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Climate Change: Yet Another Source of Global Supply Chain Risk and Disruption

BlueYonder

Following on the heels of COVID-19, port closures, labor shortages and geopolitical conflict, climate change-related events are emerging as a significant source of supply chain disruption. Unfortunately, what we’re seeing in China may be only the beginning of a new era of supply chain disruption driven by climate change. In the U.S.

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This Week in Logistics News (August 6 – 12)

Logistics Viewpoints

According to the International Energy Agency (IEA), demand for electric vehicle (EV) batteries will increase from around 340 GWh today to over 3500 GWh by 2030. In a recent report, IEA indicated that global battery and mineral supply chains need to expand ten-fold to meet projected critical minerals needs by 2030.

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Report Indicates Apple India iPhone Output is Now $7 Billion

Supply Chain Matters

Background In early December of 2022, we called Supply Chain Matters reader attention to published reports acknowledging that consumer electronics giant Apple was accelerating actions to source some hardware production outside of China. Reportedly, the current goal is to have upwards of 25 percent of iPhones assembled in India by 2025.

India 52
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Ease the Burden of Labor Shortages and Increase Supply Chain Resiliency 

Logility

The trucking industry was down 80,000 drivers in 2021, and that shortage is anticipated to balloon to 160,000 by 2030. China, which had a worker surplus of 55.2 million by 2030. Solving the labor crunch also means exploring new sources of supply. It’s a global problem. million to 75.3

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Commodities Used in Electric Car Batteries: An Update on Lithium and Nickel

Resilinc

And importantly, The EU’s new series of proposed targets and reforms, contained in its Green Deal Industrial Plan, aims to ensure that at least 40% of the EU’s low-carbon technologies will be made within its borders by 2030. from 2023 to 2030. billion in 2022 and is estimated to grow at a compound annual growth rate (CAGR) of 6.6%

Alloy 58
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Supply Chain Matters COVID-19 and Ukraine Conflict News Capsule Update- October 25 2022

Supply Chain Matters

Trillion by 2030. . The report further indicates that two downstream suppliers in China that rely on the parts and assemble them into larger modules are also cutting their production 70 percent and 90 percent, respectively. Whereas the spot rate to ship a container from China to the U.S. Trillion by 2030.

Ukraine 52
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TSMC Delays Opening of U.S. Fab Complex

Supply Chain Matters

John Neuffer, CEO of the SIA indicated to the publication; “ We’re suppose to go from a $550 billion industry to a trillion dollar industry in 2030, and that’s going to take more talent. to support rapid expansion this decade, threatening efforts to boost the domestic chip economy.” The report further indicates that the fix relates to U.S.