Supply Chain Management

China is electrifying its trucking fleet so fast that it’s now reshaping global diesel demand. This has not been widely covered by the mainstream media. Here's how quickly things have shifted: ➡️ 2020: Nearly every new truck in China was diesel ➡️ H1 2025: Battery-powered trucks reached 22% of new sales ➡️ Dec 2025: Battery-powered trucks hit 54%, achieving a majority share for the first time China's sales of "New Energy Vehicle" trucks in 2025 were almost triple the 2024 total – and the share is now expected to reach around 60% this year. And what's driving this shift? Economics. Rapidly falling battery prices mean electric trucks are now cheaper to own and operate than diesel or LNG alternatives – with each truck saving fleet operators around $165,000 over a 10-year operating life. Fleet operators are also increasingly adopting depot charging, opportunity charging and battery-swap networks – removing the last points of friction. This is a market-wide shift in the most energy-intensive road transport segment in the world’s largest vehicle market. And it matters: road freight accounts for around one third of global transport emissions. The impact on oil demand is already visible: ✅ China's electric trucks are already cutting oil demand by the equivalent of more than one million barrels a day. ✅ China's transport sector is forecast to use 40% less diesel in 2030 than in 2024. So why did analysts miss this? Most models assumed heavy trucks would be the last segment to electrify — but China moved faster on battery-swap infrastructure, ultra-cheap LFP batteries, and high-utilisation urban freight fleets. The economics flipped earlier than the forecasts assumed. The result: diesel demand in China – the world’s second-largest consumer – could fall much faster than many predicted. And that's not all. Already the world's largest exporter of passenger cars, China is now eyeing the global electric truck market. Adoption is growing in the Middle East and Latin America and BYD is building a new electric truck and bus factory in Hungary. This is just the beginning.

𝗗𝗮𝘁𝗮 𝗴𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲 𝗶𝘀 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝗺𝗶𝘀𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗼𝗼𝗱 𝘁𝗼𝗽𝗶𝗰𝘀 𝗶𝗻 𝗲𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲. Because most people explain it from the inside out: policies, councils, standards, stewardship. But the business does not buy any of that. The business buys outcomes: → trustworthy KPIs → vendor and partner data you can actually use → faster financial close → fewer reporting escalations → smoother M&A integration → AI you can deploy without creating risk debt Most AI programs fail for boring reasons: nobody owns the data, quality is unknown, access is messy, accountability is missing. 𝗦𝗼 𝗹𝗲𝘁’𝘀 𝘀𝗶𝗺𝗽𝗹𝗶𝗳𝘆 𝗶𝘁. 𝗗𝗮𝘁𝗮 𝗴𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲 𝗶𝘀 𝗳𝗼𝘂𝗿 𝘁𝗵𝗶𝗻𝗴𝘀: → ownership → quality → access → accountability 𝗔𝗻𝗱 𝗶𝘁 𝗯𝗲𝗰𝗼𝗺𝗲𝘀 𝘃𝗲𝗿𝘆 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝘄𝗵𝗲𝗻 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸 𝗶𝗻 𝟰 𝗹𝗮𝘆𝗲𝗿𝘀: 1. Data Products (what the business consumes) → a named dataset with an owner and SLA → clear definitions + metric logic → documented inputs/outputs and intended use → discoverable in a catalog → versioned so changes don’t break reporting 2. Data Management (how products stay reliable) → quality rules + monitoring (freshness, completeness, accuracy) → lineage (where it came from, where it’s used) → master/reference data alignment → metadata management (business + technical) → access controls and retention rules 3. Data Governance (who decides, who is accountable) → data ownership model (domain owners, stewards) → decision rights: who can change KPI definitions, thresholds, and sources → issue management: triage, escalation paths, resolution SLAs → policy enforcement: what’s mandatory vs optional → risk and compliance alignment (auditability, approvals) 4. Data Operating Model (how you scale across the enterprise) → domain-based setup (data mesh or not, but clear domains) → operating cadence: weekly issue review, monthly KPI governance, quarterly standards → stewardship at scale (roles, capacity, incentives) → cross-domain decision-making for shared metrics → enablement: templates, playbooks, tooling support If you want to start fast: Pick the 10 metrics that run the business. Assign an owner. Define decision rights + escalation. Then build the data products around them. ↓ 𝗜𝗳 𝘆𝗼𝘂 𝘄𝗮𝗻𝘁 𝘁𝗼 𝘀𝘁𝗮𝘆 𝗮𝗵𝗲𝗮𝗱 𝗮𝘀 𝗔𝗜 𝗿𝗲𝘀𝗵𝗮𝗽𝗲𝘀 𝘄𝗼𝗿𝗸 𝗮𝗻𝗱 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀, 𝘆𝗼𝘂 𝘄𝗶𝗹𝗹 𝗴𝗲𝘁 𝗮 𝗹𝗼𝘁 𝗼𝗳 𝘃𝗮𝗹𝘂𝗲 𝗳𝗿𝗼𝗺 𝗺𝘆 𝗳𝗿𝗲𝗲 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿: https://lnkd.in/dbf74Y9E

