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China's Production of Impacted Minerals Source: Bloomberg In recent years, China restricted the exports of several other critical minerals. According to the US Geological Survey, other leading producers of tungsten include Vietnam, Russia, Bolivia, and Rwanda. China is the top producer of all five recently restricted metals.
The topic/report will be on the logistics M&A so far this year. The report will be available free for paid Substack subscribers but I’ll provide a summary and a link to the report in case you’re interested in either purchasing it separately or paying for an anuual subscribtion to my Substack articles.
The Supply Chain Matters blog provides observations and additional information perspectives related to the 2025 State of Logistics report. The report points to an upcoming period of high uncertainties along with the need to fundamentally rethink supply chain resilience as a strategic imperative. Costs in all of 2024 rose a reported 5.4
Supply Chain Matters provides readers with December 2024, Q4-2024 , and year-end global supply chain assessments as reported by various global wide PMI reporting. Morgan and S&P Global Market Intelligence reported a continuation of contractionary activity levels in the final month of 2024. for December, down from a 50.0
Reported April 24 Over 60% of our business is from products that are manufactured, bagged, assembled or grown in the United States and only 12% of our business is direct imports. Recall, we purchased targeted additional inventory in late fiscal '25 and early fiscal '26, ahead of tariffs. billion to $1.6
The topic/report will finally be on the logistics M&A through the end of May. The report will be available free for paid Substack subscribers but I’ll provide a summary and a link to the report in case you’re interested in either purchasing it separately or paying for an anuual subscribtion to my Substack articles.
With Google reporting that omnichannel shoppers have a lifetime value that is 30% higher than those who only shop via one channel, getting your omnichannel strategy right is critical to creating a customer experience that drives profitability. . Buy online and return in-store (BORIS). Researching products in-store then buying online.
Inspired by McKinsey’s 2020 consultancy report, which emphasizes transforming supply chains rather than temporary fixes, we believe a comprehensive approach to reskilling supply chain professionals is essential to meet future demands.
Reported April 22 Our trends in April have held consistent with March, and while market conditions remain soft, we've seen no appreciable downturn over the past two weeks, despite the tariff environment. As an example, in 2025, we will be relocating production of 500 toy SKUs from China to other sourcing locations.
As reported in the Wall Street Journal last week: “Automotive value chains are international. An interruption in delivery of parts from a partner in Europe can therefore also have implications in China,” said [Markus Duesmann, BMW board member in charge of purchasing and supplier network]. struck Vietnam. View Results.
Fortunately, journalist Bridget McCrea reports, “Companies are thinking differently about how they design and orchestrate their supply chains. By doing it, you’ll get a chance to use predictive analysis, which is proven to be pretty insightful.”[6] sources while others are reshoring their manufacturing operations.
Supply Chain Matters provides a further global supply chain assessment in the highlights and added insights on reported November 2023 global and regional production and supply chain PMI indices. Global Wide Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. reported in October. in November.
Supply Chain Matters provides a further global supply chain assessment in the highlighting and added insights on reported October 2023 global and regional production and supply chain PMI indices. Global Wide Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. value reported for September.
Among developing regions, a continued near-term challenge are increasing rate of infection related to the BA2 COVID-19 variant and its impact on low-cost production regions, coupled with added transportation delays and disruption. Source: JP Morgan and S&P Global, March 2022. reported for February and the 55.1 United States.
Supply Chain Matters highlights contract manufacturing services provider Foxconn ’s reported Q2-2024 financial performance in light of a broader strategy to diversify the company services beyond that of Apple. This report indicates that “ Foxconn has invested hundreds of millions of dollars in E.V.-related
In this Supply Chain Matters commentary, we highlight quantitative data related to global and regional supply chain production activity levels in May 2022, as depicted by the reported PMI indices. Key reported findings point to output declines, lackluster new order inflows and international trade volume declines. reported for April.
Supply Chain Matters highlights report that Volkswagen luxury branded vehicles were impounded by U.S. Background Supply chain ethical and social responsibility, that which umbrellas ESG conformance, have increasingly become a concern for businesses, large and small, along with their procurement organizations.
Supply Chain Matters provides readers with a September and Q3-2024 global supply chain assessment focused on reported global wide PMI activity levels. The reported September data provides added reinforcement of a global manufacturing slowdown occurring at the end of Q3-2024. The reported September value declined to 45.0
Supply Chain Matters provides readers with a further installment in our global supply chain assessment series, specifically in providing highlights on reported July 2024 global wide PMI activity levels. Report commentary by Bennett Parrish, Global Economist at J.P. Product demand levels are essentially focused on domestic market needs.
Meanwhile, countries in Southeast Asia, such as Vietnam and Cambodia, are enjoying growth as offshore manufacturing centres. Through collaboration with your procurement partner, you can reduce inventory levels and then potentially downsize your warehouse capacity needs.
Supply Chain Matters provides readers and clients with a further installment in our global supply chain assessment series in providing highlights on reported June and Q2- 2024 global PMI activity levels. Of the 30 nations that were included in the June reading, India, Russia and Vietnam were the three most positive PMI readings.
