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Changing Winds in Supply Chain

Supply Chain Shaman

Government policies are rational. The increasing issues with tax and tariff shifts and the policies of China make the response more complicated. Inventories are out of balance with demand and the rising need for write-offs. Rolling Electrical Outages in China. Chemical Sector Inventory Availability.

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Changing Winds in Supply Chain

Supply Chain Shaman

Government policies are rational. The increasing issues with tax and tariff shifts and the policies of China make the response more complicated. Inventories are out of balance with demand and the rising need for write-offs. Rolling Electrical Outages in China. Chemical Sector Inventory Availability.

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article thumbnail

Changing Winds in Supply Chain

Supply Chain Shaman

Government policies are rational. The increasing issues with tax and tariff shifts and the policies of China make the response more complicated. Inventories are out of balance with demand and the rising need for write-offs. Rolling Electrical Outages in China. Chemical Sector Inventory Availability.

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From Globalization to Glocalization

Enterra Insights

Going forward, companies will need to continue to navigate supply chain disruptions, China risk, and concerns about capital outlays in a rising interest-rate environment.”[2] Parallel changes have occurred in Xi Jinping’s China. Meanwhile, attempts to break free economically from China are likely to be partial, at best.”

Global 130
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Industry Supply Chain Implications to Slower Economic Growth Across China

Supply Chain Matters

The Ferrari Consulting and Research Group via its affiliated Supply Chain Matters blog provides supply chain focused perspectives on this week’s indications of slower economic growth across China. Background This week, China’s Statistics Agency reported that the country’s economy grew a disappointing GDP growth rate of 6.3

China 52
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The 2022 China Singles Day Shopping Holiday- Muted Indications of Growth

Supply Chain Matters

Supply Chain Matters begins our perspectives of the current 2022 holiday fulfillment period with highlights of what is usually recognized as the globe’s singular largest online shopping event, that being the China Singles Day festival that culminated on November 11. All rights reserved.

China 52
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Pushing the Supply Chain Reset Button

Supply Chain Shaman

The global supply chain that we know today is built on three assumptions: rational government policy, low variability, and availability of logistics. We can no longer assume that government policy is rational, variability is low or logistics are available. These core assumptions are no longer true. This reset is not an evolution.