#Supply Chain

US business inventories fell unexpectedly in January. Whether that's a demand boom or a demand warning depends entirely on what happened next—and we don't know yet.

Intel repurchases its 49% stake in Ireland's Fab 34 for $14.2B — $3B more than it sold for in 2024. The CPU renaissance driving AI agentic workloads is the real story behind the deal.

As the Strait of Hormuz closure traps 1,900 vessels, abandoned seafarers reveal a structural flaw at the heart of global trade—no single authority is responsible when things go wrong.

Iran's prolonged conflict is squeezing South Korea's supply chains—from naphtha shortages hitting plastics to helium fears rattling chipmakers. Here's what it means beyond the fuel pump.

Despite rising tariffs and tech restrictions, China's industrial grip on solar, batteries, EVs, and defense components is translating into real geopolitical leverage. Here's what that means for investors and policymakers.

Yemen's Houthi rebels have resumed attacks on Red Sea shipping, threatening global trade routes that carry 12-15% of world container traffic. Here's what it means for prices, supply chains, and geopolitics.

Yemen's Houthis fired another missile at Israel and warned other nations they're next. What this means for global shipping, energy markets, and the cost of everything.

Sony halted orders for most of its CFexpress and SD card lineup on March 27, 2026 — the same day it raised PS5 prices. What does this mean for photographers, consumers, and Sony's broader strategy?

As the US-Israel conflict with Iran disrupts Qatar's helium supply, prices have doubled and hospitals fear MRI shortages. Here's why helium is uniquely hard to replace.

The Israeli-U.S. attack on Iran is sending shockwaves through South Korea's stock market, currency, semiconductors, and supply chains. Here's why geography no longer insulates any economy.

Taiwan is positioning itself as a China-free drone supply chain hub. The logic is compelling. But scale, politics, and timing may prove harder to overcome than geopolitics.

The FCC has banned new foreign-made consumer routers, citing cyberattacks linked to China. Every major brand is affected. Here's what it means for your home, your wallet, and the future of internet hardware.