📢 EU CBAM is Now Fully Operational: What You Need to Know On January 1, the EU’s Carbon Border Adjustment Mechanism (CBAM) came into full effect. Here are the key things sustainability, finance, and strategy teams should understand: 🔹 An overview CBAM is the first fully operational border carbon pricing system designed to prevent carbon leakage, the shifting of emissions-intensive production outside the EU, while protecting EU firms subject to internal carbon costs. 🔹 What has changed? Unlike prior pilots, the 2026 implementation bases costs on actual emissions intensity of imports. The EU has “externalized” carbon pricing beyond its borders, which has implications for supply chains and global trade flows, especially for goods like steel, aluminum, cement, electricity, fertilizers, and certain chemicals. 🔹 What do companies need to do? Importers and their non-EU suppliers will need to: - Map supply chains and embedded emissions - Coordinate with suppliers on verified emissions data - Assess carbon cost exposure and potential downstream price impacts 📈 The big picture CBAM goes beyond a compliance issue for firms and has real implications for supply chains and operating costs. Investors and businesses are beginning to factor in carbon pricing and supply-chain decarbonization into their financial decisions. We’ve been helping firms manage these shifts and respond strategically. Send me a message if you’d like to learn more. Visual courtesy of Carbonwise #CBAM #EURegulations #CarbonPricing #ClimatePolicy #SustainableTrade #ClimateRisk #SupplyChainEmissions #NetZero #ESG #ClimateFinance #Decarbonization

🚛 WHEN TRANSPORT LEARNS TO THINK GREEN I came across a concept today that stopped me — an autonomous hydrogen truck-trailer drone designed for long-distance freight. At first, it looked like another futuristic vehicle. But then it hit me: this isn’t just transport evolving — it’s intent evolving. For decades, we’ve designed logistics around speed and scale. Now we’re finally designing around sustainability. This new concept merges autonomy, aerodynamics, and hydrogen power to do something radical: → Eliminate carbon emissions in heavy freight. → Cut operational energy costs through intelligent routing. → Reduce highway congestion with coordinated drone convoys. It’s not just engineering — it’s a shift in philosophy. A move from moving faster to moving responsibly. We often talk about “green tech” as a feature — but the real shift happens when sustainability becomes the invisible infrastructure behind innovation. It’s not an addition to progress. It is progress. What’s needed now isn’t more invention — it’s integration. We need to: ✅ Build networks where clean energy and automation reinforce each other. ✅ Redefine “efficiency” to include environmental balance. ✅ Shift from carbon offsetting to carbon prevention at design level. Because the next breakthrough won’t come from faster engines — but from systems that make waste impossible by design. That’s when technology stops being an experiment in innovation… and becomes an expression of intelligence. So here’s the question I keep returning to — 👉 Will the next era of transport be powered by fuel — or by foresight? #Innovation #Sustainability #Hydrogen #AutonomousVehicles #GreenTech #Logistics #FutureThinking

As a junior lawyer, I had to learn how to make it easy for supervisors to review my work. In case it helps, here's a step-by-step guide (with an example): 1️⃣Make it clear what the matter / document is and when input is needed. 2️⃣ Set out the context and approach to preparing the deliverable What needs to be reviewed, how was it prepared, and what’s the timeline? If you're attaching a document, include the live link to your file management platform (e.g. iManage or Sharepoint) as well as a static version. 3️⃣ Set out the next steps and your ask Make it clear what your supervisor needs to review. Set this out at the top of your email and proactively provide some recommendations. You can also follow up in person to make sure deadlines aren't missed. 4️⃣ Explain how the draft is marked up Make it easy to navigate with specific questions (either in the document or extracted in the email). If there are mark ups against a particular document / version, identify what that is. 5️⃣ Summarise your inputs Let them know what your draft reflects, and attach the relevant inputs so they can see everything in one place. This will give your supervisor confidence that you've captured everything, and make it easier for them to check your work. 6️⃣ Flag key aspects / assumptions If there are key assumptions / principles that have a big impact on how your draft is prepared, it's helpful to set them out in the email as a point of focus. Try to also set out the relevant clause / section / reference where possible. Is there anything else that you'd add? What else have you found helpful in making drafts easier to review, either as a junior lawyer or a supervisor? ------ Btw, if you're a junior lawyer looking for practical career advice - check out the free how-to guides on my website. You can also stay updated by sending a connection / follow. #legalprofession #lawyers #lawstudents #lawfirms

