Supply chain radar: Beware horsemen two, three & four of the (logistics) apocalypse
It’s really not a matter of if, but when
FDX: TOP EXEC OUTKO: STEADY YIELD AND KEY APPOINTMENTAAPL: SUPPLIER IPOCHRW: SLIGHTLY DOWNBEAT BUT UPSIDE REMAINSDHL: TOP PRIORITIESDHL: SPECULATIVE OCEAN TRADEDHL: CFO REMARKSPLD: BEATING ESTIMATES PPLD: TRADING UPDATEBA: TRUMP TRADEAAPL: SUPPLY CHAIN BETDHL: NEW PARTNER
FDX: TOP EXEC OUTKO: STEADY YIELD AND KEY APPOINTMENTAAPL: SUPPLIER IPOCHRW: SLIGHTLY DOWNBEAT BUT UPSIDE REMAINSDHL: TOP PRIORITIESDHL: SPECULATIVE OCEAN TRADEDHL: CFO REMARKSPLD: BEATING ESTIMATES PPLD: TRADING UPDATEBA: TRUMP TRADEAAPL: SUPPLY CHAIN BETDHL: NEW PARTNER
An interesting Q&A with MIT professor Yossi Sheffi, who has recently published a book: The Power of Resilience. He notes that threats to the supply chain are becoming more frequent and more serious – and that often companies are preparing for the wrong things. Businesses tend to focus on threats when the probability is high and the consequences are severe. But in fact, they should also be eyeing those with a serious impact but which are improbable. He also notes that there are new threats now, from cybersecurity to social and environmental responsibilities – think Bangladesh factory fires or conflict minerals. It ends with an interesting look at Intel’s response to conflict minerals and how it worked to keep them out of its supply chain.
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