns, seasonality and cycles. To notice the root cause of those disrupting signals and what causes them, so I can get my forecasting model right and predict future events. Since January 20, 2025,...
the us and israel attacked iran. why now and what comes next? i break down the decision, the risks of escalation, and what to watch. with @ted
The Midwest has become the most volatile U.S. trucking region over the past six months, with tender rejection rates consistently 4‑5 percentage points higher than any other area. A disproportionate share of refrigerated shipments—30% to 35% of all outbound reefer—tightens...
https://t.co/U4SkF1hAbc @UBS boosting its copper price target is just the latest confirmation of what we’ve been warning about for years: the world is flying head-first into a structural copper shortage. A projected $15,000/tonne copper price by 2027… and a half-million-tonne supply deficit...
This SONAR chart: Outbound Tender Rejection Index (blue) vs. Knight-Swift stock price (yellow). There is a reason that hedge funds buy SONAR and it is our fastest growing cohort. https://t.co/erT8QvKIr6
MuleSoft is promoting agentic AI combined with APIs to modernize legacy manufacturing and supply‑chain systems. The approach leverages MuleSoft Agent Fabric to connect on‑prem and cloud applications, eliminating both API and agent sprawl. Analyst IDC highlights that this AI‑API synergy...
"The Incoherence of Modest Industrial Policy" https://t.co/FC72XUqs6v "If policymakers admit they are operating in unknown territory, then the idea that they can steer society in a coherent direction becomes less a policy strategy and more an article of faith." https://t.co/pTa6RJfJnQ
Hapag-Lloyd - Due to the deteriorating security situation in the Middle East region, we have decided – in close coordination with our security partners – to pause future Trans-Suez sailings through the Bab el-Mandeb Strait for the time being. https://t.co/igGhhMHR23
The Norwegian Shipbrokers’ Association (NSA) and BIMCO have adopted SALEFORM 2025, the latest version of the standard ship sale and purchase memorandum. The revision updates the 2012 form to reflect new banking, KYC/AML, anti‑bribery, sanctions, and EU emissions regulations. It...
Join our conversation on revitalizing the US manufacturing industry with 𝐌𝐢𝐤𝐞 𝐏𝐚𝐲𝐧𝐞! Stream now: 🔗 https://t.co/aAuD37nCVV 📽️ https://t.co/vDhYvaPyHB 🔗 https://t.co/DmYp21NDA3 #SkillsGap #ProductivityGap #ManufacturingJobs #WorkforceDevelopment #Reshoring https://t.co/xZtbtIeUYz
Looks like the Liberian-flagged Aframax 74k deadweight ton ceude oil tanker Capetan Andreas is sailing outbound through the Strait of Hormuz. https://t.co/G0jdY5284V
European defence ministers convened in Krakow to discuss escalating measures against Russian seaborne oil exports. France seized the 115,600‑dwt aframax tanker Grinch, carrying 730,000 barrels of crude, and released it after the shipowner paid a €3 million fine. Ministers aim to...
Nextpower to supply steel frames for JinkoSolar’s Florida factory #energysky -- via pv magazine global: https://t.co/aFKhKfYdkM
US automotive production is $180B. US defense manufacturing is $220B. Don’t understimate the impact of defense production on American trucking freight.
Israel’s Ministry of Defense confirmed that a cargo ship unloaded dozens of Humvees, trucks and other military gear at Haifa Port, bolstering IDF operations under Operation Roaring Lion. The delivery is part of a broader logistics campaign that has moved more than...
Visionary investor @ctindale takes on THE big question: How did America and the West become so dependent on imports for almost everything we use? Tindale says the Western focus on the financial economy over the material economy has led to a...
Major General is just pissed off because he knows the Army is taking a back seat. You may “know more about war than Donald Trump” but you also know the Army can’t invade a nation of that size without a large...
The White House unveiled a Maritime Action Plan aimed at confronting Beijing’s dominance in global shipbuilding. The strategy calls for a massive increase in U.S. shipyard capacity, leveraging $30 billion in federal funding and new partnerships with allies such as Japan...
