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Themes:🧠AI Chip Bottleneck 🛡US Defense Surge 🚢Red Sea Escalation ⚓Shipping Lane Fragmentation

1,937 signals for Supply Chain · India

Page 10 of 78

Supply ChainUpdate🇮🇳India5d ago

The report noted that continued infrastructure spending, improved freight movement and replacement demand are expected to support volumes, although rising fuel costs and financing challenges remain key headwinds

3.7/10·The Hindu Business Line

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Supply ChainUpdate🇮🇳India 🇨🇳China 🇯🇵Japan+15d ago

Any move to impose an anti-dumping duty on cold-rolled grain-oriented electrical steel (CRGO), which accounts for nearly 90 per cent of India's imports to meet domestic requirements, could increase transformer manufacturing costs and slow the country's power grid expansion, Thin Tank GTRI said on Friday. The commerce ministry's arm, Directorate General of Trade Remedies (DGTR), has initiated an anti-dumping probe against imports of CRGO and amorphous metals from China, Japan, Korea and Russia, following a complaint by JSW JFE Electrical Steel Nashik Pvt Ltd. The investigation, initiated on June 22, 2026, covers imports from April 1, 2025, to March 31, 2026, while the injury analysis covers 2022-23 to 2024-25.

3.7/10·Business Standard

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Supply ChainUpdate🇮🇳India5d ago

The Union Health Ministry has published a draft notification proposing amendments to the drugs rules under which imported drugs should have a minimum residual shelf life of 12 months at the time of import. The step would ensure that patients receive medicines with adequate usable shelf life and improve utilisation of pharmaceutical inventories across the supply chain. The draft amendment published for public consultation vide gazette notification on June 22 proposes to revise the existing requirement of a minimum residual shelf life of more than 60 per cent for imported drugs to a minimum residual shelf life of 12 months at the time of import.

3.7/10·Business Standard

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Supply ChainUpdate🇮🇳India5d ago

GIFT Nifty signals a weak start for Indian markets after a sharp global sell-off led by declines in AI and semiconductor stocks across Asia. Profit booking, weak tech sentiment and mixed Wall Street cues weighed on markets, even as analysts maintain a positive near-term outlook for Nifty above key support levels.

3.7/10·Economic Times

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Supply ChainUpdate🇮🇳India 🇺🇸United States 🇦🇷Argentina+15d ago

Thirty-five nations, including India, have signed on to the US initiative to build trusted and resilient supply chains to power artificial intelligence (AI) technologies. At the second Pax Silica Summit held in Washington on Thursday, 35 nations signed the Joint Statement on AI Opportunity, aligning behind a pro-growth, pro-innovation regulatory approach for the AI era, said Jacob Helberg, US Under Secretary of State for Economic Affairs. "A commitment to trusted supply chains, to mobilising the private sector, and the infrastructure that will power the next century," he said.

3.7/10·Business Standard·Washington, District of Columbia

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Supply ChainUpdate🇮🇳India5d ago

Tata Motors' acquisition of Iveco's commercial vehicle business is delayed until September 2026, a move market expert Sudip Bandyopadhyay finds "disappointing" but still sees as a "fantastic leap up." The deal promises a seamless product range and global expansion. Meanwhile, the Indian auto sector anticipates a monsoon-driven boost, with Maruti Suzuki and Mahindra & Mahindra poised to benefit from rural demand. Bajaj Auto's strong export performance also fuels optimism.

3.7/10·Economic Times

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Supply ChainCrisis🇮🇳India5d ago

Ganderbal, Jun 25: Deputy Commissioner (DC) Ganderbal, Jatin Kishore, on Thursday visited Yatra Transit Camp Manigam and Base Camp Baltal to assess the arrangements and review the progress of ongoing preparatory works being undertaken for smooth conduct of Shri Amarnath Ji Yatra (SANJY)-2026.   At Transit Camp Manigam, the DC inspected various facilities being developed for pilgrims, including accommodation areas, langar sites, sanitation infrastructure, water supply arrangements, electricity facilities and registration-related infrastructure. He also reviewed the functioning and preparedness of RFID and other service counters proposed for the camp.

