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Think Tank
General SCM: Page 36
Why ‘China Plus One’ Alone Doesn’t Reduce Supply Chain Risk
The companies handling global supply chain disruption most effectively today are the ones that are quietly doing the hard work.
Gartner: AI Expected to Become More Embedded in Supply Chains
The report identified several emerging technologies expected to shape supply chains over the coming year, including autonomous AI software, robotics and connected data systems.
EU and China Agree to Three Months of Trade Talks
The talks will reportedly cover four areas: Rebalancing trade and investments, export controls on rare earths, intellectual property rights, and WTO reforms.
Maersk Boosts Outlook on Stronger-Than-Expected Container Demand
Ranges for both underlying EBITDA and EBIT were increased, topping analysts estimates, and free cash flow will also be better than previously expected, Maersk said.
Report: Race for Critical Minerals Risks Global Disruptions
Governments acting independently to build strategic reserves of critical minerals risk driving up prices, worsening shortages and increasing geopolitical tensions.
Why 2026 is Testing Global Supply Chains Like Never Before
The events of the past six months suggest that supply chain resilience is measured by how quickly companies can adapt to uncertainty while continuing to keep goods moving.
Watch: Veteran Winemaker Gallo Embarks on an AI Journey
Gallo's AI journey is about decision improvement, says Nitin Murali, vice president of supply chain excellence at the venerable winemaker.
The AI Supply Chain Risk — And How Boards Can Counter It
The inability to take stock of passive AI integration into workflows and information systems can spiral into governance issues.
China Imposes Export Controls Against 40 Japanese Firms
A spokesperson for the Japanese government labeled China's new export controls as "unacceptable and extremely regrettable."
EU Joins 'Pax Silica' AI Supply Chain Initiative
The commission signed onto the declaration on June 25, weeks after it adopted sweeping legislation to strengthen Europe's supply of semiconductors and AI technology.
Ship Traffic Through Strait of Hormuz Dwindles Again
Iran continues to assert that the only route is its corridor and that all vessels require its permission, regardless of any agreements.
Trump’s U-Turn on Iran Sanctions Would Unravel Decades of Curbs
The 14-point memorandum of understanding signed by the U.S. and Iran on June 17 includes the removal of all U.S. sanctions on Iran on “an agreed upon schedule.”
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