Supply Chain Matters Highlights and Insights from the Global Trade War Front- July 13, 2018

The Supply Chain Matters blog provides our July 13 weekly update and insights commentary on the pace and impact of global trade and tariff events impacting global supply chains. Events continue to move rather quickly, and we will provide updates and insights on a weekly or bi-weekly basis.

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CEVA Logistics and CMA CGM Initiate Strategic Equity Partnership

CEVA Logistics, a globally focused, asset-light, third-party logistics provider (3PL), has announced that global shipping line CMA CGM has obtained all regulatory approvals required in connection with its investment in CEVA and will become a 24.99 percent shareholder in CEVA. This announcement has significance because it represents further evidence of ocean container carriers branching out into the ability to provided added logistics and inter-modal services for shipping customers.

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Magnitude Software Acquires Every Angle Software in the SAP Analytics Landscape

Application data management provider Magnitude Software announced last week that it has acquired Every Angle Software Solutions, a provider that enables users of SAP-run organizations to optimize their operational intelligence and performance by empowering insightful and flexible business analytics.

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Global Manufacturing and Supply Chain Activity Dips Further in Q2- Initial Signs of a Trade Induced Slowdown

Global manufacturing and supply chain activity and other specific regional geographic indices reflect a dip in activity this past quarter and a discernable slowdown from prior momentum. If industry supply chain teams were seeking evidence of whether current global trade tensions and tariff actions were having a discernable impact, the latest indices do point to a turning-point.

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Tesla Achieves Crucial Model 3 Production Milestone in Q2- But With Extraordinary Effort

Electric powered automaker Tesla completed Q2-2018 achieving its critical milestone of producing over 5000 Model 3 vehicles in one week. However, from our Supply Chain Matters lens, the achievement was hollow, and not reflective of a sustained production cadence under predictive cost controls.

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