3.7/10·Rising Kashmir

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Supply ChainCrisis🇮🇳India5d ago

Anantnag, Jun 25: Lieutenant Governor (LG) Manoj Sinha on Thursday said the annual Amarnath Yatra, apart from its religious, historical, cultural, and spiritual significance, has emerged as a symbol of societal unity and strengthened harmony and mutual trust among people. Addressing the concluding session of a two-day international seminar, 'The Sacred Journey to Shri Amarnath Ji: A Multi-Dimensional Perspective,' at Government Degree College for Women, Anantnag, LG Sinha said the yatra's importance extends beyond faith and devotion. "Apart from religious faith and devotional importance, Amarnath Yatra stands as a symbol of societal unity," he said.

3.7/10·Greater Kashmir

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Supply ChainCrisis🇮🇳India6d ago

Directs foolproof security, seamless arrangements; inspects Nunwan base camp  Srinagar, Jun 25: Lieutenant Governor Manoj Sinha on Thursday chaired a high-level meeting at Pahalgam to review preparations for the Shri Amarnath Ji Yatra-2026, starting from July 3, and directed all departments to ensure seamless arrangements, foolproof security, and a memorable experience for the pilgrims. He asked for a comprehensive security and disaster management plan with a zero-tolerance policy for operational lapses. The meeting was attended by Principal Secretary to Lieutenant Governor and CEO Shri Amarnathji Shrine Board Dr.

3.7/10·Rising Kashmir·Srinagar, Jammu and Kashmir

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Supply ChainUpdate🇮🇳India6d ago

Sardana said the issues currently under arbitration relate only to specific aspects of imported fuel pricing and benchmark indices and do not affect the broader power supply arrangement.

3.7/10·The Hindu Business Line

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Supply ChainUpdate🇮🇳India6d ago

Benchmark indices extended gains for a third straight week as easing crude oil prices, RBI measures and foreign inflows supported sentiment despite weak PMI data

3.7/10·Business Standard

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Supply ChainUpdate🇮🇳India6d ago

Easing crude oil prices, strong demand and IndiGo's expansion plans are expected to boost earnings, while lower fuel costs could improve margins across the aviation sector

3.7/10·Business Standard

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Supply ChainUpdate🇮🇳India6d ago

Mumbai Port Authority unveiled projects worth ₹3,541 crore, spanning berth upgrades, a marina, connectivity and waterfront development to boost cargo capacity and tourism

3.7/10·Business Standard

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Supply ChainUpdate🇮🇳India6d ago

Slow resumption of flows could keep energy, freight, and input-cost pressure elevated across petrochemicals, agriculture, transportation, and logistics, S&P said

3.7/10·The Hindu Business Line

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Supply ChainUpdate🇮🇳India6d ago

Sajjan Jindal-promoted JSW Infrastructure's qualified institutional placement (QIP) received bids worth over Rs 50,350 crore, nearly seven times the indicative issue size of up to Rs 7,503 crore, according to merchant bankers handling the issue. The QIP, launched on June 22, witnessed strong participation from leading domestic and global institutional investors, suggesting robust appetite for the country's ports and logistics infrastructure story. The company planned to raise up to Rs 7,502.7 crore through a QIP of 23 crore fresh equity shares, alongside an offer for sale (OFS) of 3.32 crore shares by the promoter.

3.7/10·Business Standard

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Supply ChainUpdate🇮🇳India 🇲🇱Mali6d ago

India's equity markets are poised for a significant rebound as foreign investors begin to re-evaluate the nation's growth prospects. BlackRock's Ben Powell highlights normalizing oil prices and a broader recognition of India's long-term potential as key drivers. He believes the current recovery is in its nascent stages, with valuations presenting a compelling opportunity for early investors.

