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August 2022 Global Manufacturing Indices- Declining Momentum Accelerating

Supply Chain Matters

Supply Chain Matters provides our commentary and perspectives on published monthly global manufacturing PMI and supply chain activity indices. In our summary and perspectives focused on July 2022 reporting , we opined that July data reinforced a trending toward declining global supply chain production momentum. The August 2022 J.P.

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7 Top Supply Chain Trends to Know for 2023

ModusLink Corporation

Carrier rates are declining across the board, and Seatrade Maritime News reported an “expected trough of freight rates to mid-2023 from 2024 with a lower demand forecast and a higher than expected effective capacity increase due to the unwinding of congestion. Carriers Will Lower Rates But Keep Many Others.

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A Conversation with Vittorio Favati, TVS Supply Chain Solutions GFS

The Logistics & Supply Chain Management Society

We managed the supply chain for China’s largest manufacturer with close to US$500m in logistics spend. Something that the forwarding and logistics industry has wrestled with over the years, is to balance the risk and reward of investment into organic systems development, versus purchasing third-party market software to run our businesses.

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Lights out: China’s energy woes hamper supply chains

Resilinc

Reuters reported that several suppliers to Tesla and Apple suspended production for four to six days because of the crisis. Geopolitical conflict with Australiasource of 10% of China’s coal imports—have contributed to the coal shortage. To meet the surging demand, including early holiday purchases, China’s exports to the U.S.

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An update on copper

Resilinc

It was the first metal to be smelted (about 5,000 BC, according to Wikipedia); the first to be shaped into molds; and the first to be alloyed with another metal—tin—to manufacture a sturdier cousin: bronze. Declining ore quality from Chile, the top producing country, will lead to higher energy usage and costs for processing, according to IEA.

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Bipartisan Consensus on Chinese Threats: U.S. Must Build New Supply Chains with Allies

Resilinc

While the pandemic has given procurement managers fresh ammunition to advocate for greater resiliency within their corporate supply chains, geopolitical experts and a bipartisan coalition of legislators argue that the U.S. There are high risks in depending so heavily on East Asian manufacturers, even if they are close U.S.

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

Resilinc

In India, the national Production Linked Incentive (PLI) is set to encourage domestic EV manufacturing—and this is just a glimpse of the latest policies worldwide. To meet this demand and ensure a sustainable supply chain, Australia, Chile , China, and Brazil are proactively ramping up their lithium production. billion in 2022.

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