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Global Value Chains
Tariffs are Rewiring Supply Chains
Tariffs are creating a BANI (Brittle, Anxious, Non-linear, Incomprehensible) environment that's fundamentally transforming global supply chains. Companies are adapting through friendshoring and diversification while utilizing AI solutions to build resilience.

Global Value Chains
The Rising Food as Medicine Trend
The growing 'food as medicine' movement promotes preventing chronic diseases through better nutrition, focusing on adding healthy foods like fruits and vegetables rather than restricting diets, potentially reducing healthcare costs.

Global Value Chains
The Taste of Color
The FDA is phasing out petroleum-based synthetic food dyes by 2026 due to health concerns. Food companies face challenges finding natural alternatives that are stable, affordable, and maintain product appeal.

Global Value Chains
Securing the Essential Minerals Supply Chain: Part Two
The April 2025 executive order promotes US seabed mining for critical minerals, but America lacks proper legal standing without ratifying UNCLOS while China already leads globally with five exploration sites.

Global Value Chains
Securing the Essential Minerals Supply Chain: Part One
China dominates global essential minerals refining despite the abundance of supplies elsewhere. Recent export restrictions highlight the weaponization of this strategic dominance. Short-term alternatives remain limited; long-term solutions require significant investment in domestic processing infrastructure.

Global Value Chains
How Resilient Is America's Food Supply Chain?
US food supply chains face significant national security risks from climate change, weather disruptions, and heavy import dependencies. University research reveals serious structural vulnerabilities requiring advanced technology and improved decision-making from manufacturers, government, and consumers.
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Personal Dispatches: Reflections on today’s society through the lens of Fortune Magazine December 1941

Global Value Chains
Talk of the “R Word” is on the Rise
Based on the article, economists and consumers are increasingly concerned about a possible recession triggered by international trade wars and policy changes, despite previous recession fears in 2022 not materializing.

Global Value Chains
The World Today Part 2: Consumers Win with Strong Global Food Ecosystems
Global food ecosystems face challenges from trade wars and climate change. The article explores America's agricultural trade shift to a deficit position, highlighting the importance of imports for domestic food processing and consumer access to diverse products.

Global Value Chains
The World Today Part 1: Background - The Best Manufacturing Ecosystems Win
A major de-globalization event on April 2, 2025 threatens to disrupt global manufacturing ecosystems, which are vital networks connecting stakeholders worldwide. Despite challenges, these ecosystems remain crucial for efficiency, competitiveness, and economic growth.

Global Value Chains
How Long Will the Internet Cookie Remain on Life Support?
Google has delayed eliminating third-party cookies from Chrome despite privacy concerns, but experts believe cookies are still in decline as companies adapt with first-party data collection and privacy-focused marketing strategies.