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Global Value Chains

Tariffs are Rewiring Supply Chains

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

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

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

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

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?

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.

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

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.
Global Value Chains

Trends 2025: Supply Chain

Global Value Chains

Trends 2025: Supply Chain

The article discusses key supply chain trends for 2025, highlighting uncertainty as the main challenge. Major focuses include AI adoption, supply chain diversification, sustainability, cybersecurity, automation, and the growing importance of customer experience.