Category: Newsletters
Weekly global supply chain & S&OP news curated by Manuf-AI.
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Trucking capacity is finally tightening after years of oversupply, but rate increases into early 2026 remain modest, signaling a slow, choppy freight upcycle for shippers and carriers. KESCO LOGISTICS North American transportation capacity was tight in December as companies sold through inventory, while trans‑Pacific spot rates are rising ahead of Lunar New Year, putting pressure…
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U.S. DOE committed about $134M to projects recovering rare earth elements from tailings and e‑waste to localize critical mineral supply chains and reduce dependence on China. LinkedIn Maersk’s North America Market Update highlighted stable mainlane ocean capacity into the U.S. but growing inland bottlenecks, with truck, rail, and parcel networks tightening into the final peak‑season stretch.Maersk…
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Belgium’s national transport strike from late November drove fresh congestion at Antwerp and surrounding North European ports, tightening yard space, lengthening dwell times, and causing knock‑on delays into Rotterdam and Hamburg. Metro| Clecat Global air freight heading into December showed tightening capacity and rising rates on key lanes, driven by peak‑season e‑commerce demand, MD‑11F freighter retirements, and…
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A new U.S.–China trade agreement taking effect November 10, 2025 is easing tariff pressures and restoring access to critical minerals like gallium, germanium, and graphite, giving supply chain teams a more stable 12‑month planning horizon for costs and sourcing.Evergreenresources | Tedmag The United States has adjusted several tariff programs, including cutting certain IEEPA tariffs on China‑linked…
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Major price squeeze in EV-battery raw materials Suppliers of nickel-manganese-cobalt (NCM) precursor materials in China are demanding higher contract prices after cobalt more than doubled in price, triggered by export restrictions from the Democratic Republic of the Congo (DRC). Reuters Utilities commit > US$1 trillion to energy-transition supply chains Members of the Utilities for Net Zero…
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