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The New Fabric of Demand: Modernizing Collaboration and Transparency for Real-Time Production
Published
2 mois agoon
By
This first in a blog series offers a review of discussion that occurred during ARC Advisory Group’s 2026 Industry Leadership Forum. Specifically, it details a keynote conversation held with senior executives from Rolls-Royce, BTX Precision, and MxD. Read the full four-part series here: Connected Manufacturing Networks and the New Supply Chain – Logistics Viewpoints
Industrial leaders have been talking about tearing down workflow and data silos for decades. Yet here we are again. For most, the reality is that most operations and supply chains today typically don’t indicate much progress. A few leaders have figured out how to use digital tools to scale and build pathways forward, a whopping 12.9% according to our latest data (yes, that’s sarcasm). However, even as they struggle to coordinate, orchestrate, and innovate across their operations and enterprise, much less tightly collaborate outside their four walls. In a digital world, this continued capability gap, the inability to closely link market signals to responsive production and external supply chains, is very quickly becoming a liability.
Recently, at the 30th Annual ARC Industry Leadership Forum in Orlando, I had the privilege of leading a keynote discussion entitled The New Fabric of Demand: Modernizing Collaboration and Transparency for Real-Time Production. As part of that, I moderated an excellent conversation that included Global Commodity Executive Greg Davidson of Rolls-Royce, CEO Berardino Baratta of MxD, and CRO Jamie Goettler of BTX Precision.
In this four-part series, we will explore that conversation fully, digging into how the “fabric of market demand” has fundamentally changed, and why structural modernization, both human and technological, is no longer just an option. It is an industrial imperative that will increasingly determine who wins in disrupted markets.
Why Legacy Workflow Will Actually Get Modernized
If we examine the present through the lens of the past, the fundamental laws of supply and demand haven’t really changed. What has changed is the hyperconnectivity of the world and our compressed time to both reward and volatility.
The hard truth is that legacy linear workflows simply do not work in hyperconnected, digitally-driven environments, which are non-linear by nature. As our industrial environments become more digital, they naturally open up countless new ways for how things can get done and how risk can enter the organization. As a result, disruption has shifted from a rare event to a fairly continuous and pervasive reality. In this new reality, responsiveness differentiates you from the competition, and lag time kills.
To survive and thrive in non-linear environments, tighter, integrated ecosystems are required, where silos are actively torn down or redesigned so that barriers to value can be continuously identified and quickly eliminated. At the core, this concept is unfolding around data access, contextualization, and sharing. It provides the urgency behind the need for building industrial data fabrics.
This rewiring certainly extends beyond operations and enterprise processes, enabling the entirety of the supply chain to be judged on its collective responsiveness to the market, all the way down to the individual company level. In this scenario, data can quickly point out laggards who limit value. As the orchestrators of these supply chains identify these limitations on value, they quickly break off and discard the connection and move on without these weak links.
Pillars of the New Fabric of Demand
To achieve necessary level of operational and supply chain responsiveness, the roles of every entity within an ecosystem must be rethought. In the subsequent three blogs of this series, we will take a deep dive into the three distinct pillars that make up this modern architecture, but I’ll begin by laying them out here:
The Market Signal is the catalyst of the entire ecosystem. It dictates the “what” and the “when,” defining what value, success and risk look like in real-time. In blog 2, I’ll explore how to move from reactive assumptions to proactively capturing the market signals that actually matter.
The Demand Architect is moving beyond traditional order-taking. The Demand Architect designs and orchestrates the ecosystem, aligning external partners as true extensions of the enterprise. In blog 3, I’ll discuss the structural agility required to lead this response, rather than just manage a process.
The Agile Partner is the engine of execution. The Agile Partner links supply chain dynamics directly to the shop floor, differentiating themselves through their responsiveness to the market signal. In the final blog in the series, I’ll tackle how data transparency and trust become technical requirements, not just buzzwords, without exposing mission-critical IP.
Building the Modern Industrial Enterprise
Legacy workflows cannot survive in a non-linear world. Industrial organizations must re-architect operations and ecosystems for real-time responsiveness and secure, transparent collaboration. To do so, they will need to:
Improve the measurement of responsiveness: Efficiency and margin-squeezing are important, but they aren’t game-changers. Your competitive edge now relies on how quickly you can adapt to market signals.
