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Oil and Gas Supply Chain Resilience: Protecting LNG, Refined Products, and Critical Flows
For oil and gas companies, supply chain resilience has a very specific meaning: the ability to maintain safe, compliant, and economically viable flows when conditions deteriorate. That includes crude oil, natural gas, LNG, refined products, petrochemicals, spare parts, contractors, data, and power. Resilience is not the absence of disruption. It is the capability to limit operational, commercial, safety, and reputational consequences when disruption occurs. Download the full white paper: Oil and -
SAP Is Expanding the Definition of Transportation Management
Transportation management has traditionally been treated as a fairly well-defined software category. Bring transportation demand into the system, optimize loads, select carriers, tender freight, track execution, settle invoices, and measure performance.SAP’s latest transportation management briefing points toward something broader.The company is no longer presenting transportation simply as a stand-alone planning application. It is increasingly assembling a tiered logistics execution archi -
NVIDIA’s $96 Billion Quarter Is Also a Supply Chain Story
NVIDIA reported another extraordinary quarter Wednesday. Revenue reached $96.2 billion, up 106% from a year ago, while Data Center revenue climbed to $89 billion, up 117%. The company expects roughly $108 billion in third-quarter revenue and now sees revenue growing about 70% in its next fiscal year.Those numbers understandably dominate the headlines.But there is another number in NVIDIA’s results that may be even more interesting from a logistics and supply chain perspective: $279 billion -
The Supply Chain Operating Model After AI
For the past several years, the enterprise AI discussion has focused heavily on capability. Can a model forecast more accurately, summarize information, identify an exception, write code, reason through a problem, or operate an agent? Those questions mattered because the technology was new, but they are no longer sufficient for understanding what AI may do to supply chain management.
The more important question is what happens to the operating model when intelligence becomes inexpensive, agents -
From Moscow to the Diesel Pump: How Geopolitics Is Moving Through Logistics Networks
The most important logistics story coming out of Moscow this week may not be the unusual arrival of a U.S. Air Force C-17 carrying CIA Director John Ratcliffe. It may be diesel.Ratcliffe traveled to Moscow on August 25 for meetings with senior Russian intelligence officials as relations between Washington and Moscow remain deeply strained. CBS News reported that the United States told Ukrainian officials in advance that a senior delegation would be traveling to Moscow and asked Ukraine to suspen -
Amazon’s Project Tetromino Points to the Next Frontier in Last-Mile Automation
Amazon has spent years automating fulfillment centers, where robots move inventory, assist picking, sort products, and reduce the number of touches required to get an order out the door. Its next major automation challenge may be much closer to the customer.Amazon is reportedly developing an advanced delivery-station concept known internally as Project Tetromino, designed to automate more of the work that occurs immediately before packages are loaded into delivery vehicles. According to reportin -
Descartes Acquires Tai for $100 Million, Expanding Its Freight Brokerage Technology Stack
Descartes Systems Group has acquired Tai Software, an AI-powered transportation management system provider focused on freight brokers, for approximately $100 million. The transaction was funded with cash on hand.The acquisition expands Descartes’ transportation management capabilities while bringing Tai’s transaction, carrier, and shipment-execution data into the Descartes Global Logistics Network. More broadly, it strengthens Descartes’ position in a freight brokerage market w -
The New Management Discipline: Designing Decision Rights for Machines
Every organization has decision rights, whether they are formally documented or embedded in daily practice. Managers approve spending at different thresholds, planners can override certain rules, warehouse supervisors can reprioritize work, and executives retain authority over decisions with strategic consequences. Agentic AI means companies will now have to extend that familiar management discipline to machines.
The question follows naturally from the principle of reversibility. Once an organiz -
U.S.–Canada Tariff Escalation Becomes a North American Logistics Problem
The latest round of tariffs between the United States and Canada is no longer simply a trade-policy dispute. It is becoming an operating issue for companies on both sides of the border.The United States has imposed 50% tariffs on roughly $20 billion of Canadian goods following the breakdown of trade negotiations. Canada responded Tuesday by announcing tariffs of 15%, 25%, and 50% on more than 700 categories of American products, covering approximately C$27.6 billion, or about US$20 billion, begi -
Kinaxis Raises 2026 Outlook as SaaS Momentum and AI Investments Support Supply Chain Planning Growth
Kinaxis reported a solid second quarter for fiscal 2026, underscoring continued enterprise demand for cloud-based supply chain planning and orchestration capabilities. The Ottawa-based software provider delivered double-digit revenue growth, expanded recurring revenue, and raised its full-year outlook as customers continued to invest in tools that improve planning agility amid supply disruption, tariff uncertainty, and geopolitical volatility.The results are indicative of several key market tre -
Logistics Viewpoints Is Refocusing on Logistics
Logistics Viewpoints is getting back to its roots.Going forward, we are putting more emphasis on logistics and less on trying to cover the entire supply chain.That may sound like a small distinction. It isn’t.Supply chain has become an enormous umbrella. It can include sourcing, procurement, manufacturing, planning, inventory, logistics, sustainability, risk, technology, and almost anything that happens between a supplier and a customer.There is plenty to write about there. But trying to c -
Why Most B2B Webinars Fail to Reach Executives
Most B2B webinars do not fail because they lack registrations. They fail because they do not create enough executive relevance.
