Daily Briefing    Saturday, March 7, 2026 Nextracker / Nextpower Supply Chain
1  |  TODAY — Saturday, March 7, 2026

No meetings scheduled today. This is a prep day before the Bay Area trip (arriving Fremont ~Tue Mar 10 after Mon night flight).

⚡ Action Items Due / Overdue Today:

  • [OVERDUE] Boss Industries onsite visit — Yves flagged urgent. Visit was supposed to happen Mon/Tue this week (before their show Wed). Reply to Rory Mathias (rorym@bossair.com) now. Review $15K/unit revised quote (Mar 4). Prep GBA talking points for visit. (Project #5)
  • [OVERDUE] Yihua GBA Amendment — Prashant escalated Mar 6, 2+ months of slippage. Draft and send Akshay a pointed directive today — no more "end of next week." Include format reference (Box 1722092101351), scope: 1/4" and M12 China→ROW + US→US volumes, LCA, allocation %. (Project #20)
  • [TIME-SENSITIVE] Stanley FY27 Amendment — expires 3/31 (24 days). Email sent to Akshay Mar 6 with 3/14 deliverable deadline. Verify receipt and confirm Akshay is on it. (Project #2)
  • Boss-Air Onboarding — review Arif's Mar 6 email and action. (Project #5)
  • Casagrande GBA — review Arif's visit notes (Mar 2, 4 days old).
  • Batch 38 email processing — 35 emails pending approval (Feb 25–Mar 2). Clear before the week starts.
  • Prep for Monday meetings — Sai Krishna Volume Commit (red cells), GPL 0 Prices (3 held emails need approvals before Mon), Vision Sync agenda with Yves/Prashant/Alejandro.

⚠️ Duplicate Flight Booking — Action Required:

  • Two separate bookings exist for Mar 15 departure:
      • OBMUDK: SJC → DFW (AA3146, departs 2:08 PM) → BNA (AA1484, 9:04 PM)
      • YIBDTE: SFO → DFW (AA810, departs 2:33 PM) → BNA (AA1484, 9:04 PM)
      Both share the same DFW→BNA connecting flight. Confirm which booking is active and cancel the other before check-in opens.
2  |  THIS WEEK — March 9–13
Day / Time Meeting Location Prep / Notes
Mon 3/9
10:30–11:30am		 SC Mechanical Program (Bi-Weekly) Zoom + FRM South (Prashant's Office / Warfield) Review Dampers, Slew Drives, Pile Striker, Drill Chucks, Tools/Fasteners status. Check Smartsheet dashboards beforehand. Rich likely attending remotely from Dallas. (Projects #3, #25, #26)
Mon 3/9
11:30am–12pm		 Sai Krishna Zoom Zoom (HYD Soma) Volume Commit Contract red cells (Akshay item, Feb 21). Confirm Akshay has resolved before call. (Project #20) ⚠️ Back-to-back with Mechanical Program
Mon 3/9
2:00–2:30pm		 EMS – GPL Approvals – Fasteners
(Akshay)		 Zoom + Prashant's Office GPL approval for fasteners Apr'26–Mar'27. Note: Anaplan upload issue was blocking — confirm resolved. Review GPL 0 Prices thread (3 held emails, Mar 3-4) before this call. Direct report: Akshay. (Project #4)
Mon 3/9
4:00–5:00pm		 Vision Sync – SC, Fleet Mgmt, Int'l Ops
(Yves, Prashant, Alejandro)		 Yves' Office (Fremont) ⚠️ Logistics flag: Meeting is at Yves' Fremont office at 4pm, but Rich's flight departs DFW at 7:55pm. Confirm if Rich attends in-person (would require being in Fremont already) or virtually. Key topics: fleet strategy, international ops, SC direction. Prep updates on TD/Boss units and cost roadmap. (Projects #5, #18)
Mon 3/9
7:55pm		 ✈ AA 949 DFW → SFO Conf: FSYVHG Arrives SFO 10:01pm. Hotel check-in Aloft Silicon Valley (Newark) Mar 10. Rate incl. breakfast + parking.
Tue 3/10
10:00–11:00am		 SC Quarterly Town Hall (US + LATAM)
(Yves presenting)		 Zoom + Yves' Office, Fremont South Optional but attend — Yves presents "State of Business." If presenting, prepare 5–10 min topic. Good visibility opportunity.
Tue 3/10
5:30–6:00pm		 Tools – Hydraulic Liquidation FRM South Huddle #1 Rich initiated. Huddle re: liquidation strategy — India/ME interest vs. external liquidator. Have equipment list and remaining useful life ready. Address Naif (ME) and Vinay Kulkarni (India) responses. (Project #30)
Wed 3/11
4:30–5:00pm		 NX Vantage 2 Weekly Teams Rich added for CM selection alignment. Review CM strategy status — Rich is SC lead. Close on Vantage RFQ (Hector requesting). Check camera sourcing (OAK-D/Arducam vs Luxonis). (Project #8)
Thu 3/12
6:00–6:45am		 S&OP: Tracker – India & Sub-Saharan Africa Zoom Early call. Review India pipeline, FY27 targets, demand behavior, commitments (70% vs 90%). Align on LOA-to-NTP timeline challenges. (Project #3)

📋 Deliverables Due This Week:

  • Stanley FY27 deliverables to Prashant — due 3/14 (Akshay leading; Rich must verify progress by Wed 3/11)
  • GPL 0 Prices — resolve 3 held emails (Akshay/Sunking/Darshan) before Mon meetings
  • Cost Reduction Top 10 — finalize for Yves (14 days old; Mike Vanderwoud requested production dates + monthly savings)
  • Tools Cost Roadmap — owed to Yves since Feb 18 (17 days old)
  • Yihua swage gauge expected by Mar 12 — flag to Akshay to confirm receipt

