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Long Haul

Going Cold Turkey 🦃
Long Haul

Going Cold Turkey 🦃

Record wholesale costs. Record retail deals. One very confused turkey market. Here’s the story behind this year’s Thanksgiving bird.

Shyam Gowtham
Shyam Gowtham
Nov 20, 2025
🥩 Where’s the beef, really? 🐄
Long Haul

🥩 Where’s the beef, really? 🐄

America’s beef supply is tightening, and prices are hitting new highs. Here’s what’s driving it.

Shyam Gowtham
Shyam Gowtham
Nov 13, 2025
The Nexperia Hysteria
Long Haul

The Nexperia Hysteria

How the Dutch seizure of Nexperia has rattled global auto supply chains

Shyam Gowtham
Shyam Gowtham
Nov 6, 2025
The Ship Wars 🚢
Long Haul

The Ship Wars 🚢

How the latest U.S. and Chinese port fees have turned ships and ports into the latest battleground of the trade war

Shyam Gowtham
Shyam Gowtham
Oct 30, 2025
The Soy Story 🫛
Long Haul

The Soy Story 🫛

The backstory of the U.S.–China soybean trade — and how tariffs and trade disputes are now wreaking havoc on it

Shyam Gowtham
Shyam Gowtham
Oct 23, 2025
Copper Crunch 🟤
Long Haul

Copper Crunch 🟤

The Grasberg mine accident is reshaping already-strained global copper supply chains, and what this means for the clean energy transition

Shyam Gowtham
Shyam Gowtham
Oct 9, 2025
China’s Export Shift 📦
Long Haul

China’s Export Shift 📦

U.S. tariff barriers prompt Beijing to shift exports toward alternative markets like the European Union and ASEAN, reshaping the global supply chain landscape.

Shyam Gowtham
Shyam Gowtham
Sep 25, 2025
Caffeine Crunch ☕
Long Haul

Caffeine Crunch ☕

Coffee prices in the U.S. are climbing fast. Climate change, supply chain disruptions, and shifting trade policies are driving the steep rise, reshaping the cost of America’s daily brew

Shyam Gowtham
Shyam Gowtham
Sep 18, 2025
US on Low Battery 🪫
Long Haul

US on Low Battery 🪫

The U.S. domestic battery production is in a downward plunge as shifting policies and tariffs bite, while China tightens its dominance across the supply chain

Shyam Gowtham
Shyam Gowtham
Sep 11, 2025
Small Towns, Big Stores 🇺🇸
Retail

Small Towns, Big Stores 🇺🇸

Rural America, long ignored by Big Retail, is finally in the spotlight and top players like Amazon and Walmart are racing to claim it

Shyam Gowtham
Shyam Gowtham
Sep 4, 2025
Intel Outside 💻
Long Haul

Intel Outside 💻

Why the US government has a 10% stake in Intel

Shyam Gowtham
Shyam Gowtham
Aug 28, 2025
Trump’s BRIC Wall
Long Haul

Trump’s BRIC Wall

Why Trump is raising tariff walls against BRICS

Shyam Gowtham
Shyam Gowtham
Aug 21, 2025
The Delhi-Washington Rift 🇮🇳🇺🇸
Long Haul

The Delhi-Washington Rift 🇮🇳🇺🇸

Can the US and India be friends again?

Shyam Gowtham
Shyam Gowtham
Aug 14, 2025
Washington’s Favorite Miner 🧲
Long Haul

Washington’s Favorite Miner 🧲

How MP Materials can challenge China's REE dominance

Shyam Gowtham
Shyam Gowtham
Jul 31, 2025
Comrades in Commodity 🤝
Long Haul

Comrades in Commodity 🤝

The China–Brazil Trade Story

Shyam Gowtham
Shyam Gowtham
Jul 24, 2025
All Mines Lead to China 🇨🇳
Long Haul

All Mines Lead to China 🇨🇳

How China became a dominant force in critical mineral refining

Shyam Gowtham
Shyam Gowtham
Jul 10, 2025
The Washington Accord 🤝
Long Haul

The Washington Accord 🤝

DRC-Rwanda peace deal and global critical mineral supply chain

Shyam Gowtham
Shyam Gowtham
Jul 3, 2025
Fredex ✈️
Long Haul

Fredex ✈️

A tribute to FedEx founder Frederick W. Smith

Shyam Gowtham
Shyam Gowtham
Jun 26, 2025
Chinese Cranes in American Ports 🏗️
US China Trade War

Chinese Cranes in American Ports 🏗️

How ZPMC became the global leader in crane manufacturing

Shyam Gowtham
Shyam Gowtham
Jun 19, 2025
Malacca Dilemma 🚊
Long Haul

Malacca Dilemma 🚊

Everything you need to know about Iran-China rail corridor

Shyam Gowtham
Shyam Gowtham
Jun 12, 2025
Missed Target 🎯
Long Haul

Missed Target 🎯

What's causing Target's sharp decline

Shyam Gowtham
Shyam Gowtham
Jun 5, 2025
Crude Awakening 🛢️
Long Haul

Crude Awakening 🛢️

Why are oil prices low and what it means for US oil industry

Shyam Gowtham
Shyam Gowtham
May 22, 2025
Grand Theft Cargo 🚚
Long Haul

Grand Theft Cargo 🚚

Deep Dive into United States' Cargo Theft Crisis

Shyam Gowtham
Shyam Gowtham
May 15, 2025
All Quiet on the Waterfront ⚓️
US China Trade War

All Quiet on the Waterfront ⚓️

The US-China trade war and its impact on the supply chains

Shyam Gowtham
Shyam Gowtham
May 8, 2025
100 Days of Trump and Supply Chains
Long Haul

100 Days of Trump and Supply Chains

An analysis of Trump's 100 days in office and its impact on supply chains

Shyam Gowtham
Shyam Gowtham
May 1, 2025
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