⚔ Weekly Supply Chain War Room
Week of May 2026 (updated at each build deployment)
Informational briefing — not operational advice
Three areas warrant strategic review this week. Red Sea rerouting is adding approximately $3–4K/TEU to Asia-Europe cost bases. US tariff uncertainty may support a case for accelerating dual-sourcing investment in key categories. EU CBAM is now active from January 2026. Overall supply chain cost pressure this quarter appears 12–18% above prior year baseline — consider assessing how this affects margin assumptions.
Top 5 Risks This Week
Suggested Actions
Consider reviewing Q3 transpacific carrier allocation — market signals suggest capacity tightening ahead of peak season
Consider qualifying alternate suppliers in Vietnam, India, or Philippines for categories currently single-sourced from China
Consider initiating EU CBAM supplier carbon data collection for applicable categories with EU-destination exposure
Consider assessing safety stock adequacy for SKUs reliant on Middle East-routed raw materials given current risk levels
Consider reviewing freight forwarder capacity agreements and confirming peak season coverage for high-priority lanes
Consider scheduling a Tier 1 supplier risk review before the next board reporting cycle