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November Global PMI Reporting Reflects Some Stabilization

Supply Chain Matters

Supply Chain Matters provides a further global supply chain assessment in the highlights and added insights on reported November 2023 global and regional production and supply chain PMI indices. Global Wide Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. reported in October.

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October Global PMI Reporting-Continued Production Contraction

Supply Chain Matters

Supply Chain Matters provides a further global supply chain assessment in the highlighting and added insights on reported October 2023 global and regional production and supply chain PMI indices. Global Wide Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. value reported for September.

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Infor’s Acquistion of GT Nexus: If I Had a Magic Wand

Supply Chain Shaman

Founded in 2002 under the name of Agilisys, Infor rebranded in 2004. In the period of 2002-present, the company acquired/aggregated many applications. On August 13th, Infor announced the intent to purchase GT Nexus for 675M$. The largest was the purchase of Lawson in 2011 for 2B$. I am not surprised.

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Is Warehouse Robotics at the Inflection Point?

Locus Robotics

Amazon’s delivery network is a logistics marvel that allows room for the delivery of virtually any consumer good to the doorstep in a matter of days or even hours. E-Commerce providers and 3PLs are under increasing pressure to match Amazon’s speed, cost efficiencies, and accuracy.

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A vision for a transparent global Rare Earth Element system using blockchain technology

Provenance

A report proposing three system solutions that could reshape the industry and set the clean energy technology sector on a path to sustainability. Read the short version of this report on Medium. Chapter 2 of this report outlines some of the barriers observed to play a prohibitive role to transparency for REE mining and processing.