A webinar can attract a respectable audience, generate leads, and still make little impression on the senior decision-makers a technology supplier actually wants to influence. The problem is often not promotion or production quality. It is the design of the conversation.
In the latest Logistics Viewpoints Podcast, we look at why issue-first webinar design, analyst-led -
Logistics Is Becoming Reconfigurable
Logistics optimization has traditionally been built around a relatively stable operating network. Transportation managers optimize modes and routes, warehouse operators optimize labor and throughput, and distribution teams position inventory against expected demand. Conditions change, but the underlying logistics architecture has generally been stable enough to optimize around it.That assumption is becoming harder to defend. Trade disruptions can redirect freight flows, infrastructure constraint -
Why Reversibility May Determine How Much Authority We Give AI
As AI agents move closer to operational execution, supply chain leaders need a practical way to decide how much authority to give them. Dollar thresholds will certainly matter, as will safety, regulation, customer impact, and confidence. But one criterion may prove especially useful because it cuts across many decision types: reversibility.
The previous article argued that decision velocity can function as supply chain capacity, but speed is valuable only when autonomy is appropriately bounded. -
Decision Velocity Is a Form of Supply Chain Capacity
Supply chain capacity is normally discussed in physical terms. Companies count trucks, trailers, dock doors, warehouse square feet, production lines, labor hours, robots, and units of inventory. Those measures are essential, but they overlook another constraint that can prevent an organization from using the capacity it already owns: the speed at which it makes and executes operational decisions.
The argument grows out of the economics of decision-to-action latency and the expanding long tail of -
The Long Tail of Supply Chain Decisions Is About to Become Economically Accessible
Most supply chain organizations do not optimize every decision, and historically that has been rational. Human attention is expensive, operational data is fragmented, and the value of investigating a small exception often does not justify the effort required to resolve it. The result is a long tail of decisions that are individually minor but collectively expensive.
The economics begin to change when decision-to-action latency falls and the marginal cost of intelligence approaches the cost of so -
Amazon’s Drone Expansion Is Really a Last-Mile Orchestration Story
Amazon says Prime Air will expand to nearly 500 U.S. cities and towns by the end of 2026. That is the headline, but it is not the most important part of the story.The more important development is that drone delivery is starting to move out of the technology-demo category and into something much more familiar to supply chain executives: another transportation mode that has to earn its place in the network. For years, the question around drones was simple: can they safely deliver a package to som -
The Economics of Decision Latency
Supply chain executives spend enormous amounts of time thinking about lead time. Supplier lead time, manufacturing lead time, warehouse cycle time, transportation transit time, and order-to-delivery time all matter because time has an economic value. Longer physical lead times generally require more inventory, create more uncertainty, and reduce the range of options available when something goes wrong.
There is another form of lead time that receives much less attention: the time between the mom -
What Rising Private Credit Stress Means for Supply Chains
Private credit is not normally a supply chain topic.Supply chain executives spend their time thinking about inventory, transportation, suppliers, warehouses, labor, service levels, and increasingly AI. They do not spend much time thinking about business development companies, non-accrual loans, or private lending markets.They may need to start paying more attention.A recent Financial Times analysis found that loans placed on non-accrual status by the 20 largest publicly traded business developme -
Why B2B Thought Leadership Needs a Market Narrative, Not a Content Calendar
Most B2B thought leadership programs are organized around deliverables. A company plans a few articles, an analyst briefing, perhaps a customer story, a webinar, and a handful of executive posts. The pieces may all be good, and they may even perform well individually. But that does not necessarily mean the market understands the company any better.The more important question is whether those activities are building toward a common market narrative.A Content Calendar Is Not a StrategyContent cale -
The Enterprise Workflow Is Becoming More Important Than the Enterprise Application
Enterprise software has traditionally been organized around applications. Companies buy an ERP to manage transactions, a WMS to run the warehouse, a TMS to manage transportation, planning applications to build forecasts and plans, and procurement systems to manage sourcing and suppliers. That architecture reflects real functional expertise, but the most important supply chain problems increasingly occur in the workflow that crosses those applications rather than inside any one of them.