Purpose is essential. It drives, motivates and gives focus. But, how do you communicate it in your organization and turn it into action? Use the Pyramid of Purpose The Pyramid of Purpose is a simple tool laying out the hierarchy of an organization’s strategic plan. The original version contains four questions: Why? What? How? and Who? While useful, it is incomplete. This is why I have extended it to the full “5W1H’ questions to further specify what is meant. As the picture shows, the Pyramid of Purpose puts the 5W+1H questions in a particular order. There is a logic to this. From abstract to specific, the questions refer to the following: WHY? This question asks for the overall purpose of the organization and the strategy, which is often reflected in an organization's Mission and Vision statements. It captures the organization’s primary reason for existence, why it does what it does. WHERE? A demarcation of scope and location. As most organizations do not address the entire world, it is useful to specify for which (part of the) organization, industry, or region the Why? question applies. This includes describing who is affected, or which unit, department or region. WHAT? Turning the overall purpose into clear and measurable goals and objectives. At this level it becomes clear what is meant with the overall purpose. Given that this may be different for different units and departments, the Pyramid may split from here on downwards so that the What? How? When? and Who? questions are answered differently for each of them. HOW? At this level, you explain what needs to be done in order to achieve the goals and objectives of the previous level. This includes defining actions, initiatives, tasks, projects, or anything else that describes what needs to happen and change to achieve the objectives and thereby the organization’s purpose. WHEN? Once it is clear what needs to be done and how, the next step is to define when. This concerns setting priorities and making decisions about what will be done and what not, and about when and in which order. It leads to a high-level long-term roadmap and a short-term concrete action plan that drives action throughout the organization. WHO? The final question concerns the allocation of people and resources. This includes budgeting and reserving sufficient capacity for executing the plan that results from the previous levels. Without assigning clear tasks and responsibilities, nothing will really happen, making this last step as important as the previous five. Time for some work: what does your organization’s Pyramid of Purpose look like? === → Subscribe to my Soulful Strategy newsletter here: https://lnkd.in/e_ytzAgU #purpose #valuecreation #businessdevelopment

The European Commission has introduced a new carbon tax on imported goods called the Carbon Border Adjustment Mechanism (CBAM). This is meant to make sure that European companies and companies from other parts of the world are on the same page when it comes to carbon pricing and environmental commitments. Here are the main changes: 🔴 Emissions Reporting: Starting in October this year, companies have to start keeping track of how much carbon is linked to the goods they import. They need to start reporting this data by January 2024. This reporting will continue until the end of 2025. 🔴 Carbon Leakage Prevention: CBAM is a way to prevent companies from moving their production to places with weaker environmental rules to avoid carbon costs. It makes sure that European products and products made outside of Europe have similar carbon costs. 🔴 CBAM Certificates: Importers have to get CBAM certificates to match the carbon pricing between EU and non-EU products. They need to provide details about the product's carbon footprint, where it's from, how it's made, and its emissions data. This includes emissions during production and indirect emissions, like electricity use. 🔴 Covered Sectors: CBAM applies to industries with high carbon emissions like iron and steel, cement, fertilisers, aluminium, electricity, hydrogen, and some downstream products like screws and bolts. It also covers certain indirect emissions under certain conditions. Importers mainly need to report emissions during the transition phase until 2026. To help importers and producers outside of the EU adapt, the EU Commission is providing guidelines and tools to calculate emissions. They're also offering training materials and webinars. Some important data points to consider: 🟢 Carbon Leakage: A study by the European Environmental Bureau warns that unchecked carbon leakage could cause a 15% increase in global emissions, undermining climate efforts. CBAM aims to prevent this. 🟢 Emissions Differences: The World Trade Organization says that different countries have different emissions rules, leading to different carbon costs. CBAM aims to make this fairer. 🟢 Economic Impact: The European Commission estimates that the global carbon allowance market could be worth €4.5 billion per year by 2030. CBAM will significantly affect international trade and revenues. 🟢 Industry Shift: A study by the European Parliament Research Service shows that without CBAM, high-emission industries might move to places with weaker rules, leading to job losses and less competitiveness in the EU. 🟢 Green Transition: The International Monetary Fund says that well-designed carbon pricing like CBAM can encourage industries to become more environmentally friendly, contributing to a greener global economy. 🟢 Regulatory Challenges: CBAM's reporting requirements might be tough for importers initially. However, the long-term benefits of fair carbon pricing are expected to outweigh the challenges.

