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Supply Chain and Logistics News March 16th-19th 2026
Published
5 mois agoon
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This week’s installment of Supply Chain and Logistics news includes stories about record increases in oil prices, Rivian’s autonomous taxis, and much more. Firstly, the Trump administration has issued a 60-day waiver of the Jones Act, a century-old regulation that requires goods moved between US ports to be transported by US-built vessels, etc. Additionally, this week Uber & Rivian announced a partnership for Rivian to build 50,000 autonomous robotaxis by 2031 with over a billion dollars in investment from Uber. Schneider Electric and EcoVadis announced a partnership to target emissions in the health care sector. Lastly, DHL announces 10 warehousing sites to be used for data center manufacturing capacity, and Mind Robotics raises 100 million in series A funding.
Your Biggest Stories in Supply Chain and Logistics here:
Trump Administration Issues Pause on Century-old Maritime Law to Ease Oil Prices
The Trump administration has issued a 60-day waiver of the Jones Act. This century-old regulation typically requires goods moved between US ports to be carried on vessels that are US-built, US-owned, and US-crewed. However, with oil prices surging toward $100 a barrel due to escalating conflict in the Middle East, the suspension aims to ease logistics for vital commodities like oil, natural gas, and fertilizer. While the move is intended to lower costs at the pump and support farmers during the spring planting season, it has sparked a debate between those seeking immediate economic relief and domestic maritime unions concerned about the long-term impact on American shipping and labor.
Uber and Rivian Partner to Deploy up to 50,000 Fully Autonomous Robotaxis
Uber and Rivian have announced a massive strategic partnership that signals a major shift in the future of autonomous logistics and urban mobility. Under the terms of the deal, Uber is set to invest up to $1.25 billion in Rivian through 2031, a move specifically tied to the achievement of key autonomous performance milestones. The primary focus of this collaboration is the deployment of a specialized fleet of fully autonomous R2 robotaxis, with an initial order of 10,000 vehicles and an option to scale up to 50,000 units. From a supply chain perspective, this represents a significant commitment to vertical integration; Rivian is managing the end-to-end production of the vehicle, the compute stack, and the sensor suite, including its in-house RAP1 AI chips, while Uber provides the scaled platform for deployment. Commercial operations are slated to begin in San Francisco and Miami in 2028, eventually expanding to 25 cities globally by 2031.
Schneider Electric and EcoVadis Announce Partnership to Decarbonize Global Healthcare Supply Chains
Schneider Electric, a major player in the digital transformation of energy management and automation, and EcoVadis, a provider of business sustainability ratings, have announced a strategic partnership aimed at accelerating decarbonization within the healthcare industry. “Energize” is a collective initiative to engage pharmaceutical industry suppliers in climate action. The collaboration focuses on addressing Scope 3 emissions, those generated within a company’s value chain, which often represent the largest portion of a healthcare organization’s carbon footprint. By combining Schneider Electric’s expertise in energy procurement and sustainability consulting with EcoVadis’s supplier monitoring and rating platform, the partnership provides a structured pathway for pharmaceutical and medical device companies to transition their global suppliers toward renewable energy.
Mind Robotics, a Rivian spin-off, raises $500 million in Series A Funding
RJ Scaringe, CEO of Rivian, is positioning his new $2 billion spin-off, Mind Robotics, as a technological solution to the chronic shortage of manufacturing labor in the Western world. By developing a “foundation model” that acts as an industrial brain alongside specialized mechatronic bodies, the company aims to move beyond the rigid, fixed-motion plans of traditional robotics toward systems capable of human-like reasoning and adaptation. Scaringe emphasizes that while these machines must perform with human-level dexterity, they don’t necessarily need to be humanoid in form; instead, the focus is on creating a data-driven “flywheel” within Rivian’s own facilities to lower production costs and help domestic manufacturing remain globally competitive.
DHL is significantly scaling its data center logistics (DCL) footprint in North America, announcing the addition of 10 dedicated sites totaling over seven million square feet of warehousing capacity. This expansion is a direct response to the explosive demand for AI-driven infrastructure and the specific needs of hyperscale and colocation data center operators. By offering specialized services like rack pre-configuration, white-glove handling of sensitive IT hardware, and warehouse-to-site transportation, DHL is positioning itself as an end-to-end partner in a sector where 85% of operators express a preference for a single logistics provider. This move not only addresses the logistical complexities of moving high-value components like GPUs and cooling systems across global borders but also underscores the critical role of integrated supply chains in maintaining the build speed of the digital backbone.
