Daily Briefing — Tuesday, April 7, 2026
Rich Guy · Sr. Director, Supply Chain · Nextracker / Nextpower
1 · Today — Tuesday, April 7
⚠ SCHEDULING CONFLICT: Howmet QBR (11:30 AM–1:30 PM) overlaps with SC Finance (12:00–12:45 PM). Prioritize Howmet QBR — biggest commercial stakes today. Delegate SC Finance or rejoin after 1:30 PM.
| Time |
Meeting |
Location |
| 8:00–8:45 AM |
S&OP: Tracker (KSA JV) |
Zoom |
| 10:00–11:00 AM |
Calibration Process Overview — Option 1 (attend this; Option 2 is 10pm) |
Zoom |
| 11:30 AM–1:30 PM |
⭐ Howmet Q4CY25 QBR |
Zoom |
| 12:00–12:45 PM |
⚠ SC Finance Meeting (conflicts with Howmet QBR) |
Zoom |
| 4:00–4:30 PM |
Vision Program Weekly |
Zoom / Fillmore |
| 5:00–5:30 PM |
Hydraulic Tool Liquidation Check-In |
Huddle #1 / Teams |
Meeting Prep Notes
S&OP KSA JV (8:00 AM) — Monthly forum for strategic alignment. Review sales pipeline, committed pipeline (70–90% prob), key risks, and supply.
- No direct project tie identified — attend and note any supply constraints raised for KSA region
Calibration Overview (10:00 AM) — Dashboard opens TODAY. Manager-level review window: Apr 7–13.
- Attend Option 1 (10am) — covers 9-box framework, differentiation, ratings advocacy
- Begin your team reviews after this session — window is only 6 days
- Key team members to calibrate: Arif, Akshay, Sunking, Darshan
- Note: Arif behavioral documentation is relevant — formal incidents documented, coaching done. Send HR/Prashant email this week.
⭐ Howmet Q4CY25 QBR (11:30 AM) — #2 Project · Attendees incl.
Akshay,
Arif, Matt Deuire, Savannah Chambers
- BOMtail recovery plan — OVERDUE since 3/23. Chase Savannah Chambers for status before or in meeting.
- 1/4" AL & steel pricing gap — Suzhou 18% (AL) / 26% (steel) cheaper than Waco. Lean Suzhou for 30M unless Waco matches.
- Payment terms — Howmet asked Net 60; rejected. Confirm current standing.
- GBA Amendment: need FEOC signature, IRA class 75% for M12, add Suzhou 1/4" pricing amendment
- Kingston labor — 60 vs 90-day coverage: make the call today (24 days pending)
- Tariff restructuring: 15% flat effective Apr 6 — quantify impact on Howmet pricing in this QBR
- BV17 Module prototype + budgetary production price — still outstanding
SC Finance Meeting (12:00 PM) — Organized by Rajesh Choudhary. No agenda in notes.
- Skip or send delegate — Howmet QBR is higher priority. Catch up async with Rajesh.
Vision Program Weekly (4:00 PM) — Project #8 (Vantage 2IR / Vision Program) · Joan Peh organizer
- Topics: integration progress, CM outsourcing, goal tracking
- Your action: CM selection strategy for Vantage 2IR — you're SC lead. Status on Coupa RFQ review.
- Confirm Bench/Bruce McCreary Coupa access (Jeff Rodgers request, Apr 2)
Hydraulic Tool Liquidation Check-In (5:00 PM) — Project #30 · Jeremy Roberts + Phil Wall
- Jeremy Roberts P&L dataset was due 3/24 — expect it here
- Decisions needed: internal (India/ME) vs external liquidator? Respond to Naif (ME) and Vinay (India) after this call
- Resolve consumable compatibility question (transition to all-electric tools)
Action Items Due Today
- Calibration dashboard opens — log in and start manager-level reviews (window closes Apr 13)
- BOMtail recovery plan — chase Savannah Chambers before/during Howmet QBR
- Stanley Legal update — Bohrer met Stanley Legal yesterday (Mon 4/6) on AvboltEco. Get readout today.