Lots of scenarios on polymarket on how today’s developments in Iran will play out.. How this unfolds will depend on the extent, intensity, and longevity of US and Israeli strikes on Iran, and, crucially, the damage inflicted not just on physical...
5% of US maufacturing is related to defense production. Today is a good day for truckers.
Oil tankers are increasingly bypassing the Strait of Hormuz following the US and Israel airstrikes on Iran, prompting major shipping lines to issue cautionary directives. While the waterway remains officially open, Bloomberg tracking shows a buildup of idle vessels both...
The issue is we literally have no idea who hundreds of thousands of truck drivers are due to the elimination of barriers to entry over the past decade. Organized crime is coordinating illicit activities against our freight networks every single day.
Brands disappear due to supply chain or data blind spots. We use Priority aiERP to revive missed brands with AI demand prediction and manufacturing optimization. Follow our Page for updates. Book a meeting: https://t.co/ZsEwnG4p2n https://t.co/ZJquSTPaww
DHL Group and JD.com have signed a memorandum of understanding to help German brands expand into China and Europe. The partnership merges DHL’s global logistics network with JD.com’s Joybuy platform, creating an integrated e‑commerce solution. It enables German manufacturers to...
Spoke with a senior intelligence official that recommended everyone top their tanks off, not due to a known threat, but the high probability that energy assets are prime targets for terrorists.
Is the Strait of Hormuz Open? ▶️Danger to Shipping ▶️US and UK Waring ▶️Impact for Consumers ▶️Other Factors Impacting Global Tanker Market ▶️Is US Sealift & Afloat Prepositioning Moving? Video: https://t.co/SgdGJdWaSD https://t.co/Cvj3mRaiq7
The most meaningful improvements I’ve seen didn’t come from massive investments or shiny new tools. They came from someone brave enough to keep asking why. 👇 Curious—what’s a process in your world that could use a few more “why’s”? #MachineShopTechTalk #Manufacturing https://t.co/usCUdPqyJ8
Iran's Islamic Revolutionary Guard Corps (IRGC) has reportedly warned that no vessels are allowed to pass through the Strait of Hormuz. This blockade of the channel, which carries ~20% of global oil, threatens massive energy price spikes and severe, immediate disruptions...
The LPG Tanker Bogazici, outbound the Strait of Hormuz, is trying to fly under the radar by announcing on AIS, "Muslims Vessel is Turkish". https://t.co/Yw3dSA7lxB
SONAR did less than $1m in ARR five years ago, so we win this one by a mile despite DAT’s attempt to exploit their market share in load boards to prevent customers from working with competitive data offerings.
Anyone that has used DAT knows that a signification portion of the postings are ghost loads, hence the reason that DAT’s load to truck ratio data is garbage.
If you believe that DoorDash or MasterCard/Visa could be disrupted by agentic AI, then it’s inevitable that agentic AI could disrupt load boards. Who is building this? We will partner with you on data
You can tell that DAT was never meant to be a data company. Freight market data is secondary to the load board. That is their focus.
A weird irony is that most mid and large trucking fleets make more money with higher diesel prices due to fuel surcharges.
Trucks taken out of service for English Language violations just hit an all time high. 104 trucks per day. https://t.co/fTIcZIXxJi
US Navy says it can't protect all merchant ships in Persian Gulf. Oil majors just suspended shipments through Hormuz, 21M barrels/day at risk. Maritime risk. https://t.co/TylGxcJUhz
Shipping security risk increases dramatically in Persian Gulf Over 750 commercial vessels reported to be inside the Strait of Hormuz as the US and Israel attack Iran https://t.co/Z0VKTvJgQ8
Iran is sending out warnings on VHF announcing the banning of all ships from the Strait of Hormuz. However, traffic is still moving. What's Going on with Shipping will be monitoring traffic through the Strait. https://t.co/0rPIFY825Q