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Logistics Viewpoints Is Refocusing on Logistics
Published
3 heures agoon
24 août 2026By
Logistics Viewpoints is getting back to its roots.
Going forward, we are putting more emphasis on logistics and less on trying to cover the entire supply chain.
That may sound like a small distinction. It isn’t.
Supply chain has become an enormous umbrella. It can include sourcing, procurement, manufacturing, planning, inventory, logistics, sustainability, risk, technology, and almost anything that happens between a supplier and a customer.
There is plenty to write about there. But trying to cover all of it can also make it harder for a publication to have a clear point of view.
Logistics gives us that focus.
What We Mean by Logistics
For Logistics Viewpoints, the center of gravity will be the movement and storage of goods and the systems required to make that happen.
That means transportation, warehousing, distribution, fulfillment, automation, robotics, visibility, global logistics, logistics technology, and execution.
It also means we will continue writing quite a bit about AI, data, digital twins, agents, and decision intelligence. But the question will be what those technologies actually mean for logistics.
How does AI change transportation planning or execution?
What happens when warehouse systems can coordinate robots, people, inventory, and material-handling equipment in real time?
Can better visibility actually change a decision before it is too late to do anything about it?
Where can software act on its own, and where should a person remain in the loop?
Those are logistics questions.
This Doesn’t Mean Supply Chain Disappears
There is obviously no clean wall between logistics and the rest of the supply chain.
Inventory decisions affect transportation. Manufacturing decisions affect warehouses and distribution networks. Sourcing changes freight flows. Planning determines what logistics eventually has to execute.
So we aren’t going to stop using the term “supply chain,” and we aren’t going back through years of Logistics Viewpoints articles changing old terminology.
The distinction is more practical.
If a broader supply chain development has a meaningful logistics consequence, we will cover it. If it doesn’t, we don’t necessarily need to.
That gives us a fairly simple editorial test: Where is the logistics story?
The Site Will Change With the Focus
We’re also going through Logistics Viewpoints itself to make sure the site reflects that direction.
Some of the language has gradually become broader over the years. The homepage, About page, Topics pages, newsletter language, navigation, and several other areas still describe LV largely in supply chain terms.
Those will change.
For example, “Independent Intelligence for Supply Chain Leaders” becomes “Independent Intelligence for Logistics Leaders.”
The topics we emphasize will also become more clearly organized around transportation, warehousing, fulfillment, automation, visibility and orchestration, global logistics and trade, logistics technology and AI, and logistics risk and resilience.
ARC Advisory Group will, of course, continue to conduct research across the broader supply chain and industrial technology markets. This change is about giving Logistics Viewpoints a sharper editorial identity, not narrowing ARC’s research coverage.
Two New Series Help Set the Direction
We are also launching two substantial series that reflect where we want to take the publication.
The first is Systems Engineering in Logistics, a 16-part series.
One of the problems with logistics transformation is that companies can approach transportation, warehousing, automation, software, data, and AI as separate projects. But they all eventually have to work together.
The series looks at logistics as a system.
It starts with requirements and operating models and works through process and data architecture, technology selection, AI, digital twins, automation, testing, resilience, and lifecycle management.
The basic idea is simple: before optimizing another piece of logistics, make sure we understand the system we are changing.
The second series is The New Architecture of Logistics, with 10 articles looking at what that system is becoming.
We’ll examine why logistics increasingly looks like an operating system, why the traditional boundary between transportation and warehousing is weakening, the emergence of a logistics control layer, increasingly orchestrated warehouses, computational transportation, the changing economics of visibility, AI agents, decision velocity, and eventually more autonomous logistics operations.
The two series approach the subject from different directions.
Systems Engineering in Logistics is about how we design the system.
The New Architecture of Logistics is about what the system is becoming.
Back to Logistics
Logistics itself is becoming a much bigger technology story.
Warehouses are becoming more automated. Transportation systems are becoming more dynamic. Physical assets are becoming easier for software to observe. AI is moving closer to execution. Decisions that once took hours can increasingly be made in minutes or seconds.
At the same time, none of the physical realities have disappeared. Trucks still have to arrive. Trailers still have to be loaded. Inventory still has to be in the right place. Orders still have to get out the door.
