来自Google AI Summary:
Yes,
Cummins Inc. has been actively shifting supply chains and manufacturing back to the U.S. through significant investments, including over $1 billion for zero-emission technology (electrolyzers) in Minnesota and upgrades to Indiana and New York facilities, aiming to bolster domestic production and enhance supply chain resilience. Key details regarding Cummins' supply chain actions:
- Targeted Investments: The company is investing heavily in U.S. manufacturing to support clean technology, such as electrolyzers in Fridley, Minnesota.
- Regional Strategy: In response to pandemic-related disruptions, Cummins has shifted toward a more regionalized supply chain, rather than relying solely on global, particularly Chinese, sourcing.
- Operational Shifts: Cummins continues to optimize logistics, recently switching to FedEx Supply Chain for managing distribution in Memphis, which involved transitioning, rather than necessarily bringing, 3PL operations, reported Supply Chain Dive.
- Tariff Management: As of May 2025, the company is navigating uncertainty from new tariff threats, using a strategy focused on manufacturing products in the U.S. for the U.S. market, notes The Republic and the YouTube video of the Q3 2025 earnings call.