The need -
Automated Storage & Retrieval Systems — Orlando
Warehouse automation is moving quickly from a specialized investment to a core component of modern distribution strategy. Automated storage and retrieval systems, or AS/RS, are increasingly central to that transition, helping companies increase storage density, improve throughput, reduce manual travel, and make better use of increasingly expensive warehouse space.In this Logistics Viewpoints video, recorded in Orlando, we discuss the evolution of automated storage and retrieval systems and what -
ARC Forum – What Is the Forum and How Do I Get Involved?
The ARC Industry Forum brings together executives, technology suppliers, manufacturers, infrastructure operators, analysts, and other industry leaders to examine how technology is changing industrial operations.
But the Forum is more than a conference. It is an opportunity for the industrial technology community to compare strategies, understand emerging technologies, hear directly from practitioners, and discuss the operational challenges shaping the next generation of manufacturing, supply cha -
Supply Chains Need an Execution Architecture, Not Another Intelligence Layer
Supply chain technology has become extraordinarily good at producing information. Companies can forecast demand, monitor shipments, calculate inventory positions, estimate arrival times, detect supplier risks, optimize routes, and model alternatives with a level of sophistication that would have been difficult to imagine twenty years ago. Artificial intelligence is making those capabilities even stronger, but many organizations still encounter the same operational problem: they know something is -
When Every Function Has an AI Agent, Who Optimizes the Company?
The first wave of enterprise AI has been organized largely around functions. Sales gets an assistant, procurement gets an agent, transportation gets an optimization layer, warehouse operations get orchestration, and finance gets its own analytical tools. That is a sensible way to adopt technology, but it creates a problem that supply chain leaders should recognize immediately: if every function gets better at optimizing its own objective, who optimizes the company?
This question follows directly -
The Coordination Premium: Why AI Makes Organizational Design More Important
Artificial intelligence is usually presented as a technology story. Better models arrive, inference costs decline, applications acquire new capabilities, and companies search for places where AI can automate work. But the more I look at what is happening across supply chain software, warehouse automation, planning, visibility, and enterprise architecture, the more I think the important second-order effect is organizational: as intelligence becomes easier to acquire, coordination becomes harder t -
Sustainable Transportation Management Drives Performance
Supply chain leaders face a growing mandate to improve operational performance while navigating rising transportation costs, supply chain disruption, customer expectations, and increasing sustainability scrutiny. Sustainable transportation management is emerging as a critical strategy for balancing these competing priorities. The challenge is that most companies still manage emissions as a reporting exercise after shipments have occurred rather than as a decision variable within daily transporta -
The Marginal Cost of Intelligence Is Collapsing. Supply Chains Will Never Be the Same.
For most of modern business history, intelligence has been expensive. A transportation planner has only so many hours in a day. A procurement analyst can investigate only so many suppliers. A warehouse manager can examine only so many exceptions. A demand planner can explore only so many scenarios before a decision has to be made. Because human attention is finite and costly, companies have always rationed intelligence. They decide which shipments deserve investigation, which suppliers warrant d -
Disposable Cups and Lids Market: USD 327.45 Bn in 2025 to USD 553.22 Bn by 2034 at 6% CAGR
The Disposable Cups and Lids Market is being driven by rising demand for convenient, hygienic, and portable foodservice packaging, especially across cafés, quick-service restaurants, and takeaway channels. Growth is also supported by the shift toward paper, fiber, bioplastics, and recyclable materials as environmental regulations tighten. Product innovation in leak-resistant lids, strawless closures, lightweight designs, and automated manufacturing is further accelerating adoption across -
Environmental Test Chambers Market: US $ 1323.96 Mn. in 2025 to US $ 1582.25 Mn. by 2034 at 2% CAGR
The Environmental Test Chambers Market is driven by rising automotive testing needs, growing aerospace and defense validation requirements, and increasing demand for customized testing systems. Adoption of smart technologies, IoT-enabled monitoring, programmable controls, and predictive maintenance is improving testing efficiency and reliability. Greater focus on product quality, electronics reliability, battery testing, and energy-efficient chamber designs is also supporting steady market growt
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