That intersection between the physical world and increasingly intelligent technology is where Logistics Viewpoints has a lot to say.
So the change is not about making LV smaller.
It is about making it clearer what we are here to cover.
Logistics.
The post Logistics Viewpoints Is Refocusing on Logistics appeared first on Logistics Viewpoints.
Most B2B webinars do not fail because they lack registrations. They fail because they do not create enough executive relevance.
A webinar can attract a respectable audience, generate leads, and still make little impression on the senior decision-makers a technology supplier actually wants to influence. The problem is often not promotion or production quality. It is the design of the conversation.
In the latest Logistics Viewpoints Podcast, we look at why issue-first webinar design, analyst-led moderation, and market-focused discussion often outperform traditional product-centric presentations—especially in complex logistics and enterprise technology markets.
Executives Do Not Attend Webinars for Product Tours
The conventional B2B webinar usually begins with the supplier.
Here is our company. Here is our platform. Here are the capabilities. Here is a customer example.
That format can work when prospects are already evaluating a specific solution. It is much less effective when the goal is executive engagement or thought leadership.
Senior executives are usually thinking about larger operating questions: cost, service, resilience, labor, customer expectations, technology risk, capital allocation, and how their operating model needs to change.
A better webinar starts there.
The most important opening question is not:
What does our product do?
It is:
What important problem is changing in the market, and what does an executive need to understand about it?
That shift changes the entire discussion.
Start With the Issue, Not the Solution
An issue-first webinar begins with a problem that matters even if the sponsor’s product is never mentioned.
In logistics, that could be warehouse automation, transportation volatility, decision latency, AI agents, visibility economics, labor constraints, or the convergence of transportation and warehouse execution.
The discussion can then explore what is changing, why it matters, where conventional approaches fall short, and what executives should be thinking about next.
Technology still belongs in the conversation. But it enters as part of the answer rather than as the premise.
That creates a different relationship with the audience.
Instead of asking an executive to spend 45 minutes learning about a vendor, you are offering 45 minutes of useful perspective on a problem that executive already has.
Analyst-Led Moderation Raises the Value
A strong moderator should do more than introduce speakers and move through prepared questions.
The moderator should represent the audience.
That means asking the questions an informed customer would ask, challenging broad claims, drawing distinctions between approaches, and pushing the discussion away from features and toward operating consequences.
An analyst can also provide market context.
If a supplier says customers are increasingly asking for a capability, the moderator can explore why. What changed? Is this isolated or part of a broader shift? What business problem is driving demand? What barriers remain?
The supplier still gets to demonstrate expertise. In many cases, it demonstrates more expertise than it would in a conventional presentation because the value comes through the quality of the thinking.
Credibility Is Part of Webinar ROI
Enterprise technology purchases are rarely driven by a single interaction.
Decision-makers form impressions over time.
Does this company understand my industry? Does it understand the problem beyond its own product? Are its executives credible? Does the company have something useful to say when it is not directly selling?
A strong webinar can influence those perceptions.
That means webinar ROI should not be measured only by registrations, attendance, marketing-qualified leads, or immediate meetings.
Those metrics matter. But executive webinars can also build market credibility.
In long, complex enterprise sales cycles, that credibility can be strategically important even when it is difficult to capture in a lead-generation dashboard.
Do Not Make One Webinar Do Everything
Another common mistake is trying to make a single webinar generate leads, demonstrate the product, educate the market, create thought leadership, produce sales meetings, and satisfy every stakeholder at once.
Those goals can conflict.
A webinar optimized aggressively for immediate lead conversion can become too promotional to attract or retain the senior audience that makes the program valuable.
A better objective is simpler:
Create a conversation worth an executive’s time.
Demand generation can follow.
Build a Content Asset, Not a One-Time Event
A substantive webinar can also become much more than the live event.
A strong discussion can support a podcast episode, article, video clips, social posts, newsletter content, sales enablement material, and follow-up conversations.
That improves the economics of the program.
But repurposing only works when the original discussion contains genuine ideas. There is little value in repackaging the same sales presentation six different ways.
From Webinar Marketing to Market Influence
The best B2B webinars do not begin by asking how quickly they can get to the product.
They begin by identifying an important market issue, framing it around the decisions executives are facing, and creating a discussion that offers useful perspective.
For companies selling complex logistics and enterprise technology, that is where webinars can become more than another demand-generation tactic.
