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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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The Coffee Pot Conversation That Will Not Happen

Supply Chain Shaman

A balance sheet analysis shows that 95% of publicly traded manufacturers are stuck (when compared to peer group) at the intersection of growth and margin, margin and inventory turns, and Return on Invested Capital (ROIC) and growth. In Table 1, I share a comparison of the two methods. What do you think? I hope to see you there!

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Holding Ourselves Accountable for Business Results

Supply Chain Shaman

Trade-offs of commercial programs with source, make, and deliver to maximize value to the customer and improve margin.). Nvidia, PACCAR Inc, Ross Stores, Sleep Number, Taiwan Semiconductor Manufacturing (TSMC) Company, Tempur Sealy, TJX Companies, and Western Digital. The goal of the conference is to Imagine the Supply Chain of 2030.

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Supply Chain Diagnostic: A Four-Step Process

Supply Chain Shaman

In my work with manufacturing companies recently, I am thinking a lot about the need for diagnostic testing. ” Or alternatively, “Is there data that could be sourced to help?” Measurement of demand accuracy incorrectly (comparison of units sold versus units forecasted monthly at a high level in the demand hierarchy).

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Tesla’s Disappointing Q3-2023 Financial Performance- The Bloom is Off the Rose

Supply Chain Matters

Continuing vehicle price cuts across the board have taken a toll without corresponding manufacturing cost decreases. As a comparison, the EV automaker’s automotive gross margin, excluding regulatory credits reached a peak of 25.1 The Q3 results included the reporting of a 44 percent decline in quarterly net income and a resulting 7.7

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

Supply Chain Shaman

Consumer goods manufacturers will pay 60-70% more in retail deductions, and the retail struggle to source for the holidays will worsen. The Baltic Index: Comparison In Price. Tie the signals to manufacturing–the management of outsourced manufacturing and factory scheduling systems–to ensure schedule adherence.

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Supply Chain Optimization Software – A Comprehensive Guide for Manufacturers

ThroughPut

Supply chain optimization is a key component of the manufacturing supply chain process, helping companies control their input costs to be able to provide effective goods or services to their customers. It also evaluates the various possibilities such as the best plants to manufacture the required product lines. Inventory control.