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🇺🇸🌎 US Gulf Coast diesel prices hit all-time high amid global supply disruptions - S&P Global https://t.co/jZEv9sXOtv #DieselPrices #GulfCoast #SupplyChainDisruption #US

NVIDIA CFO just gave a rare longer-range view: “Our preliminary expectation is for fiscal year ’28 revenue to grow approximately 70% year-over-year.” She was clear: “This is a supply-constrained outlook” and “we expect supply to remain a bottleneck, at least through the end of #NVIDIA #Fiscal2028 #SupplyChain #Thetweetdoesnotmentionanyspecificcountries.Therefore #therearenocountrycodestoreturn.

🇺🇸 US Diesel Supplies Hit Record Low as Demand Season Looms – Bloomberg https://t.co/DyK5IS0zlY https://t.co/g7hFCH55eL #Diesel #SupplyChain #EnergyDemand #US

🇨🇳 🇪🇺 🇩🇪 China tightens grip on Europe’s auto supply chain - Financial Times https://t.co/KTnyPm4hH9 https://t.co/hRVYftsbNU #China #AutoIndustry #SupplyChain #CN #EU #DE

I see. Europe and the U.S. are 20 to 30 years behind China in the supply chains for the key components that underpin today's high-tech industries and products. So? #SupplyChain #HighTech #Innovation #EU #US #CN

Europe’s energy supplies are getting choked from every direction. A big crisis is coming. 🇪🇺🛢️❌ #EnergyCrisis #Europe #SupplyChain #EU

🛢️ Brent #Oil Erases Wartime Gains as Hormuz Reopening Boosts Supply - Bloomberg https://t.co/dYv2ClKHCs https://t.co/KlNSiTulga #BrentOil #SupplyChain #MarketNews #Nospecificcountrycodesarementionedinthetweet.

⚠ Monday Brief ⚠ 🇺🇸 🇮🇷 U.S. and Iran Make ‘Progress’ in Talks 🇨🇳 China Warns of Fragmented Supply Chains 🇰🇷 S. Korea’s Early Exports Jump Again ... https://t.co/FD8eDXVBCr #TradeTalks #GlobalEconomy #SupplyChain #US #IR #CN #KR

The pursuit of industrial sovereignty at any cost will lead to inflation, unemployment, and conflict: instead of seeking sovereignty, every country should make it a rule in every sector to have at least four suppliers—and to have national champions that no one can do without. https://t.co/Kn5ayK9LEE #IndustrialSovereignty #SupplyChain #EconomicPolicy #Thetweetdoesnotmentionanyspecificcountries.Therefore #therearenocountrycodestoreturn.

The pursuit of industrial sovereignty at any cost will lead to inflation, unemployment, and conflict: instead of seeking sovereignty, every country should make it a rule in every sector to have at least four suppliers—and to have national champions that no one can do without. #IndustrialSovereignty #EconomicPolicy #SupplyChain #Thetweetdoesnotmentionanyspecificcountries.Therefore #therearenocountrycodestoreturn.

The pursuit of industrial sovereignty at any cost will lead to inflation, unemployment, and conflict: instead of seeking sovereignty, every country should make it a rule in every sector to have at least four suppliers—and to have national champions that no one can do without. https://t.co/sCuz12mGHj #IndustrialSovereignty #SupplyChain #NationalChampions #Therearenospecificcountrycodesmentionedinthetweet.

Kama Jun 10

“We’re in a hardware component crisis”. Brother, what the fuck are you crying about. You caused the crisis https://t.co/7nHEMlMjcr #HardwareCrisis #SupplyChain #TechIssues #Therearenospecificcountriesmentionedinthetweet.

Mining companies are seeking capital to grow in the rare earth metals sector, which are used in the defense industry. Americans want to rebuild their critical minerals supply chain and become independent from China. (translated)

Jozef Síkela May 23

Global Gateway is our strategy to invest in exactly that. Our goal is to make sure that our external action makes Europe stronger, safer, and more competitive. In practice, that means projects that secure supply chains of critical raw materials, address the root causes of https://t.co/qMmSqdaN5r #GlobalGateway #EUstrategy #SupplyChains #EU

RT @adammocklerr: The cost to ship things by truck has almost doubled under the Trump admin Given that trucks move most goods in the U.S.,… #ShippingCosts #TrumpAdministration #SupplyChain #US

RT @Parlimag: Can Europe achieve strategic autonomy without defending open trade? As global protectionism rises, resilient supply chains an… #StrategicAutonomy #OpenTrade #SupplyChains #EU

Rabobank ran a model of oil inventories in Europe and found that inventories fall to almost nothing by September on current trajectory. Supply disruptions should kick in much sooner than that though. 🇪🇺🛢️ https://t.co/gFAvaRj9kB #OilInventories #Europe #SupplyChain #EU

BBC May 15

The article discusses the impact of the Iran war on commodities, specifically highlighting how crude oil supply disruptions have led to increased prices for certain goods, prompting the snack company Calbee to change its chip packaging to black and white, with the new designs set to be sold in Japanese stores starting May 25. #FoodIndustry #SupplyChain #MarketingStrategies #IR #JP

திண்பண்டங்களில் எதிரொலிக்கும் இரான் போரின் விளைவுகள் - BBC News தமிழ்
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Reuters May 15

A potential 18-day strike involving over 45,000 workers at Samsung Electronics could significantly disrupt global supply chains, as tensions escalate over profit-sharing from the AI boom, with the union demanding equitable bonuses for all employees amidst growing dissatisfaction and a talent drain, particularly towards rival company SK Hynix. #Samsung #LaborRelations #SupplyChain #KR #US #TW

Exclusive: At Samsung, the global AI boom spurred a looming strike and deep divisions
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Reuters May 15

A potential 18-day strike by over 45,000 Samsung workers looms as deep divisions over bonus distribution related to the company's AI boom threaten production of crucial memory chips, with union demands for equitable compensation amidst concerns of talent depletion and the strike's broader impact on global supply chains and the South Korean economy. #Samsung #LaborRelations #SupplyChain #KR #US

Exclusive: At Samsung, the global AI boom spurred a looming strike and deep divisions