They can build credibility, shape market perception, and establish the company as part of the conversation about where logistics is going.
That is a much higher bar than generating registrations.
It is also a much more valuable one.
Watch the latest Logistics Viewpoints Podcast episode above to explore the full discussion on issue-first webinar design, executive engagement, analyst-led moderation, and improving B2B webinar ROI.
The post Why Most B2B Webinars Fail to Reach Executives appeared first on Logistics Viewpoints.
Logistics optimization has traditionally been built around a relatively stable operating network. Transportation managers optimize modes and routes, warehouse operators optimize labor and throughput, and distribution teams position inventory against expected demand. Conditions change, but the underlying logistics architecture has generally been stable enough to optimize around it.
That assumption is becoming harder to defend. Trade disruptions can redirect freight flows, infrastructure constraints can change viable transportation routes, warehouse demand can shift within hours, and automation is becoming capable of adapting to operating conditions in real time. The emerging logistics challenge is therefore not simply optimization. It is reconfigurability: the ability to change how goods move, where they flow, and how logistics resources are deployed while conditions are changing.
When Transportation Routes Change, the Rest of the Network Has to Follow
Recent uncertainty surrounding global shipping routes illustrates the problem. The Port of Los Angeles has been preparing for the possibility of additional cargo moving through the U.S. West Coast as shippers respond to continued Red Sea uncertainty and potential restrictions at the Panama Canal.
The port has discussed a planning scenario involving roughly 5 percent year-over-year cargo growth, while emphasizing that this is a preparedness assumption rather than a guaranteed forecast. More important than the number is the operational preparation behind it. The port has been coordinating with terminal operators, ocean carriers, trucking companies, and labor organizations to determine whether additional freight could be absorbed if global routing patterns shift.
This exposes an important weakness in the way logistics resilience is sometimes discussed. An alternate route on a network diagram is not necessarily a usable alternate route.
A port needs terminal capacity. Containers arriving at the port need chassis and drayage capacity. Inland freight requires available rail or truck capacity. Distribution centers need doors, labor, yard space, and storage capacity. Inventory arriving through a different gateway may also change lead times and downstream replenishment schedules.
The logistics network therefore cannot simply reroute the shipment. It has to understand and manage the consequences of the rerouting across the rest of the network.
That is logistics reconfigurability.
Warehouses Need to Reconfigure During the Shift
The same principle increasingly applies inside distribution centers. Warehouse operations have traditionally been planned around expected order volumes, available labor, established workflows, and known automation capacity. The problem is that those assumptions rarely remain constant throughout the operating day.
Orders arrive differently than expected. Labor availability changes. Automation throughput varies. Inbound trailers arrive early or late. Transportation schedules change. A labor plan that looked optimal at 8:00 a.m. may be badly mismatched with the operation by noon.
Warehouse technology has historically been good at measuring these differences. Labor management systems track productivity, WMS applications monitor work, and automation systems report equipment performance. The emerging opportunity is to use that information to change operations while there is still time to affect the outcome.
Warehouse labor-management and intelligence company Takt recently announced a $9.25 million Series A and says its platform supports more than 100 warehouses. Kenco has deployed the technology across 19 distribution centers, with additional expansion planned.
The performance figures associated with those deployments are company- and customer-reported, but the architectural direction is more significant. Takt says it is developing AI agents capable of rebalancing labor against live order conditions within supervisor-defined limits.
That changes the role of logistics intelligence. Instead of simply telling an operator what happened during yesterday’s shift, the system can increasingly help determine what should change during today’s shift.
The relevant metric becomes decision-to-action latency: the amount of time between detecting an operational change, determining the appropriate response, and actually changing the logistics operation.
Automation Is Becoming More Flexible
Warehouse robotics are moving in the same direction. Robot.com and Sodexo have signed a seven-year commercial agreement expanding autonomous delivery across North American campuses. The length of the agreement is notable because it suggests autonomous delivery is moving beyond short-term pilots toward longer-term logistics infrastructure.
Pudu Robotics has also introduced the MP2000 autonomous pallet-handling robot, which the company says can operate with less fixed infrastructure than earlier generations of automated forklifts. Those performance claims still need to be proven across diverse production environments, but the direction is important.
Traditional automation often required the warehouse to adapt to the automation. Facilities needed fixed infrastructure, tightly controlled workflows, dedicated operating areas, or substantial implementation work. More flexible autonomous systems potentially reverse that relationship by allowing automation to adapt more readily to the facility and changing workflows.
