New Maersk survey shows 78% of companies expect geopolitical disruptions to impact operations for 12-24 more months. The response? 75% are diversifying sourcing geography (vs 53% last year). As one exec put it after 40 years in customs: waiting and doing nothing is the worst response.

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The shutdown is over but the supply chain damage isn't. Airlines canceled over 2,000 flights Sunday alone after 40 days of 10% capacity cuts. Electronics components delayed 3 weeks can't make up production schedules. Pharmaceutical shipments that missed temperature windows are lost, not recovered.

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Unprecedented 10% flight cuts at 40 airports starting Friday. Air traffic controllers have worked unpaid for 6 weeks. The cuts phase from 4% to 10% next week—and continue indefinitely. If your supply chain depends on air cargo through major US hubs, those capacity constraints start in 48 hours.

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AAR's Haeco acquisition came with capacity already sold out for years. The $850M in secured contracts weren't negotiated after the deal. Airlines are booking MRO slots through 2028 because they can't risk not having maintenance capacity. That's not a vendor relationship, that's dependency 🤯

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GlobalFoundries' €1.1B Dresden expansion isn't about cutting-edge chips. It's about the 22nm+ mature nodes that control brakes, power management, and industrial equipment. The kind Nexperia's disruption just proved critical.

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