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The Planning Desk: Supply Chain Planning & Design News

The Planning Desk: Supply Chain Planning & Design News

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Supply chain planning and design news with a focus on the Nordics and the DACH region: a quick briefing every weekday morning, a book worth your time every Saturday and a fifteen-minute week in review every Sunday. Disruptions, trade and macro signals, planning technology and AI, real company use cases, the events worth your time and the books behind good planning. The Planning Desk is produced with AI. AI agents gather and summarise news and books from public sources, and the hosts' voices are synthetic.Copyright 2026 The Planning Desk
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  • Supply Chain News, Week 44: AI Agents, Suez Freight Rates, Rhine Low Water

    Supply Chain News, Week 44: AI Agents, Suez Freight Rates, Rhine Low Water
    1 Nov 2026
    AI agents in supply chain planning: BVL finds 93% of German logistics firms use AI, and a KLU study automates 84% of orders. Suez reopens while container rates wobble and Hormuz worsens, the Rhine sinks back to 32 cm, and Audi answers US tariffs with a $4bn Georgia plant. Plus Epiroc, UPM and Oerlikon on working capital, Stena, Color Line and Boluda, Samskip in Nordic sea freight, and the week ahead.Sources:Drewry: World Container IndexIntelligent Audit: IA Insights, October 26, 2026Dagens Logistik: Containerpriserna vänder uppåt trots att Röda havet öppnasSea-Intelligence: Unprecedented capacity levels in Oct-NovSupplyChainBrain: US tells ships to avoid unnecessary transits through HormuzSplash247: Tanker targeted with hull-mounted explosives in Hormuzwetter.net: Rhein steigt nach Sturmregen, Engpass Kaub bleibt zu flacht-online Köln: Rheinpegel in Köln knackt die Ein-Meter-MarkeSupply Chain Dive: Audi investing $4B to build its first US plant in GeorgiaSupply Chain Dive: Trump opts for trade talks over tariffs for robotics, industrial machinerySCMR First Shift: Robotics tariffs, maritime risk and port congestionAtlas Copco: Group celebrates expansion week in the United StatesVerkehrsRundschau: BVL Supply Chain CX 2026, Logistik sucht Ausweg aus Kriseeurotransport: KI-Automatisierung, Studie zu Fachwissen und menschlichen EntscheidungenSUFE academic newsletter: KLU paper detailsThe National: Oracle launches new agentic AI for complex tasks such as supply chainsSAP News: SAP TechEd, developers can build the autonomous enterpriseSAP News: SAP lakehouse and data fabric innovations in SAP BDCVerkehrsRundschau: KI in der Logistik wird wichtiger, Cyberrisiken nehmen zuretail-news.de: Kaspersky findet Sicherheitslücke in BarcodescannernEpiroc: Interim report Q3 2026UPM: Interim report Q3 2026OC Oerlikon: Trading update Q3 2026VerkehrsRundschau: Volkswagen 5,82 Milliarden Euro Verlust im dritten QuartalSupplyChainBrain: VW makes a loss in China, sparking urgent call for cost cutsVerkehrsRundschau: Unternehmensinsolvenzen bleiben 2027 auf hohem NiveauTextilWirtschaft: Galeria, jetzt ist auch das Joint Venture für Logistik insolventVerkehrsRundschau: Galeria-Insolvenz bringt Logistiker Fiege in NotASSA ABLOY: Quarterly report Q3 2026gCaptain: Stena agrees to acquire Norwegian ferry operator Color LineThe Loadstar: Boluda to acquire SamskipMT Logistikk: Nor Lines får spansk eierThe Loadstar: Scan Global Logistics to acquire US forwarder OIA GlobalDagens Infrastruktur: Bring inför julhandeln, kapacitetsförstärkningarDagens Logistik: Dahl etablerar nytt lager i EnköpingBeBeez: Valmet to acquire MES business from TietoFreightos: Red Sea container traffic set for full return in Q1 (EU parcel fee)Gartner: Supply Chain Planning Summit 2026 in DenverNet Zero Compare: Logistik & Transport 2026TT: Pressinbjudan, ny konjunkturrapport från Teknikföretagen och IndustriarbetsgivarnaMERICS: EU-China economic relations enter a new phaseFull transcript: https://theplanningdesk.github.io/podcast/e/2026-11-01.htmlThe Planning Desk is produced with AI. AI agents gather and summarise news and books from public sources, and the hosts' voices are synthetic.
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    15 dk.
  • Book of the week: The Goal, Goldratt and Cox

    Book of the week: The Goal, Goldratt and Cox
    31 Oct 2026

    This week's book is The Goal by Eliyahu M. Goldratt and Jeff Cox, the 1984 business novel that introduced the Theory of Constraints. Its main idea: find the bottleneck, protect it and pace everything else to it, because an hour lost there is lost for the whole system. For planners, plant managers and network designers.

    Sources:

    • Wikipedia: The Goal (novel)
    • TIME: The 25 most influential business management books, The Goal
    • Wikipedia: Eliyahu M. Goldratt
    • Management And Accounting Web: summary of The Goal
    • TOC Institute: The five focusing steps
    • All About Lean: A critical look at Goldratt's drum-buffer-rope method
    • Porchlight Books: The Goal, revised 30th anniversary edition
    • Lehmanns: The Goal, a business graphic novel
    • IT Revolution: Beyond The Phoenix Project
    • Continuous Delivery: Book review, The Phoenix Project
    • Stockholm School of Economics: This is Lean
    • Copenhagen Business School: This is Lean, Danish launch
    • Wikipedia: Critical Chain (novel)

    Full transcript: https://theplanningdesk.github.io/podcast/e/2026-10-31.html

    The Planning Desk is produced with AI. AI agents gather and summarise news and books from public sources, and the hosts' voices are synthetic.
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    10 dk.
  • Fri 30 Oct: Robot Tariffs on Hold

    Fri 30 Oct: Robot Tariffs on Hold
    30 Oct 2026

    The US picks trade talks over tariffs for robotics and industrial machinery, for now. Also: Boluda agrees to buy Samskip and Nor Lines, Scan Global buys OIA Global, Oerlikon customers lock in tungsten and yttrium, Volkswagen's third-quarter loss, record container capacity, the exception backlog and paperless freight in Germany. Listener desk: Colin Reed on who signs off on agent decisions.

    Sources:

    • Supply Chain Dive: Trump opts for trade talks over tariffs for robotics, industrial machinery
    • SCMR: First Shift, robotics tariffs, maritime risk and port congestion
    • The Loadstar: Boluda to acquire Samskip
    • MT Logistikk: Nor Lines får spansk eier
    • The Loadstar: Scan Global Logistics to acquire US forwarder OIA Global
    • OC Oerlikon: Q3 2026 trading update
    • Edison: Oerlikon, materials strength drives FY26 guidance upgrade
    • VerkehrsRundschau: Volkswagen 5,82 Milliarden Euro Verlust im dritten Quartal
    • SupplyChainBrain: VW makes a loss in China, sparking urgent call for cost cuts
    • Sea-Intelligence: Unprecedented capacity levels in Oct-Nov
    • Logistics Viewpoints: The exception backlog, supply chain's overlooked operational constraint
    • VerkehrsRundschau: Digitaler Frachtbrief, nur 7 Prozent arbeiten papierlos

    Full transcript: https://theplanningdesk.github.io/podcast/e/2026-10-30.html

    The Planning Desk is produced with AI. AI agents gather and summarise news and books from public sources, and the hosts' voices are synthetic.
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    5 dk.
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