23 June 2025 | 5:00AM EDT Americas Transportation: US Tariff Impact Tracker - High Frequency Trends Potentially Reveal Ebbing in China Surge US Tariff Impact Tracker – The directional uptick in inbound traffic from China to the US ebbed last week and in fact showed slight sequential downticks of -7% for vessels and -4% for TEU's, perhaps indicative that the China surge may be somewhat abbreviated or have less depth than some may have previously thought. That said, based on other data it is possible another ...

AI通过大数据分析为电商企业提供了精准的需求预测。通过对消费者购买习惯、历史订单数据、季节 性变化等各类信息的深度挖掘，AI能够预测出未来一段时间内的产品需求。这使得电商平台能够提前 做好商品采购、仓储及配送的安排，从而避免了商品缺货或积压现象的发生。比如，当某款热销商品即 将进入购买高峰期时，AI能够及时提醒企业调整库存，避免因库存不足而导致的销售损失。 随着电子商务的飞速发展，如何高效管理供应链、降低成本、提升消费者的购物体验，成为了众多电商 企业的关注重点。而在这一过程中，物流配送作为供应链中至关重要的一环，直接影响到整个电商系统 的效率和用户满意度。随着技术的不断进步，人工智能（AI）逐渐在电商供应链中扮演了至关重要的 角色，尤其是在物流配送环节的优化上，AI的应用已成为不可忽视的力量。 AI还能够优化库存管理，降低企业运营成本。传统的库存管理方式往往依赖人工经验和估算，效率较 低且容易出现误差。而AI通过实时跟踪商品的库存状况、销售动态等数据，能够实现智能化的库存调 配。比如，AI系统可以根据仓储中心的库存情况，自动判断哪些商品需要补货，哪些商品需要清仓， 以最大程度地减少库存积压和过期商品的损失。 ...

Guangzhou, China, June 23, 2025 (GLOBE NEWSWIRE) -- The "2025 International Supply Chain Conference of Chinese Cuisine," hosted by Wuhan Liangzhilong Food Inc., officially opened at Zone D of the Canton Fair Complex in Guangzhou. The event brought together representatives from 17 industry associations, over 100 supply chain platforms, and leading chain restaurant enterprises to explore how businesses can leverage localization, standardization, and digitalization strategies to break into international market ...

Ivanhoe Electric (IE) Update / Briefing June 23, 2025 10:00 AM ET Speaker0 Good morning, and welcome to Ivanhoe Electric's webcast call on the preliminary feasibility study for the Santa Cruz copper project. Today's call is taking place on Monday, 06/23/2025. The presentation portion of this call will be in listen only mode. Following the remarks, analysts will be invited to ask questions using the raise hand function. I'll now turn the call over to Mike Patterson, Vice President of Investor Relations and B ...

Core Insights - Greenbrier has appointed Steve Bobb and Jeffrey Songer to its Board, both bringing extensive experience from the rail industry, which will enhance the company's strategic initiatives and operational efficiencies [1][7][12] Group 1: Steve Bobb's Background - Bobb has 36 years of experience at BNSF Railway, including roles in strategic commercial and operational leadership [1] - He served as Executive Vice President and Chief Marketing Officer from 2013 to 2024, overseeing sales, marketing, customer service, and economic development [2] - His previous roles include Group VP Coal and General Manager of Division Operations, focusing on safe and efficient freight train movement and customer satisfaction [3][4] - Bobb holds two B.S. degrees in animal and plant science and has pursued graduate studies in agricultural economics [5] Group 2: Jeffrey Songer's Background - Songer has 30 years of expertise in operations, engineering, and finance, with 18 years in leadership roles at Kansas City Southern [7] - He played a key role in the $31 billion merger that created Canadian Pacific Kansas City, serving as EVP of Strategic Merger and Planning [8] - His experience includes managing operations across the U.S. and Mexico, with a focus on international labor management and risk management [9] - Songer holds a bachelor's degree in architectural engineering and a master's degree in business administration [11] Group 3: Strategic Implications for Greenbrier - Bobb's extensive rail industry experience will support Greenbrier's customer experience model and strategic planning [6] - Songer's insights into U.S.-Mexico relations and supply chain integration will be crucial for enhancing profitability and streamlining business structures [12] - Greenbrier is a leading international supplier of equipment and services to global freight transportation markets, with a significant presence in railcar manufacturing and leasing [13]

