Daily Supply Chain Report

Italian unions FILCAMS-CGIL and UILTuCS call strikes against Kering CEO Luca de Meo's sharp recovery plan. Italian unions FILCAMS-CGIL and UILTuCS called nationwide strikes — starting at Gucci workshops in Tuscany — against the sharp cost-cutting measures introduced by Kering CEO Luca de Meo, recruited from Renault in late 2025 to reverse softening luxury demand and margin erosion at the parent of Gucci, Saint Laurent and Balenciaga; the plan covers sales-team headcount cuts, extension of supplier payment terms from 120 to 180 days, side-line product closures and a tighter returns policy in stores; unions argue the longer payment terms will push small and mid-size workshop-suppliers in Tuscany and Veneto into cash-flow distress and create an 8-12-week delivery-delay risk for the autumn/winter 2026 season.

In the same period, F/A-18 Super Hornet from USS Abraham Lincoln disables Iran-flagged VLCC Hasna in the Gulf of Oman. A U.S. Navy F/A-18 Super Hornet launched from USS Abraham Lincoln disabled the Iran-flagged VLCC Hasna in the Gulf of Oman on 7 May 2026; the report by Splash247 editor Sam Chambers said the tanker was alleged to have attempted to breach the U.S. naval blockade on Iran; CENTCOM-sourced imagery and confirmations show that Hasna began turning toward shore after the strike, with no official statement on crew casualties; the incident came in the same window as the Trump administration's Freedom Project convoy-escort operation and reported Pakistan-mediated Iran-U.S. final-agreement talks; Splash247's lead piece characterised the event in 19th-century naval terms as "gunboat diplomacy returns to Hormuz".

Elsewhere, MKE and Century Arms sign US export deal for 12 semi-automatic rifle models. Türkiye's state-controlled defence manufacturer Makine ve Kimya Endüstrisi AŞ (MKE) and US firearms importer Century Arms signed an agreement at the SAHA 2026 International Defence, Aviation and Space Industry Fair at the Istanbul Fair Centre to export 12 different semi-automatic rifle models to the United States; the deal was signed by MKE General Manager İlhami Keleş and Century Arms General Manager Michael Sucher; Deputy Defence Minister and MKE Board Chairman Alpaslan Kavaklıoğlu and Mustafa Varank, chairman of the Turkish Grand National Assembly Industry, Trade, Energy, Natural Resources, Information and Technology Commission, attended the ceremony; Vermont-based Century Arms' distribution network will serve as the channel for the MKE rifles to enter US retail; financial terms and delivery schedule were not officially disclosed; the contract follows Türkiye's defence and aviation export performance of $2.87 billion in the January–April 2026 period.

Then, Hanwha Ocean and Thordon Bearings sign MoU for Canadian Patrol Submarine Program (CPSP). South Korea-based Hanwha Ocean and Burlington (Ontario)-based Thordon Bearings have signed a Memorandum of Understanding to explore cooperation on the Canadian Patrol Submarine Program (CPSP) and other international maritime projects, focused on submarine systems, naval technologies and long-term lifecycle support; Hanwha Ocean is one of two qualified suppliers selected by the Canadian government for the CPSP, considered one of the world's largest conventional submarine procurement programmes; Thordon's oil-free bearing technologies are already installed on Royal Canadian Navy Halifax-class frigates and Harry DeWolf-class Arctic and Offshore Patrol Vessels; Hanwha Ocean said it plans to support the development of domestic Canadian capabilities for submarine subsystems and maintenance, contingent on a final program award.

Continuing on, ÖZATA Shipyard and Maritime Montering sign MoU on naval outfitting cooperation for military vessel projects. ÖZATA Shipyard and Norway-based marine outfitting solutions provider Maritime Montering signed a strategic Memorandum of Understanding (MoU) at the SAHA EXPO 2026 International Defence and Aerospace Exhibition to expand cooperation on military vessel projects in Türkiye; the agreement targets integration of outfitting solutions with advanced shipbuilding capabilities on naval platforms and covers local production, engineering support and technology transfer; the cooperation will be carried out by Maritime Montering's local subsidiary in Türkiye; Maritime Montering Türkiye General Manager Murat Korkut said the Group has supplied high-quality outfitting solutions for around 100 military vessels worldwide; building on a track record in civil shipbuilding, the MoU strengthens localisation of outfitting capabilities in Türkiye's naval defence supply chain.

Meanwhile, Excelerate Energy signs definitive nine-month charter with Jordan's NEPCO for newbuild Acadia FSRU. New York-listed Excelerate Energy signed a definitive nine-month charter with Jordan's National Electric Power Company (NEPCO) for the newbuild Excelerate Acadia FSRU after delays to Iraq's planned LNG import project pushed back the vessel's long-term deployment; the vessel is expected to begin operations at the Aqaba LNG import terminal in mid-2026 and the charter is forecast to contribute around $20 million in adjusted EBITDA in 2026; Acadia had originally been earmarked for long-term work in Iraq under a five-year integrated LNG import agreement signed in October 2025 with a subsidiary of Iraq's Ministry of Electricity, including minimum contracted volumes of 250 million standard cubic feet per day and extension options; the vessel will move to its long-term Persian Gulf position once the Jordan charter ends.