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Think Tank
Global Supply Chain Management: Page 60
GS1 Is Killing Barcodes and Unlocking Far Smarter Supply Chains
Retailer support for 2D barcodes, such as QR codes, is improving, but not yet universal. Logistics leaders need to act before 2027.
Kearney Index Calls ‘Reality Check’ on Reshoring Trend
American manufacturers rushing to bring production back home from Asia? Time for a reality check, according to the latest Reshoring Index from Kearney.
Canada Threatens Stellantis with Legal Action Over Planned Move to U.S.
The plan to move Jeep Compass production out of Ontario was announced as part of a larger $13 billion investment from Stellantis has committed to make in U.S. manufacturing over the next four years.
TSMC Reports Record Profits in Q3 as AI Fuels Demand for Chips
TSMC recorded $15 billion in net profits between July and September, marking a record high for a single quarter and beating the $13.6 billion estimate that had been projected by analysts.
Beyond the Handshake: AI and End-to-End Management Can Protect the PO Process
AI-driven automation can power every step of the PO process, from order initiation and vendor communication to approvals and status updates.
Supreme Court Strikedown on Trump Tariffs Would Be Positive, Say SC Execs
Nearly 60% of supply chain leaders expect to see their sales or revenues increase if the Supreme Court strikes down President Donald Trump's tariffs.
Port of Los Angeles Logs Record Quarter for Cargo Volumes
The port's record third quarter numbers were in spite of a 7.5% year-over-year dip in TEUs in September, as the peak shipping season drew to a close.
Disruption Now a 'Core Financial Exposure' for Supply Chain Leaders
Nearly three-quarters of supply chain leaders have gone through supplier disruptions in the past year, while 23% reported significant losses as a result of those disruptions.
GM Braces for $1.6B Earnings Blow as EV Tax Credits Expire
GM expects to absorb a $1.2 billion accounting charge for adjustments to EV production capacity, as well as $400 million for canceling supplier contracts tied to EV investments.
China Puts Sanctions on U.S. Subsidiaries of Shipbuilder Hanwha Ocean
China also announced that it would be looking a 2024 probe launched by the USTR, which asserted that China's dominance in the shipbuilding sector posed a national security threat.
Report: Effects of Tariff Turmoil Already Visible at Stores
While most tariff analysis has explored the macroeconomic consequences, the day-to-day impact inside retail stores has been harder to quantify. So GregOrange surveyed 500 retail store managers.
Ford Delays Lithium Supply Deal as EV Struggles Continue
The overhaul comes as U.S. automakers face a bleaker outlook stemming from President Donald Trump’s push to cut sales incentives and roll back emissions standards.
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