us china trade war
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Fascinating Q&A with Panalpina’s head of logistics and manufacturing, Mike Wilson, on Cardiff University’s website – where he recently took up a post as visiting professor at Cardiff Business School – on why and how the trade war is developing, and what effect this will have on global supply chains. The answer? They ain’t gonna be global no more.

“The elongated, take-make-dispose supply chain that has been the mainstay model for the past number of decades is under threat. It won’t all change overnight, but we are certainly experiencing the change today. Supply chains are going local; as mentioned earlier, FDI decreased significantly in 2017 according to the UN and this is a bellwether to the slowdown in globalisation.”

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