Our Scans · Supply Chains · Weekly Summary

• [New] The India Semiconductor Mission's US$ 10 billion investment package attracts compound semiconductor fab investment that will generate domestic sapphire wafer procurement at significant scale attracting more growth. Persistence Market Research
• [New] Broad restrictive measures could risk destabilising global supply chains, affecting not only exporting countries but also retailers, consumers, and price stability in importing markets. The Daily Star
• [New] Resilient supply chains are vital for the AI-Native Telco in a world of constant disruption from geopolitical, economic, or climate events. T Challenge
• [New] The CMA: will promote the diversification of supply chains and support pharmaceutical manufacturing within the EU, while enabling Member States to cooperate more closely to improve access to medicines in Europe. Pharmavibes
• [New] Current low inventory in Europe and Asia underpin the bull case, augmented by lingering geopolitical risk. Middlefield
• [New] Growth in global shipments will be driven by sectors such as logistics, new energy, and semiconductors; while a weak automotive sector has served as a drag on industrial robot growth in the EMEA region. Modern Materials Handling
• [New] Smart factories will feature autonomous supply chain adjustments, where AI systems re-route logistics and adjust production schedules in real-time based on global weather events or geopolitical disruptions. Intellectual Clouds
• [New] Expansion of SEWP Contract Opens Door to More Vendors, Spending, Bloomberg Government Expansion into 56 markets worth $219.8 billion in governmentwide purchases last year could lead to increased significance in federal procurement for a key NASA-managed IT contract. PilieroMazza PLLC
• [New] The first two years of AMP8 (2025-2027) are historically the busiest for framework appointments, as water companies lock in their delivery supply chains. Water Industry Hub
• [New] Physical AI is expected to transform manufacturing, logistics, agriculture, healthcare, and defence over the next decade. igmGuru
• [New] The United States and its allies will need long-range precision fires to reach ships, airfields, logistics hubs and hardened targets across enormous distances, plus surveillance and targeting networks resilient enough to withstand electronic and cyberattacks and pressure on space-based systems. The Washington Times
• [New] Countries that invest in resilience will be better positioned to sustain production, protect competitiveness, preserve investor confidence and seize new opportunities as supply chains are reorganised and global trade corridors continue to shift. Consultancy Europe
• [New] Around 1.2 million electric vehicle batteries could reach the end of their lives in 2030 and 14 million in 2040, and today's supply chains for battery minerals and components are highly concentrated. IEA
• [New] Security is likely to extend beyond software vulnerabilities to include other concerns about model theft, adversarial misuse, and threats to supply chains, and will likely be shaped by the ongoing Pentagon work on AI cybersecurity mandated by last year's National Defense Authorization Act. Fluet
• [New] On supply chains, Europe could support India's solar manufacturing base, which is on track to become second to China but is hampered by missing inputs like ingots and wafers currently dominated by Chinese firms. Carnegie Endowment for International Peace
• The U.S. Energy Information Administration has indicated that the Strait of Hormuz is assumed to remain effectively closed in the near term, with pre-conflict traffic levels not expected to resume until early 2027, leading to significant global inventory draws. tradingkey.com
• Efforts to bolster domestic supply chains for fertilizers, bio-based materials and other critical inputs could reduce reliance on foreign suppliers - a persistent concern for row crop producers navigating volatile global markets. Hoosier Ag Today
• The Morrisville Gigafactory is expected to play a critical role in expanding U.S. battery manufacturing capacity, supporting defence and industrial applications, and strengthening domestic supply chains. AZOM
• Samsung SDI has entered into a conditional procurement agreement to purchase battery cells produced at Forge Nano's Gigafactory starting in 2028. AZOM
• The Silver Institute forecasts a silver shortage of approximately 67 million ounces in 2026, with physical inventory depletion providing medium - to long-term support for silver prices. tradingkey.com
• Climate change can disrupt global supply chains and threaten access to food, water and energy. Singapore Green Plan 2030

Last updated: 08 July 2026