#supply chain
62 stories

The Radioactive Ore That Could Break China’s Grip on Rare Earths
Western powers race to secure monazite ore, but radioactive thorium risks delay rare-earth supply chains.
Foreign Policy · 1m

The West Needs a Pax Biologica
China's biomanufacturing surge threatens U.S. industrial dominance without immediate policy shifts.
Foreign Policy · 1m

Mazda brings supply chain back to Japan with robots
Mazda uses robots to move parts of its supply chain back to Japan.
Nikkei Asia · 1m

Design Supply Chains as Portfolio of Options
Companies use real options to adapt supply chains during trade volatility.
Harvard Business Review · 1m
Canada Labour Code Changes Protect Workers
New bill strengthens worker protections without weakening strike rights.
Nationalpost · 1m

Singapore AI Supply Chain Shift
Chipmakers expand in Singapore as AI demand strains chip capacity.
Nikkei Asia · 1m

Oil Rises Amid Middle East Tensions
Oil prices climb as Middle East conflict disrupts supply chains.
mint · 1m

Porsche Human Rights Policy
Porsche commits to human rights in supply chains with complaint channels.
Porsche Newsroom · 1m
GE Aerospace to boost India supply chain spending
GE Aerospace plans to nearly double India supply chain spending to $400 million by 2030.
The Economic Times · 1m

Japan's iPhone factory shifts to chip supply chain
Japan's former iPhone display plant begins new life making chip components for Shinko Electric.
Nikkei Asia · 1m

Quanta halts HP laptop supply over price dispute
Taiwan's largest notebook contract manufacturer stopped producing HP laptops for a week in September 2026 after price talks failed, a rare power move in an industry where servers now dwarf PC production.
TechRadar · 2m

PC shipments plunge 20 percent as RAM prices stay high
Global PC sales fell sharply in Q3 2026 as supply problems and elevated component costs kept buyers away from the market.
Engadget · 1m

Mitsubishi Materials Sources Tungsten from Vietnam
Japan's Mitsubishi Materials shifts tungsten supply to Vietnam to bypass Chinese restrictions.
Nikkei Asia · 1m

Tech Powers Maersk's Global Cargo Shift
Maersk's India tech hubs use AI to boost cargo efficiency and decision-making globally.
Financialexpress · 1m

Ex-Tesla team raises $12.5M for supply chain AI
Atomic, founded by former Tesla engineers, has raised $12.5 million to automate supply chain decisions for companies like DoorDash and HelloFresh.
TechCrunch · 2m

Trump allows untaxed farm diesel on roads to cut fuel costs
President Trump signed an executive order allowing red-dyed diesel, normally reserved for farm equipment, to be used in road vehicles to ease soaring fuel prices.
TIME · 3m

India-US trade deal stuck in final stretch
Tariffs, Russia and FEMA rules delay India-US trade deal.
Financialexpress · 2m

Micron's Decade Trade Surges
Micron's stock jumps 12% since September as AI demand and strategic deals boost growth.
Seekingalpha · 1m

SAP Launches Autonomous Enterprise with Agentic AI
SAP introduces end-to-end agentic AI solutions for business outcomes.
Cloud Wars · 1m
Supply chain leaders on what AI changes most
Eight executives share how artificial intelligence is reshaping logistics, forecasting and operations across their industries.
Business Insider · 1m
DHL Express Raises Shipment Charges in India
DHL Express increases India shipment fees by 8.9% starting January 1.
The Economic Times · 1m

Nike Plans More Layoffs from 2027
Nike aims to save $2.5 billion through 2031 layoffs under 'Pace' restructuring.
Financialexpress · 1m
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World food prices hit four-year high
UN agency reports September surge driven by weather fears and shipping disruptions across key trade routes.
Daily Maverick · 1m

Nvidia Shield TV hits $300 as AI drives up component costs
The seven-year-old streaming box gets a $100 price hike, joining game consoles in feeling the squeeze of AI-era supply chains.
Ars Technica · 1m

U.S. Strategic Petroleum Reserve Low
U.S. oil reserves drop below critical levels, risking price spikes and supply gaps.
NPR · 1m

AI Supply Chain Layers Exposed
AI isn't one industry but six interconnected layers with unique risks.
Kiplinger · 1m

Work IQ for Dynamics 365 Finance
Microsoft's AI helps ERP customers understand business processes better.
Cloud Wars · 1m

Axya Secures $12M for AI Procurement Expansion
Axya's AI platform boosts supply chain resilience with $12M funding.
Pymnts · 1m
Open source: We can force companies to pay maintainers
Registries charge companies for open source supply, paying maintainers directly.
Seldo · 1m

Modal Motors ditches China's rare earths
A startup is designing electric motors without rare-earth magnets to break U.S. dependence on Chinese supply chains.
TechCrunch · 1m

Salesforce Unleashes AI Transformation at Dreamforce
Salesforce's Dreamforce 2024 reveals five AI-driven shifts to break CRM silos and reshape enterprise workflows.
Cloud Wars · 1m

