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Tritax Big Box REIT’s £1.04 Billion Acquisition Reshapes European Logistics

Tritax Big Box REIT’s £1.04 billion deal with Blackstone marks a major shift in Europe’s logistics landscape, with rising rents, ESG upgrades and new challenges for tenants and supply chain leaders.

Oct 23, 2025

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4 min read

Trump’s Section 232 Truck Tariffs: What They Mean for US Supply Chains

President Trump’s new 25% tariffs on imported trucks and 10% on buses take effect 1 November 2025, reshaping supply chains, pricing, and manufacturing incentives under Section 232.

Oct 23, 2025

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4 min read

China’s Rare Earth Controls and the US–Australia Critical Minerals Alliance

China’s expanded export controls on rare earths are reshaping global supply chains. Goldman Sachs warns of rising costs and production risks, while the new US–Australia Critical Minerals Framework signals a major push to rebuild supply resilience and reduce dependency on Beijing.

Oct 23, 2025

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6 min read

Sourcing Spotlight: Trump 100% tariff threat, Apple's $600 billion investment and India's Energy Policy

This week signals another major shift in global sourcing. President Trump’s Truth Social post hinting at a 100% tariff on Chinese imports - still unconfirmed by the White House - has reignited trade tensions and pushed brands to ship early. At the same time, Apple’s record $600 billion U.S. investment underscores a move toward localisation and tariff resilience, while India’s sweeping electricity reforms aim to stabilise power and attract more manufacturing. Together, these developments show the supply chain is being redrawn once again - around politics, energy, and production sovereignty.

Oct 16, 2025

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6 min read

Apple’s $600 Billion U.S. Manufacturing Expansion: What It Really Means for Supply Chains

Apple’s $600 billion investment marks one of the largest U.S. manufacturing commitments in history, focusing on chips, AI, and component production rather than full iPhone assembly. Discover how this move reshapes America’s tech supply chain, jobs, and tariff strategy under the new trade climate.

Oct 16, 2025

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5 min read

Archive

Tritax Big Box REIT’s £1.04 Billion Acquisition Reshapes European Logistics

Trump’s Section 232 Truck Tariffs: What They Mean for US Supply Chains

China’s Rare Earth Controls and the US–Australia Critical Minerals Alliance

Sourcing Spotlight: Trump 100% tariff threat, Apple's $600 billion investment and India's Energy Policy

Apple’s $600 Billion U.S. Manufacturing Expansion: What It Really Means for Supply Chains

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