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Appleā€™s China Problem

Logistics Viewpoints

But by far the biggest impediment to smooth running supply chains is how difficult it will be for many companies to disengage their supply chains from China. First, there were the China tariffs of the Trump years. China, of course, is likely to react to these measures in ways that may be hard to predict. That did not happen.

China 260
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Report-Growing Overcapacity Among China Based Manufacturers

Supply Chain Matters

Supply Chain Matters calls reader attention to a published report revealing that there is growing overcapacity conditions among China based manufacturers. A Wall Street Journal analysis is cited as indicating that upwards of one quarter of companies listed in China are now unprofitable.

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China is Moving to Mexico with Jorge Gonzalez Henrichsen

The Logistics of Logistics

Jorge Gonzalez Henrichsen and Joe Lynch discuss why China is moving to Mexico. Key Takeaways: China is Moving to Mexico Jorge Gonzalez Henrichsen is Co-CEO of The Nearshore Company, where he helps North American, European, and Asian manufacturing companies to successfully establish reliable manufacturing operations in Mexico.

Mexico 211
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Diversifying Beyond China: An Imperative for Global Supply Chain Resilience

Supply Chain Brain

With supply chains facing increasing complexities and risks, a ā€œChina Plus Oneā€ sourcing strategy has emerged as crucial for businesses operating on a worldwide scale.

China 122
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Complete Decoupling from China is Not the Answer

Enterra Insights

One of the things highlighted by the pandemic was the danger of relying too heavily on China’s manufacturing sector. This realization, coupled with China’s more aggressive foreign policy and its growing domestic authoritarianism, has prompted talk about America decoupling its economy from China’s. ”[1].

China 130
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Gauging Recent China Tariff Increases

QAD

The White House stated that the tariff increases are intended “to protect American workers and companies from Chinaā€™s unfair trade practices,” such as intellectual property theft. Also cited was China’s “export surges that pose significant threats to American workers, businesses, and communities.”

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Geopolitical Risks to Supply Chains: China, Russia, and Beyond

Enterra Insights

China and Russia People often refer to the “elephant in the room” when discussing obvious challenges that must be faced. Business professionals, however, are more likely to worry about two other metaphorical animals in the room ā€” China’s dragon and Russia’s bear.

Russia 130