Supply Chain Blogs and Articles

Can The US Really Offset Lost Persian Gulf Crude Oil Production?
BlogApr 23, 2026

Can The US Really Offset Lost Persian Gulf Crude Oil Production?

President Donald Trump urged nations to buy U.S. oil after the Iran conflict began, but the United States remains a net importer of crude, taking in about 1.5 million barrels per day. In the week of April 17, 2026, U.S. exports of refined...

By Jensen's Economic, Precious Metals, & Markets Newsletter
THE SILVER SQUEEZE IS INEVITABLE: The U.S. Imports 77%, China Sets Records, the 6-Year Deficit, & America's Critical Silver Vulnerability...
BlogApr 23, 2026

THE SILVER SQUEEZE IS INEVITABLE: The U.S. Imports 77%, China Sets Records, the 6-Year Deficit, & America's Critical Silver Vulnerability...

The United States now imports roughly 77% of the silver it consumes, even after the metal was officially labeled a critical mineral by the USGS. Meanwhile, China set a new record by importing 836 tons of silver in March—a 78% month‑over‑month...

By Metals and Miners
What’s the Deal with Iran? The Asymmetric Energy Trade Markets Are Missing
BlogApr 23, 2026

What’s the Deal with Iran? The Asymmetric Energy Trade Markets Are Missing

The article argues that while the immediate price shock from the Strait of Hormuz disruptions has been absorbed—Brent briefly spiked toward $120—the real trade opportunity lies in a structural asymmetry within energy equities. Two macro scenarios, either prolonged regional tension...

By Macro Manv (Manveer Sahota)
In China, Battery Makers Bet Big on Sodium in Move Away From Critical Minerals – by You Xiaoying (Reuters –...
BlogApr 23, 2026

In China, Battery Makers Bet Big on Sodium in Move Away From Critical Minerals – by You Xiaoying (Reuters –...

Chinese battery manufacturers are accelerating investment in sodium‑ion technology, a next‑generation alternative that draws sodium from seawater and promises rapid charging and superior low‑temperature performance. While lithium‑ion cells dominate today, China still imported about 60% of the lithium it refined...

By Republic of Mining
Reveel Offers AI-Powered Shipping Intelligence for Shippers
BlogApr 23, 2026

Reveel Offers AI-Powered Shipping Intelligence for Shippers

Reveel has launched Reveel IQ, an AI‑powered shipping intelligence platform that lets shippers query invoice and shipment data in plain English. The solution connects directly to carrier accounts, ingesting package‑level data to provide real‑time modeling, scenario simulation, and transparent cost breakdowns....

By Commercial Carrier Journal (CCJ)
Continental’s Radar Business Is Scaling Fast. Control Is Moving Elsewhere.
BlogApr 23, 2026

Continental’s Radar Business Is Scaling Fast. Control Is Moving Elsewhere.

Continental is shipping record volumes of automotive radar as the sensor becomes standard across vehicle platforms. The rise of centralized compute means perception, fusion and decision‑making now occur in software, relegating radar to a data‑feed role. This shift squeezes pricing,...

By Automotive Technology Executive Intelligence
Petro to Meet with Delcy
BlogApr 23, 2026

Petro to Meet with Delcy

Colombian President Gustavo Petro will meet Venezuelan acting president Delcy Rodríguez in Caracas to discuss border security and the prospect of Colombian gas imports from Venezuela. The talks mark the first high‑level contact since the U.S. military ousted former President...

By Latin America Daily Briefing
JLMI – Call for Papers – Issue No. 1/2027
BlogApr 23, 2026

JLMI – Call for Papers – Issue No. 1/2027

The Journal of Law, Market & Innovation (JLMI) announced its inaugural 2027 issue, slated for March release, dedicated to the securitisation of supply chains for critical raw materials. The theme links energy security with the green transition, examining how trade...

By Conflict of Laws .net
How Matrack’s Dash Cam with GPS Tracking Is Redefining Fleet Safety
BlogApr 23, 2026

How Matrack’s Dash Cam with GPS Tracking Is Redefining Fleet Safety

Matrack’s integrated dash cam and GPS platform gives fleet operators real‑time video and location data on a single dashboard. The 4G‑connected cameras provide timestamped footage and precise GPS, enabling instant verification of deliveries, accidents, and driver behavior. AI‑driven coaching alerts...

By HedgeThink
UK Launches Inquiry Into Security Risks of Chinese-Made 3D Printing Equipment
BlogApr 23, 2026

UK Launches Inquiry Into Security Risks of Chinese-Made 3D Printing Equipment

Britain’s Defence Secretary has launched an investigation into the British Army’s use of Chinese‑manufactured Bambu Lab 3D printers, which were deployed during a training exercise in Kenya. The inquiry focuses on potential security risks stemming from the printers’ default cloud...

