The Procurement Brief
A weekly roundup of the news, trends, and perspectives shaping procurement in capital-intensive industries.
The Procurement Brief — Polysilicon Section 232 Tariffs, $100B Tariff Refund Scrutiny, Mineral Grants, and AI ROI
Section 232 duties set for polysilicon, Senate investigates $100B tariff refunds, DOE launches $100M PROSPECT program, and Gartner surveys supply chain AI ROI.
Read roundupThe Procurement Brief — Tariff Litigation, 1 GW Storage Solicitations, EPC Frameworks, and Grid Lead Times
25 states challenge Section 301 forced labor tariffs, Massachusetts issues 1 GW BESS RFP, L&T signs 6-year Oman EPC deal, and transformer standards raise lead times.
Read roundupThe Procurement Brief — Section 301 Forced Labor Duties, EO 14415 Diligence, Sodium-Ion BESS, and Solar EPC Awards
U.S. enacts 10-12.5% forced labor tariffs, Executive Order 14415 mandates defense supply chain mapping, CATL signs 2 GWh sodium BESS deal, and Waaree wins 800 MWac solar award.
Read roundupThe Procurement Brief — Brazil Tariffs, Supply Chain M&A, Critical Mineral Policy, and Network Turbulence
USTR finalizes Section 301 tariffs on Brazil, Bain Capital buys SupplyOn, IMF models rare earth subsidies, and Gartner highlights chronic network turbulence.
Read roundupThe Procurement Brief — Sourcing Strategy, Domestication Billions, Freight Shocks, and Autonomous Tech
Proxima report on resilience gaps, Hackett's AI scaling trends, Micron's $3B supply chain deal, Duke's $1B local spend, oil shocks, and autonomous procurement.
Read roundupThe Procurement Brief — USMCA Restructuring, Power & LNG Megaprojects, and Storage Milestones
USMCA enters annual reviews, CMA CGM buys FedEx Supply Chain, Aecon wins a $1.7B power project, Texas LNG issues LNTP, and BESS hits record deployments.
Read roundupThe Procurement Brief — Restructuring, Maritime Surcharges, BESS Megaprojects, and Supply Chain Consolidation
Kraft Heinz merges procurement and supply chain, Strait of Hormuz conflict raises shipping rates, Envision supplies 660MWh BESS, and Nextpower acquires Zimmermann.
Read roundupThe Procurement Brief — CAPE Phase 2, BESS Grid Aging, and the S2P Agentic Shift
CBP prepares the CAPE Phase 2 refund launch, studies reveal 3.5x BESS transformer degradation, and S2P suites introduce agentic AI tools.
Read roundupThe Procurement Brief — Section 122 Stays, Coral Norte FLNG, and the Agentic AI Shift
Federal Circuit stays the Section 122 tariff ruling, Technip wins a €1B FLNG contract, and BCG urges a transition to agentic AI in supply chains.
Read roundupThe Procurement Brief — Tariff Adjustments, Refund Appeals, and the AI Evaluation Gap
President Trump signs Section 232 tariff reductions, the DOJ appeals CIT universal refunds, and Starbucks discontinues its AI inventory system.
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