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Global Value Chains

Has China Reached Its Apex?

Global Value Chains

Has China Reached Its Apex?

China dominates the rare earths, green energy, and manufacturing sectors while building partnerships with the Global South. Playing the long game, China positions itself as a technological architect, reducing dependence on Western markets.
Global Value Chains

It’s Time for Companies to Adapt to Climate Change

Global Value Chains

It’s Time for Companies to Adapt to Climate Change

Despite mitigation efforts, humanity prioritizes economic growth over climate limits. Bipartisan experts advocate climate adaptation as practical survival strategy. Early investments of $1.8 trillion could yield $7.1 trillion in benefits.
Global Value Chains

Geopolitical Risks on the Rise

Global Value Chains

Geopolitical Risks on the Rise

Geopolitical instability ranks as the second-highest global risk after climate change. Supply chains face increasing politicization and disruption, requiring AI-powered real-time solutions to build enterprise resilience amid persistent geopolitical threats.Retry
Global Value Chains

The Cocoa Crisis and the Holidays

Global Value Chains

The Cocoa Crisis and the Holidays

Cocoa prices surged due to weather problems in West Africa, disease, and aging trees, raising chocolate costs. Companies are increasing prices and exploring alternatives like gene editing and improved cocoa extraction techniques.

Personal Dispatches: Reflections on today’s society through the lens of Fortune Magazine December 1941

Global Value Chains

Despite Changing Political Winds, Supply Chains Can’t Ignore Climate Change

Global Value Chains

Despite Changing Political Winds, Supply Chains Can’t Ignore Climate Change

The article discusses how climate change poses significant risks to global supply chains through extreme weather events, requiring businesses to implement both short-term contingency plans and long-term strategies like scenario planning and data analytics to mitigate impacts.
Global Value Chains

The Dragons Threatening Supply Chains in 2025

Global Value Chains

The Dragons Threatening Supply Chains in 2025

The article discusses major supply chain risks for 2025, including global realignment, climate change, geopolitical conflicts, cyber attacks, trade restrictions, and reputational concerns. Companies must prepare for both known and unexpected disruptions to build resilience.
Global Value Chains

Consumers are Beginning to Sour on the Economy

Global Value Chains

Consumers are Beginning to Sour on the Economy

Consumer confidence has fallen sharply since Trump's inauguration in 2025, driven by concerns over inflation, tariffs, and policy changes. This reverses the positive sentiment seen after his re-election in 2024.
Global Value Chains

Will Strong Consumer Sales Continue in 2025?

Global Value Chains

Will Strong Consumer Sales Continue in 2025?

Despite high interest rates and inflation, US consumer spending remains strong in early 2025, with holiday sales up 4%. However, concerns about tariffs, diminishing savings, and changing consumer behaviors could impact future spending.