By Fabbaloo
Comau and Automha Present Joint Logistics Automation Portfolio
BlogApr 23, 2026

Comau and Automha Present Joint Logistics Automation Portfolio

At MODEX 2026, Italian firms Comau SpA and Automha SpA showcased a joint logistics automation portfolio that spans inbound handling, intelligent storage, order preparation, and synchronized shipping. The offering combines Comau’s robots and autonomous mobile robots with Automha’s ASRS shuttles,...

By Mobile Robot Guide
DIANA Initiative Aims to Transform Naval Logistics With On-Demand 3D Printing
BlogApr 23, 2026

DIANA Initiative Aims to Transform Naval Logistics With On-Demand 3D Printing

Italian printer maker ROBOZE is spearheading the DIANA initiative to overhaul naval logistics with on‑demand, high‑temperature 3D printing. The project will create a full‑stack system that detects damaged components, reverse‑engineers replacements, validates designs, and produces parts in decentralized, containerized hubs...

By Fabbaloo
Freeport East Transport Masterplan's Rail Vision for Key Freight Gateway | Rail Technology
BlogApr 23, 2026

Freeport East Transport Masterplan's Rail Vision for Key Freight Gateway | Rail Technology

Freeport East has unveiled a 2026 Transport Masterplan that prioritises a sweeping rail investment programme across the Felixstowe‑Harwich‑Stowmarket freight corridor. The plan highlights the long‑awaited Ely and Haughley Rail Improvement Package, including a new double‑track junction at Haughley and capacity...

By London Reconnections
Vietjet’s COMAC Deal Is Politics With Wings
BlogApr 23, 2026

Vietjet’s COMAC Deal Is Politics With Wings

Vietjet announced a finance lease for ten Chinese‑made COMAC C909 regional jets, timed with Vietnamese President To Lam’s state visit to Beijing. The signing ceremony at the Vietnamese embassy bundled the aircraft deal with five new Vietnam‑China routes, signaling a diplomatic...

By AirInsight
March Truck Tonnage Shows Strongest Annual Growth Since 2022
BlogApr 23, 2026

March Truck Tonnage Shows Strongest Annual Growth Since 2022

U.S. truck freight activity rose in March 2026, with the ATA For‑Hire Truck Tonnage Index increasing 0.3% month‑over‑month to 117.0 and 3% year‑over‑year, the strongest YoY gain since October 2022. First‑quarter tonnage was up 2.1% YoY, marking the best Q1...

By The TruckersReport Blog
Zebra Showcases New Supply Chain Solutions
BlogApr 23, 2026

Zebra Showcases New Supply Chain Solutions

At MODEX 2026, Zebra Technologies unveiled a suite of new wearable and mobile computers designed to boost supply‑chain visibility and frontline productivity. The flagship WS501‑R wearable merges barcode scanning and voice‑directed picking into a hands‑free device, while the TC501 and...

By RFID Journal
Guam and the Practical Impact of Climate Change
BlogApr 23, 2026

Guam and the Practical Impact of Climate Change

Guam serves as the United States' premier forward base for projecting power across the Asia‑Pacific, but climate change is amplifying super‑typhoon activity that threatens its operational viability. The island has endured two class‑4/5 typhoons within seven years, and rising sea‑level...

By Zeihan on Geopolitics (Insights)
5 Big Energy Stories - 4.23.2026: Y'all Calm Down
BlogApr 23, 2026

5 Big Energy Stories - 4.23.2026: Y'all Calm Down

A wave of viral videos showing refinery fires has sparked conspiracy theories that a coordinated plot is cutting Middle‑East oil supply. The author counters this narrative by noting roughly 825 operating refineries worldwide, plus hundreds of smaller “teapot” plants, where...

By David Blackmon's Energy Additions
The Daily Feather — Chocolate Is to Peanut Butter as Loads Are to Trucks
BlogApr 23, 2026

The Daily Feather — Chocolate Is to Peanut Butter as Loads Are to Trucks

The Daily Feather likens the freight market to a kitchen spread, saying chocolate is to peanut butter as loads are to trucks. Recent charts show a persistently tight market where demand outpaces truck capacity, driving spot rates upward. At the...

By The Daily Feather
UPS Picks Profitability Over Volume, and The Teamsters Push Back
BlogApr 23, 2026

UPS Picks Profitability Over Volume, and The Teamsters Push Back

UPS is slashing its Amazon parcel volume by roughly two million packages per day, a move aimed at shifting the carrier’s focus from sheer volume to higher margins. The strategy is expected to generate $3 billion in cost savings from the...

