Category: China Supply Chain Strategy

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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Global and Regional Trade Developments Move at a Rapid Pace and so Does Uncertainty Levels

Supply Chain Matters is once again compelled to provide a follow-up commentary related to global trade developments, specifically to the Trump Administration’s ongoing Make America Great mantra of aggressive trade actions that are rattling markets and adding to building uncertainty. Events continue to unfold daily, and markets and industries are becoming more concerned.

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Q1-2018 Global Supply Chain Activity Points to Many Caution Signs

Supply Chain Matters has previously cautioned our global based readers that in the current period of robust global supply chain activity, there is a need to pay close attention to the caution signs. With Q1-2018 regional and country-specific PMI indices now reported, those very caution signs are having a discernable impact.

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Global Trade Actions: China Responds to U.S. Steel and Aluminum Import Tariff Actions

China has unveiled retaliatory tariffs on a reported 128 U.S. products that are imported into one of globe’s most significant economy. The actions were characterized as a response to the Trump Administration’s actions on imposing steep tariffs on certain steel and aluminum products imported from China.

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Breaking News- Trump Administration Indeed Announces New Trade and Tariff Actions Relative to China

President Donald Trump indicated this afternoon that the United States is planning to levy tariffs on about $60 billion of designated imports from China, as well as impose restrictions on technology transfers to pressure China to curtail what the U.S. considers unfair trading and investment practices.

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China Securing Additional Strategic Supply of Cobalt

Supply Chain Matters highlights a related development to our prior published blog: Volkswagen Reiterates Aggressive Electric Automobile Production Plans. That development is continued efforts by China based battery producers to secure longer-term supplies of all-important cobalt, an essential metal required in the design and production of rechargeable batteries.

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A Reminder for Chinese New Year Contingency Planning

This Supply Chain Matters blog commentary serves as a reminder to procurement as well as sales and operations planning teams that the Chinese Lunar New Year holiday begins in month. Ensure that final preparations have made with Chinese based suppliers to have an adequate supply of needed inbound inventories of manufacturing component parts, and to adjust lead-time expectations to reflect the seasonal nature of this holiday slowdown in component supplies and transport networks.

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For Smartphones- Integrated Product Design, Supply Chain and Manufacturing Capabilities Matter

A growing tenet in today’s broad supply chain management capability umbrella is the ability to be able to integrate product and manufacturing process design with global-wide production capabilities, faster and cheaper than existing competitors. These notions are now playing out in the global smartphone market with recent revelations that China based industry disruptors are gaining more global market-share.

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Summary Highlights of the 2017 ISM Conference

Executive Editor Bob Ferrari had the opportunity to attend the annual conference of the Institute for Supply Management (ISM) annual conference and shares summary highlights and important takeaways for supply management teams.

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