The 2026 Q2 Forecast Is Now on MI+: What It Means for Industrial Automation

- Geopolitical risk rarely arrives as a single event. This quarter's forecast shows how one conflict is reshaping energy costs, component supply, and freight reliability at the same time — and why that combination, not any one disruption, is the real planning challenge.

- Rare earths and semiconductors are tightening together, with AI infrastructure demand pulling capacity away from industrial buyers. The forecast maps where automation and automotive supply chains are most exposed — and where early movers are building resilience.

- Each section of the report pairs its outlook with a concrete "what to do" and a "strategic opportunity." See which procurement, inventory, and contracting moves the forecast flags as time-sensitive this quarter.