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Supply ChainFree Access

The Lithium Bottleneck: How Three Processors Now Control the Battery Supply for Half of North American EV Assembly

Margaret Osei-Bonsu

Senior Industrial Correspondent

Feb 26, 2026

24 min read

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Regulatory

The Waiver Nobody Reported: EPA's Quiet Carve-Out for Midwest Steel Mills

Dmitri Volkov

Policy & Regulatory Editor

Feb 22, 2026

18 min read

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Commodities

Soy Forward Contracts Signal a Harvest Shortfall the USDA Numbers Don't Show

Adaeze Nwosu

Commodities Desk

Feb 19, 2026

14 min read

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Logistics

Port of Long Beach Dwell Times Creep Back Toward 2021 Highs

Hector Ramirez-Vega

Logistics Correspondent

Feb 24, 2026

9 min read

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Trade Policy

Section 232 Revisited: The Steel Tariff Language Lobbyists Are Watching This Quarter

Priya Krishnamurthy

Washington Bureau

Feb 21, 2026

11 min read

Live DispatchesFeb 26, 2026 · 05:16 EST
BREAKINGNippon Steel walks back acquisition bid amid renewed CFIUS scrutiny
MARKETSCopper futures surge 3.2% on Chilean mine strike entering day 11
POLICYSenate Finance Committee advances revised Section 301 tariff language
LOGISTICSBNSF rail network reports 14% capacity reduction across Midwest corridors
ENERGYLNG spot prices at Rotterdam hit 18-month high following Norway field shutdown
MANUFACTURINGThree Tier-1 auto suppliers file for Chapter 11 in 30-day span
TRADEMexico overtakes China as top US goods supplier for fifth consecutive month
REGULATORYOSHA proposes new silica exposure limits affecting 2.3M workers
BREAKINGNippon Steel walks back acquisition bid amid renewed CFIUS scrutiny
MARKETSCopper futures surge 3.2% on Chilean mine strike entering day 11
POLICYSenate Finance Committee advances revised Section 301 tariff language
LOGISTICSBNSF rail network reports 14% capacity reduction across Midwest corridors
ENERGYLNG spot prices at Rotterdam hit 18-month high following Norway field shutdown
MANUFACTURINGThree Tier-1 auto suppliers file for Chapter 11 in 30-day span
TRADEMexico overtakes China as top US goods supplier for fifth consecutive month
REGULATORYOSHA proposes new silica exposure limits affecting 2.3M workers
From the Archive

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Market Report·Q4 2025

The Great Nearshoring Recount: Where Manufacturing Actually Moved

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Investigation·Nov 2025

The Invisible Middlemen: Commodity Brokers Who Moved $40B Without a Single Audit

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Policy Brief·Oct 2025

CHIPS Act Implementation: The Semiconductor Facilities That Got Funded and the Ones That Didn't

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Deep Dive·Sep 2025

Cold Storage Collapse: The Infrastructure Gap Threatening the Pharmaceutical Supply Chain

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