📋 Daily Briefing — Friday, March 6, 2026 Rich Guy · Sr. Director, Supply Chain
1 · TODAY — Friday, March 6
⚠️ Back-to-back block: 11:30 AM – 1:30 PM — three consecutive meetings with zero break time
Time Meeting Where / Who Prep & Context
9:30–10:00 AM CO2 Reduction Plan — Fasteners
Zoom · 30 min		 Raghunandan Goel (host) Project #28 — Baojia/KMI PPAP delayed to mid-March (3rd-party test results pending).
Raise: Confirm revised PPAP date; any blockers for Baojia qualification.
11:30 AM–12:00 PM ⚠️ SC Strategy Team Leads Weekly
Zoom + The Warfield · 30 min		 Prashant Patil (host) General company/HR updates + strategy topics.
Raise: Tariff landscape (SCOTUS IEEPA ruling fallout); hiring status (Foundations/Robotics).
12:00–1:00 PM ⚠️ Weekly Catch-up — Prashant (1:1)
Zoom + Prashant's Office · 1 hr		 Prashant Patil Bring:
  • Howmet RFX — tier pricing back-test status (Arif owes); payment terms gap (Net 75 vs 60)
  • GPL KPI dashboard — confirm done (due today)
  • Robotics headcount — Doug Matlack review status
  • Yihua LOI — Akshay draft + IRA split 70% NX target
  • Boss Industries onsite visit (Mon/Tue) — need Prashant awareness
1:00–1:30 PM ⚠️ Compressor Testing at LV
Teams · 30 min		 Arif, Mike (DJ) Yves action: document compressor testing practice at Las Vegas site. Arif notes this is standard procedure from unit 1 — field team should own the write-up, not SC.
Decision: Who authors documentation? Confirm it goes through Mike/DJ's team. Project #5 adjacent.
🔴 DUE TODAY: GPL Price Request KPI Dashboard — Prashant expects backlog cleaned up by EOW. Hector + Vaishali started; Rich to finalize and confirm complete.
2 · THIS WEEK — EOW Actions (Today is Friday)
No remaining workdays. Complete before signing off today:
  • Boss Industries: Email Rory Mathias (rorym@bossair.com) to confirm Mon or Tue onsite visit — Yves flagged as urgent. Review $15K/unit revised quote (Mar 4). Prep GBA talking points. ⬅ Do this today.
  • GPL KPI Dashboard: Finalize & send to Prashant (see above)
  • Casagrande GBA: Review Arif's negotiation feedback — owed to Arif
  • Security Awareness Training: Still sitting in inbox — check deadline
  • Nicolas Brion tariff deliverables: Review action items owed (held email #312)
3 · LOOKAHEAD — 2–4 Weeks

📍 Week of Mar 9 — Fremont On-Site

Mon Mar 9 SC Mechanical Program Bi-Weekly 10:30–11:30 AM (Dampers, Slew Drives, Pile Striker, Tools/Fasteners review) · EMS GPL Approvals – Fasteners 2:00–2:30 PM with Akshay — confirm Anaplan upload issue resolved first · AA 949 DFW→SFO departs 7:55 PM (conf: FSYVHG) — Employee Open Session #3 at 7:00 PM conflicts; attend via mobile or skip (optional)
Tue Mar 10 SC Quarterly Town Hall 10:00–11:00 AM (Fremont South / Yves' office) · Hydraulic Liquidation huddle 5:30–6:00 PM (Fremont South) — bring equipment list; reply to Naif (ME) and confirm Vinay Kulkarni buy-in before this meeting (Project #30)
Wed Mar 11 NX Vantage 2 Weekly 4:30–5:00 PM (Teams) — CM selection alignment; Rich is SC lead (Project #8). Joan Peh added Rich to align on CM vs. program duplication.
Thu Mar 12 ⚠️ Early: S&OP India/Sub-Saharan Africa 6:00–6:45 AM (Zoom) · Aloft SV checkout Sun Mar 15
🔴 ACTION REQUIRED — DUPLICATE FLIGHT BOOKING (Mar 15):
   • OBMUDK: AA 3146 SJC → DFW, departs 2:08 PM
   • YIBDTE: AA 810 SFO → DFW, departs 2:33 PM
Different airports, different flight numbers — both connecting to same AA 1484 DFW→BNA 9:04 PM. Confirm which booking is correct and cancel the duplicate before Sunday.