Embrace transparency over secrecy: Modern collaboration requires providing a contextualized “lens” into production status without compromising proprietary IP or cybersecurity. Industrial data fabrics are key.
As always, view technology as a tool, not an outcome: Industrial data fabrics are needed to break silos and AI to manage complexity and improve accuracy and speed of decisions. However, the age-old adage remains true. Just because you can apply AI to something doesn’t mean you should. It must be grounded in measurable Value on Investment (VOI), not just return.
The New Fabric of Demand Blog Series
This is the first in a series of four on The New Fabric of Demand: Modernizing Collaboration and Transparency for Real-Time Production. Over the coming days, I’ll publish a perspective from each of the three pillars of the new fabric of demand:
Pillar 2: The Demand Architect
The post The New Fabric of Demand: Modernizing Collaboration and Transparency for Real-Time Production appeared first on Logistics Viewpoints.
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Oil and Gas Electrification and Automation: Modernizing Field Logistics and Operations
Published
6 heures agoon
9 juillet 2026By
Electrification and automation in oil and gas are often discussed through the lens of decarbonization. That lens is important, but it is incomplete. For supply chain and operations leaders, these technologies should be evaluated as modernization tools that reshape how field operations, terminals, refineries, warehouses, pipelines, and support fleets are powered, monitored, maintained, and coordinated.
Oil and Gas in the Supply Chain: A Strategic Framework for Building Resilient and Responsible Supply Chains.
The practical question is not whether an asset can be electrified or automated. The better question is whether the change improves supply chain performance. Does it reduce downtime? Does it improve field visibility? Does it lower maintenance intensity? Does it reduce hazardous work? Does it create better data for planning and control? Does it improve resilience rather than add another point of failure?
That operating lens matters because oil and gas supply chains are not uniform. A grid-connected basin, an offshore platform, a refinery warehouse, a marine terminal, and a remote pipeline station all have different duty cycles, infrastructure constraints, power requirements, safety profiles, and logistics needs. Electrification and automation create value when they are applied selectively, sequenced appropriately, and tied to defined operational outcomes.
Electrification Is a System Design Decision
Electrification is sometimes described as a straightforward equipment replacement exercise: remove diesel-powered equipment and install electric alternatives. In reality, it is a broader system design decision. It changes the requirements for infrastructure, power reliability, maintenance planning, workforce skills, emergency response, operating procedures, capital allocation, and digital control.
An electrified field operation depends on much more than the equipment itself. It requires adequate power availability, load management, backup power, grid access, on-site generation where needed, battery storage, and control systems that can coordinate demand. If power is unreliable, poorly managed, or insufficient for peak operating needs, electrification can introduce new operational vulnerability. If power is reliable, resilient, and digitally managed, electrification can improve cost performance, uptime, emissions performance, and asset visibility.
This is why electrification belongs in the supply chain strategy rather than in a standalone sustainability workstream. The decision affects field logistics, maintenance scheduling, spare parts strategies, contractor requirements, safety procedures, and contingency planning. It also changes the data environment. Electrified assets can often generate more consistent operational data, which can feed maintenance systems, planning tools, and control towers.
Where Electrification Makes Supply Chain Sense
The strongest near-term opportunities are typically found in operations with predictable duty cycles, concentrated assets, and controllable infrastructure. These are the environments where the operational case can be evaluated with discipline and where infrastructure investment can be matched to actual use patterns.
Examples include electric drilling rigs in grid-connected basins, electric compressors and pumps, electric terminal equipment, warehouse forklifts, electric yard tractors, battery-powered inspection drones, electric maintenance vehicles, electrified pipeline pump stations, shore power at marine terminals, and battery-supported remote operations. In these settings, the business case may include lower fuel consumption, fewer maintenance events, improved safety, better utilization data, and reduced exposure to fuel logistics disruptions.
However, electrification should not become a generic mandate. Oil and gas assets vary significantly by location, power access, operational criticality, and load profile. A remote site with limited power redundancy may require a very different approach than a refinery complex with substantial electrical infrastructure. A high-utilization terminal fleet may justify charging infrastructure more readily than a low-duty-cycle support vehicle fleet. The right strategy is selective and staged.
