AGP Executive Report
Last update: 11 hours agoUS Supply Chain: Rising oil and diesel prices plus shipping disruptions are shifting today’s supply-chain pain from “missing goods” to “higher costs,” with diesel nearing $6+ a gallon and container rates also climbing. US–China Trade & AI: Treasury Secretary Scott Bessent and Vice Premier He Lifeng met in New York to set up a US-China AI dialogue, including a proposed notification mechanism for AI incidents tied to national security, alongside a “Board of Trade” that could cover consumer goods and low-tech items. India Consumer Goods Policy: Congress leader Jairam Ramesh says September 2025 GST cuts have had mixed results, arguing inflation has neutralized price benefits for several consumer categories like apparel. Turkey Manufacturing Demand: Turkey’s manufacturing capacity utilization edged up to 74.2% in September, but durable consumer goods fell to 66.4%, hinting at uneven consumer demand. Starbucks in India: Starbucks plans its first India Global Capability Centre in Chennai, targeting about 800 tech jobs. BASF Investment Watch: BASF is evaluating a potential India MDI production complex, a key input for polyurethane used in insulation, refrigeration, autos and consumer goods. Local Market Access: Busan will send a 2026 consumer goods trade mission to the Caucasus (Baku and Tbilisi) to diversify exports amid tariff and regional instability.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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