Deep-dive into supply chain fundamentals, proven frameworks, and real-world case studies.
Landed cost was a formula you ran once a year. US effective tariff rates hit 17% in 2025 and turned the duty line into a moving target.
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.
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 network.
A return to Suez would release around 6% of global fleet capacity overnight. Carriers are hesitating, and shippers should model the reopening as a rate event.
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 data underneath it.
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, and what buyers can realistically do.
Landed cost was a formula you ran once a year. US effective tariff rates hit 17% in 2025 and turned the duty line into a moving target.
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.
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 supplier in distress.
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 data underneath it.
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 before 2028.
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 network.
A return to Suez would release around 6% of global fleet capacity overnight. Carriers are hesitating, and shippers should model the reopening as a rate event.
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, and what buyers can realistically do.
