Section

Supply Chain

Logistics, sourcing and the networks that keep goods moving.

• Supply Chain

  Boeing Takes a Seven-Year Award Worth Up to $14.7 Billion to Triple Patriot Seeker Output

  Lockheed Martin issued the undefinitized contract for PAC-3 MSE seekers built in Huntsville, Alabama, where Boeing says hundreds of jobs will be created.

  By Priya Raghavan · Oct 6, 2026 · 2 min read

• Supply Chain

  Unifor Sets Strike Authorization Votes at Stellantis Canada With Brampton's Sale at the Center

  Members vote October 17 and 18, with results on October 19. Talks have been stalled since September 11 over the idled Brampton plant and job security.

  By Priya Raghavan · Oct 6, 2026 · 2 min read

• Supply Chain

  BD Pledges $19 Billion in U.S. Spending in Exchange for Relief From Future Medical-Device Tariffs

  The agreement would lift the share of consumables BD supplies domestically to about 80% and make all its U.S. needles here. Relief is contingent on milestones and on final Section 232 determinations.

  By Priya Raghavan · Oct 6, 2026 · 2 min read

• Supply Chain

  Alvotech Moves Biosimilar Drug-Substance Production to Syracuse Under a LOTTE Biologics Deal

  The New York plant has 40,000 liters of bioreactor capacity and cleared an FDA inspection with no observations. Financial terms were not disclosed.

  By Priya Raghavan · Oct 6, 2026 · 2 min read

• Supply Chain

  GE HealthCare Will Pay $945 Million for SOFIE Biosciences to Own the Final Mile of PET Tracer Supply

  The all-cash deal brings 15 contract-manufacturing sites and 21 cyclotrons, and GE HealthCare expects it to add to revenue growth and earnings in the first full year.

  By Priya Raghavan · Oct 5, 2026 · 2 min read

• Supply Chain

  Kratos Books More Than $100 Million in Space-Intelligence and Cyber Contracts Without Naming Customers

  The awards cover prototype mission applications, radio-frequency signal processing and offensive cyber work, with customers, durations and terms withheld.

  By Priya Raghavan · Oct 5, 2026 · 2 min read

• Supply Chain

  Navy Picks Boeing to Build the F/A-XX, Its First Sixth-Generation Carrier Fighter

  The award, reported at about $20 billion, puts Boeing's St. Louis plant on two advanced fighter programs at once and leaves Northrop Grumman without the work.

  By Priya Raghavan · Oct 3, 2026 · 2 min read

• Supply Chain

  Navy Awards RTX's Raytheon Up to $24.4 Billion for SM-6 Interceptors, With Funding Not Yet Appropriated

  The multiyear contract runs five years with two option years, aimed at replenishing stockpiles drawn down by Middle East conflicts. Industry executives told Reuters Congress has not funded it.

  By Priya Raghavan · Oct 3, 2026 · 2 min read

• Supply Chain

  CMA CGM Closes Its $1.4 Billion Purchase of FedEx Supply Chain, Doubling Ceva's North American Workforce

  The deal adds about 10,000 employees, 34 million square feet of warehouse space and roughly 130 customers, and makes CMA CGM a preferred non-exclusive ocean carrier for FedEx.

  By Priya Raghavan · Oct 3, 2026 · 2 min read

• Supply Chain

  BYD's September Sales Rise 17% to 463,561 as Exports Jump 154% and Chinese Volumes Fall 13%

  Overseas deliveries reached 180,700 units, nearly 39% of the total, a mix shift that pushes more Chinese production capacity into export markets.

  By Priya Raghavan · Oct 3, 2026 · 2 min read

• Supply Chain

  Freeport Says Grasberg's Mill Is Running at About Two-Thirds of Normal and Defers 60,000 Ounces of Gold

  The miner's third-quarter operational update put copper output near 830 million pounds and lifted its unit net cash cost estimate by about 5%.

  By Priya Raghavan · Oct 3, 2026 · 2 min read

• Supply Chain

  L3Harris Wins Seven-Year THAAD Propulsion Contract Worth More Than $6 Billion

  The award from Lockheed Martin funds a new manufacturing facility for solid rocket boost motors and expanded divert and attitude control production.

  By Priya Raghavan · Oct 1, 2026 · 5 min read

• Supply Chain

  Cleveland-Cliffs' Stelco to Indefinitely Idle Hamilton Finishing Lines, Blaming U.S. Steel Tariffs

  Winddown of cold-rolled and coated operations at the Ontario plant begins October 9, with affected workers offered positions at Lake Erie Works.

  By Priya Raghavan · Oct 1, 2026 · 5 min read

• Supply Chain

  Raytheon Wins a $20.7 Billion Multi-Year AMRAAM Contract With a Floor of 1,900 Missiles a Year

  The five-year award with two option years covers the U.S. Air Force, Navy and 44 allied nations, and follows a framework agreement signed in February.

  By Priya Raghavan · Oct 1, 2026 · 5 min read

• Supply Chain

  Jabil Guides Fiscal 2027 Revenue Up 24% to $44.5 Billion, and Its Shares Close Down 10%

  The contract manufacturer beat on the quarter and raised the year, but investors focused on back-end-loaded phasing, four million square feet of new capacity and inventory above target.

  By Priya Raghavan · Oct 1, 2026 · 5 min read

• Supply Chain

  Tronox and JX Advanced Metals Commit $32 Million to Study a Mississippi Rare Earth Refinery

  The 50/50 program covers an Australian cracking plant, a U.S. refinery at Hamilton, Mississippi, and a pilot facility, targeting up to 10,000 tonnes a year of rare earth oxides.

  By Priya Raghavan · Sep 29, 2026 · 7 min read

• Supply Chain

  FTAI Buys 27 Boeing 737-700s From WestJet, Adding CFM56 Engine Feedstock as WestJet Starts Retiring the Type

  Seventeen aircraft go into a sale-leaseback vehicle and stay with WestJet; ten come off lease and feed FTAI's engine module business.

  By Priya Raghavan · Sep 28, 2026 · 5 min read

• Supply Chain

  Diesel Hits a Record $6.53 a Gallon as Truckload Capacity Tightens and Old Dominion Pulls Forward a 4.9% Rate Increase

  Spot rates sit at two-year highs and load-to-truck ratios have roughly doubled from a year ago, handing carriers pricing power just as their largest input cost spikes.

  By Priya Raghavan · Sep 25, 2026 · 10 min read

• Supply Chain

  Companies Are Starting to Book Their Tariff Refunds, and the Accounting Is Unsettled

  Costco's fourth quarter carried a 15-cent-a-share benefit from IEEPA refunds. Ford has guided to about $1.3 billion, GM to roughly $500 million, and advisers disagree on how to record the money.

  By Priya Raghavan · Sep 25, 2026 · 3 min read

• Supply Chain

  Tanker Earnings Hit Records as Hormuz Traffic Stays Far Below Normal

  Very large crude carrier index rates on the Oman-China route topped $870,000 a day this month, with West Africa-China at an all-time high.

  By Priya Raghavan · Sep 25, 2026 · 2 min read

• Supply Chain

  Intermodal Rail Volumes Rise 6.9% as Metals and Petroleum Loads Lead, While Grain and Coal Fall

  U.S. railroads moved 535,663 carloads and intermodal units in the week ended Sept. 19, up 4.9% from a year earlier, according to Association of American Railroads data.

  By Priya Raghavan · Sep 25, 2026 · 10 min read