Archive / Supply Chain
Supply Chain
Mines, docks, dual-sourcing, and the politics of the bill of materials.
October 2026
News · Supply Chain
Resideo and Honeywell plan to close their neighbouring Motherwell factories, with 207 jobs at risk
Resideo is moving its heating-controls production from Newhouse in Lanarkshire to its plants in Brno and Nagykanizsa. Honeywell proposes to move work from the site next door to other Honeywell sites, including Poole. A Bosch site in Suffolk is going the same way.
The Industrial Brief · 21 Oct 2026 · 4 min
News · Supply Chain
Stellantis starts building Leapmotor's B10 in Zaragoza, with more than 40% of its components made locally
The Chinese brand's first car built in Spain came off a dedicated line at Figueruelas on Friday. Chassis come from a new plant in Borja and battery modules from Mallén, and a second model, the B05, joins the line in early 2027.
The Industrial Brief · 19 Oct 2026 · 4 min
News · Supply Chain
Leapmotor starts building cars in Spain
New car programmes in Zaragoza and South Carolina are pulling suppliers into new lines, while US vehicle output fell in September. An Essex maker of low-volume car parts broke ground on a new factory, Plasser & Theurer made the largest investment in its history, in Linz, and Babcock and BAE set up a route for apprentices they can't take on.
The Industrial Brief · 19 Oct 2026 · 7 min
News · Supply Chain
ACC passes five million battery cells in France as Stellantis prepares to pause two plants over a long-range battery shortage
The Stellantis–Mercedes–Saft joint venture says September module output nearly matched all of 2025, while Rennes and Sochaux pause in late October because demand for ACC's high-range batteries still outruns supply.
The Industrial Brief · 14 Oct 2026 · 5 min
News · Supply Chain
Porsche will cut a fifth of its model variants and wants parts for new cars to cost about 10% less than planned
The sports car maker's plan to 2035 also shrinks its workforce by a quarter and aims to break even below 200,000 cars a year. For suppliers it means fewer part numbers, longer runs on each and more parts shared with Audi.
The Industrial Brief · 8 Oct 2026 · 6 min
News · Supply Chain
Anduril will build a $3.7bn submarine parts yard in Baltimore, starting with torpedo tubes
The Navy contract that comes with it, worth up to $2.9bn, pays on what the yard actually produces. The Maryland site is due to open in 2030, and a California plant will make the first parts before then.
The Industrial Brief · 7 Oct 2026 · 5 min
News · Supply Chain
Boeing gets a $14.7bn order to triple Patriot missile seeker output in Alabama
The award from Lockheed Martin turns a framework signed in April into a seven-year contract for the seekers that guide PAC-3 MSE interceptors. The price is not yet final, and the work stays in Huntsville.
The Industrial Brief · 6 Oct 2026 · 5 min
News · Supply Chain
UK factories waited longer for supplies in September
Delivery times stretched at the fastest rate since June and costs rose again. Elsewhere this week: a Rotherham melt shop gets ready to restart, BioNTech and Westlake will shut German plants, and Bayer picks Ohio for a $2.2bn medicines site.
The Industrial Brief · 3 Oct 2026 · 5 min
News · Supply Chain
US factories paid more for metal in September
The ISM index barely moved, at 54.5. The prices index jumped to 77.9. The buyers who filled in the survey blamed steel, aluminum and tariffs, including new ones on Canada.
The Industrial Brief · 2 Oct 2026 · 6 min
September 2026
News · Supply Chain
CoWoS is still sold out
Through mid-September TSMC’s advanced packaging was quoted with a year-long lead. The wafer is not the constraint. The stack is.
The Industrial Brief · 22 Sept 2026 · 3 min
In depth · Supply Chain
A second region now means a second set of tools
A second qualified plant means a second set of tools, a second quality file and a slower payback. A contract manufacturer in another country is not that plant.
The Industrial Brief · 4 Sept 2026 · 8 min