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 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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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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Supply Chain Matters alerts subscribed and general readers that our Q1-2018 Quarterly Newsletter has published. Registered blog subscribers will find notification and links to the Q1 Newsletter in respective email inboxes.
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There is some evidence as to whether proposed U.S. tariffs related to imports from China will disproportionally impact manufacturers.
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Supply Chain Matters highlights additional concerning news regarding the ongoing Tesla Model 3 sedan production ramp-up, news that points to 4-5 day shutdown this week with the implication of another high-stress period for the innovative Tesla brand.
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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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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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Supply Chain Matters addresses the two important components for digital transformation, one being the advanced technology, the other being ease-of-use, flexibility, and transformation time-to-value. Equal or added weight should be placed on adoption factors and vendors should be selected based on their demonstrated record of accomplishment and understanding.
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Investment and business circles are becoming much more concerned with Tesla after a series of cascading events that have occurred. Now is the time for a clear experienced voice and accountability in operations management.
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One year from tomorrow, the United Kingdom is scheduled to leave the European Union and the realities of that action are now manifesting themselves across multi-industry supply chains in thoughts, concerns and actions.
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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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