- Kingston labor decision — 60 or 90 day coverage. Arif has been waiting 24 days. Decide in QBR.
2 · This Week — Remaining Days
| Day |
Key Meetings & Actions |
| Wed Apr 8 |
Glean Enablement Session 11am — optional, AI productivity tooling
EU Manufacturing EMS 12pm — Akshay is on this; EU sourcing context. Prep: any open EU BOM cost questions.
Rich / Akshay 1:1 1:00pm — Review: Tool/Fastener presentation (#21, still bulky), Yihua GBA amendment status post Exec Review, NEOBOLT grips qual, Fastener Duties Lookup Table
NX Vantage 2 Weekly 4:30pm — biweekly cadence; CM selection and BoM release focus
|
| Thu–Fri Apr 9–10 |
No calendar meetings visible. Use for: tariff allocation analysis for Yves, calibration team reviews, China trip prep, Boss Air requirements spec. |
| Sat Apr 11 |
⚠ AA127 departs DFW 10:40am → Shanghai PVG (arrives Apr 12 3:20pm) CEO travel directive in effect — confirm trip is still essential with Prashant before Friday |
Deliverables with urgency this week:
- Calibration reviews — all manager-level reviews due by Apr 13. Start today.
- Tariff allocation impact for Yves — Section 232 effective Apr 6; Yves is waiting
- China trip confirmation with Prashant — must decide before Saturday's flight
- Program dashboard overhaul — Prashant directive before next biweekly; work with Sergio
- Boss Air requirements spec — drive Arif + Steve Kraft; unblocks 10-unit PO
- Arif remote work — Marie Washington OVERDUE since 3/14; escalate if no response
3 · Lookahead — 2–4 Weeks
| Date |
Event / Action Needed |
| Apr 11–23 |
China / SEA Supplier Trip (pending CEO directive confirmation)
Visits: Suspa (Nanjing), KMI, Baojia (Suzhou), Yihua/CZT (Wenzhou + HFT nearby), Meishan (Sichuan), Baojia (Malaysia), Fator (Malaysia), Chenta (Kaohsiung Apr 22)
⚠ Confirm Akshay joining Fator. Prepare supplier discussion docs this week.
Connect with Winter (FASTFIX rivet requalification) while in China |
| Apr 14 |
Global Trade Compliance Monthly Update — 11am (in-flight or just landed from Shanghai). Likely unavailable — flag in advance. |
| Apr 14–23 |
VP+ Calibration Review — ensure your manager-level reviews are complete before you travel |
| Apr 16 |
Air China 8335: Wenzhou → Chengdu (2:50pm local) |
| Apr 18 |
Air China 403: Chengdu → Singapore (10:00am local) |
| Apr 21 |
Scoot 485: Ipoh → Singapore (2:35pm) → China Airlines 758: Singapore → Kaohsiung (6:15pm) |
| Apr 22–23 |
Cathay Pacific: Kaohsiung → HKG (11:40am Apr 23) → DFW (4:05pm HKG, arrives 5:50pm DFW Apr 23) |
| Apr 27–29 |
MBR — Power & Mechanical Systems, Logistics (3 days) 10am–12pm each day · Fillmore/Catalyst Slides template shared — coordinate format with teams. Box folder: 360391250319. Prep deck before China trip. |
| May 3–7 |
FY27 Offsite (Placeholder) — Location TBD. Watch for logistics details. |
| May 4 |
Compensation Planning Opens — Workday data freeze until end of May (no job changes) |
⚠ Start now: MBR deck prep (Apr 27–29) should begin this week — you'll be traveling Apr 11–23 and have no runway. Also complete all calibration reviews before Apr 11 departure.
4 · Teams Activity
Teams data not available for this briefing