Recent Supply Chain News and Questions
An article in the Wall Street Journal (August 15, 2026) titled Big Manufacturers find new demand in Equipping AI Data Centers , describes the impact on Caterpillar, Eaton and Ford Motor company. Caterpillar s electric generators and turbine engines, Cummins generators for Continue reading
An article in the Wall Street Journal (August 15, 2026) titled China is Opening the First Regular Cargo Route through the Arctic , describes the planned voyage of a Chinese ship, Dubai Tower, from Ningbo, China, to Felixstowe, U.K, through the Continue reading
An article in the BBC news site (August 27, 2024) titled Have Swiss scientists made a chocolate breakthrough? describes new technology developed at the Federal Institute of Technology at Zurich that claims to use the rest of the coca fruit Continue reading
Analysis of a survey of over 1.2 million firms (NBER # 32319) in a paper titled Tracking Firm use of AI in Real Time suggests that the fraction of firms reporting use of AI grew from 3.2% to a projected Continue reading
An article published by the Associated Press (July 28, 2024) titled US agency says apps that let workers access paychecks before payday are providing loans , states that the Consumer Finance Protection Bureau wants the Truth in Lending act to apply Continue reading
An article in foodnavigator.com titled Six startups rethinking cocoa for alt choc innovation describes the combined impact of cocoa bean prices exceeding 10,000 euro per metric ton and the new European Deforestation Regulation starting December 2024 as driving substitutes for cocoa. Celleste Continue reading
An article in the Wall Street Journal (July 2, 2024) titled Boeing Calls Time on the Great American Outsourcing describes the reintegration of supplier Sport Aerosystems back into Boeing as a failed attempt at outsourcing. When Spirit split from Boeing, Continue reading
An article in the Wall Street Journal (August 13, 2024) titled Hospital s New Push: Treat Patients in Their Homes , describes the over 23,000 Medicare treated at home through April this year. The rules require the patients to be less than Continue reading
An article in the Wall Street Journal (June 24, 2024) titled Ocean Shipping Prices are Pushing Towards Pandemic-Era Highs describes the doubling of freight from Asia to the East coast of the US. It suggests that the Houthi rebel ship Continue reading
An article in the Wall Street Journal (June 10, 2024) titled Climate Change is Coming for the Finer Things in Life describes heavy rains causing mildew that has destroyed grapes in Italy, hot weather and drought impacting olive groves and Continue reading