Author: Smart Supply Hub Team
Your landed cost model has a variable in it that used to be a constant
Landed cost was a formula you ran once a year. US effective tariff rates hit 17% in 2025 and turned the duty line into…
Read More →Walmart made distribution cheap. Amazon made it expensive on purpose.
Walmart beat Kmart by spending 1.7% of cost of sales on distribution. Amazon now spends $211.8bn a year and wins anyway. The metric flipped.
Read More →Jaguar Land Rover stopped for five weeks and nothing was missing
JLR's production halt cost the UK economy an estimated £1.9bn and hit 5,000 suppliers. No part was short. The disruption came from inside the…
Read More →The Red Sea’s return is the risk, not the relief
A return to Suez would release around 6% of global fleet capacity overnight. Carriers are hesitating, and shippers should model the reopening as a…
Read More →40% of agentic AI projects will be cancelled by 2027
Gartner predicts more than 40% of agentic AI projects will be cancelled by end-2027. The cause is almost never the model. It is the…
Read More →Why one country controls the magnets your supply chain runs on
China controls roughly 91% of rare-earth refining and 98-99% of the heavy rare earths. Ford has idled plants over it. The exposure, the prices,…
Read More →The AI memory squeeze has no exit before 2028
DRAM prices rose 80-90% in a single quarter. SK Hynix says 2027 will be the worst supply year in the industry history. No relief…
Read More →The $2.3 billion your supplier owes that you cannot see
First Brands collapsed in September 2025 with $2.3bn in hidden factoring debt. Central bankers reached for 2008 comparisons. Why supply-chain finance can mask a…
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