#Supply Chain
Total 156 articles
A Super Micro co-founder is accused of smuggling $2.5 billion in Nvidia AI chips to China using fake servers and forged documents. SMCI stock fell 25%. Here's what it means for export controls and the AI supply chain.
POSCO International is building a rare earth supply chain spanning Southeast Asia and the US. Here's why this quiet industrial move carries enormous geopolitical weight.
US imports of Chinese rare earth permanent magnets fell 22.5% in early 2026 — a seventh straight monthly decline — while EU shipments surged 28.4%. What's driving the split, and who's exposed?
PRISM by Liabooks
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The US Development Finance Corporation is exploring war-risk insurance for vessels in contested waters. It sounds technical—but it's really about trade costs, inflation, and geopolitical leverage.
Zimbabwe abruptly halted raw lithium exports, joining a wave of African resource nationalism that's rattling Chinese supply chains and reshaping global battery markets.
Indonesia's pesticide prices are set to jump 20-30% as Iran war disrupts raw material supply chains. Experts warn of cascading food inflation across Asia and beyond.
The de facto closure of the Strait of Hormuz is threatening helium and LNG supplies to South Korea and Taiwan, putting semiconductor production lines at risk. Here's what's at stake.
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The U.S.-Iran war is strangling shipments through the Strait of Hormuz. Asian executives warn the fallout—petrochemicals, chips, shipping—is only beginning.
Gulf shipping disruptions are throttling global sulphur flows — a raw material so embedded in modern industry that its shortage ripples through fertilizers, semiconductors, and steel.
The Iran war has exposed Taiwan's deep dependence on Middle Eastern energy — and the island makes most of the world's advanced chips. Here's what's at stake for global supply chains.
Nippon Steel is raising steel sheet prices 10% from May shipments—its first hike in two years. What's driving it, who wins, who loses, and what it means for global supply chains.
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The US is embedding economic power into its security architecture, forcing companies to rethink supply chains not as logistics problems but as geopolitical declarations.