Supply chain leaders should therefore ask a set of practical questions before committing capital. What operational constraint is being solved? What power infrastructure is required? What happens during an outage? How will load be prioritized? What maintenance capabilities are needed? What data will be created, and how will it be used? How does the change affect contractors, inventory, safety, and emergency response?
Field Logistics Remains a High-Value Modernization Target
Field logistics is one of the most complex segments of the oil and gas supply chain. It often involves remote locations, specialized contractors, hazardous materials, variable demand, weather exposure, limited infrastructure, and significant safety risk. The traditional operating model still relies heavily on phone calls, spreadsheets, manual dispatch, paper field tickets, and fragmented contractor systems.
That fragmentation creates cost and risk. Crews wait for materials. Equipment moves inefficiently. Contractors operate with incomplete visibility. Maintenance work is delayed because the required parts, permits, people, or vehicles are not synchronized. In volatile operating environments, these delays can affect production reliability and safety performance.
Digital field logistics modernization can reduce this friction. Digital dispatch, route optimization, contractor visibility, mobile field applications, digital field tickets, materials tracking, drone inspection, remote monitoring, automated replenishment, and integrated maintenance planning all improve the ability to coordinate work in the field. The value is not limited to transportation cost reduction. It includes fewer wasted moves, better safety controls, improved schedule adherence, more reliable production support, and better data for decision-making.
Modern field logistics also improves the connection between planning and execution. When field activity is captured digitally, companies can better understand recurring demand, contractor performance, parts consumption, route constraints, asset condition, and the true cost of supporting dispersed operations. This information can then inform network design, stocking policies, maintenance strategies, and capital planning.
Automation Turns Workflows into Data Streams
Automation and robotics are expanding across oil and gas operations because many field activities are difficult, dangerous, repetitive, or inspection-intensive. Pipeline inspection, tank inspection, offshore facility inspection, methane detection, flare monitoring, warehouse automation, valve inspection, terminal monitoring, security patrols, and hazardous area inspection are all strong use cases.
The value of automation is not simply labor substitution. In many cases, the more important benefit is improved visibility into assets and flows. Robots, drones, sensors, and autonomous systems can collect structured data more consistently than manual processes. That data can feed maintenance management systems, emissions platforms, digital twins, asset performance systems, and supply chain control towers.
This changes the operating model. A tank inspection is no longer just a task completed by a person or machine. It becomes a data-generating workflow that can be analyzed, compared, trended, and linked to maintenance planning. A drone inspection of a pipeline or terminal can reduce human exposure while also improving the timeliness and quality of condition data. Automated warehouse systems can improve accuracy and throughput while generating better inventory and labor visibility.
For supply chain leaders, this means automation should be evaluated not only by the direct cost of the task being automated, but also by the downstream value of the data created. Better inspection data can reduce unplanned downtime. Better inventory data can reduce emergency orders. Better asset condition data can improve maintenance planning. Better field visibility can improve contractor coordination and safety.
Total Cost of Ownership Is the Right Business Case
Electrification and automation require a total cost of ownership view. Equipment acquisition cost is only one part of the calculation. The business case should also consider infrastructure cost, power or fuel savings, maintenance savings, asset uptime, safety improvements, emissions value, training requirements, operating flexibility, residual value, and potential regulatory benefits.
In many cases, the strongest justification will not be a simple energy cost comparison. The more compelling case may be higher reliability, fewer maintenance interventions, lower operational risk, better data, and improved ability to coordinate field activity. These benefits are especially important in oil and gas, where downtime, safety incidents, and emergency logistics can be far more expensive than routine operating costs suggest.
A total cost approach also helps avoid poorly sequenced investments. Buying electric equipment before the power and control infrastructure is ready can create performance problems. Deploying robotics without integrating the inspection data into maintenance systems can limit value. Automating a warehouse process without addressing inventory accuracy and master data may produce disappointing results. Modernization works best when technology, process, workforce, and infrastructure are designed together.
Workforce, Cybersecurity, and Resilience Cannot Be Afterthoughts
Electrification and automation change workforce requirements. Oil and gas companies will need deeper capabilities in high-voltage safety, electrical maintenance, sensor diagnostics, remote operations, robotics support, data interpretation, operational technology cybersecurity, and digital workflow management. These skills must be planned, trained, and embedded into operating procedures.