Supply Chain Matters provides a monthly highlights of reported January 2024 global and regional production and supply chain PMI indices. Overall, global activity reportedly showed signs of increased production output and corresponding activity levels, but the gains were mostly in developing and lower-cost regions. increased 1.1
Supply Chain Matters provides our monthly highlights commentary reflecting on May 2023 reported global and regional PMI indices. Global Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. The reported value of 49.6 was unchanged as that of April as well as March. in April to 58.7
Supply Chain Matters provides readers with a further installment in our global supply chain assessment series, specifically in providing highlights on reported August 2024 global wide PMI activity levels. Global Manufacturing Output Levels Global-wide manufacturing levels as reported by the J.P. This composite index produced by J.P.
Supply Chain Matters provides readers a further installment in our global supply chain assessment series in providing highlights on reported April 2024 global PMI activity levels. Report authors noted that this global wide index has been above the 50.0 Input cost and output price inflation reportedly accelerated. a decline of 1.1
Supply Chain Matters provides highlights perspectives and added insights on reported August 2023 global and regional production and supply chain PMI indices. From our lens, the August data further reflects ongoing shifts in production sourcing within specific industry sectors. The August reported value rose to a three month high of 49.0
Morgan Global Manufacturing PMI® report, a composite index produced by J.P. The report pointed to underlying fundamentals remaining weak as new order volumes stagnated while business optimism was note as falling to a reported two-year low. reported at the end of March, and a 52.3 value reported for May.
Supply Chain Matters provides highlights of February 2023 reported global and regional PMI indices which appear to indicate some stabilization within global supply chain networks. Global Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. The reported 50 value for February was up 0.9
On April 21st, our webinar on forced labor in cotton supply chains brought together leaders from Responsible Sourcing Network and Fashion for Good to explore how industry-wide tools and supply chain engagement can help identify and mitigate risks of forced labor. . On the YESS Cotton Sourcing Risk Assessment.
Supply Chain Matters provides highlights and perspectives on reported July 2023 global and regional production and supply chain PMI indices. Global Wide Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. The July reported value of 48.7 The July reported value of 48.7 declined 0.7
Supply Chain Matters provides highlights of reported February 2024 global and regional production and supply chain PMI indices. Report commentary further indicated that while global consumer goods production levels features solid monthly growth, both the intermediate and investment goods sectors were marginal in growth.
Supply Chain Matters provides a further installment in our global supply chain assessment in the highlights on reported December 2023, Q3-2023, and full year global and regional production and supply chain PMI indices. With the December 2023 report, global PMI levels have remained below the 50.0 The reported December value of 47.9
The International Coffee Organisation’s (ICO) Coffee Market Report of September 2020 showed that global production is down 2.2% At time of writing, our data sources are unable to provide an accurate picture of the size of the NZ coffee market in a post-Covid-19 world. Source: Statista. through to 2025. *At
An excerpt from our book “The Procurement Value Proposition” got a nice section of CSCMP’s Supply Chain Quarterly edition this week. As a young assistant professor at Michigan State University, I was part of a group called the Global Procurement Benchmarking Initiative, led by Professor Robert Monczka.
Here, I’ll cover private label products first and how you should go about sourcing for suppliers. Best of all, rather than bore you with a dry report and statistics on creating private label products for Amazon FBA, I will weave everything around a completely fictitious example, which might very well work for you in real life!
Define your procurement response strategy. Many countries have closed shops for non-essential and discretionary purchases, and even where they are open, consumers may be cautious about venturing to the high street, preferring to shop online. To further reduce costs, many buyers rely on just one supplier for certain categories of spend.
In today’s Wall Street Journal , I was interviewed regarding a case that was just filed against Amazon by a large robotics , claiming that the e-commerce giant backed away from promises made early in the Covid-19 pandemic to support the supplier with millions of dollars in new purchases.
Developing end-to-end supply chain management software, Gravity optimizes operations, mitigates risk, and controls costs. In 1956, manually loading a ship cost $5.86 per ton; the standardized container cut that cost to just 16 cents a ton … The U.S. billion metric tons as of 2017. One joint solution.
On April 21st, our webinar on forced labor in cotton supply chains brought together leaders from Responsible Sourcing Network and Fashion for Good to explore how industry-wide tools and supply chain engagement can help identify and mitigate risks of forced labor. These are the textile and spinning mills.
I had to source for plain t-shirts to purchase in bulk in every possible color, size and material. First, costs will quickly add up when you’re checking a list of potential suppliers. You don’t need to spend money on formal reports just to get otherwise publicly available information.
The ecommerce revenue growth trends of Singapore, Malaysia, Vietnam, Thailand, Philippines, and Indonesia over the period till 2028 all show a growth of over 60%. Source: Statista Internet penetration in most of the Southeast Asian countries is very high at 65-75%. Ecommerce revenue in Southeast Asia (see Fig.1) billion in 2023 to $60.63
Increasingly even Chinese manufacturers are looking abroad, moving operations to Mexico and Vietnam, for example. Regardless of the urgency, a transformation of transportation and energy sourcing this large cannot be accomplished overnight, and we need to keep people warm and well-fed and economies running well as we make the transition.
Source Sensibly and Sustainably. South-East Asian nations such as Malaysia, Vietnam, and the Philippines are ready with substitutes or alternative suppliers. Repeat purchases beat finding new customers any time. Keep an eye on this metric to avoid a deadstock situation. Go Forth with International Trade.
Electrical machinery and electronics is Malaysia’s largest export category, and the nation of 33 million people is an important source of assembly, test, and packaging (ATP) for the semiconductor industry. But losing economical sources of palm oil and rubber products could have serious impacts on revenue and margins.
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