Supply Chain DivePolicy & Trade
Trump adjusts tariffs for steel, aluminum, copper
The Trump administration has adjusted tariff rates on steel, aluminum, and copper, maintaining a 50% levy on goods made entirely of those metals while reducing the rate to 25% for certain derivative goods, effective April 6. The policy distinguishes between primary metal products and downstream manufactured components that incorporate these materials. The change affects a broad range of industrial inputs across multiple manufacturing sectors.
Manufacturing DivePolicy & Trade
Boeing, Lockheed Martin, BAE, Honeywell Aerospace ink deals with Defense Department
Boeing, Lockheed Martin, BAE Systems, and Honeywell Aerospace have signed contracts with the U.S. Department of Defense to increase weapons production capacity. The agreements follow a March meeting between major defense contractors and President Trump, with the ramp-up tied to U.S.-Israel military operations against Iran. Specific contract values and production targets have not been fully disclosed.
Chemical EngineeringSupply Chain
Protected: Inflationary pressures push 2025 CEPCI annual average higher than 2024
The Chemical Engineering Plant Cost Index (CEPCI) annual average for 2025 has risen above the 2024 figure, driven by sustained inflationary pressures. The CEPCI is a widely used benchmark for estimating capital costs of chemical process plants and industrial facilities. The full data remains behind a paywall, but the headline confirms continued upward cost pressure on industrial capital projects.
Supply Chain DiveSupply Chain
Williams-Sonoma isn’t planning for tariff refunds anytime soon
Williams-Sonoma has explicitly excluded any potential tariff refunds or rollbacks from its 2026 financial projections, according to executives speaking on a recent earnings call. The home goods retailer is treating current tariff levels as a fixed cost variable rather than a temporary condition. This signals the company is building its sourcing, pricing, and operational strategies around the assumption that elevated duties will persist.
Canadian ManufacturingM&A
Norea Capital announces stake in Global Tardif
Norea Capital has announced an equity stake in Global Tardif, a Quebec City-area manufacturer specializing in standard and custom-designed elevator production. The investment represents a private capital infusion into a niche vertical transportation manufacturer operating in the Canadian market. Financial terms of the transaction were not disclosed.
Canadian ManufacturingWorkforce
Canada’s labour market is ‘static’ after U.S. tariffs, population shift
Canada's manufacturing sector has shed 51,800 jobs over the past 12 months, leading all industries in employment losses. The decline is attributed to a combination of U.S. tariffs targeting steel, aluminum, and automotive products, along with broader population and labour market shifts. The overall Canadian labour market is characterized as static, with manufacturing bearing a disproportionate share of the contraction.
Canadian ManufacturingWorkforce
Unifor raises concerns about Stellantis’ potential plans for Brampton plant
Unifor, Canada's largest private-sector union, has raised serious concerns over Stellantis' reported plans to convert the idled Brampton Assembly Plant into a knock-down kit (CKD/SKD) assembly operation, potentially in partnership with a third party first identified by Bloomberg. The Brampton plant, which previously built Chrysler 300, Dodge Charger, and Dodge Challenger vehicles, has been idle since production ended in late 2024. A knock-down kit model would involve assembling vehicles from pre-manufactured component sets rather than full in-house manufacturing.
Canadian ManufacturingSupply Chain
SEMI projects growth in global 300mm fab equipment spending for 2026 and 2027
SEMI is projecting growth in global 300mm fab equipment spending for 2026 and 2027, with investment expected to remain geographically distributed across major semiconductor manufacturing regions through 2029. The 300mm wafer format represents the current standard for high-volume logic and memory chip production, making fab equipment spending in this segment a direct indicator of capacity expansion plans across the industry.
Manufacturing DiveM&A
Intel to pay $14.2B for Apollo’s stake in Ireland chip factory
Intel is repurchasing Apollo Global Management's 49% equity stake in its Fab 34 semiconductor facility in Leixlip, Ireland for $14.2 billion. The transaction reverses a sale-leaseback-style joint venture Intel entered roughly two years ago when the company needed liquidity to fund its aggressive capital expansion program. Regaining full ownership consolidates Intel's control over one of Europe's most advanced chip manufacturing sites, which produces Intel 4 process node wafers.
Engineering.comTechnology
IBM and Arm collaborate on enterprise AI hardware
IBM and Arm are collaborating on enterprise AI hardware targeting dual-architecture systems, software virtualization, and data-intensive mission-critical workloads. The partnership combines IBM's enterprise compute infrastructure with Arm's processor architecture, aiming to expand AI deployment options for large-scale industrial and enterprise environments. The collaboration addresses growing demand for flexible, high-throughput AI inference and processing at the infrastructure level.
Chemical EngineeringSupply Chain
Linde Engineering selected for NH3 Clean Energy ammonia project
NH3 Clean Energy Ltd. has contracted Linde Engineering to perform Front End Engineering and Design (FEED) for the WAH2 clean ammonia production project in Western Australia. The engagement also includes evaluation of downstream execution models — EPC, Build-Own-Operate, or Operations and Maintenance — giving Linde a potential pathway to deeper project involvement. Clean ammonia produced via green hydrogen electrolysis is positioned as both an exportable energy carrier and a decarbonized feedstock for industrial processes.
Supply Chain DiveSupply Chain
Diesel price surge slows, but California costs still swell
Diesel prices nationally are showing signs of stabilization, but California's on-highway diesel costs surged approximately 35 cents week-over-week to roughly $7.22 per gallon. The divergence between California and the broader national average creates an uneven cost landscape for manufacturers operating in or shipping through the state. This spike compounds already elevated operating costs for facilities dependent on diesel-powered freight and material handling equipment.