Diesel, oil, natural gas and electricity costs that feed into supplier pricing.
The Oct. 22 proclamation closes the 232 probe into turbine imports without new levies, directs Commerce and USTR to negotiate, and flags foreign-made inverters as a cybersecurity risk to the grid.
Retail diesel is above $6 a gallon after a record above $6.50. Analysts say the announced Russian volumes are small against U.S. demand and the red-dye diesel order is short on specifics, so freight budgets should assume elevated fuel costs.
$6.179/gal DOE/EIA average retail diesel, Oct. 12
Our new Cost Pressure Monitor tracks 12 categories procurement teams buy most. Seven are rising, led by steel and deep-sea freight, while aluminum, plastic resins and semiconductors have turned lower.
+23.4% steel mill products, 12 months
Global manufacturers bought inputs at the fastest pace since May as shortages of oil and oil-based products deepened and transportation costs rose for the first time since April, the S&P Global–GEP index found.
0.87 global volatility index in September, from 1.05 in August
Middle East Gulf tanker rates hit a record, European diesel cargoes are up about 70% since February, and Morgan Stanley sees oil markets in deficit into early 2027. Here is what that means for freight, energy and petrochemical-based categories.
80%+ drop in ship crossings through the Strait of Hormuz since Feb. 28
More in Costs & commodities
One week after reserving substrate, packaging and testing capacity with six suppliers, Nvidia and Oracle announced plans on Oct. 27 to expand OCI superclusters to multi-gigawatt scale — a signal that AI hardware scarcity will persist into 2028.
2.5x Nvidia's substrate capacity target over three years
Announced the same day, Oct. 20, the two deals lock up domestic capacity for recycled grade-5 titanium and semiconductor-grade critical minerals, the newest links in buyers' reshoring files.
$100M Apple's three-year purchasing commitment to Perryman Company titanium
Beijing has not said whether it will extend the one-year suspension of its October 2025 controls, heavy rare earth prices outside China are climbing again, and Pentagon magnet rules tighten on Jan. 1.
Nov. 10 end of China's suspension of six October 2025 export-control announcements
The maker of syringes, needles and infusion pumps will expand U.S. output and use American steel for needles in exchange for conditional Section 232 relief. Hospital and health system buyers should expect more deals like it.
$19B BD's planned U.S. investment over several years
President Trump's Oct. 23 proclamation under Section 338 pulls plywood, paper, machinery and refrigeration equipment off the 50% duty list and adds carpets, vinyl flooring, paints, valves and chest freezers, effective for entries on or after Oct. 30.
The Spanish family-owned operator is buying the Rotterdam-based multimodal group outright, with the deal set to close Jan. 1, 2027 and combine 21 maritime terminals, five rail terminals and more than 500 trucks.
At TechEd in Berlin, SAP paired its agent-build stack with agent-governance controls — the observability and audit layer a Pathlock survey says most agent adopters still lack.
The FOMC paused its tightening cycle on Oct. 28 in a 10–2 vote, saying inflation remains elevated, while fed funds futures and the dot plot point to another hike in December that will keep supplier financing and capital costs tight.
An Oct. 26 court filing expands the refund path for roughly $166 billion in struck-down IEEPA duties, while a certified importer class and a Nov. 23 government appeal deadline now decide who waits and who sues.
The Postal Service announced Oct. 26 that a weekly fuel surcharge tied to EIA diesel and jet fuel prices will hit four domestic package services from January 2027, with percentages published only three to five days before each change.
