The latest from Marvin

📬 What’s Inside This Month’s Edition

🤝 Global Partnership Announcement: Marvin <> Komgo

🇧🇷 São Paulo INSIGHTS:  Marvin’s Executive Gathering

🗞️ Market Moves: The EU-Mercosur Opportunity, EUDR Countdown, Europe's Heatwave

⚡ What's New in Our Product:  Compliance Meets Revenue Protection

🌱 The Marvin Blueprint: Reimagining Global Supply Chain Orchestration

📅 Marvin on the Road: Meet Us at Upcoming Events

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 🤝 GLOBAL PARTNERSHIP ANNOUNCEMENT

Marvin <> Komgo: Uniting Supply Chain Intelligence with Trade Finance Execution

We are thrilled to announce a strategic partnership between Marvin and Komgo, the world's leading digital trade finance network.

This collaboration bridges the gap between physical supply chain execution and financial liquidity, bringing together Marvin's AI-driven supply chain compliance and execution solutions with Komgo's industry-standard financial orchestration.

What This Partnership Unlocks:

• Autonomous Letter of Credit Execution: Marvin’s AI validates physical trade documentation and compliance certificates in real time, automatically correcting discrepancies before they hit the bank, preventing costly delays.
• Working Capital Optimization: By automating the data flow from origin to bank presentation, we eliminate manual amendments and frozen liquidity, dramatically accelerating cash cycles.
• End-to-End Auditability: Every physical transaction is backed by an immutable digital ledger, allowing financial institutions on the Komgo network to offer competitive, risk-adjusted pricing based on validated supply chain telemetry.

"By fusing Marvin's trade planning, execution, and compliance solutions with Komgo's trade finance excellence, we are uniting physical cargo with financial liquidity. This partnership unlocks unprecedented capital efficiency and builds a highly secure, digital trade corridor between Latin America and Europe."
— Ofer Judovits, Co-Founder & CEO, Marvin

"By combining Marvin's AI-driven physical validation with Komgo's financial orchestration, we enable autonomous certainty in trade execution."
— Baptiste Audren, Chief Revenue Officer, Komgo

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🇧🇷 SÃO PAULO INSIGHTS

Inside Marvin’s Mid-Winter Executive Gathering at Rubaiyat

In mid-June, Marvin gathered with senior executives, trade partners, and market leaders at Rubaiyat Faria Lima in São Paulo. The evening’s focus was clear: how macro forces are reshaping global supply chains.

Sérgio Vale, one of Brazil’s leading economists, delivered a keynote on the macroeconomic headwinds impacting Latin American industries, highlighting how the accelerating European regulatory framework is no longer just a compliance checkbox ,it is a core determinant of market access.

Key Takeaway: For land-based industries, physical execution and compliance can no longer live in silos. The winners of this transition are those who have the tools to leverage volatility as a financial optimization opportunity.

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🗞️ Market Moves

1️⃣ THE EU-MERCOSUR OPPORTUNITY

Unlocking the World's Largest Free Trade Zone

After more than 25 years of negotiation, the EU-Mercosur trade agreement is in provisional application, establishing a free trade corridor of over 700 million consumers and €111 billion in annual trade. Tariffs on Brazilian biofuels, agriculture, and chemicals are on a phased path to zero.

However, market access is not automatic. Preferential zero-tariff rates only yield financial returns if your supply chain can programmatically prove it meets the strict underlying criteria.

2️⃣ THE COUNTDOWN IS REAL

TRACES NT is Back Online — The Testing Window is Open

TRACES NT, the EU's official portal for submitting EUDR due diligence statements,

has officially relaunched following its system rebuild. The Commission’s December 30, 2026 enforcement deadline remains firm.

The current pre-enforcement window is the final opportunity for exporters to run end-to-end tests without risking shipment seizures or heavy fines. If your supply chain is not actively testing submissions now, you are exposing your Q4 shipments to systemic gridlock.

Your 5-Step EUDR Launch Sequence:

1. Gap Analysis & System Review: Benchmark your current supplier data against TRACES NT schema requirements.
2. Geolocation & Local Legality Verification: Map polygon data and cross-reference with local land registries and deforestation baselines.
3. Supply Chain Traceability Setup: Link physical lot movements directly to digital transaction records.
4. DDS Formulation: Auto-generate and validate your Due Diligence Statements prior to shipping.
5. 3rd Party Verification: Secure independent validation to bulletproof your claims.

3️⃣ EUROPE’S SUMMER HEATWAVE

A Systemic Climate Warning for Global Supply Chains

Extreme summer heatwaves and severe drought conditions are straining European agricultural yields, inland waterways, and power infrastructure.

Disruptions like these are no longer rare "black swan" events—they are seasonal operational realities. The exporters who protect their margins are those who map climate exposure at the asset level before the vessel ever departs.

⚡ What's New in Our Product

The Physical-to-Digital Proprietary Engine: Compliance Meet Revenue Protection

Marvin’s Proprietary Physical-to-Digital Engine built for energy supply chains, chemical manufacturers, and agricultural traders.

This engine doesn't just help you pass audits; it actively optimizes the financial outcome of every single batch you process:

• Two-in-One Value: It secures continuous regulatory compliance (such as RED and CARB) while simultaneously protecting your trading margins from contract leakage and grade downgrades.
• Mass Balance Ledgering: Commingle certified and conventional volumes physically while maintaining a mathematically separate, real-time audit ledger for your premium claims.
• AI Insight Engine: It continuously scans transactional and physical trade data to identify arbitrage opportunities, avoid off-spec penalties, and optimize cargo allocation.

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🌱 THE MARVIN BLUEPRINT

Reimagining Global Supply Chain Orchestration

In fragmented markets, true margin protection requires more than just static databases. Marvin is building the orchestration layer that connects the physical reality of raw materials with digital transaction systems.

By utilizing Marvin’s domain-specific AI agents, we ingest unstructured supplier contracts, lab test outputs, and logistics documents, The result is a unified, real-time forecast of your operational risk and cargo allocation.

Sign Up to Beta Test Our New Orchestration Tool

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📅 Marvin on the Road:

Let's Meet Up in São Paulo

Our executive team will be on the ground in Brazil throughout August. We would love to buy you a coffee and discuss your supply chain orchestration strategy. Let's connect at these upcoming events:

 🌍 São Paulo Climate Week — August 4–8, 2026 | Cubo Itaú, São Paulo

🌾 CBA (Congresso Brasileiro do Agronegócio)— August 10, 2026| Sheraton São Paulo WTC Hotel

📦 Forum ILOS 2026 — August 19–20, 2026| Golden Hall, Sheraton WTC São Paulo

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Thank You for Joining Us We’re grateful for your interest in Marvin’s work to build the future of resilient supply chains.

The Marvin Team

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