That matters because a highly automated warehouse is not necessarily a flexible warehouse. If changing the operation requires months of engineering and integration work, automation can actually create another form of rigidity.
The more important logistics capability is adaptable automation: technology that can be redeployed, re-tasked, or reorchestrated as volumes, products, labor requirements, and service expectations change.
Inventory Positioning Is Becoming More Dynamic
Reconfigurability also changes the role of inventory. Traditional logistics network design asks where inventory should be positioned to balance transportation costs, inventory carrying costs, and customer-service requirements. Increasingly, the answer may need to change more frequently.
A transportation disruption can make one distribution center less attractive. A demand spike can make inventory in another facility more valuable. A capacity constraint at one warehouse can shift fulfillment toward another node. Changes in delivery requirements can alter which inventory location provides the best combination of cost and service.
This creates a more dynamic fulfillment problem. The logistics system increasingly needs to determine not simply where inventory should reside in the network, but which available inventory should serve each order given current transportation capacity, warehouse conditions, service requirements, and cost.
That is where inventory visibility, transportation management, warehouse management, order management, and decision intelligence begin to converge.
From Logistics Optimization to Continuous Reoptimization
Traditional logistics optimization is essentially a constrained problem: define the orders, inventory, transportation capacity, warehouse capacity, service requirements, and costs, and determine the best way to move the freight.
The emerging problem is more difficult because the constraints themselves keep changing. A transportation lane becomes unavailable. A port becomes congested. A carrier loses capacity. Warehouse labor falls below plan. Orders shift geographically. Automation throughput changes.
The system therefore needs to find another answer and determine whether that answer can actually be executed.
That makes continuous reoptimization coupled with execution an increasingly important logistics capability. A mathematically optimal transportation plan has limited value if operations cannot implement it before conditions change again.
In many situations, the second-best logistics plan that can be executed immediately may be considerably more valuable than the theoretically optimal plan that takes days or weeks to implement.
Logistics Optionality Has Economic Value
This also changes how logistics organizations should think about redundancy. Alternate carriers, ports, warehouses, transportation modes, fulfillment nodes, labor pools, and automation capacity all cost money. Traditional efficiency programs can therefore make redundancy appear wasteful.
But those resources also create options.
An alternate carrier has value when the primary carrier lacks capacity. A second port has value when the preferred gateway becomes congested. Flexible warehouse labor has value when order volume changes. Adaptable automation has value when workflows shift.
The challenge is determining how much optionality is economically justified.
Future logistics optimization will therefore need to answer a more sophisticated question than, “What is the lowest-cost way to move this freight?”
It will increasingly need to determine: What is the lowest-cost logistics network that provides enough operational flexibility to maintain service when conditions change?
The Logistics KPI to Watch: Time to Reconfigure
Logistics organizations already measure transportation cost, warehouse productivity, inventory turns, on-time delivery, order cycle time, capacity utilization, and service performance. Another family of metrics is likely to become increasingly important: how quickly the operation can change.
How quickly can freight move to another carrier or mode? How long does it take to redirect volume through another port? How quickly can fulfillment shift between distribution centers? How rapidly can warehouse labor be rebalanced? How long does it take to redeploy automation or change a warehouse operating plan?
These measurements reveal something traditional efficiency metrics do not: the logistics network’s ability to respond while the disruption is still unfolding.
That may become particularly important as AI enters logistics execution. The value of AI will not ultimately be measured by how many recommendations a system generates. It will be measured by whether those recommendations can safely and economically change transportation, warehousing, fulfillment, inventory, and labor decisions in time to improve the outcome.
The Bottom Line
For decades, logistics excellence largely meant executing a well-designed plan as efficiently as possible. The emerging environment requires something more.
Transportation routes change. Capacity moves. Warehouse conditions change throughout the day. Inventory needs to be repositioned. Automation is becoming more adaptable, while decision systems are becoming capable of responding faster to operational changes.
The strongest logistics operations will therefore not simply execute the original plan better. They will recognize when the original plan is no longer the best one and reconfigure transportation, warehousing, inventory, labor, and automation faster than competitors.
The future of logistics is not simply optimized. It is reconfigurable.
The post Logistics Is Becoming Reconfigurable appeared first on Logistics Viewpoints.
Logistics Viewpoints Is Refocusing on Logistics
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