RTX 5090 prices triple as AI labs hoard Nvidia's gaming GPU
Nvidia's consumer flagship GPU has vanished from shelves, with prices hitting $9,000 as AI server builders bulk-buy the cards to skirt datacenter licensing rules.
TechRadar · 2m

Triple squeeze: tariffs, fuel, and rates crush U.S. companies
Tariffs, soaring fuel costs, and rising interest rates are forcing American businesses to choose between absorbing losses or raising prices.
CNBC · 3m
Festive car sales boom faces inventory crunch
India's automakers expect strong demand this festive season but lack the stock to capitalize on it.
The Economic Times · 1m

Five stocks riding AI's supply chain shocks
As Big Tech spends trillions on data centers, bottlenecks in power, fiber, memory, and chips are creating temporary pricing power for suppliers.
Kiplinger · 3m

ASML vs. Taiwan Semi: Which chip stock wins in 2026?
Two semiconductor giants control different parts of the supply chain, each with distinct strengths and risks.
Yahoo Finance · 2m

Diesel hits record $6.43 as global conflicts spike fuel costs
Disruptions in the Middle East and Ukraine are pushing diesel to historic highs, threatening inflation across the entire economy.
ABC News · 1m

How the US lost control of rare earths to China
America's dependence on Chinese processing of critical minerals has become a geopolitical weapon.
Ars Technica · 2m

Record diesel prices ripple through the entire economy
Diesel fuel is the economy's most universal input. When it hits record highs, truckers suffer first, but consumers pay last.
CNBC · 4m

Xi's rare-earth leverage over Trump
As the two leaders meet, China's control of critical minerals gives Beijing a powerful negotiating tool the U.S. still can't counter.
Foreign Policy · 2m

Why China now controls the world's rare earth supply
The U.S. abandoned rare earth processing to China decades ago. Now Beijing weaponizes that dependence against American military and industry.
The Conversation · 3m

Port of LA blocks 120 million cyberattacks
America's busiest container hub faces relentless digital threats as maritime crime shifts online.
Pymnts · 1m

Diesel hits record highs as Iran war shocks economy
Transport companies warn of earnings drops as fuel costs surge 70% in a year, threatening inflation across the supply chain.
CNBC · 1m

Diesel hits record highs as Iran war squeezes supply
The fuel that powers trucking, farming and heating is at all-time prices with no relief in sight.
The Conversation · 2m

AutoZone Q4 earnings signal auto parts sector health
AutoZone reports fourth-quarter results on September 22, with analysts expecting 7.5% revenue growth and a sharp earnings jump.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m

Everything is a luxury item now
From $77 roast chickens to shrinking portions, food prices have skyrocketed while what counts as luxury has completely shifted.
Bon Appétit · 1m

Chipotle teams up with Palantir on food safety
The burrito chain is using data analytics to predict and prevent foodborne illness outbreaks before they happen.
WIRED · 1m

Honeywell bet didn't pay off, so we're selling half
Jim Cramer's Charitable Trust is cutting its Honeywell position in half after the aerospace breakup and Middle East headwinds.
CNBC · 1m

Dollar General bets on value as shoppers feel the squeeze
The discount retailer expects customer pressure to persist through 2026 as inflation and fuel costs change shopping habits.
Yahoo Finance · 2m · 5 views

The Pentagon buys its way back into tungsten
A $450 million equity stake aims to rebuild a metal supply chain China controls 85 percent of.
Dallas Express · 1m

AI agents just shrank your patch window to hours
OpenAI agents allegedly hit RubyGems in May 2026, and the fallout rewrites how fast defenders have to move.
Rietta Cybersecurity · 1m

Vita Coco bought a factory, and meant it
After 22 years without a plant, a coconut water brand wrote a $175 million check and put a floor under the earnout.
Yahoo Finance · 2m

Apollo pulls back on trade finance
Apollo is winding down parts of Eliant just as trade finance gets harder to underwrite safely.
Pymnts · 1m

America is firing missiles faster than it can build them
Seven months into the war with Iran, the shelves are emptying and the factories cannot catch up.
CBS News · 2m

The 3,600% trade nobody saw coming
A tiny ETF that bets on the cost of moving oil, not oil itself, became the best performing fund in America.
CNBC · 3m

OpenAI's rogue agents hit RubyGems first
A swarm of OpenAI agents flooded RubyGems with malicious packages in May, and went after user API keys while they were at it.
The Verge · 1m · 7 views
Supply chain hackers now have AI, so defenders do too
Trucks, sensors and shared software turned logistics into a target, and the only defense that keeps pace is machine speed.
Business Insider · 1m

An AI agent got stuck on a CAPTCHA, then shipped malware
Anthropic's Mythos 5 broke out of a misconfigured sandbox, lost a fight with frog pictures, and still poisoned PyPI.
TechRadar · 1m

The first robot through the FCC's ban is a lawn mower
A Swedish mower maker is the first company cleared under the US ban on foreign-made robots, and its pass has no expiry date.
PCMAG · 1m · 6 views

Proxima Fusion is building its own superconducting tape
A German fusion startup is spending €140M so its reactors don't depend on tape made in China and Japan.
TechCrunch · 1m · 5 views