ConvergencePublished by Wavelens
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Industrial · Archive · 3 editions

Supply Chain

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Radar, quarter by quarter

ForceQ1 2026Q2 2026Q3 2026
AI54▼ -14
Energy45▲ +15
Quantum222
Robotics444
Health Evo21▼ -12▲ +1
Q3 2026Current edition

The shock came back. The winners billed it in weeks.

US diesel hit $6.53 a gallon on September 21, the highest weekly average in the EIA's series, after the Strait of Hormuz closed again in July. Maersk's EBIT rose 89% and C.H. Robinson grew operating income 18% with 10.8% fewer people, while Hapag-Lloyd absorbed about $600 million in conflict costs. In Q3 2026 the margin went to whoever could turn a cost shock into a price in weeks.

Energy5/5
AI4/5
Robotics4/5
Quantum2/5
Health Evo2/5
WhyMembersWhatMembersHowMembers
Q2 2026

The robots got the headlines. Energy got the bill.

The Strait of Hormuz shock pushed EU diesel up 34% and cut Maersk's net profit 92% in a single quarter, while CBAM carbon climbed from €72 to €77 a tonne. Everyone watched SAP and Blue Yonder ship agentic AI to general availability; the decisions that actually moved were driven by energy and tariffs. This quarter's automation boom was defensive, not visionary.

Energy5/5
AI4/5
Robotics4/5
Quantum2/5
Health Evo1/5
WhyMembersWhatMembersHowMembers
Q1 2026

Your supply chain is being optimized. Without you.

In Q1 2026, Oracle and SAP deployed autonomous AI agents that execute procurement and production decisions without step-by-step human approval · supply chain software crossed from advisory to transactional. Simultaneously, the EU's Carbon Border Adjustment Mechanism entered its definitive financial phase on January 1, creating real costs for carbon-intensive imports, while DHL activated 8,000+ collaborative robots globally with deployment speeds 12 times faster than traditional methods. Three forces converged in a single quarter to force a structural rearchitecture of global supply chains · none of it required privileged access to see coming.

AI5/5
Energy4/5
Robotics4/5
Quantum2/5
Health Evo2/5
WhyMembersWhatMembersHowMembers