Resilience is equally important. Electrified assets depend on power continuity. Automated systems depend on connectivity, controls, and cybersecurity. Backup power, battery storage, manual override procedures, redundant communications, load prioritization, emergency operating procedures, and high-voltage safety protocols must be part of the design from the beginning.
The goal is not to make operations more technologically impressive. The goal is to make them more reliable, safer, more visible, and more controllable. Modernization should reduce fragility, not introduce it. That requires cross-functional governance across operations, supply chain, engineering, IT, OT, maintenance, safety, and finance.
The Supply Chain Leadership Imperative
Oil and gas companies have an opportunity to use electrification and automation to modernize the supply chain from the field to the terminal and from the warehouse to the control room. The winners will not be those that deploy the most technology. They will be those that align technology with duty cycles, infrastructure readiness, field logistics realities, workforce capability, and resilience requirements.
For supply chain executives, the mandate is clear: treat electrification and automation as operating model decisions. Tie investments to measurable outcomes. Build the power, data, maintenance, and safety foundations. Sequence adoption by use case and operational readiness. And ensure that every modernization initiative improves the performance of the broader supply chain.
To explore the broader implications for oil and gas supply chain strategy, Download the full ARC Advisory Group white paper.
Download Oil and Gas in the Supply Chain.
The post Oil and Gas Electrification and Automation: Modernizing Field Logistics and Operations appeared first on Logistics Viewpoints.
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AI Coding Assistants Need More Than Prompts: Why Context Files Matter for Supply Chain Software
Published
6 heures agoon
9 juillet 2026By
As large language models continue to transform software development, many companies remain focused on one question: which AI model is best?
That question matters. But it is not the only question that matters.
For enterprise software teams, the more important issue may be this: how much project context does the AI actually have?
A recent benchmark shared by a developer on X illustrated the point. The developer reported that an AI coding model performed significantly better on Convex application development tasks when it was given a structured guidelines file. Without that file, performance declined.
The broader lesson is not about one model or one development platform. It is about how AI coding assistants work. They perform better when they are given durable, project-specific instructions rather than a vague prompt and a blank screen.
AI Needs Enterprise Context
Supply chain software is not generic web software.
Transportation management systems, warehouse management systems, supply chain planning platforms, order management systems, visibility platforms, and ERP-connected applications all operate inside complex enterprise environments.
They involve specialized workflows: freight tendering, inventory allocation, carrier selection, order promising, yard management, labor planning, exception management, dock scheduling, slotting, replenishment, and freight settlement.
They also depend on integration logic, security requirements, master data structures, customer-specific rules, and industry terminology.
A human developer joining a project needs time to learn those rules. An AI assistant faces the same challenge.
Without context, the model has to infer too much. It may generate usable code, but it may also use the wrong design pattern, misunderstand the data model, ignore naming conventions, or produce functionality that does not fit the architecture.
From Prompting to Persistent Guidance
Early AI-assisted development relied heavily on prompt engineering. Developers repeatedly explained the same requirements: the tech stack, coding conventions, data model, API design, security requirements, testing expectations, and documentation style.
That approach does not scale well.
A better pattern is emerging: persistent project guidance.
Depending on the platform, these files may be called AI files, rules files, context files, project instructions, guidelines, workspace rules, or development standards. The terminology varies, but the purpose is the same: give the AI a reusable understanding of how the project should be built.
A good context file might tell the AI which frameworks to use, how database tables and APIs are structured, which coding patterns are approved, which patterns should be avoided, how errors should be handled, how tests should be written, how security and permissions should be implemented, and how documentation should be formatted.
That turns the AI from a generic code generator into something closer to a junior developer who has read the project handbook.
Why This Matters in Supply Chain Applications
The value of context becomes even clearer in supply chain technology.
A transportation management system does not merely move data from one screen to another. It must reflect how shippers, carriers, brokers, forwarders, warehouses, and customers actually operate.
A warehouse management system must understand receiving, putaway, picking, packing, replenishment, cycle counting, labor constraints, automation interfaces, and inventory accuracy.
