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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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The Coffee Pot Conversation That Will Not Happen

Supply Chain Shaman

A balance sheet analysis shows that 95% of publicly traded manufacturers are stuck (when compared to peer group) at the intersection of growth and margin, margin and inventory turns, and Return on Invested Capital (ROIC) and growth. In Table 1, I share a comparison of the two methods. What do you think?

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We Are In Trouble. Raise the Red Flag. Be Proactive.

Supply Chain Shaman

Consumer goods manufacturers will pay 60-70% more in retail deductions, and the retail struggle to source for the holidays will worsen. The Baltic Index: Comparison In Price. Tie the signals to manufacturing–the management of outsourced manufacturing and factory scheduling systems–to ensure schedule adherence.

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Emerging Supply Chain Trends – A Look at Evolving Finished Vehicle Logistics Amid Market Shifts and Trends

The Logistics & Supply Chain Management Society

Major Trends: Volatile Production, Capacity Crisis & The Need for EV Automotive manufacturing is experiencing a huge global transformation compared to the past. million in 2022 to 39 million by 2030. Let’s take a look at today’s vehicle production and distribution market and how companies are overcoming these challenges.

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Supply Chain Diagnostic: A Four-Step Process

Supply Chain Shaman

In my work with manufacturing companies recently, I am thinking a lot about the need for diagnostic testing. Measurement of demand accuracy incorrectly (comparison of units sold versus units forecasted monthly at a high level in the demand hierarchy). Comparison of Pre and Post Recessionary Levels of Inventory by Industry Peer Group.

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Holding Ourselves Accountable for Business Results

Supply Chain Shaman

Nvidia, PACCAR Inc, Ross Stores, Sleep Number, Taiwan Semiconductor Manufacturing (TSMC) Company, Tempur Sealy, TJX Companies, and Western Digital. To understand the trends, check out the orbit charts and the comparison to the Gartner Top 25. The goal of the conference is to Imagine the Supply Chain of 2030.

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Surviving and Thriving in the Aftermath of the Great Resignation

QAD

Supply chains, long tuned to reduce costs and inventories, collapsed with stunning speed, and manufacturers realized that supply chain resiliency is a more important criteria than achieving the lowest possible costs. India is the only country expected to have a surplus of skilled labor by 2030. Far Reaching Changes. billion, Mexico $9.0