3.7/10·Economic Times

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Supply ChainUpdate🇮🇳India6d ago

Global markets are gaining traction as geopolitical worries ease and AI companies report strong earnings. Matt Orton of Raymond James highlights that receding oil prices and sustained AI optimism are turning market dips into buying chances. He emphasizes that while the US dollar's strength poses challenges for emerging markets like India, focusing on quality companies and diversified investments remains key for continued gains.

3.7/10·Economic Times

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Supply ChainUpdate🇮🇳India6d ago

Micron reported a record quarter with strong revenue, profits and margins, driven by sustained demand for AI memory products. Strong guidance reinforced investor confidence, lifting semiconductor stocks globally. The company’s growing role in AI infrastructure and long-term agreements support expectations of stronger and less cyclical earnings growth.

3.7/10·Economic Times India

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Supply ChainUpdate🇮🇳India6d ago

Vodafone Idea shares have seen a dramatic surge, climbing nearly 80% in under three months. This rally, fueled by reduced dues and promoter support, has sparked investor interest. However, experts caution that while short-term gains are possible, underlying structural challenges persist, making it a trader's play rather than a long-term investment.

3.7/10·Economic Times

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Supply ChainUpdate🇮🇷Iran 🇮🇳India7d ago

Iran's share in India's crude basket steadily increased through the second half of the last decade, peaking at more than one-tenth of the country's total oil imports.

3.7/10·NDTV Profit

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Supply ChainUpdate🇮🇳India7d ago

India is boosting the share of domestic coal used in power plants designated to run on imported fuel, as rising local coal production and expanding renewables have helped to cut coal imports to multi-year lows. India has raised the use of domestic coal to 50% at many power plants that have typically run on imported coal, industry and government officials told Reuters on Wednesday. Power producers are currently running the coal-fired power plants on a mix of imported and domestic coal, and some plants have hit a 70% share of domestic coal, according…

3.7/10·Oil Price (Energy Intel)

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Supply ChainUpdate🇮🇳India7d ago

Security solutions provider SIS saw its shares surge over 12% on Wednesday, reaching a 52-week high. This rally follows the announcement that the board will meet on June 29 to consider a share buyback proposal. The company, which offers security, facility management, and cash logistics, reported strong financial growth in FY26, with revenue up over 21% and operating profit by 24%

3.7/10·Economic Times India

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Supply ChainUpdate🇮🇳India7d ago

Srinagar, Jun 23: The Jammu and Kashmir Government has appointed two senior IAS officers as Nodal Officers for the smooth and coordinated conduct of the forthcoming Shri Amarnath Ji Yatra-2026, scheduled to commence on July 3. According to Government Order No. 1108-JK(GAD) of 2026 dated June 22, issued by the General Administration Department (GAD), the appointments have been made in addition to the officers’ existing responsibilities to strengthen coordination and oversight of arrangements along the two pilgrimage routes.

3.7/10·Greater Kashmir·Srinagar, Jammu and Kashmir

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Supply ChainUpdate🇮🇳India 🇦🇺Australia7d ago

The closure of the Strait of Hormuz and the stranding of more than 10 million barrels per day (bpd) of crude oil in the Persian Gulf was a wake-up call for import-dependent countries to expand their capacity to hold strategic and commercial reserves. Many countries, especially in the Asia Pacific, are looking to build new reserve capacity to boost their energy security and never again be caught off-guard by a massive supply disruption like the one triggered by the closure of the most important oil and LNG chokepoint. From India to Australia, energy…

3.7/10·Oil Price (Energy Intel)

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Supply ChainUpdate🇨🇿Czech Republic 🇧🇷Brazil 🇨🇴Colombia+18d ago

Less than a year after opening its doors in Prague, Hues Kafe achieved a milestone few young independent cafés can claim. The café was selected as an official catering partner for Miss Universe 2026 in Prague, successfully serving approximately 300 guests, including around 200 adults and 100 children. For founder Sameer Shaikh, the moment felt surreal.

3.7/10·Prague Morning·Prague, Prague

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