A planning application must account for demand signals, supply constraints, lead times, service levels, capacity, inventory policies, and scenario analysis.
An AI coding assistant that lacks this context may still generate syntactically correct code. But syntactically correct is not the same as operationally useful.
Enterprise software quality depends on fit: fit with the workflow, fit with the architecture, fit with the data model, and fit with the operating reality of the business.
Benefits Beyond Code Generation
Persistent guidance can improve more than code quality.
It can help teams reduce rework during code review, maintain consistency across modules, onboard new developers faster, improve test coverage, generate better documentation, lower AI usage costs by reducing corrective prompts, and preserve architectural discipline as teams scale AI adoption.
This is especially important as software vendors and internal IT teams move beyond experimentation. The more AI is used in production development workflows, the more governance matters.
The Necessary Caveat
Context files are not a substitute for engineering discipline.
They do not replace architecture review, security testing, integration testing, code review, data governance, or product management judgment. They can also become stale if they are not maintained as the system evolves.
But when used properly, they reduce ambiguity. They give the model a better operating envelope. They make it more likely that generated code conforms to how the enterprise actually builds and runs software.
Why Context Will Shape AI Development Outcomes
The next phase of AI-assisted software development will not be defined only by which foundation model is most capable.
It will also be defined by how well companies capture and reuse their own institutional knowledge.
For supply chain software vendors, logistics service providers, manufacturers, retailers, and industrial companies, the lesson is clear: AI coding assistants need more than prompts. They need context.
The companies that build strong project guidance into their AI development workflows may see better code, faster delivery, lower rework, and more consistent enterprise software outcomes.
The post AI Coding Assistants Need More Than Prompts: Why Context Files Matter for Supply Chain Software appeared first on Logistics Viewpoints.
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Choosing the Right Market Engagement Path for Your Supply Chain Technology Company
Published
7 heures agoon
9 juillet 2026By
Supply chain technology providers have more ways than ever to engage the market. They can commission research, work with analysts, sponsor publications, host webinars, record podcasts, participate in supplier spotlights, and build visibility through industry events.
The challenge is not a lack of options. The challenge is choosing the right option for the right business objective.
A company trying to validate a growth strategy has a different need than a company trying to explain a new product category. A provider seeking broad market visibility has a different need than a provider trying to support enterprise sales conversations. An executive team looking for ongoing market perspective has a different need than a marketing team preparing a focused campaign.
That is why market engagement should begin with the question: what are we trying to accomplish?
If You Need to Answer a Strategic Market Question
Some companies need to answer a specific question before they can move forward with confidence. They may be evaluating a new market, testing a positioning thesis, assessing buyer priorities, understanding competitive dynamics, or validating demand for a new capability.
In that situation, a custom market research study may be the right starting point. Custom research can be designed around the business question that matters most. It can help turn uncertainty into a more disciplined view of opportunity, risk, positioning, and market demand.
CTA: Download the Custom Market Research Study overview to learn how tailored research can support strategic planning, market positioning, and growth decisions.
If You Need Ongoing Market Perspective
Other companies need recurring access to analyst perspective throughout the year. The market may be changing quickly, the company may be entering adjacent categories, or leadership may want a more consistent way to test assumptions and interpret market signals.
In that situation, annual advisory support may be the better fit. Ongoing advisory access can support strategy, messaging, product planning, competitive interpretation, sales enablement, and thought leadership development.
CTA: Download the Annual Contract Advisory Service overview to learn how ongoing analyst access can support strategy, positioning, and market engagement.
If You Need a Structured View of a Technology Market
Not every question requires a custom engagement. Sometimes a company needs a structured view of an established or emerging technology market. This may include market size, adoption trends, buyer priorities, vendor categories, competitive dynamics, and technology direction.
In that situation, a standard market research report can provide a useful foundation. It can support executive planning, sales enablement, product strategy, marketing strategy, investor communication, and internal alignment.
CTA: Download the Standard Market Research Report overview to learn how structured market research can support strategy, planning, and buyer education.
If You Need Sustained Visibility with a Qualified Audience
Some companies already have a clear message, but they need more sustained market presence. They want to remain visible to supply chain, logistics, transportation, warehousing, planning, automation, visibility, global trade, and technology decision-makers over time.
