Trump Will Not Currently Seek to Place Tariffs on Critical Minerals for Now In a recent policy shift, President Donald Trump has decided to delay the imposition of tariffs on critical minerals such as rare earths, lithium, and cobalt, opting instead to secure these essential materials through international negotiations. Citing a Section 232 national security […]
Johnson & Johnson will invest US$4 billion in new pharmaceutical manufacturing facilities in the United States, linking expanded domestic production to a pricing and trade agreement with the Donald Trump administration. The plan includes a cell therapy manufacturing facility in Pennsylvania and a drug product manufacturing facility in North Carolina. These projects fall within Johnson […]
Before exploring the insights of the 2026 Everstream Analytics Risk report, we should first assess the accuracy of last year’s forecasts. The Logistics Viewpoints analyst team previously examined the 2025 report, and analyst Steve Banker shared his analysis, which is available here. Top 5 Predicted Risks Impacting Global Supply Chains: 5: Crackdown on Forced Labor […]
Every year, a small number of articles break through the daily noise and become reference points. They get shared internally, forwarded to leadership teams, cited in meetings, and bookmarked for later. In 2025, the most-read pieces on Logistics Viewpoints shared a common trait: they focused less on technology as novelty and more on how large, […]
By Ben Smeland, Senior Software Engineer, Lucas Systems When I begin engineering discussions with warehouse teams, I usually ask for a map of their facility. Almost every time, I’m handed a CAD drawing. It’s digital. It’s detailed. And for operational analysis, it’s usually the wrong tool. CAD drawings are designed to show how a building […]
The Supply Chain People Don’t See Google’s supply chain is often described as “mostly digital.” That description understates where the real operating risk sits. Alphabet runs a large, capital-intensive physical system built around data centers, servers, networking equipment, and the facilities required to deploy them. Consumer devices and first-party retail exist, but they are not […]
Amazon is still widely cited as the supply chain benchmark. That assessment is not wrong, but it is increasingly incomplete. Too many discussions focus on the visible outcomes of Amazon’s network while missing the underlying logic that produces them. For years, Amazon’s advantage was explained in terms of speed, scale, and cost efficiency. Those attributes […]
From executive leadership shifts to multi-billion dollar energy investments, this week’s supply chain round-up is defined by strategic moves aimed at long-term stability. This roundup covers the appointment of Razat Gaurav as the new CEO of Kinaxis and Bentley Systems’ expansion into AI-driven asset analytics through key acquisitions. We also examine significant policy shifts, including […]
How the Conflict Disrupted Cross-Border Manufacturing and Logistics The recent escalation of the Thailand-Cambodia border conflict has disrupted a critical land-based supply chain artery in the Indochina Peninsula. The Poipet–Aranyaprathet border crossing, a key node in the regional land bridge, handles more than 70 percent of land cargo flows between the two countries and serves […]
Venezuela’s Oil Return Is a Supply Chain Reconstruction Problem, Not a Production Decision In an earlier piece, we argued that Venezuela’s oil challenge is fundamentally a supply chain problem. This article examines what that means in operational terms. Discussions about Venezuela’s potential return to global oil markets often focus on reserves, production targets, or price […]