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This Week in Logistics News (July 30 – August 5)

Logistics Viewpoints

US considers crackdown on memory chip makers in China. 17 states stand by plan to electrify 30% of trucks and buses by 2030. Samsung has two big factories in China while SK Hynix Inc is buying Intel Corp’s NAND flash memory chips manufacturing business in China. Walmart launches new restored goods program.

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China's Growing Role in the Automotive Industry

Elementum

China is emerging as a superpower in more ways than one. As its role in the automotive supply chain has expanded, China has impacted key players; from domestic component manufacturers to the world’s biggest automakers. China’s growing role in the industry is also effecting the biggest automotive names.

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We Are In Trouble. Raise the Red Flag. Be Proactive.

Supply Chain Shaman

China is at 74%, the United States tracks at 73%, Australia at 70%, and India at 42%. In Los Angeles, due to the trade deficit between the United States and China, 3.5 containers are received rom China for every container shipped. Making the Argument. The Economist article tracks a normalcy index by region. Price Increases.

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Emerging Supply Chain Trends – A Look at Evolving Finished Vehicle Logistics Amid Market Shifts and Trends

The Logistics & Supply Chain Management Society

Major Trends: Volatile Production, Capacity Crisis & The Need for EV Automotive manufacturing is experiencing a huge global transformation compared to the past. In mainland China, however, automotive production volume is on the rise. In 2022, mainland China’s vehicle production was approximately 26.1 million cars.

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This Week in Logistics News (August 6 – 12)

Logistics Viewpoints

According to the International Energy Agency (IEA), demand for electric vehicle (EV) batteries will increase from around 340 GWh today to over 3500 GWh by 2030. In a recent report, IEA indicated that global battery and mineral supply chains need to expand ten-fold to meet projected critical minerals needs by 2030.

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Pushing the Supply Chain Reset Button

Supply Chain Shaman

We have heard that there is a focus on near-shoring, reshoring, and local manufacturing. Building a fab (manufacturing site) takes two-to-four years and requires the availability of water and trained labor. For example, when I used to ship ice cream by reefer container to China from the west coast, the time on the ship was 12-18 days.

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This Week in Logistics News (May 7 – 13)

Logistics Viewpoints

Ford expedites freight to alleviate supplier disruptions in China. ” Ford , which has 50 Tier 1 suppliers in China, is working to restart production in the country as manufacturing in major cities such as Shanghai remains snarled by COVID-19 lockdowns. billion by 2030, according to data from Transparency Market Research.