Supplier diversification has a real price
Every company says China-plus-one; the honest ones know the second source costs money before it saves anything.
Monica Cummings · March 22, 2026
Business news from the production economy: manufacturer and industrial results, plant investment and expansion announcements, contract awards, supplier insolvencies, freight and logistics capacity, and input price moves. Each item states the downstream effect on customers and competing producers. For procurement teams, industrial analysts and operators watching their supply base.
Every company says China-plus-one; the honest ones know the second source costs money before it saves anything.
Monica Cummings · March 22, 2026
Companies now quantify duty costs to the penny for investors — and the language they use tracks the policy cycle quarter by quarter.
Monica Cummings · February 27, 2026
Companies bought ahead of tariff deadlines in 2025, and the inventory and trade statistics are still echoing the sprint.
Monica Cummings · February 4, 2026
The same duty that a multinational prices in quarterly can consume a small firm's working capital in one container.
Monica Cummings · January 13, 2026