Little Progress in High-Level Trade Talks Among China and the United States

Supply Chain Matters provides a brief but important update to our streaming blog commentaries on global trade developments. New developments that occurred late last week regarding trade talks among China and the U.S. add new credence of the continued negative implications for geo-political global trade policy shifts on multi-industry supply chains, and specifically, the Apple supply chain.

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Apple’s Fiscal Q2 Financial Performance- A Turning Point for Supply Chain Strategy

Apple reported its financial performance for the March-ending quarter, and investors seemed very pleased. Supply Chain Matters is of the view that the latest fiscal quarterly results represent a significant strategy inflection point for Apple’s hardware product supply chains.

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New ISO Standard to Improve Commerce and Data Integrity

ECCMA (Electronic Commerce Code Management Association) indicates in a recent press release that the International Organization for Standardization (ISO) in Geneva, Switzerland has published ISO 8000-115, a standard for authoritative and verifiable identifiers designed to improve the speed and accuracy of eCommerce and the supply chain. This new standard which was first drafted in 2015, is described as being an integral part of insuring for data quality and a stunning new standard.

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A Significant Customer Announcement from Nikola Motor

Anheuser-Busch and Nikola Motor Company have jointly announced an order for up to 800 hydrogen-electric powered Nikola Two semi-trucks. This announcement is significant from two dimensions. It serves as a market endorsement of hydrogen-electric powered Class 8 trucks as a preferred strategy for sustainable-powered heavy-duty vehicles for long-haul transportation services. The announcement further adds credence to investing in an industry disruptor that has definite manufacturing and infrastructure plans.

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Boeing Reports Stellar Q1-2018 Financial Performance

Aerospace manufacturer Boeing pleased investors last week in reporting what can only be described as stellar Q1-2018 financial and supply chain performance. Included in the results was additional evidence of an optimistic strategy directed at aftermarket services.

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Toys ‘R’ Us Liquidation- Another Painful Lesson for Suppliers

The announced bankruptcy of toy retailer Toys ‘R’ Us has taken the retail industry aback from many different implications both retail and supply chain related. Perhaps the most troubling relates to supplier inventory policies, which will have more pronounced longer-term inferences for suppliers large and small.

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