Supply Chain: Page
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USA Rare Earth to invest $1.2B in South Carolina magnet factory
The project is expected to create 490 jobs and will be supported by recently approved CHIPS Act funding. The U.S. government will become one of the company’s largest shareholders as part of the funding agreement.
By Nathan Owens • June 3, 2026 -
US needs ‘transformed industrial base’ to fully ramp up manufacturing: McKinsey
Semiconductors, textiles, metals and machinery are among the most exposed goods, the McKinsey Global Institute says.
By Jeff Kinney • June 2, 2026 -
Explore the Trendline➔
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TrendlineTop 5 stories from Manufacturing Dive
Check out five of our biggest stories of 2025 so far, including updates on semiconductors, the Trump administration and PFAS.
By Manufacturing Dive staff -
Deere reaps benefits of IEEPA tariff refund and construction demand
Increased spending on data center expansion and road building projects bolstered equipment sales during the second quarter.
By Nathan Owens • June 2, 2026 -
Trump further tweaks steel, aluminum, copper tariffs
A greater range of industrial and agricultural equipment made with the metals will temporarily see a reduced 15% levy starting June 8, per the White House.
By Phil Neuffer • June 2, 2026 -
US manufacturing expands to highest level since May 2022: PMI
“Companies are still holding back because of uncertainty, but they’re holding back less,” Susan Spence, chair of ISM’s Manufacturing Business Survey Committee, said during a media call on Monday.
By Jeff Kinney • June 1, 2026 -
US sets Taiwan tariffs at 15% on auto parts, wood, aircraft parts
The finalized agreement is narrowly focused on Section 232 tariffs, as outlined in a January framework accord with Taiwan.
By Antone Gonsalves • June 1, 2026 -
Limited pressings and other takeaways from the Making Vinyl conference
Vinyl records have seen growth over the past 19 years, with sales reaching $1 billion in 2025 and continuing to grow. Panelists at the conference discuss how to work with artists to meet expectations.
By Sara Samora • May 29, 2026 -
ReElement and Posco ink US rare earth and magnet production deal
They aim to create an alternative supply chain that connects South Korea materials to U.S. capacity and reduces global dependence on materials from China.
By Nathan Owens • May 27, 2026 -
CBP raises accepted tariff refunds to $85B
As of May 22, about $20.6 billion in certified refunds with interest had been completed through Customs and Border Protection’s dedicated portal.
By Antone Gonsalves • May 26, 2026 -
Boeing, Lockheed supplier raises $300M, plans to expand factory footprint
The Advanced Manufacturing Company of America will also use the funds to expand its AI-powered product development platform across its entire operations network.
By Sara Samora • May 20, 2026 -
Novelis restarts Oswego hot mill months after fires
The supplier said it will work closely with customers to ramp up supply, after Ford and other automakers suffered losses from the hot mill outage.
By Nathan Owens • Updated June 10, 2026 -
Production demand raises financial stress on aerospace, defense suppliers: Report
Larger companies will need to communicate with their supply chains more than ever and help with working capital, RapidRatings Executive Chairman James Gellert said.
By Sara Samora • Updated May 19, 2026 -
Anduril raises $5B, plans to invest in manufacturing, R&D
The weapons maker, along with Leidos, CoAspire, Castelion and Zone 5, signed a three-year agreement to supply the Defense Department with 10,000 missiles.
By Sara Samora • May 15, 2026 -
Unusual Machines, 6K Energy, CRG Defense, SES AI take steps to be NDAA compliant
The drone and battery cell makers are aligning their operations with the Department of Defense’s prohibition on purchasing batteries for weapons and support systems made with materials sourced from foreign entities of concern.
By Sara Samora • May 6, 2026 -
P&G flags $150M hit from Iran war supply disruptions
The consumer goods manufacturer aims to blunt the impact by reformulating products and diversifying its supply base.
By Antone Gonsalves • May 6, 2026 -
Sponsored by CADDi
Data intelligence drives total cost of ownership in Industry 4.0
Companies need to get comfortable with uncertainty and implement real-time software to help manage it.
By Philip Carpenito, Industry Advisor & Former Chief Procurement Officer at L3Harris Commercial Aviation • May 4, 2026 -
Senators introduce bill to enforce Buy America compliance
The legislation follows an Office of Inspector General audit that found the FAA failed to include required Buy American-related clauses in contracts funded through the Infrastructure Investment and Jobs Act.
By Sara Samora • May 1, 2026 -
Lockheed Martin, e-Vac Magnetics, Oerlikon air critical minerals concerns
The companies had to “get creative” to mitigate the costs of procuring critical materials such as rare earth minerals.
By Sara Samora • April 30, 2026 -
Skydio pledges $3.5B to expand US drone manufacturing
The funds will go toward establishing a fifth facility that will be “five times larger” than its other facilities in California, the Silicon Valley-based company said.
By Sara Samora • April 24, 2026 -
Screenshot: House Committee on Energy and Commerce/YouTube
Stakeholders urge Congress to improve EPA’s strict critical minerals regulations
The Toxic Substances Control Act and the Resource Conservation and Recovery Act are contributing to critical minerals supply chain issues, witnesses said at a House environmental subcommittee hearing.
By Sara Samora • April 23, 2026 -
Cleveland-Cliffs CEO says ‘order book is full’ as steel prices rise
First quarter earnings increased as the flat-rolled steel provider continues its trade talks with Posco and begins to embed AI into its operations.
By Nathan Owens • April 21, 2026 -
Union Pacific settles dispute with rail supplier, reaches 7-year agreement
Rocky Mountain Steel plans to operate a new, long-rail mill in Pueblo, Colorado, this year as part of a $1 billion investment in domestic steel production.
By Nathan Owens • April 20, 2026 -
Opinion
The great data center delay: Why your AI chips are stuck in 2026
Bruce Bateman, a chief analyst at Omdia, outlines why semiconductor supplies are being affected by a perfect storm of physical and geopolitical constraints as AI demand is increasing.
By Bruce Bateman • April 20, 2026 -
CBP preps tariff refund portal for April 20 launch
The system will go live at 8 a.m. EDT to begin the electronic returns process for an estimated $127 billion in tariffs, the agency said Tuesday.
By Phil Neuffer • April 15, 2026 -
Lawmakers push to restrict chipmaking equipment exports to China
The MATCH Act addresses loopholes that allow countries to obtain restricted technology through front companies, subsidiaries and allied countries.
By Nathan Owens • April 8, 2026