The Procurement Brief
A weekly roundup of the news, trends, and perspectives shaping procurement in capital-intensive industries.
The Procurement Brief — Geopolitics, Physical AI, and the Fragility of Critical Supply Chains
The Iran war hits packaging, NVIDIA signals the rise of 'physical AI' in manufacturing, and cobalt supply chains face system-wide risks.
Read roundupThe Procurement Brief — Hormuz Closes, Section 301 Opens, and Copper Runs Short
Strait of Hormuz disruptions upend LNG and petrochemical supply chains, new Section 301 investigations target 16 economies, and copper deficits deepen.
Read roundupThe Procurement Brief — Cost Exposure Persists, Sourcing Shifts Stall, and Agentic AI Hits the Procurement Mainstream
Section 122 tariffs keep construction costs elevated, sourcing diversification proves harder than expected, and McKinsey maps the agentic AI shift in procurement.
Read roundupThe Procurement Brief — Tariff Whiplash, Transformer Bottlenecks, and the AI Operationalization Gap
IEEPA tariffs struck down and replaced overnight, transformer lead times exceed two years, and CPOs struggle to move AI past pilot stage.
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