

e2open
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Pharmaceutical supply chains get tangled in Trump’s war with Iran thehill.com/policy/healthc…

Pharmaceutical supply chains get tangled in Trump’s war with Iran thehill.com/policy/healthc…

Trump removes Scotch whiskey tariffs after visit from King Charles III thehill.com/business/58579…

You cannot buy a new gas turbine until 2030. Order books at GE, Siemens, and Mitsubishi stretch to 2029. Turbine prices have nearly tripled since 2019. Every AI data center needs power and every gas plant needs a turbine. And every turbine has one part that bottlenecks the entire industry: The blade. It has to survive in gas 500°C above the melting point of the metal it's made from and spin at up to 20,000 RPM under 10,000 g of centrifugal force. Each blade is grown as a single crystal of nickel superalloy, pulled through a vacuum furnace at 3 mm per minute. A set of blades costs $600,000 and takes 90 weeks to grow. The same metallurgy powers modern jet engines. Only 3 companies on Earth can build one. China spent $42 billion trying to catch up. They bought a Russian fighter engine, took it apart, and copied every part. Their copy ran 30 hours between overhauls versus 400 for the original. Modern Western engines run 4,000. You can reverse engineer the shape of a turbine blade. You cannot reverse engineer 60 years of metallurgy.

The Georgia Ports Authority announced its new inland port will open in May, according to a March 24 press release. buff.ly/HvWVlem

Diesel costs surge up to 49% for produce transport ⚠️🥬 Rising fuel, freight, and input costs are putting increasing pressure on the fresh produce supply chain. Read more in the link: f.mtr.cool/glflllutup #Logistics #Agriculture #SupplyChain #FreshProduce










The world’s most critical oil chokepoint is slowing down—and the visuals are raising fresh alarm. Tankers are crawling through Hormuz as tensions remain high. Watch the full video: youtu.be/GlOFxKmEY-4 #StraitOfHormuz #OilMarkets #IranIsraelWar #USIranConflict

The Maritime Industry Authority raised to 40%, from the previous 30%, the maximum allowable increase in passenger fares and #cargo fees that domestic #shipping lines may impose. @DOTrMARINAPH portcalls.com/marina-allows-…

Regarding recent press coverage

As the war in the Middle East hits the one-month mark, it has created mayhem in the already battered humanitarian aid sector, which supports hundreds of millions of the world’s most vulnerable people. wapo.st/4bEhtt5

