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China Announces Export Controls on Five Critical Minerals Proactive intelligence Alert February 12, 2025 On February 4, 2025, China announced it would restrict exports of five critical minerals: tungsten, tellurium, bismuth, indium, and molybdenum. China is the top producer of all five recently restricted metals.
Complicating matters, e-commerce retailers—particularly those heavily reliant on imports from China—are feeling the pressure from higher costs of goods sold (COGS). While 18% of all consumers reported cutting back on spending, 43% of under-35s actually increased their online purchases.
So argues Greg Petro, CEO of First Insight , a retail platform that uses AI analysis of consumer feedback to predict demand, determine pricing thresholds and model scenarios around, for example, differing tariff levels or supplychain bottlenecks. We can help you understand what people actually want,” Petro says. “We
The SupplyChain Matters blog provides perspectives relative to despite having a tentative back-to-work wage negotiation, the outstanding issue of port automation provides added concerns for global industry supplychain teams. ports lag behind other global ports in automation focused on increased throughput.
In today’s volatile global trade landscape, enterprises face ongoing pressure to optimize their supplychain operations. Rising costs, geopolitical tensions, and tariffs demand a strategic and holistic approach to maintain profitability and competitive advantage.
Since 2023, China has increasingly placed export controls on key raw materials like gallium, germanium, and antimony, culminating in its recent December 2024 ban on exports to the U.S. Exiger has previously analyzed Chinas regulatory moves to restrict these minerals trade flows, highlighting the need to identify alternative sources of supply.
The SupplyChain Matters blog provides observations and additional information perspectives related to the 2025 State of Logistics report. The report points to an upcoming period of high uncertainties along with the need to fundamentally rethink supplychain resilience as a strategic imperative.
Today, Oritain claims to cover more than 96% of the world’s cotton-growing areas with its tracing tools. Traceability has to run through every stage of a global supplychain, which can be frustratingly opaque, given the number of players and transformations that a given product undergoes. Manufacturers want to make sure.”
Rethinking supplychains is a reader-supported publication. 🙏 Retailers Tractor Supply Q1 ending March 29. Reported April 24 Over 60% of our business is from products that are manufactured, bagged, assembled or grown in the United States and only 12% of our business is direct imports.
Can You Prevent SupplyChain Disruptions in Life Sciences? Supplychain disruptions in the life sciences industry can have serious consequences. While its impossible to eliminate all risks, companies and the industry at large can take proactive steps to minimize disruptions and improve supplychain resilience.
SupplyChain Matters provides readers with December 2024, Q4-2024 , and year-end global supplychain assessments as reported by various global wide PMI reporting. Morgan and S&P Global Market Intelligence reported a continuation of contractionary activity levels in the final month of 2024.
Why SupplyChain Visibility is Critical Hope King, Axios Events Host & Moderator I do want to start big picture because Exiger’s AI is built to provide transparency into supplychains. We’re completely fragile to the supplychains that support us. You need to be able to map those supplychains.
According to a FICCI survey, 83% of manufacturers reported higher or stable production levels in Q3 FY 2024-25, with 42% planning investments in the next six months. China is expected to overtake Taiwan as the world’s biggest manufacturer of chips in 2030 with 22% of the market. Other challenges abound.
Notably, China and the European Union will see extra tariffs, unless negotiated otherwise. Germany has previously and firmly stated it “will not give in” to the tariff hikes, while China has accused the U.S. The US, the EU and China are the worlds largest economies by GDP. None of these are easy options.
Exiger AI Illuminates Your SupplyChain, Foresees Disruptions, and Strengthens Resilience As an original and proud sponsor of the AI+ Expo and the Special Competitive Studies Project (SCSP), Exiger is an AI platform trusted by Fortune 500 companies, 65 federal agencies, and the defense industrial base.
Introduction Global trade has entered a new era of volatility, with tariffs and trade restrictions already proving to be powerful tools of economic policy. Supplychain and procurement leaders must now navigate an increasingly complex regulatory environment, balancing cost efficiency with risk mitigation.
(NYSE: ETWO) (“E2open” or the “Company”), the connected supplychain SaaS platform with a leading multi-enterprise network, today announced that it has entered into a definitive agreement to be acquired by WiseTech Global Limited (ASX: WTC) (“WiseTech”), a leading provider of logistics execution software solutions.
Electrification continues to make rapid inroads into trucking, as the International Energy Agency (IEA) recorded an 80% growth in sales in 2024 , led by China and making it the third consecutive year of expanding sales after poor market performance from 2018 to 2021.
I got a pitch from the PR firm representing Everstream Analytics that was different. Everstream Analytics is sitting on a vast trove of risk data. The company applies AI and other analytics to this data to provide supplychain risk analytics and insights to its clients. Each event is assigned a risk score.
Rethinking supplychains is a reader-supported publication. The report will be available free for paid Substack subscribers but I’ll provide a summary and a link to the report in case you’re interested in either purchasing it separately or paying for an anuual subscribtion to my Substack articles.
SupplyChain Matters highlights for industry supplychain leaders, strategists, and planners that the latest reporting relative to economic and supplychain wide activity levels points to demand and supply alignment challenges in the weeks to come. Imports to the U.S. reportedly slid to $61.6
The MHI staff observes, “As 2025 begins, a mix of opportunities and uncertainty is driving supplychain professionals as they seek to gain a deeper understanding of how the year will play out. How will automation and AI impact supplychains? SupplyChain Trends Disruption is the norm.
