Here's the latest. President Trump signaling Canada, India and Mexico could get hit with a fresh round of levies. With the Supreme Court expected to rule on his sweeping global tariffs before the end of the year, Jean Scirocco, executive director of the Port of Los Angeles, writing If there is less tariff and trade uncertainty that will stabilize the supply chain, we're all waiting on the Supreme Court ruling on tariffs.Jean Scirocco joins us here in New York. Wonderful to see you. I do want to start on jus ...

PepsiCo plans to review its North American supply chain as one of a number of steps it is taking to wrap up negotiations with activist Elliott, people familiar with the matter said https://t.co/VwRCJsLwR2 ...

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Global trade is going onchain.@blockticity and ASTM have introduced a new global trade standard to quickly verify tracking and authenticity of global supply chain, ASTM D8558.Powered by Avalanche🧵: https://t.co/GLeOAXLXDE ...

Boeing completed its complex acquisition of struggling US aerospace supplier Spirit AeroSystems, taking back a key part of its supply chain as it works to restore quality standards https://t.co/sLXO9riOUF ...

Our next guest is going to share his view on tariffs, supply chain, small business, and much more. Want to welcome Port of Los Angeles executive director Jean Seroka. Gan, thanks for being here this morning.I I know it's been a bit of a crazy year. I think you yourself have called this a roller coaster year because of the tariffs and other impacts. What's that meant in terms of shipping coming into this country.>> Good morning, Becky. It's been unbelievable. And a roller coaster is probably the right descri ...

Core Insights - The article highlights that most companies typically expand by entering adjacent markets, but SMX (NASDAQ:SMX) has not followed this conventional strategy [1] Company Summary - SMX has demonstrated a unique growth strategy that does not rely on the traditional playbook of drifting into adjacent markets [1]

Eastman Chemical Company (NYSE:EMN) 2025 Conference Summary Industry and Company Overview - **Company**: Eastman Chemical Company - **Industry**: Specialty Chemicals, Advanced Materials, Additives, Functional Products Key Points and Arguments Demand Environment - Demand is currently lighter than expected, particularly in Chemical Intermediates, with North American demand deteriorating due to commodity price pressures and prolonged turnaround times for large crackers [3][4][5] - Advanced Materials and Additives & Functional Products are expected to maintain earnings in line with previous forecasts despite overall lighter demand [3][4] Financial Performance - The company anticipates earnings for Q4 to be slightly below the previously communicated range of $0.75 to $1, primarily due to challenges in the Chemical Intermediates segment [5][6] - Cash flow is projected to approach $1 billion for 2025, supported by inventory management actions taken in Q3 [5][6] Inventory Management - Customers have not significantly built inventory, leading to a cautious approach in managing supply chains [7][8] - The company has made strategic decisions to manage inventory levels effectively, particularly in the fibers and specialty plastics businesses [8][9] Market Segments - Approximately 50% of Eastman's exposure is to discretionary markets, which typically yield higher margins [12] - The automotive sector is a significant focus, with Eastman positioned to benefit from higher-end automotive products due to increased glass usage and technology integration [15][17] Cost Management and Capital Expenditure - Eastman is on track to achieve $75 million in cost reductions for 2025 and an additional $100 million in 2026, focusing on operational efficiencies across the company [25][46] - Capital expenditures are expected to stabilize around $400 million, with potential increases if new projects are initiated [44][45] Future Outlook - The company is optimistic about growth in the packaging sector, particularly in 2026, driven by mechanical recycling and innovative product offerings [22][39] - Eastman is strategically positioned to leverage its investments in digital technologies and supply chain transparency to enhance operational efficiency [9][10] Challenges and Risks - The company faces challenges from consumer demand fluctuations, particularly in discretionary segments, which may impact growth trajectories [38][40] - Ongoing macroeconomic uncertainties, including interest rates and consumer affordability, could influence market conditions and demand recovery [18][20] Strategic Initiatives - Eastman is focusing on enhancing its circular economy initiatives, including the development of a methanolysis facility to support recycled content in packaging [32][33] - The company is committed to maintaining strong partnerships with customers to navigate current market challenges and capitalize on future growth opportunities [38][40] Additional Important Insights - The company has seen a shift in customer behavior, with a focus on maintaining existing relationships rather than expanding new product introductions in a challenging consumer environment [38] - Eastman is actively managing its supply chain to mitigate tariff impacts and enhance operational efficiency, particularly in its textiles and fibers businesses [26][28][27] This summary encapsulates the key insights from the Eastman Chemical Company conference, highlighting the current state of the company, its market segments, financial performance, and strategic initiatives moving forward.

The EU is set to unveil its grand plan to secure supplies of critical raw materials as it seeks to dilute dependence on China. https://t.co/ifrfvnFf8v ...

Chinese export controls are forcing European companies to rethink how they operate and piling on extra costs https://t.co/tMyTOnUy70 ...