Core Viewpoint - Leading Edge Materials Corp. is positioning itself as a significant player in the European critical raw materials (CRM) sector, focusing on heavy rare earth elements (HREEs) and natural graphite amidst increasing geopolitical uncertainties and supply chain challenges [2][3][4]. Group 1: Industry Context - The G7 Critical Minerals Action Plan emphasizes the need for diversifying the production and supply of critical minerals, encouraging investments, and promoting innovation to protect economic and national security [3]. - Geopolitical tensions and reliance on China for HREE imports highlight the urgency for Europe to establish a secure and independent supply chain for critical minerals [12][13]. Group 2: Company Developments - Leading Edge Materials is advancing its Norra Kärr project, a globally significant source of HREEs, with production expected to start within 3-4 years [5]. - The company has received ownership and operational permits for the Avram Iancu mine in Romania, enhancing its operational autonomy and recognition of its investments in the region [6][7]. - The application for a new 25-year mining lease in Sweden is under consultation, with the company addressing feedback from County Administrative Boards regarding environmental impact assessments [9][10]. Group 3: Environmental and Community Engagement - The company is committed to sustainable mining practices, reducing the land area of its new application by 65% compared to the previous one, and ensuring chemical processing occurs off-site to mitigate pollution risks [13][14]. - Social acceptance and transparency towards the local community are prioritized in the development of the Norra Kärr project [13]. Group 4: Future Prospects - Pre-feasibility studies for Norra Kärr are underway, with promising results from testwork on mineralogy and chemical composition expected to inform market strategies [16]. - The Woxna Graphite mine is being evaluated for a potential restart, with ongoing tests aimed at optimizing graphite production [17][18]. - Exploration at the Bihor Sud project is progressing, with a focus on defining a large-scale, mineable mineral resource, particularly in promising areas for zinc-lead-copper-silver mineralization [19][20].

CITI'S TAKE We update our high-frequency trackers of Chinese exports up to Jun 18th . Direct shipments to the US seemed to have found a tentative trough in the past week. We remain cautious on the outlook for China-US exports, with the usual peak season ahead of us. Overall cargo throughput data was more mixed, likely a result of weather events. Transshipment via ASEAN could be experiencing a temporary retreat as flagged earlier. A tentative trough for shipments to the US — Containership departure for the U ...

Alex Irving, CFA +44 207 676 7044 alex.irving@bernsteinsg.com For the exclusive use of JATIN CHAWLA at TVF CAPITAL ADVISORS PTE LTD on 19-Jun-2025 19 June 2025 Global Logistics Supply Chain Pulse Check: The pull forward David Vernon +1 917 344 8333 david.vernon@bernsteinsg.com Antoine Madre +33 1 58 98 74 52 antoine.madre@bernsteinsg.com Justine Weiss +1 917 344 8433 justine.weiss@bernsteinsg.com The trade policy landscape is marked by significant instability: agreements close to being signed but all of a s ...

Let's talk about another economic side of the story and that is risk that is insurance because insurers everywhere are no doubt trying to figure out how to price in risk that exists and risk that may exist or may not in 3 6 12 months. Contessa Bur covers insurers here for us at CNBC and joins us now with this side of the story. So, Brian Morgan, what I heard from the head of aviation and marine for Lloyd's Market Association told me that ships already are notifying their insurers of their planned transit th ...

Core Viewpoint - MP Materials is significantly impacted by the current trade conflict and the strategic importance of securing rare earth materials for the U.S., as evidenced by a 21.8% increase in its share price recently [1] Group 1: Company Overview - MP Materials is described as "America's rare earth magnetics champion" and is the only fully integrated rare earth producer in the U.S. [2] - The company has a major customer, Shenghe Resources, which is a majority-owned subsidiary of China's Shenghe Resources Holding Company, indicating a complicated trading position [2] Group 2: Trade Conflict Impact - In mid-April, MP Materials ceased shipments of rare earth concentrate to China due to tariffs and alignment issues with America's national interest, marking a near-term negative for the company [3] - The trade conflict presents challenges for MP Materials, but it also highlights the urgency for the U.S. to develop its own rare earth supply chain [4] Group 3: Long-term Growth Opportunities - Management emphasizes that the real growth opportunity for MP Materials lies in contributing to the development of a domestic rare earth supply chain in the U.S. [4] - Speculation about potential government funding for the company could positively influence its stock performance, as seen in recent trading activity [6]