158 posts
PaidClorox is moving its US supply chain to a new ERP. The real lever is not software but S&OP: one shared plan across sales, production and finance.
PaidAmazon is bringing AI agents to inbound planning and aged inventory. The underlying tool is ABC analysis: focus control on the few items that carry most of the value.
PaidNexperia is expanding into India with Tata after losing control of its China unit. The lesson: map single points of failure and diversify supply before a link breaks.
PaidAI infrastructure has chips in stock yet still stalls. Every system is limited by one constraint at a time, and fixing it only moves the bottleneck elsewhere.
PaidApple is ramping iPhone assembly in India, yet a new plant cannot match a mature one in China overnight. Cost, speed and yield come from accumulated learning, not copied equipment.
PaidAmazon quietly published higher holiday surcharges. Seen as operations rather than a money grab, price becomes a tool to spread peak load.
PaidStanding at the loading dock behind an AI data center, the piece looks at what happens after chips are made: why output produced on time can still be delivered too late.
PaidThe US has about $1.97 trillion in manufacturing investment commitments, yet early September 2026 shows a paradox. Why big operational changes get worse before they get better.
PaidPrivate US manufacturing investment commitments are tracked at about $1.97 trillion. Announcements make headlines; turning them into working capacity is the hard part.
PaidTwenty packages, same driver, same distance: delivery cost differs many times over depending on how tightly the stops cluster. Speed comes from density.
PaidThe US allows 300,000 tons of tariff-free ground beef imports for 90 days, sold about 25% below market. Why supply tied to biology cannot be sped up by policy.
PaidBoeing is pushing the 737 line toward 47 aircraft per month only after clearing a review. Permission to speed up comes from proven stability, not just demand.