By Art of Procurement
AD Ports Group and New York University Abu Dhabi Partner on AI for Smarter Ports
BlogApr 23, 2026

AD Ports Group and New York University Abu Dhabi Partner on AI for Smarter Ports

AD Ports Group has entered a multi‑year partnership with New York University Abu Dhabi to create a high‑fidelity AI intelligence engine for port operations. The system will combine stochastic AI models with spatial analytics to improve vessel arrival forecasts, berth...

By Container News
Worse Things Happen at Sea
BlogApr 23, 2026

Worse Things Happen at Sea

Iran escalated maritime pressure by seizing two vessels in the Strait of Hormuz, pushing Brent crude back above $100 a barrel, while the United States intercepted three ships in the Indian Ocean. The abrupt departure of Navy Secretary John Phelan,...

By Geopolitical Dispatch
Amazon Opens First Distribution Center in Spain, Investing €100 Million in Zaragoza
BlogApr 23, 2026

Amazon Opens First Distribution Center in Spain, Investing €100 Million in Zaragoza

Amazon is opening ZAZ8, its first dedicated distribution center in Spain, investing roughly €100 million ($108 million) in La Muela, Zaragoza. The 30,000‑square‑meter hub will serve as a regional inventory buffer for high‑velocity essentials and is slated to start operations in September 2026,...

By EcomCrew
Iran Releases Footage of Seized Container Ships in Strait of Hormuz
BlogApr 23, 2026

Iran Releases Footage of Seized Container Ships in Strait of Hormuz

Iran’s Islamic Revolutionary Guard Corps released video showing the IRGC Navy seizing two civilian container vessels, the Liberia‑flagged EPAMINONDAS and the MSC Francesca, in the Strait of Hormuz on April 22. The ships were immobilised earlier that day before Iranian...

By Container News
Shipments Stranded in Strait of Hormuz as Security Risks Halt Vessel Movements
BlogApr 23, 2026

Shipments Stranded in Strait of Hormuz as Security Risks Halt Vessel Movements

Escalating security threats in the Strait of Hormuz have halted vessel movements, leaving several container ships stranded. Maersk reports that cargo bound for and from South Africa is transshipped at Jebel Ali, while the CMA CGM Antonio remains anchored off Dubai. Shipping lines...

By Container News
Curious Timing: Ukraine Declares Druzhba Pipeline Repaired After New Hungarian PM Elected
BlogApr 23, 2026

Curious Timing: Ukraine Declares Druzhba Pipeline Repaired After New Hungarian PM Elected

Ukraine announced on Tuesday that it has completed repairs to the Druzhba oil pipeline, allowing Russian crude to flow again to Hungary and Slovakia. The restoration comes just days after Peter Magyar was elected prime minister of Hungary, ending Viktor...

By ZeroHedge – Markets
China Is Expanding Its Trade War Toolbox
BlogApr 23, 2026

China Is Expanding Its Trade War Toolbox

China has enacted a sweeping industrial and supply‑chain security law that establishes an early‑warning system to monitor disruptions and empowers the government to retaliate against foreign firms perceived as threatening Chinese interests. The regulation gives Beijing the authority to prohibit...

By Klement on Investing
How the Shadow Fleet Keeps Outrunning Its Regulators
BlogApr 23, 2026

How the Shadow Fleet Keeps Outrunning Its Regulators

The Container News investigation reveals that the illicit "shadow fleet" of vessels is increasingly using registries in Nicaragua and Equatorial Guinea to mask true ownership and tonnage. In the latest quarter, fraudulent ship registrations rose 17%, indicating a rapid expansion...

By Container News
Can Iran Keep Pumping? The Blockade’s Impact on Oil Production, Exports, and Storage
BlogApr 23, 2026

Can Iran Keep Pumping? The Blockade’s Impact on Oil Production, Exports, and Storage

The United States has instituted a naval blockade of Iranian ports to halt oil shipments through the Strait of Hormuz. Iran can maintain its current production level for roughly two months before onshore storage fills, after which output must be...

By Anas Alhajji (Energy Outlook Advisors)
India’s Maritime Ambition: Rewriting the Bay of Bengal
BlogApr 23, 2026

India’s Maritime Ambition: Rewriting the Bay of Bengal

India is accelerating its maritime strategy in the Bay of Bengal to counter China’s growing port network across the Indian Ocean. The government has announced plans for multiple deep‑water ports, a new naval base at Sagarika, and a strategic partnership...

