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Think Tank
Supply Chains in Crisis: Page 28
SK Innovation’s Ford Battery Breakup Cost $2.6B
Despite the short-term headwinds, SK’s Ahn said demand for EV batteries is expected to gradually recover this year and be similar to last year’s levels.
Report: No Silver Bullet for Disruption as Companies Rethink Resilience
Roughly 84% of companies say that customer complaints have increased in the wake of recent disruptions, while 21% have lost contracts or business due to logistics delays.
India and EU Reach 'Mother of All Deals' with Free Trade Pact
The deal will eliminate tariffs on more than 90% of goods traded between the EU and India, including chemicals, cosmetics, plastics, auto parts, textiles and machinery.
UPS to Cut Another 30,000 Jobs in Sweeping Cost-Savings Push
The courier has been closing and consolidating dozens of sorting facilities, offering buyouts to union drivers and cutting back on seasonal workers to trim expenses.
U.S. Deep Freeze Wreaks Havoc on Texas Oil Producers, Refiners
The freeze has taken about 22% of natural gas production offline in the southern central U.S. corridor, suggesting crude production is likely down 1 million barrels a day.
Houthis Renew Threats Against Ships in Red Sea
Houthi rebels released footage on January 26, depicting a previous attack from a year prior in the Gulf of Aden against a Marshall Islands-flagged tanker.
France Boards Russia-Linked Oil Tanker in Shadow Fleet Move
The French navy said the tanker, which came from Murmansk on Russia’s Arctic coast, was boarded in the Alboran Sea, south of Spain, and taken to a mooring.
Greenland Standoff Ends Without Tariffs, but Uncertainty Remains
With the two sides appearing to remain far apart, the saga has brought on renewed concerns over the ongoing geopolitical uncertainty that has become a hallmark of Trump's second term in office.
EU Freezes U.S. Trade Deal Approval Over Greenland Threats
The deal has been swept into the deepening crisis between the EU and U.S. over Greenland, which has brought the transatlantic alliance to the brink of rupture.
CMA CGM Reverses Course on Return to Red Sea
This comes after the ocean carrier had conducted limited trial transits on some services through the Suez Canal in November and December of 2025.
Amazon Sellers Struggle to Absorb Costs from Trump Tariffs
Amazon has seen tariffs "creep into prices" for sellers, who have been left to decide between passing increased costs onto customers, or absorbing the costs to drive demand.
USMCA Review Poses Stress Test for North American Supply Chains
In the lead-up to July's joint review of the USMCA, companies are left to wonder if a full withdrawal from the deal is actually on the table for the U.S.
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