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The Next War Will Be Fought in Supply Chains

Supply Chain Brain

The recent port strike, the closed shipping lane that forced a shift to air transport, the bridge that blocked a port, even the grid brownout that slowed manufacturing, might have seemed like random disruptions. Who manufactured the switchboard that powers your grid? Your supply chain is already directly in the line of fire.

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The need to know

EFT

Exasperated automakers and parts suppliers have been desperate to find alternative sources of magnets, which are in short supply due to Chinese export curbs. Exclusive: China issues rare earth licenses to suppliers of top 3 US automakers, sources say China has granted temporary export licenses to rare-earth suppliers of the top three U.S.

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The need to know

EFT

All Crew Muslim': ships look to dodge Red Sea attacks with messages Commercial ships still sailing through the Red Sea are broadcasting messages about their nationality and even religion on their public tracking systems to avoid being targeted by Yemen's Houthis after deadly attacks this week by the militia. EU to push for deal with U.S,

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The need to know

EFT

economy, bring home manufacturing jobs, raise tax revenues and provide America leverage to renegotiate security deals with its allies. Exclusive: US considering new ship registry in US Virgin Islands, sources say President Donald Trump's administration is considering a proposal to create an international shipping registry in the U.S.

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Blanks keep rates level; no de minimis air rate collapse yet; US-Houthi truce first step to Red Sea return? – May 7, 2025 Update

Freightos

– May 7, 2025 Update The Freightos Weekly Update keeps you informed on international freight with key economic data, demand trends, and rate insights. The tariff hike has driven a sharp drop in China – US container flows with manufacturing in China also being negatively impacted.

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The need to know

EFT

and Vietnam creates new question marks for sportswear and clothing retailers like Nike and Adidas that source shoes and clothes from factories in the Southeast Asian country, industry experts said on Thursday. Canada factory PMI falls in June as firms slash production The downturn in Canada's manufacturing sector deepened in June as U.S.

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U.S.-Swiss Trade Deal Likely to Contain Assurances on Pharma Levy

Supply Chain Brain

That’s a push for pharma companies no longer sourcing certain ingredients from China, one of the people said. Agree to Framework Trade Deal Bloomberg Red Sea Ship Set Ablaze, Abandoned After Attack Near Yemen More from this author Subscribe to our Daily Newsletter! Swiss Trade Deal Likely to Contain Assurances on Pharma Levy U.S. -UK