By Container News
Huboo Acquired Sorted Group to Unify Fulfilment, Shipping, Returns, and Delivery Analytics Into One Platform for E-Commerce Brands
BlogApr 23, 2026

Huboo Acquired Sorted Group to Unify Fulfilment, Shipping, Returns, and Delivery Analytics Into One Platform for E-Commerce Brands

Huboo, a tech‑enabled fulfilment provider, has acquired Sorted Group, a delivery‑management platform, to build an end‑to‑end logistics solution for e‑commerce brands. The combined entity handles over 100 million parcels a year for more than 400 retailers across sites in the UK,...

By Shopifreaks
Lean Manufacturers: You’ve Implemented Dynamics 365 F&SCM, Now Unlock Its Full Value with a Fabric Lakehouse
BlogApr 23, 2026

Lean Manufacturers: You’ve Implemented Dynamics 365 F&SCM, Now Unlock Its Full Value with a Fabric Lakehouse

Lean manufacturers using Dynamics 365 Finance and Supply Chain Management can now amplify their data capabilities with Microsoft Fabric lakehouse. The lakehouse consolidates ERP transactional data with shop‑floor signals, quality metrics, and operational feeds into a single, clean data environment....

By MSDynamicsWorld
CMA CGM Announces FAK Rate Increase From Asia to Mediterranean Routes
BlogApr 22, 2026

CMA CGM Announces FAK Rate Increase From Asia to Mediterranean Routes

CMA CGM announced a temporary increase in its Freight All Kinds (FAK) rates for shipments from major Asian ports to the Mediterranean, effective May 15‑31, 2026. The new pricing sets 20‑foot container rates at $3,300‑$3,500 across most Mediterranean sub‑regions, with...

By Container News
Tesla Isn’t Joking About Building Optimus at an Industrial Scale: Here We Go
BlogApr 22, 2026

Tesla Isn’t Joking About Building Optimus at an Industrial Scale: Here We Go

Tesla’s Q1 2026 update confirms that a first‑generation Optimus production line is now operating at its Fremont factory, with a pilot capacity of one million robots per year. The company also unveiled plans for a massive expansion at its Gigafactory...

By Teslarati
Ethiopian Airlines Is Plotting a 100-Jet Fleet Expansion Even as It Weathers Oil Shock
BlogApr 22, 2026

Ethiopian Airlines Is Plotting a 100-Jet Fleet Expansion Even as It Weathers Oil Shock

Ethiopian Airlines is preparing to order more than 100 new jets, targeting a fleet size roughly double its current level by 2040. Deliveries are slated to begin after 2032, with the next order wave expected within the next two years....

By The Air Current
Jet Fuel Import Flows Collapse
BlogApr 22, 2026

Jet Fuel Import Flows Collapse

The onset of the Middle East war and the near‑shutdown of traffic through the Strait of Hormuz have slashed global jet fuel exports by roughly half. Persian Gulf shipments, traditionally the largest source, have virtually stopped, while China’s de‑facto ban...

By MacroBusiness (Australia)
Canada Signs over 20 Critical Mineral Deals but Faces $12-Billion U.S. Challenge to Turn Diplomacy Into Mines – by Staff...
BlogApr 22, 2026

Canada Signs over 20 Critical Mineral Deals but Faces $12-Billion U.S. Challenge to Turn Diplomacy Into Mines – by Staff...

Canada has signed more than 20 critical‑mineral agreements, including 30 new partnerships that together unlock roughly US$9 billion in project capital. The deals cover India, Peru, Greenland, Italy, the EU and a domestic memorandum linking western provinces with northern territories. Despite...

By Republic of Mining
6,000 Meters Under the Pacific, Japan Seeks Independence From China on Rare Earths – by Lorenzo Lamperti (Wired Magazine –...
BlogApr 22, 2026

6,000 Meters Under the Pacific, Japan Seeks Independence From China on Rare Earths – by Lorenzo Lamperti (Wired Magazine –...

Japan’s research team successfully extracted rare‑earth‑rich sediments from the seabed 6,000 meters beneath Minamitorishima, a remote Pacific atoll. The operation, carried out with the Chikyu deep‑sea drilling vessel, marks the world’s first sampling of rare‑earth deposits at such extreme depth. By...

By Republic of Mining
Disneyland and the Rise of Automation: How Technology Created the Happiest Place on Earth
BlogApr 22, 2026

Disneyland and the Rise of Automation: How Technology Created the Happiest Place on Earth

Roland Betancourt’s new book chronicles how Disneyland transformed post‑war industrial automation into immersive attractions. By repurposing technologies such as missile‑grade magnetic tape and automotive PLCs, Disney engineers created iconic rides like the Enchanted Tiki Room, Matterhorn Bobsleds and Space Mountain. The...

