Territory · Substrate signal

02The cross-border execution layer.

<5% U.S. supply from China by end-2026. Cordless lines moving cross-border in real time. Section 232 changes mid-year. $800M/yr tariff exposure as a continuous loop, not one-time optimization.

The lane shape

Multi-modal cross-border with an audit-bearing decision layer above.

Customs · Section 232 · USMCA · Customs audit

↓

CADDIE · lane re-route · landed-cost reconciliation · audit trail

↓

Ocean · Asia → US/MX

Cross-border · Reynosa → Laredo

Inland · Mission, Texas → DCs

IoT/RFID telemetry

When inputs change (tariff schedule, capacity event, USMCA edge case), Caddie drafts the lane-re-route across affected purchase orders, executes on dispatcher approval, leaves Customs-grade trail.

What we read

The ramp + the continuous loop.

The China-out commitment

"From ~15% of U.S. supply sourced from China (2024) to <10% by mid-2026, <5% by end-2026." Reynosa is now world's largest pro power-tool plant.

SBD Q1 2026 transcript

The exposure size

~$800M annualized gross tariff impact. Q2 2025 hit gross margin ~3pp. Q1 2026 Section 232 change adds ~$15M annualized.

Supply Chain Dive

Existing telemetry

Container-level RFID deployed. Maryland-style control tower data layer in place. The prescriptive layer above is unbuilt.

Voyantic · SCMR

What Enmovil delivers here

Three surfaces · one cross-border loop.

Multimodal visibility

Ocean + cross-border + inland into one estimated time of arrival + landed-cost-with-tariff picture across the China-Mexico-US lane.

Lane re-route on changed inputs

Section 232 / USMCA / capacity event lands → Caddie drafts the re-route across affected purchase orders, dispatcher approves, audit trail follows.

Carrier-spend reconciliation

Reconciles invoices against contracted rates + accessorials + landed-cost contracts on the post-transition rate environment.

Proof anchor

Where we've shipped this shape.

~99%

Estimated time of arrival accuracy at fleet scale · multimodal pattern across tier-1 automotive deployments

FTL+LTL+courier

Full freight audit + settlement in production · a tier-1 commercial vehicle manufacturer

8-15%

Logistics cost savings · across deployments

For the conversation

Questions, fence, timeline.

The cordless ramp — what's the lane-by-lane estimated time of arrival + landed-cost reconciliation cadence today, and what breaks under a mid-year Section 232 change?
Tariff schedule changes → re-routing decision → audit-ready record on the purchase orders in flight: hours, days, or weeks today?
Customs/Trade-grade audit trail behind today's lane decisions, or reconstructed when Customs asks?

We'd touch

Multimodal visibility · ocean + cross-border + inland
Lane re-route drafts on changed inputs · one-tap dispatcher approval
Audit trail · Customs/Trade-grade lineage
Carrier-spend reconciliation post-transition

We wouldn't

Customs broker workflow
Manufactory 4.0 / shop-floor
IoT/RFID hardware
Sourcing decisions (Keelvar)

8-10 weeks · one China-Mexico-US cordless lane

First lane: one cross-border flow with multimodal estimated time of arrival + landed-cost variance dashboard, plus 6-month historical backtest. S/4HANA Cloud runs longer than ECC.

Who's building this

Enmovil · the technology thought partner for autonomous supply chains.

One AI-native platform. Demand sensing, inventory, dispatch, execution, freight settlement, sustainability reporting. All on one intelligence layer that sits above the systems you already own.

Under orchestration

~100K

Trucks per day across the deployment base

Daily delivery accuracy

99%

Road, rail, ocean, air

Forecast accuracy

97%

Demand sensing across deployments

Logistics cost savings

8 to 15%

Measured across deployments