Mon 3/9 Schedule Note: 3 meetings in 4 hours (10:30am–2:30pm) with no gaps between Mechanical and Sai Krishna. Plan transition carefully; both are Zoom-joinable.
3  |  LOOKAHEAD — March 15–28

✈ Nashville + Houston Trip (Mar 15–20)

Date Activity Notes
Sun 3/15 ✈ SFO/SJC → DFW → BNA ⚠️ RESOLVE duplicate booking (OBMUDK vs YIBDTE) before check-in. Arrive Nashville 10:59pm. TownePlace Suites check-in (310 Gay St, downtown).
Mon 3/16
10:00–11:30pm		 QBR – Baojia/BNEM (Q4CY25) Late night (Asia TZ). Prep: slew drive allocation update (100% Yihua for India/KSA), CO2 PPAP status, China trip agenda. Open commercial items. (Projects #22, #28)
Tue 3/17
8:00–9:00am		 Manager Perf Review Session #1 Choose one of 3 sessions (also Mar 19, Mar 23). Covers calibration, Cultural Leadership Elements, Workday walkthrough. Prep self-assessments for Arif, Akshay, Sunking, Darshan before attending.
Tue 3/17
8:30–9:30pm		 Mech Staff Meeting (Weekly) Rich initiated this series. First occurrence — publish standard agenda beforehand. Teams meeting.
Tue 3/17
10:00–11:30pm		 QBR – Chenta (Q4CY25) Late night (Asia TZ). ⚠️ Mech Staff Meeting ends 9:30pm → Chenta QBR starts 10pm — only 30-min gap while in Nashville. Prep: slew drive volumes, Taiwan sourcing strategy.
Wed 3/18
7:40am		 ✈ BNA → SAT (SW 2675) ⚠️ Early departure after late Chenta QBR night (ends ~11:30pm Tue). Allow time to check out TownePlace. Arrives SAT 10:20am. Conf: AZR5QV. Then connect/drive to Houston — Houston Marriott North check-in Mar 19.
Thu 3/19
9:00–10:30am		 KMI QBR (Q4CY25) Zoom. Prep: Slew gear remediation (Deshgaon-2), 5yr→10yr warranty history (Sunking owes), KMI-CN 60K commitment (~45K finishing), volume reduction discussion if no cost improvement. (Projects #10, #22)
Thu 3/19
11:00am–12pm		 Manager Perf Review Session #2 (if needed) Only attend if you missed Session #1 on Mar 17. ⚠️ KMI QBR ends 10:30am → Perf Review starts 11am — back-to-back in Houston.
Fri 3/20 Houston Marriott North check-out Purpose of Nashville/Houston trip not confirmed in calendar. Validate agenda — is there a supplier visit, site visit, or internal meeting anchoring this trip?

🗓 Other Lookahead Items:

  • Stanley FY27 contract expires 3/31 (24 days) — Akshay deliverables due 3/14. No negotiation meeting scheduled — needs to be booked.
  • Howmet QBR tentatively 3/25 (Prashant suggested in-person at Waco) — confirm date and prep agenda. (Project #2)
  • Performance review prep — calibration sessions Mar 17 & 19. Prepare direct report assessments for Arif, Akshay, Sunking, Darshan before Mar 17.
  • Mech Staff Meeting agenda — Rich to publish standard agenda before first meeting Mar 17.
  • China/SEA supplier trip (April) — Week of Apr 13 and/or Apr 20. Finalize itinerary with Sunking; book travel. Visits: Baojia, Yihua/CZT, Suspa, Meishan, KMI, Fator. (Project #22)
  • FASTFIX/Kinematics rivet requalification — formal approval process request from Winter (Feb 27, held in inbox). Connect during China trip. (Project #9)
  • CO2 PPAP — 3rd party test results delayed to mid-March. Follow up with Arif. (Project #28)
4  |  TEAMS ACTIVITY
Teams data not available for this briefing. Note: Yves prefers Teams over email — check manually for any messages from him, especially re: Boss Industries onsite visit and cost roadmap follow-ups.
5  |  TOP 3 PRIORITIES TODAY
1 Boss Industries — Respond to Rory TODAY
The onsite visit was supposed to happen Mon or Tue this past week — it's overdue and Yves flagged it urgent. The compressor order (20 units, 5-10 needed by end of April) can't slip further. Text/email Rory Mathias now, review the $15K/unit quote, and prep GBA framework before any visit. Also review Arif's Boss-Air Onboarding email (Mar 6). Impact: $300K+ order, critical to TD fleet deployment schedule.
2 Yihua GBA Amendment — Send Akshay a Hard Deadline Message
Prashant escalated on Mar 6 after 2+ months of "draft by end of next week" from Akshay. Rich must send a direct, non-negotiable message today with a specific deadline (suggest 3/11 EOD), the required scope (China + US volumes, LCA, allocation %), and reference the Box format file. This unlocks Yihua's Thailand investment and is tied to the IRA credit split. Impact: strategic supplier relationship + tariff compliance.
3 Resolve Duplicate Mar 15 Flight Booking + Mon Meeting Logistics
Two active confirmations (OBMUDK: SJC depart, YIBDTE: SFO depart) for the same connecting flight to Nashville — one must be cancelled before check-in opens. Also clarify Mon 3/9 Vision Sync logistics: Yves' Fremont office at 4pm vs. DFW departure at 7:55pm — confirm in-person or virtual attendance. These are low-effort fixes with high consequence if missed. Impact: travel disruption risk on key supplier trip week.
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