By GovLab — Digest —
Priority Technologies
BlogApr 22, 2026

Priority Technologies

The edited volume "Priority Technologies" outlines a strategic roadmap for the United States to maintain security and prosperity in a volatile global landscape. It identifies six priority technology sectors—critical minerals, semiconductors, biomanufacturing, quantum computing, drones, and advanced manufacturing—as essential for...

By GovLab — Digest —
Port of Oakland March Volumes Rebound
BlogApr 22, 2026

Port of Oakland March Volumes Rebound

The Port of Oakland handled 198,667 TEUs in March 2026, up from 163,254 TEUs in February, as vessel calls rose to 86 from 72. Imports and exports were nearly balanced, each around 99,000 TEUs. Year‑on‑year March volume fell 8.6%, and...

By Container News
The End of the Neutral Stack: Choose Your Ecosystem
BlogApr 22, 2026

The End of the Neutral Stack: Choose Your Ecosystem

The automotive industry is abandoning the long‑standing neutral stack model as OEMs begin locking in compute and software platforms early in the vehicle development cycle. Simultaneously, data‑sovereignty regulations are forcing a split between China and non‑China vehicle architectures. Suppliers that...

By Automotive Technology Executive Intelligence
The 17-Year Orderbook Nobody’s Tracking — Inside Shipbuilding’s Quiet Supercycle
BlogApr 22, 2026

The 17-Year Orderbook Nobody’s Tracking — Inside Shipbuilding’s Quiet Supercycle

A veteran LNG shipping CEO warned in December 2025 that the global orderbook of 234 new LNG carriers for 2026‑2030 will fall far short of the 229 million tons of liquefaction capacity slated for completion by 2030, creating a 70 Mt shortfall....

By Macro Notes
CMA CGM Adjusts BAF on France–Tunisia Ro-Ro Service
BlogApr 22, 2026

CMA CGM Adjusts BAF on France–Tunisia Ro-Ro Service

CMA CGM will revise its Bunker Adjustment Factor (BAF) for the ro‑ro South service linking France and Tunisia, effective May 1 2026. The new surcharge sets full rolling units at €649 (≈$708) per unit, empty units at €430 (≈$469), other rolling cargo...

By Container News
Wednesday Afternoon News Updates: Iran Seizes Ships as Trump Flails — 4/22/26
BlogApr 22, 2026

Wednesday Afternoon News Updates: Iran Seizes Ships as Trump Flails — 4/22/26

President Trump’s approval rating slipped to 33% overall and 30% on the economy, the lowest levels since Nixon’s resignation. Iran demonstrated its naval reach by seizing two commercial ships in the Strait of Hormuz and warned it could target undersea...

By Meidas+
Rivian Begins Production of Second EV with R2 Deliveries Coming in Q2
BlogApr 22, 2026

Rivian Begins Production of Second EV with R2 Deliveries Coming in Q2

Rivian has started production of its second vehicle, the R2 compact SUV, at the Normal, Illinois plant. The R2, positioned against the Tesla Model Y, delivers up to 656 horsepower, 0‑60 mph in 3.6 seconds and an estimated 345‑mile range....

By The Truth About Cars
Used-Truck Purchasing Heating Up: Pricing Offers Mixed Signals in Latest Data
BlogApr 22, 2026

Used-Truck Purchasing Heating Up: Pricing Offers Mixed Signals in Latest Data

Used‑truck purchasing accelerated in March, with same‑dealer Class 8 sales up 9.1% month‑over‑month, the strongest volume in nearly five years. Retail average price held steady at $55,591, flat from February but modestly lower year‑over‑year. Auction volume surged 25% MoM, outpacing retail...

By Overdrive
The Strait Just Called His Bluff
BlogApr 22, 2026

The Strait Just Called His Bluff

Iran’s Islamic Revolutionary Guard Corps (IRGC) seized two container ships—MSC Francesca and Epaminondas—and disabled a third, the Euphoria, in the Strait of Hormuz on April 22, 2026. The incident directly contradicts recent U.S. statements that Iran’s navy has been destroyed,...

By Jack Hopkins Now
UK Expected to Place Clyde Frigate Order to Plug Norwegian Gap
BlogApr 22, 2026

UK Expected to Place Clyde Frigate Order to Plug Norwegian Gap

The UK confirmed that build slots for its Type 26 frigates are being transferred to Norway, creating a shortfall that must be covered by new orders. While the Royal Navy will still receive its eight anti‑submarine frigates, five additional ships will...

By UK Defence Journal – Air