IOG Supply Chain Monitor

Weekly Intelligence Report

Customer
Demonstration Precision Metal Fabricator
Period
October 5–11, 2026 (week 41)
Generated
October 13, 2026
Report
Baseline, 23 findings

Historical demonstration report. Illustrative customer profile. Not current market intelligence.

This report was produced on October 13, 2026, during acceptance testing, by an earlier test build of Supply Chain Monitor reading live public sources. The customer is fictional: a precision sheet-metal fabrication and machining shop in the Mohawk Valley. The suppliers and competitors are real public companies used as upstream references; they say nothing about any real customer’s purchasing. Index values have since been revised and the notices have moved on. Sections and values come from the report itself, reformatted for the web; interpretation and reviewer notes are marked as added for this sample.

Back to Supply Chain Monitor

01Executive Summary

All six monitored price indices rose at their latest published observation (August 2026, compared with July 2026). Cold-rolled steel sheet and strip rose 5.07%, its fifth consecutive monthly increase, and steel mill products rose 1.70%, also a fifth consecutive increase. Both are above this profile’s 1.5% threshold for high priority.

Twelve Federal Register trade notices on steel products matched the configured topics. Ten other documents in the search window mentioned none of the configured topics and were not reported.

Three supplier items and two competitor items came from news feeds and SEC filings. Four are headline matches the monitor did not read in full, so they are marked as hypotheses for review.

This is the baseline report for the profile: 23 findings, all new. Later reports are compared against it.

Sample management interpretationIllustrative. Written for this demonstration, not generated by the monitor.

Observed. Published prices for cold-rolled sheet and steel mill products have risen for five consecutive months, and cold-rolled sheet rose more than 5% in the latest month.

Interpretation. Market prices for sheet steel may still be rising. These are index values, not this company’s contract prices, so the first check is recent purchase invoices and supplier price notices.

Potential implications.

  • Purchasing quotations. Supplier quotes for upcoming sheet and coil purchases may come in above recent buys. Check quote validity before committing to volume.
  • Supplier surcharges. Ask steel suppliers whether surcharges or price increases have been announced or applied, and how they are calculated.
  • Customer pricing assumptions. Customer quotes and open jobs priced on material costs from before the August observation may understate current cost, especially fixed-price work with long lead times. Check whether quotes carry material escalation terms or short validity. The 1.9% rise in truckload freight matters most where pricing is delivered.
  • Trade notices. Most of the twelve concern products this company does not buy directly, such as pipe, rebar and sinks. The Korean hot-rolled and corrosion-resistant steel reviews are closest to sheet purchasing and the ones worth raising with the steel service center.
  • Profile refinement. The profile sets every trade-restriction item to high priority, which also raised an investor-commentary headline to high. After a baseline report like this one, a rule like that would normally be narrowed.

02At a Glance

Monitoring itemHistorical observationObservation datesPriorityStatus
Cold-rolled steel sheet and strip+5.07%Aug 2026 vs. Jul 2026HighNew
Steel mill products+1.70%Aug 2026 vs. Jul 2026HighNew
Aluminum base scrap see note+1.21%Aug 2026 vs. Jul 2026MediumNew
Long-distance truckload freight PPI+1.90%Aug 2026 vs. Jul 2026MediumNew

Changes are between published monthly observations as they stood on October 13, 2026: August 2026 compared with July 2026. They are not changes measured during the reporting week. Priority key: High, act this week. Medium, plan for it. Low, awareness.

03Materials and Cost Indicators

SeriesIndex, Aug 2026Index, Jul 2026ChangeRunPrioritySource
Cold-rolled steel sheet and strip WPU101707469.251446.617+5.07%5th consecutive increaseHighFRED
Steel mill products WPU1017381.162374.793+1.70%5th consecutive increaseHighFRED
Aluminum base scrap see note WPU102302475.545469.848+1.21%4th consecutive increaseMediumFRED
Nonferrous metals WPU102531.595525.994+1.06%Up after a declineMediumFRED
Industrial electric power WPU0543346.309343.963+0.68%3rd consecutive increaseMediumFRED
General freight trucking, long-distance truckload PCU484121484121207.644203.781+1.90%2nd consecutive increaseMediumFRED

Recommended by the monitor

  • High. Re-quote open jobs priced before this observation; confirm supplier surcharges.
  • Medium. Note for the next purchasing review.

Reading these figures

  • U.S. Bureau of Labor Statistics Producer Price Index series, read through FRED. Not seasonally adjusted; base periods differ by series.
  • Priority thresholds in this profile: high at a 1.5% move for the steel and aluminum series and 2.0% for the others; medium at 0.5%.
  • Published indices describe market-wide price movement. They are not this company’s contract prices.
  • Label note. The demonstration profile labeled series WPU102302 “aluminum mill shapes.” Its published title is aluminum base scrap, which is how it is shown here: the kind of correction a profile review makes.

04Regulatory Watch

Federal Register documents from the configured agencies (International Trade Administration, U.S. International Trade Commission, Bureau of Industry and Security, EPA and OSHA) that mention a configured topic such as steel, aluminum, fasteners, coatings or Section 232. Twelve matched, all trade actions on steel products. This profile sets trade restrictions to high priority.

Seven more notices in this report

05Supplier Developments

News feeds for the seven named suppliers, filtered by their watch keywords, plus SEC filings. Each item below is a headline the monitor matched but did not read in full, so its evidence class is hypothesis: it needs a person to check it before anyone acts on it.

06Competitor Intelligence

News feeds and SEC filings for the two named competitors.

07Continuity and Watch Next

Continuity

Baseline report. No earlier report exists for this profile, so all 23 findings are new. From the next report on, each finding is marked new, updated, unchanged, stale (not seen for 21 days) or closed (not seen for 60 days).

  • Cold-rolled steel sheet and strip: fifth consecutive increase.
  • Steel mill products: fifth consecutive increase.
  • Aluminum base scrap: fourth consecutive increase.
  • Industrial electric power: third consecutive increase.
  • Long-distance truckload freight: second consecutive increase.

Watch next period

  • Cold-rolled steel sheet and strip: next observation against 469.251.
  • Steel mill products: next observation against 381.162.

08Source Coverage

SourceStatusRequestsSucceededItemsFreshest item
SEC EDGAROK991Oct 9, 2026
FRED (Producer Price Index)OK6636Aug 2026 observation
Google News feedsOK9914Oct 13, 2026
Federal RegisterOK1122Oct 13, 2026
  • The search window covered the eight days before the run, October 5 to 13.
  • Ten Federal Register documents mentioned none of the configured topics and were not reported. One news item matched a watch keyword but no event category and was not reported.
  • Generated with no AI inference. Every value is a computed change, a configured threshold or a field taken from the source.

09Evidence Links

Federal Register documents

IOG Supply Chain Monitor · Weekly Intelligence Report · generated October 13, 2026 by a test build. Historical demonstration report. Illustrative customer profile. Not current market intelligence.

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