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172 posts

Operational Excellence (OPEX) Insight – Thursday - October 01, 2026: Automate Waste and You Just Get Faster Waste. Plus

Operational Excellence (OPEX) Insight – Thursday - October 01, 2026: Automate Waste and You Just Get Faster Waste.

Welcome To Operational Excellence (OPEX) Insight Article For The Paid Subscriber-Only Edition .

Investment 1
Operational Excellence (OPEX) Insight – Tuesday - September 29, 2026: When Supply and Demand Sit at One Table: A Lesson From Clorox Plus

Operational Excellence (OPEX) Insight – Tuesday - September 29, 2026: When Supply and Demand Sit at One Table: A Lesson From Clorox

Clorox is moving its US supply chain to a new ERP. The real lever is not software but S&OP: one shared plan across sales, production and finance.

Investment
Operational Excellence (OPEX) Insight – Thursday - September 24, 2026: Idle Stock Is Idle Cash: Amazon's Inventory AI Move. Plus

Operational Excellence (OPEX) Insight – Thursday - September 24, 2026: Idle Stock Is Idle Cash: Amazon's Inventory AI Move.

Amazon is bringing AI agents to inbound planning and aged inventory. The underlying tool is ABC analysis: focus control on the few items that carry most of the value.

Investment 1
Operational Excellence (OPEX) Insight – Wednesday - September 23, 2026: Don't Keep All the Eggs in One China Basket. Plus

Operational Excellence (OPEX) Insight – Wednesday - September 23, 2026: Don't Keep All the Eggs in One China Basket.

Nexperia is expanding into India with Tata after losing control of its China unit. The lesson: map single points of failure and diversify supply before a link breaks.

Investment 3
Operational Excellence (OPEX) Insight – Thursday - September 17, 2026: Chips Piled Up in the Warehouse and Still Stuck, Because the Bottleneck Has Moved. Plus

Operational Excellence (OPEX) Insight – Thursday - September 17, 2026: Chips Piled Up in the Warehouse and Still Stuck, Because the Bottleneck Has Moved.

AI infrastructure has chips in stock yet still stalls. Every system is limited by one constraint at a time, and fixing it only moves the bottleneck elsewhere.

Investment 2
Operational Excellence (OPEX) Insight – Tuesday - September 15, 2026: Why No One Can Move a Factory Overnight. Plus

Operational Excellence (OPEX) Insight – Tuesday - September 15, 2026: Why No One Can Move a Factory Overnight.

Apple is ramping iPhone assembly in India, yet a new plant cannot match a mature one in China overnight. Cost, speed and yield come from accumulated learning, not copied equipment.

Investment 1
Operational Excellence (OPEX) Insight – Thursday - September 10, 2026: Amazon Raises 2026 Holiday Surcharges: When Price Becomes A Peak Load Tool. Plus

Operational Excellence (OPEX) Insight – Thursday - September 10, 2026: Amazon Raises 2026 Holiday Surcharges: When Price Becomes A Peak Load Tool.

Amazon quietly published higher holiday surcharges. Seen as operations rather than a money grab, price becomes a tool to spread peak load.

Investment
Operational Excellence (OPEX) Insight – Tuesday - September 08, 2026: Made in Time, Delivered Too Late. Plus

Operational Excellence (OPEX) Insight – Tuesday - September 08, 2026: Made in Time, Delivered Too Late.

Standing at the loading dock behind an AI data center, the piece looks at what happens after chips are made: why output produced on time can still be delivered too late.

Investment 2
Operational Excellence (OPEX) Insight – Thursday - September 03, 2026: Every Big Change Gets Worse Before It Gets Better. Plus

Operational Excellence (OPEX) Insight – Thursday - September 03, 2026: Every Big Change Gets Worse Before It Gets Better.

The US has about $1.97 trillion in manufacturing investment commitments, yet early September 2026 shows a paradox. Why big operational changes get worse before they get better.

Investment