In that situation, Logistics Viewpoints sponsorship may be the right path. Sponsorship can support brand awareness, market education, category visibility, and demand generation support when it is tied to a clear market objective.
CTA: Download the Logistics Viewpoints Sponsorship Program overview to learn how sponsorship can support market visibility and sustained audience engagement.
If You Need to Educate the Market on a Complex Topic
Some market issues require more explanation. Buyers may need to understand a technology shift, an operating model change, a business case, or a new way of thinking about a familiar problem.
In that situation, a sponsored webinar can be highly effective. Webinars work well when the topic benefits from depth, structure, and audience engagement. They can help companies explain a market problem, share perspective, discuss use cases, and create a durable content asset for follow-up.
CTA: Download the Sponsored Webinar Program overview to learn how a webinar can help educate the market and engage qualified supply chain audiences.
If You Need to Share Executive Perspective
Some companies have a strong point of view that is best communicated through conversation. An executive may need to explain how the market is changing, why customers are facing a particular challenge, or how the company thinks about the future of its category.
In that situation, a sponsored podcast can be a good fit. Podcasts give leaders room to speak in a more natural voice, discuss nuance, and connect company strategy to broader industry trends.
CTA: Download the Sponsored Podcast Program overview to learn how executive conversations can support thought leadership, market education, and brand credibility.
If You Need to Clarify Market Positioning
Some companies need help explaining where they fit. This is especially common for emerging providers, companies entering new segments, suppliers expanding into adjacent categories, or established providers trying to differentiate in crowded markets.
In that situation, a Supplier Spotlight may be the right fit. A Supplier Spotlight can provide analyst-framed visibility around company strategy, market positioning, operational differentiation, and direction. The emphasis is not short-term promotion. It is market context and credibility through structured examination.
CTA: Download the Supplier Spotlight Program overview to learn how analyst-framed visibility can help clarify positioning and reinforce differentiation.
If You Need Strategic Industry Presence
Some companies benefit from direct engagement with executives, practitioners, analysts, technology providers, and decision-makers in an industry forum setting. Events create opportunities for relationship-building, thought leadership, and strategic visibility that digital programs alone may not fully replicate.
In that situation, ARC Industry Forum sponsorship may be the right path. Forum sponsorship can help companies participate in broader conversations around supply chain, logistics, manufacturing, automation, infrastructure, industrial technology, energy, and enterprise transformation.
CTA: Download the ARC Industry Forum Sponsorship overview to learn how event sponsorship can support strategic visibility and executive engagement.
The Best Path May Combine Several Programs
These options are not mutually exclusive. In many cases, the strongest market engagement strategy combines several elements.
A company may begin with research to clarify the market, use advisory support to refine the strategy, sponsor Logistics Viewpoints to sustain visibility, host a webinar to educate buyers, record a podcast to share executive perspective, and use a Supplier Spotlight to clarify positioning.
The sequence depends on the company’s objective, timing, market maturity, and available story. The important point is that each program should have a clear role. Research should answer questions. Advisory should sharpen decisions. Sponsorship should sustain visibility. Webinars should educate. Podcasts should humanize executive perspective. Supplier Spotlights should clarify positioning. Events should deepen strategic market presence.
Start with the Business Objective
Before choosing a market engagement path, companies should ask a few practical questions:
Are we trying to answer a strategic market question?
Are we trying to build sustained visibility?
Are we trying to educate the market on a complex topic?
Are we trying to clarify our positioning?
Are we trying to support enterprise sales conversations?
Are we trying to build executive presence?
Are we trying to participate in a broader industry conversation?
The answers to those questions can help determine which program is most appropriate.
In a noisy market, the goal is not simply to do more. The goal is to engage the market with clarity, credibility, and purpose.
For supply chain technology and logistics providers, the opportunity is not just to be visible. It is to be understood, trusted, and remembered by the market that matters.
If you have questions about which market engagement path fits your company’s objectives, reach out to me directly at jfrazer@arcweb.com. I’d be glad to discuss where your priorities align with the Logistics Viewpoints and ARC Advisory Group editorial, research, advisory, sponsorship, and market engagement calendar.
The post Choosing the Right Market Engagement Path for Your Supply Chain Technology Company appeared first on Logistics Viewpoints.
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