Category: Industrial and diversified industry supply chain

U.S. Congress is Debating Legislation to Ban Chinese Branded Railcars from Government Procurement Contracts

A report indicates that the U.S. Congress is moving along legislation that could ban the production of Chinese branded railcars in the United States. From our lens, the legislation is yet another effect of escalating trade tensions, and how politically-motivated actions subsume industry market forces.

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Report Indicating that General Electric Indeed Plans to Pare Down Digital Business Unit

There is a reported significant development in the Internet of Things (IoT) enabled Industrial Internet technology market segment, indicating that General Electric plans to shed parts of its GE Digital business unit.

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Supply Chain Matters Insights from the Global Trade War Front- July 20, 2018 Edition

The Supply Chain Matters blog provides our July 20 weekly update and insights commentary on the pace and impact of global trade and tariff events impacting global and industry supply chains.

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General Electric’s Announced Transportation Unit Merger Brings Added IoT Connected Equipment Opportunity

Supply Chain Matters highlights the announcement by General Electric indicating that it will merge its locomotive focused transportation business with Wabtec Corp. For us, the opportunity is focused on potential impacts and/or added opportunities related to GE’s ongoing Industrial Internet and Connected Things strategies.

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Airbus Remains Challenged with Aircraft Engine Deliveries

Commercial aircraft manufacturer Airbus continues to manage the weakest and most visible link in the widely popular A320neo supply chain, that being consistent shipments of the two options of high technology fuel-efficient aircraft engines.

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Postscript to the Kobe Steel Manufacturing Quality Falsification Scandal

Supply Chain Matters highlights the postscript of the October 2017 manufacturing quality falsification scandal involving Japan based Kobe Steel. This week came the resignation of this manufacturer’s CEO, along with resignation of five other executives including the head of the firm’s aluminum and copper division.

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Breaking- President Trump Declares Intent to Pose Tariffs on Steel and Aluminum Imports

President Donald Trump today announced his intention to impose steep global tariffs on U.S. steel and aluminum imports, contrary to counsel from some trade advisors. Such an action could likely have an added cost impact for many U.S. manufacturers and their associated inbound component costs that have relied on imports of steel and aluminum.

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Trump Administration New Trade Tariffs Have Significant Multi-Industry Supply Chain Implications

This Supply Chain Matters commentary reflects of announcements made by the Trump Administration to slap steep tariffs on the importing of solar panels and washing machines into the United States. The takeaway from this week’s trade actions by the United States is the potential trip wire of cascading retaliatory actions that can impact existing industry supply chain sourcing and manufacturing strategies.

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Some New Realities of U.S. Corporate Tax Reforms

The United States Congress is in the final stages of reconciling significant corporate tax reform. In this Supply Chain Matters blog we raise awareness to certain actions that may have implications for supply chain demand planning and inventory management for certain industries.

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After Fifth Round- NAFTA Modernization Talks Remain Contentious

Trade representatives of Canada, Mexico and the United States completed another five days of NAFTA re-negotiation talks this week which were hosted by Mexico. After this fifth round, the overall mood of these talks remains far less optimistic for a successful overall outcome.

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GE’s Restructuring Presents Added Technology and Supply Chain Challenges

General Electric is embarking on a broad corporate restructuring. Supply Chain matters focuses on technology and supply chain challenges for GE Digital and GE Aviation business units as well as the Predix IoT and Industrial Internet enablement platform.

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A Declared Tough U.S. Stance Related to NAFTA Talks

This week, United States Secretary of Commerce Wilbur Ross spoke to attendees of The Wall Street Journal’s CEO Council indicating that the Trump Administration’s ongoing hardball strategy regarding ongoing North America Free Trade Agreement (NAFTA) talks comes from perceived leverage over Canada and Mexico.

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