If sourcers aren't a part of your talent intelligence strategy, how complete is your strategy and what are you missing? I had an interesting discussion with a client the other day - they're looking to build a world-class talent intelligence function and were asking how to get granular data and insights. Companies often overlook a valuable source of insights: the conversations they have with every potential candidate, whether or not they progress through the hiring process. Even brief email exchanges with candidates who decline interest can provide meaningful information. These interactions are a rich source of market intelligence that many organizations fail to capture and analyze. Not every organization employs dedicated sourcers, but recruiters who actively engage in sourcing activities can collect vital market intelligence through their candidate interactions. Organizations that depend exclusively on inbound applications from recruitment marketing and employee referrals face a significant limitation: they only capture insights from candidates who apply. While analyzing inbound applicant data is valuable, it represents just one segment of the potential talent pool. Without active sourcing, companies miss out on understanding the broader talent market, including passive candidates' motivations and targeted competitor insights. Here's the bottom line: every candidate interaction - whether successful or not - can yield valuable market intelligence. Organizations that systematically capture and analyze these insights gain a significant competitive advantage in understanding talent markets, competitor dynamics, and their own employer value proposition. #sourcing #talentintelligence

Actions to Reduce Scope 3 Emissions 🌎 Scope 3 emissions typically account for the largest share of a company's carbon footprint, covering indirect emissions across the entire value chain. Addressing them effectively requires a multifaceted approach that engages suppliers, customers, and other stakeholders. This framework outlines clear actions across key Scope 3 categories, ranging from procurement to investments. Each action is categorized into three progressive levels, encouraging companies to start with quick wins and advance toward deeper integration and systemic change. In purchasing and capital goods, strategies include substituting high-GHG materials and equipment, applying GHG criteria in investment decisions, and engaging suppliers to standardize emissions reporting. These measures aim to embed sustainability criteria across the sourcing process. For energy-related activities and transportation, reducing energy consumption, switching to lower-emission fuels, and electrifying fleets play a critical role. While some listed actions—such as on-site renewable generation—typically fall under Scope 1 or 2, they remain integral to broader decarbonization strategies. Operational waste and product lifecycle emissions require both upstream and downstream interventions. Companies can minimize waste at source, enhance recycling processes, and design for recyclability, ensuring materials remain in circulation and emissions are mitigated across product life cycles. Business travel, employee commuting, and leased assets offer opportunities to reduce emissions through virtual collaboration tools, promotion of public transport, retrofitting for energy efficiency, and improving facility operations—highlighting the value of internal policies and infrastructure upgrades. Downstream logistics and product use demand focused improvements in logistics efficiency and product energy performance. Encouraging efficient product use and adopting low-GHG energy sources can reduce the footprint associated with sold goods and services. Franchise and investment-related emissions emphasize the importance of supporting energy-efficient operations and prioritizing low-carbon investment portfolios. Channeling funding into clean tech and applying rigorous climate criteria to investment decisions are essential for long-term impact. The success of Scope 3 reduction strategies depends not only on technical interventions but also on clear governance and collaboration frameworks. Accurate data collection, traceability, and continuous engagement across the value chain ensure sustained progress. Comprehensive Scope 3 management is vital for achieving credible net-zero targets. This framework provides a roadmap to operationalize reductions, integrating climate action into the heart of corporate strategy and ensuring alignment with global decarbonization goals. #sustainability #sustainable #business #esg #emissions

Over the coming weeks, we are going to see a very sharp pullback of containerized imports from China—I‘ve seen estimates ranging from 30-60%. This raises the questions: (i) what ports are the most vulnerable to volume declines and (ii) what commodities are most affected. Two tables below that ‘ve assembled from USA Trade Online help answer these questions, showing 2024 containerized imports from China and the World Total by port (top) and weight (bottom). Note, “port” designation is based on the Census Bureau, so we see some port complexes (e.g., New York-New Jersey) separated. Thoughts: •Top table shows ports sorted in descending order based on Chinese imports. Los Angeles was by far the largest port (22.2 million metric tons), with 51% of containerized tonnage coming through China. Long Beach was next with 8.3 million metric tons, accounting for 61% of containerized imports. For those thinking this is just a West Coast concern, note how Newark and Savannah saw China account for 23% and 29%, respectively, of containerized imports by weight. •Bottom table shows the HTS-2 imports, pooled across all ports, for China and the World Total in 2024, sorted in descending order based on Chinese imports. Within the containerized space, accounts for > 40% in many of the top categories, and as high as 95% in toys, games, & sporting equipment (HTS-95). Implication: While I expect importers are rushing goods in from other countries due to the reciprocal tariff pause, there is no way these other nations can make up for the import volumes that we are about to see lost from China. This bodes quite ill for local employment around the most affected ports, as fewer imports = fewer drayage drivers & warehouse workers, coupled with knock-on effects from less activity in general (e.g., local restaurants seeing less business). Unless the 145% China tariffs are dropped very soon (e.g., this week), I don’t see how this scenario is avoided. Plus remember, auto parts tariffs (capturing a subset of HTS-87) take effect this week, which are expected to be severely disruptive. #supplychain #shipsandshipping #markets #economics