✈️ Week of Mar 15 — Nashville + Houston Road Trip

Sun Mar 15 Fly SFO→DFW→BNA (conf: YIBDTE). Check in TownePlace Suites Nashville Downtown.
Mon Mar 16 QBR Baojia/BNEM Q4CY25 — 10:00–11:30 PM CT (Zoom). Prep: CO2 PPAP status, slew drive allocation update (100% Yihua for India/KSA per Sunking), any commercial open items.
Tue Mar 17 Manager Open Session #1 8:00–9:00 AM (attend one of 3 — this is earliest) · Mech Staff Meeting 8:30–9:30 PM (Teams) · QBR Chenta Q4CY25 10:00–11:30 PM CT
Wed Mar 18 ⚠️ SW 2675 BNA→SAT departs 7:40 AM — must be at BNA airport by ~6:00 AM. Hotel checkout same morning.
Mar 18–19 ⚠️ Logistics gap: no SAT→HOU travel booked. KMI QBR is Thu Mar 19 at 9:00 AM (Zoom from Houston Marriott North). San Antonio → Houston = ~3.5 hrs drive or 1-hr flight. Book transport or confirm plan.
Thu Mar 19 KMI Q4CY25 QBR 9:00–10:30 AM (Zoom, Houston). Prep: slew gear warranty history (5yr→10yr), Deshgaon-2 remediation status, KMI-CN volume context (~45K vs 60K commitment), cost reduction ask. Project #10.

📌 Milestones to Watch

  • Howmet QBR — tentatively Mar 25 in Waco (in-person per Prashant); start agenda prep now
  • Yihua LOI — Akshay draft in legal review; Susan pushing to close; IRA credit split must be ≥70% NX
  • CO2 PPAP 3rd-party results — mid-March; track with Arif/Sunking
  • Annual Performance Review self-assessments — process underway; complete Manager Open Session (pick Mar 17, 19, or 23)
  • China/SEA Supplier Trip — April (weeks of Apr 13/20); itinerary still TBD with Sunking — start booking
4 · TEAMS ACTIVITY
Teams data not available for this briefing. Recommend checking Teams manually before the 11:30 AM block — specifically:
  • Yves (prefers Teams over email) — any updates on Boss Industries visit, CZM prototype, or drill bit strategy
  • Arif — Compressor testing doc, tier pricing model, Boss quote review
  • Prashant — Doug Matlack / Robotics headcount approval status
5 · TOP 3 PRIORITIES TODAY
#1 Complete GPL KPI Dashboard — DUE TODAY. Prashant committed to end-of-week delivery. Hector + Vaishali laid groundwork; Rich must finalize. Blocking Prashant's procurement backlog visibility. Do this before the 11:30 AM meeting block so you can confirm done in the 1:1.
#2 Confirm Boss Industries onsite visit — today, before EOD. Email Rory Mathias (rorym@bossair.com) now. Yves flagged as urgent. Mon or Tue next week. Review $15K/unit revised quote, prep GBA discussion points. 20 compressors needed by April — clock is running. $150K/mo drill bit savings also in scope.
#3 Prashant 1:1 (12:00 PM) — show up prepared across multiple fronts. Howmet RFX close-out (tier pricing back-test, payment terms), Yihua LOI IRA split, Robotics headcount Doug Matlack status, and tool cost roadmap for Yves. Several commitments to Prashant are aging — use this touchpoint to close or reset timelines.
Auto-generated · Rich Guy · Friday, March 6, 2026 · Supply Chain, Nextracker / Nextpower
``` --- **A few things flagged in this briefing that need same-day action:** | Item | Action | Urgency | |---|---|---| | Duplicate Mar 15 flights (OBMUDK vs YIBDTE) | Cancel one before Sunday | 🔴 High | | SAT→HOU logistics gap Mar 18–19 | Book transport or confirm plan | 🟠 High | | Boss Industries visit | Email Rory today | 🔴 High (Yves urgent) | | GPL KPI Dashboard | Finalize before Prashant 1:1 | 🔴 Due today |