So say the analysts at Gartner in a new blog post on logistics technology. SupplyChain Digest Says. Gartner says that, with the exception of high-performing organizations, 40% of logistics leaders cite the struggle to realize value from existing technology investments What do you say?
The Ferrari Consulting and Research Group, through its affiliated SupplyChain Matters blog shares excerpts of select individual predictions that will be included in our annual 2025 Predictions for Industry and Global SupplyChains Research Advisory publishing later this month. billion in funds.
We always start with a check on the US and global economy, as that has such an impact in the end on supplychain practice. One measure of the health of the US manufacturing sector is the US Purchasing Managers Index from the Institute of Supply Management. Gilmore Says. What do you say? growth for all 2025, 2.8%
China's exports of rare earth magnets to the US surge in June China's exports of rare earth magnets to the United States in June soared to more than seven times their May level, marking a sharp recovery in the flow of critical minerals used in electric vehicles and wind turbines after a Sino-U.S. trade deal. trade deal.
Specifically, they shine a bright spotlight on the e-commerce industry–which is particularly vulnerable to imports from China claiming that exemption. To manage the increased volume of low-value shipments, CBP is looking into improving technology and automation within the customs clearance process. regulations.
SupplyChain Digest Says. Click here to send us your comments Just recently, Gartner itself did an interesting look at what supplychain execs were saying at the Orlando conference as well as a similar event in Europe. Below are some highlights from the Gartner blog post. This shift was accompanied by a change in tone.
SupplyChain Digest Says. Click here to send us your comments Aronow observes that many supplychain organizations are perpetually chasing their commercial partners to engage and improve the demand forecast. Aronow says to start by investing in organizational storytelling skills. What do you say?
The SupplyChain Matters blog highlights this weeks published index data that reinforces that North America based manufacturers have initiated unseasonal forward loading on inventories. Background In a prior SupplyChain Matters posting in late November, we highlighted U.S. There is now added evidence of such actions.
Or, we could look at the Gartner top 25 supplychains list. That famous ranking used to be released at a dinner the Gartner SupplyChain Executive Conference in May (now called the SupplyChain Symposium), but this year it was again released in a webinar a few weeks after the conference. Gilmore Says.
Company warehouses buzz with metallic arms plucking items from shelves and wheeled droids that motor around the floors ferrying the goods for packaging,” the article this week says, adding that “In other corners, automated systems help sort the items, which other robots assist in packaging for shipment.” What do you say?
Meanwhile, supplychain and logistics news continue to unfold. egg supplychain. Now Let’s Get Into The Top SupplyChain & Logistics News for the Week! Its three powerful assets offer: A comprehensive network for real-time supplychain data, which tracks over 3.2
Geopolitics, regulatory frameworks, and technological advancements have often influenced the automotive industry. Each of these policy shifts carries substantial implications for automakers, suppliers, and investors, reshaping competitive dynamics, cost structures, and long-term strategic planning. Currently, the U.S. imposes a 2.5%
From electronics manufacturers to retail giants, companies are grappling with a complex landscape of rising duties and other supplychain challenges. the Trump administration has imposed duties as high as 25% on imports from China, targeting such sectors as electronics, steel, textiles and semiconductors. In the U.S.,
Driven by purchases of machinery from the U.S. With Asian supplychains under pressure and tensions rising between the U.S and China, many companies are looking to find new regions to sell products to. Its not just a local rebound. Argentina’s geography has traditionally been a logistical hurdle.
The on-going conflict creates risks to critical raw materials and the continued flow of finished goods, Garter says, requiring supplychains to conduct cost-benefit analyses of mitigation actions in partnership with finance leaders. SupplyChain Digest Says. What do you say?
SupplyChain Digest Says. In the first facility management was focused on controlling the workforce through individual metrics. The differences continue: In my rough estimate labor productivity in the second facility is about twice that of the first even with less automation. That’s respect for people.” What do you say?
What I failed to do in any of those three columns was mention what in some ways may have been the biggest to news items: the retirements of sorts of Gartner analyst Dwight Klappich and groundbreaking, inaugural Gartner analyst, and famous inventor of the Three V’s of SupplyChain, Art Mesher.
SupplyChain Digest Says. The final pillar of defense against cargo theft involves collaboration with trusted partners to track threats and report incidents – which often doesn’t happen even in today’s environment. See More Bad News on US Cargo Theft.) These tech-driven schemes are harder to detect — and far more costly.
SupplyChain Digest Says. Drewry notes that for a spot-rate shipper exporting or importing on the East-West routes will find that, on average, a container shipment’s cost can vary by about $1,400. Editor's Note: You are right, Internet of Things (IoT) was at the top of the Garter new technology hype curve not long ago.
SupplyChain Digest Says. That price would represent about a 23% premium to Norfolk Southern’s stock before the first reports of a potential deal this month. Bloomberg News reported previously that a transaction could be announced as soon as this week. Norfolk Southern is set to report second-quarter earnings July 29.
Click here to send us your comments January New that supplychainsoftware provider Logility will be acquired by Aptean. The disgraced executive was eventually convicted of wire and securities fraud in 2022 for misleading investors about Nikola’s operations and zero-emissions technology. What do you say?
Exigers illumination of the HVPT supplychain uncoveredfour key threats: Cybersecurity vulnerabilities Transformers rely onlogic-bearing componentssourced fromChina and Hong Kong, exposing the grid to potentialmalware, tampering, and remote shutdowns. Geopolitical instability The U.S. Material shortages The U.S.
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