Manufacturing External report
Northrop Grumman, Air Force start on $4.5B facility expansion
With cash from the One Big Beautiful Bill, the California build will add more than 1 million square feet to produce B-21 Raider machines.
Reporting and analysis
Industrial markets, manufacturing and procurement reporting.
Journal
Latest reporting
Latest reporting
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Supply Chain External report
Bot Auto taps Lenovo, Nvidia, pegs autonomy hardware at $50,000
Bot Auto will put Lenovo’s AD1 domain controller in its driverless Class 8 trucks starting in Q1 2027, part of a push toward 1 billion autonomous miles by …
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Manufacturing External report
17 Years with China: What Really Makes a Partnership Work
Honya Europe's Robert Tarantowicz shares 17 years of lessons on PCB sourcing in China, quality, trust, and risk management.
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Supply Chain External report
France Seizes Another ‘Shadow Fleet’ Tanker; Russia Decries ‘Piracy’
France's military was taking a tanker suspected to be part of Russia's "shadow fleet" skirting Western sanctions to Reunion island on Tuesday in what Moscow called another act …
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Supply Chain External report
South Korean President Hails Arctic Container Shipping Trial, but Commercial and Sanctions Questions Remain
South Korean President Lee Jae Myung welcomed the PanStar Acro and its crew home on Tuesday after the container ship completed the country’s first round-trip commercial trial through …
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Supply Chain External report
Bulgaria Points to Russia as Drones Hit More Cargo Ships
Bulgaria summoned Russia’s ambassador to Sofia after two ships were hit off the country’s coast, as concerns mount over the security of Black Sea shipping.
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Supply Chain External report
Taylor Farms halts central Mexico sourcing after Cyclospora outbreak
The company will no longer harvest and process lettuce from the region between May and August, a period the CDC deems the cyclosporiasis season.
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Supply Chain External report
Netradyne expands AI Agent lineup for fleet safety teams
Netradyne is expanding the agent ecosystem behind Netradyne Intelligence, adding ready-made agents, a custom agent builder and conversational answers drawn from live fleet data
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Corporate & Deals External report
How America’s dying coal industry found a lifeline in Trump’s White House
A CEO plays golf with Trump’s son as an industry once shut out of Washington turns access into policy
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Manufacturing External report
Europe’s Advanced Packaging Gap: Fraunhofer, Swissbit Target the Missing Middle
Low-volume production sits between research and mass manufacturing. Europe needs an industrial model to fill the gap.
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Corporate & Deals External report
Investors brave US Treasury rout to lock in highest yields in decades
Government bond funds are attracting record inflows as borrowing costs hit their highest level in decades
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Markets Observed
The 10y-2y Treasury spread declines 4.5% in the latest reading
the 10y-2y Treasury spread was fell 4.5 percent to 0.42% in October 9 to 13, 2026, from 0.44%. Source: FRED.
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Supply Chain External report
Matson Christens First Aloha Class Containership at Hanwha Philly Shipyard
Matson has christened the first of three new Jones Act containerships at Hanwha Philly Shipyard, marking another milestone in the carrier’s $1 billion fleet renewal program as the …
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Supply Chain External report
Moxie Media to Launch Moxie Connect 2026 Event Alongside the International WorkBoat Show
Moxie Media will host its first dedicated user event, Moxie Connect: User Conference 2026, a complimentary event open to all maritime professionals, on Wednesday, December 2, at the …
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Supply Chain External report
ABS, U.S. Energy Department Team Up on Nuclear-Powered Ships
The American Bureau of Shipping (ABS) and the U.S. Department of Energy (DOE) have signed an agreement to advance the use of nuclear power in commercial shipping, including …
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Supply Chain External report
Mexico trucker shortages, visa restrictions squeeze cross-border capacity
Trucking capacity along the Mexican and Canadian borders remains constrained as higher operating costs and driver issues limit carrier availability.
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Supply Chain External report
State loan to aid Louisiana port’s new rail connection
Louisiana will close a funding gap and provide $1 million for a new port rail line.
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Manufacturing External report
Applied Materials Bets $5B on a New Model for Chip Innovation
Applied Materials’ $5 billion EPIC Center brings chipmakers, equipment suppliers, and researchers together to accelerate semiconductor R&D and commercialization.
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Manufacturing External report
Embedded Graphics on an MCU – Without an Accelerator
Join this webinar and learn how to add LCD graphics to MCU projects without a display controller, accelerator, or external DRAM.
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Supply Chain External report
1 million boxes set new Los Angeles port record
The Port of Los Angeles handled record container volumes in September, marking the busiest month in its 118-year history
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Materials External report
SBTi approves Cascades’ new emissions targets
The Quebec-based paper and packaging company says it’s on track for the scope 1, 2 and 3 emissions reductions pegged to 2035.
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Materials External report
Amid push for recycled fiber packaging, virgin demand remains strong
Customer requests for recycled fiber are growing, but virgin still plays an important role. “Without sourced virgin fiber coming into the system, at some point all of the …
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Supply Chain External report
Freight Fraud Awareness Day returns as strategic cargo theft reshapes trucking
Industry advocates want victims sharing what happened as sophisticated schemes expose new vulnerabilities across the supply chain.
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Supply Chain External report
Walmart opens ‘next gen’ California facility to boost West Coast fulfillment
The 900,000-square-foot site is equipped with an automated storage and retrieval system to help increase order capacity to enable faster shipping.
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Supply Chain External report
The Hidden Business Risk Inside Fleet Compliance
As fleets scale across jurisdictions, vehicle compliance is ultimately about whether assets are legally available to operate, not whether the paperwork gets filed correctly. J. J. Keller’s Stephanie …