#trends today for 'movie review' 'supply chains' & 'horror crash'
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#moviereview #supplychains #horrorcrash
Research visualization: explain what other chokeponts could come up similar to hormuz oil because api (pharma), graphite, chips, minerals
New chokepoints are shifting from straits to factories: APIs, graphite, rare-earth processing and chip tools. >80% of U.S.-bound API makers are offshore; Taiwan makes ~90% of advanced chips. Expect more export controls, stockpiling and friend-shoring. #SupplyChains #Risk
Behind every international product is a network of suppliers, logistics providers, and agreements. Trade is one of the most complex systems in the modern world.
#GlobalTrade #SupplyChains #InternationalBusiness
China+1 often means Chinese parts, Southeast Asian assembly, then a new label. Now Washington is turning up the heat on transhipment.
Is this supply chain resilience, or just dependency rerouted?
www.youtube.com/watch?v=GpUr...
#SupplyChains #Trade
💻 A new semiconductor front is opening in Southeast Asia.
The Philippines has joined the US-led Pax Silica tech alliance, positioning itself as a fresh hub to reshape global supply chains.
🔗 www.ibtimes.sg/philippines-...
#Philippines #Semiconductors #SupplyChains #Technology #Asia
NEW #BLOG
In our latest interview, Professor Jo Meehan and Dr Clare Westcott, explain how @sizewellc.bsky.social presents a unique opportunity to expand #socialvalue across entire #supplychains, not just within individual contracts.
➡️ shorturl.at/brydj
#PublicProcurement #SMEs #sustainability
1/3
A few weeks ago, CNBC highlighted a growing helium crunch linked to disruption in Qatar following the Iran conflict:
Most people are still focused on oil.
They may be missing something more subtle, with wider implications for Russia and Ukraine.
#Helium #SupplyChains #Geopolitics
#trends today for 'amendment bill' 'eastern pacific' & 'supply chains'
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#amendmentbill #easternpacific #supplychains
US says Philippines to host economic security zone for key supply chain materials #Philippines #SupplyChains
TSMC raises 2026 guidance 30%+ but now talks LNG/helium supplies in earnings calls. War risk meets AI demand at the fab level. $56B capex push continues. #semiconductors #AI #supplychains www.implicator.ai/tsmcs-ai-bet-grows-as-wa...
14/14
Full article here:
The Helium Rabbit Hole: Is Russia Weaponising the Global Supply?
www.linkedin.com/posts/ash-or...
#Helium #Geopolitics #SupplyChains #Hormuz #Russia #China #Semiconductors #GlobalTrade #RiskAnalysis
#trends today for 'supply chains' 'martin lewis' & 'real world'
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#supplychains #martinlewis #realworld
Overcapacity is not just a steel problem.
Autos and glass are now flashing the same warning signs. Production is outpacing demand, and surplus is flooding global markets.
What it means for U.S. manufacturing 👇
www.americanmanufacturing.org/blog/overcap...
#Manufacturing #TradePolicy #SupplyChains
A Gulf shipping crisis is accelerating a shift to land corridors as #Maersk and regional governments deploy alternatives to #Hormuz, reshaping #logistics, #breakbulk routing, and #supplychains under rising risk and cost pressures.
IMF warns supply chains at risk from Middle East war disruptions #IMF #SupplyChains
#CMACGM agrees to acquire #FattalGroup, a 130 year old Beirut based distributor, extending its #logistics reach across eight #MENA markets as the French group deepens its push beyond ocean #shipping into last mile #distribution and #supplychains.
#CMACGM agrees to acquire #FattalGroup, a 130 year old Beirut based distributor, extending its #logistics reach across eight #MENA markets as the French group deepens its push beyond ocean #shipping into last mile #distribution and #supplychains.
#CMACGM agrees to acquire #FattalGroup, a 130 year old Beirut based distributor, extending its #logistics reach across eight #MENA markets as the French group deepens its push beyond ocean #shipping into last mile #distribution and #supplychains.
#CMACGM agrees to acquire #FattalGroup, a 130 year old Beirut based distributor, extending its #logistics reach across eight #MENA markets as the French group deepens its push beyond ocean #shipping into last mile #distribution and #supplychains.
3️⃣
📉 Fewer ships = less supply = higher costs. Since the blockade began, dozens of tankers have turned around. Traffic is a fraction of normal. Markets don’t wait for bombs—they react to risk. #Economics101 #SupplyChains
What makes health supply chain gains last? Policy.
Our new brief shows that while technical solutions prove what’s possible, policy determines what endures—from governance and financing to regulation and digital systems. https://bit.ly/4tCQ9kM
#HealthSystems #SupplyChains #UHC #PolicyReform
Sulaiman explains that clean energy supply chains are built through strategy and investment, not geography. #EnergySecurity #SupplyChains #CleanEnergy #EnergyTransition
8/8
This is why this matters.
Not because of oil.
But because it raises a bigger question:
Who defines the conditions under which global trade is allowed to move?
Full article in comments.
#Hormuz #MaritimeLaw #GlobalTrade #Geopolitics #SupplyChains #AIInfrastructure
2/8
I can lay out my reasoning and explain this as simply as I can.
The obvious framing is oil.
But that’s too simple, and too politically charged.
There are other cargoes moving through Hormuz that are just as critical to how the modern world functions.
#GlobalTrade #SupplyChains
#trends today for 'south korea' 'supply chains' & 'trump threatens'
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#southkorea #supplychains #trumpthreatens
@zohrankmamdani.bsky.social @socialists.nyc Ok #Zohran but why not open a #food #cooperative instead of a publicly - owned #grocery store?
www.nbcnewyork.com/new-york-cit... My take from 2020 here nikolaskozloff.substack.com/p/from-verti... #cooperatives #bronx #Climate #supplychains
The past weeks have shown us that #supplychains don't break when supply disappears. They break when demand becomes unpredictable. Most supply chains are designed around relatively stable demand patterns. When those patterns spike or distort, that’s the part many plans don’t account for.
The past weeks have shown us that #supplychains don't break when supply disappears. They break when demand becomes unpredictable.
Most supply chains are designed around relatively stable demand patterns. When those patterns spike or distort, that’s the part many plans don’t account for.
#trends today for 'supply chains' 'dana white' & 'maple leafs'
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#supplychains #danawhite #mapleleafs
#trends today for 'wall street' 'supply chains' & 'dianna russini'
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#wallstreet #supplychains #diannarussini
Drewry’s World Container Index increased 1% to $2,309 per 40ft container this week. Spot rates from Rotterdam to New York jumped 25% to $1,968 per 40ft box this week,
lnkd.in/dUGvw7f
#Drewry #WorldContainerIndex #containers #shipping #SupplyChains #logistics #OceanFreightRates #transportation
