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Global Manufacturing Activity Levels Continue to Stabilize in March and Q1-2023

Supply Chain Matters

However, we discern some added signs excess inventories and of production sourcing shifts. Global Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. From our lens, the latter is evidence of recessionary manufacturing conditions that are now stabilizing. That stated, the reported 49.6

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Peloton’s Supply Chain Strategy Turnabout

Supply Chain Matters

This week, the company announced a reversal in manufacturing and supply chain strategy, as well as a major turnabout. The company will henceforth outsource the manufacturing of its stationary exercise bikes and treadmills to a Taiwan based contract manufacturer. Pivot Toward Internal Manufacturing Presence.

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Extreme weather’s impact on supply chains

Resilinc

Within a week of the COP26 conference wrapping up, massive floods in British Columbia severed the freight railroad serving the Vancouver, home of Canada’s largest port. We are chasing around North America trying to find other suppliers—at much higher rates,” the CEO of an Edmonton food manufacturer told the CBC. “We If so, when?

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Federal Reserve GSPI Index Drops Significantly in April

Supply Chain Matters

Noted in the Feds April 2023 narrative were significant downward contributions from Euro Area delivery times, Euro Area stocks of purchases, and Korean delivery times. The authors further observed that there was a notable upward contribution from Taiwan stocks of purchases. This recent April data reinforce that U.S.

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Build Resilient Supply Chains That Weather Disruptions 

Logility

Manufacturers and shipping companies assumed that because of layoffs, demand would drop. As the pandemic eased, ports suffered bottlenecks, natural disasters disrupted freight movement, railways suffered congestion, and new legislation further complicated the movement of goods. As you know, demand for some items surged.

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Added Evidence of Emerging Regionalization of Global Supply Networks

Supply Chain Matters

The Ferrari Consulting and Research Group, via its affiliated Supply Chain Matters blog calls reader attention to two recently published research papers that address evidence of ongoing shifts in global supply component and end production sourcing. The above seems to imply, from our lens, the movement toward China Plus sourcing activity.

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Supply Chain: Interrupted. A recap of our recent webinar on disruptions and trends from the first half of 2021

Resilinc

Even the rush to invest in new semiconductor manufacturing is exacerbating the shortages. Even the equipment used to make semiconductors requires a lot of semiconductors, accordingly “lead times for new semiconductor manufacturing equipment are out 12 months.”. Why would a factory fire or chemical spill occur as a result of COVID?