Richard Peretz, UPS CFO, was on CNBC yesterday morning discussing the company’s most recent earnings release. The interview addressed a number of prominent topics in the logistics world. First of all, he noted the ongoing increase in B-to-C as a percentage of UPS’ overall business, and as we have stated repeatedly on Logistics Viewpoints, this […]
Supply chain executives at companies with global supply chains are paying close attention to what happens surrounding import tariffs and trade rules now that Donald Trump is the President elect. On the campaign trail Trump promised to renegotiate the North American Free Trade Agreement and impose punitive damages on goods made in China.
This week’s headlines reveal a clear narrative: the global supply chain is rapidly evolving toward a state of heightened domestic resilience and AI-driven intelligence, even as it navigates deep political uncertainty. From GE Appliances’ half-billion-dollar decision to reshore manufacturing and adopt Autonomous Mobile Robots (AMRs), a strategy focused on achieving “zero distance” to the consumer, […]
The global industrial supply chain and economic landscape are undergoing a rapid, technology-driven transformation, set against a backdrop of complex geopolitical maneuvering. This week’s developments underscore the fundamental reshaping of critical sectors, from energy to logistics. Geopolitical tensions saw a temporary easing with the Trump-Xi meeting, yielding a soybean deal for U.S. supply chains, while […]
The ongoing divergence between the United States and China in artificial intelligence hardware is no longer limited to export regulations or semiconductor innovation. It has become a critical factor in global supply chain strategy. As U.S. export restrictions continue and China reinforces its own procurement limitations, the structure of a divided logistics environment is becoming […]
The current landscape of global supply chains is undergoing a rapid, technology-driven transformation marked by increasing regulatory costs and heightened operational risks. Key developments include the European Union’s expansion of its Emissions Trading System (ETS2) to road transport and buildings, which will significantly raise logistics and heating costs in Europe, pushing companies to integrate carbon […]
This week in supply chain news, major companies are demonstrating a mix of strategic adaptations and responses to global pressures. ExxonMobil and Kinaxis are collaborating to develop a next-generation supply chain management solution specifically for the complex oil and gas industry, aiming to increase resilience and provide comprehensive visibility. In a push for network efficiency, […]
This week, President Donald Trump introduced a new round of tariffs aimed at three key sectors: furniture, heavy-duty trucks, and branded pharmaceuticals. The measures are scheduled to take effect on October 1, 2025, and are expected to influence both global sourcing decisions and domestic logistics strategies The announcement comes amid ongoing efforts by the administration […]
In August 2025, U.S. container imports eased modestly from July but remained elevated in the 2.4M–2.6M twenty-foot equivalent unit (TEU) range, underscoring continued strong performance even as China-origin volumes declined. China’s pullback reflects a cooling after July’s rebound, but overall demand remained resilient in the face of ongoing tariff uncertainty and geopolitical risks. While the […]
From bathroom fixtures to avocados, supply chains are undergoing a wave of transformation driven by resilience, cost pressures, and sustainability demands. This week’s headlines highlight how companies and governments alike are rethinking operations: Toto is reshoring production with a $224 million advanced factory in Georgia, while Colgate-Palmolive launches a $300 million supply chain optimization push. […]
