HeyJaredLehmacher’s Newsletter
Supply Chain and Logistics: Ecosystem, Management, and Innovation
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- Oct 1, 2026
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- Sep 4, 2026
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AI Will Not Save a Batch‑Mode Supply Chain (opens the original)
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The 2026 State of Logistics report, published by Kearney and the CSCMP, lands at a moment when volatility has graduated from a cyclical blip to a permanent structural reality. Driven by rapid geoeconomic realignments, near-weekly tariff shifts, and maritime chokepoints from the Strait of Hormuz to the Red Sea, the report identifies artificial intelligence as a critical shield. Yet a fundamental friction limits its power: boards are eagerly bolting autonomous software onto legacy enterprise archi
Europe must not confuse battery assembly with industrial strength (opens the original)
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Europe imported about €28bn of batteries in 2024. Nearly €22bn came from China, which supplied more than 85 per cent of the bloc’s battery imports.That is not simply a trade statistic. It raises a strategic question for Europe’s energy transition: is it building a battery industry, or assembling products whose technology, inputs and prices are controlled elsewhere?<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!rkAh!,f_auto,q_auto:good,fl_progressive:st
Resilience Is Built at the Choke Point (opens the original)
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Supply chains fail visibly at choke points, but they break invisibly long before. Catastrophic disruptions surface in a narrow strait, at a jammed port gate, or along a stalled rail corridor only after years of accumulated weakness in planning, capacity, data standards, and governance upstream.<div class="image2-inset
The Robot Count Is Not What Matters (opens the original)
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Warehouse automation will widen the gap between logistics operators only if it makes reliable delivery cheaper. Otherwise, it may simply add cost and new points of failure.Warehouses are buying robots fast. In 2024, 102,900 professional service robots for transport and logistics were sold worldwide, 14% more than a year earlier. The sector accounted for more than half of professional service-robot sales.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!-i
Innovation’s Real Test Is Use (opens the original)
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Novel technology offers no advantage until people can use it to achieve better results.A prototype is not necessarily an innovation. Neither is a pilot.The OECD defines a business innovation as a new or improved product or process that differs significantly from what preceded it and is introduced to the market or brought into use. The executive test of an innovation is therefore what result will this improve, and what will make people use it?Technology Needs a SystemTechnology creates value thro
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