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#supplychains

2 posts2 participants0 posts today
Public
Whiskers 🇦🇺

Imagine a Walmart, a Bunnings, or a Target with all the products #madeinchina gone from the shelves.
And that’s just finished goods. Imagine all the cars, computers or washing machines that will no longer be available either because their components, and the components of their components, are currently made there too.
#supplychains and global trade are immensely complex things that have taken generations to build.
*shouts at clouds*

Public
Emeritus Prof Christopher May

One response to the Liberation Day tariff hike for US firms, may be a rise in the use of 3D printing in supply chains - rather than import/trade key components, import/negotiate the right to 3D print (to a contracted quantity) the parts, thereby avoiding the tariff charges...

Straight away you'll appreciate that this requires, however, good intellectual property & contract law enforcement... which may hit a different problem; Trump's lack of interest in the Rule of Law

#politics#SupplyChains
Replied in thread
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brad m

“With the U.S. importing over $8.2 billion worth of #coffee in 2023, the proposed ‘Reciprocal Trade Act’ and renewed #tariff disputes are set to reshape the #coffee trade, potentially making the morning cup far more expensive”
“any increases in #coffee prices would be a highly visible sign of the worsening #costofliving crisis”
“In short, the #tradewar risks fragmenting global #coffee #supplychains, forcing exporters to rethink their dependence on the U.S. market” intelligence.coffee/2025/03/tr

Continued thread
Public
Nonilex

…by altering the terms of #trade between the #UnitedStates & its largest economic partners, the #tariffs will probably rattle #SupplyChains, strain some of the country’s most important diplomatic relationships & add significant #costs for American #consumers & manufacturers.

#Canada, #Mexico & #China are the 3 largest trading partners of the US, accounting for >40% of both US imports & exports last year.

#economy#prices#PersonalFinance
Public
Miguel Afonso Caetano

"Now as China is forming new global supply chains, it’s building on existing ones established by Japan and South Korea as well as the West. Chinese EV makers can build on Toyota and Nissan’s supply chain in Thailand. Chinese electronics companies can build on Samsung’s manufacturing base in Vietnam.

And, like Japan before it, China is using these economic linkages to support its own national interests while framing them as mutually beneficial partnerships. China is not the only country that loves using the phrase “win-win” when describing international partnerships. Shinzo Abe used it frequently when talking about Japan’s relationship with the US, EU, Russia, Asia, and of course China. For decades, Japan claimed credit for using aid and investment to help its Asian neighbors develop economically while turning the region into Japan’s manufacturing backyard. Throughout this whole process, Japan was careful to maintain control over core technology and prevent technology “leakage” to other countries. Now China is doing many of the same things with a similar framing.

But there is one important difference. China appears willing to leverage its control over technology, machinery, and critical inputs to actively undermine the industrial development of other countries—India being the prime example. In a not-so-ironic twist, China’s approach looks more like that of another great power, namely US efforts to cut out China."

high-capacity.com/p/china-is-t

High Capacity · China is trying to reshape global supply chainsBy Kyle Chan
#China#PoliticalEconomy#Imperialism
Continued thread
Public
Nonilex

"The courses will help drive productivity, efficiency, & quality in companies’ #SupplyChains," #Apple said in a statement Monday.

The effort is part of the #tech company’s larger $500B #US investment during the next 4 yrs. Other plans include Apple & its partners opening an advanced #manufacturing facility in Houston to produce servers that support #AppleIntelligence. All told, the company said it will hire 20k workers & produce #AI servers in the US.

#economy#education#Detroit
Public
Nonilex

High Stakes for #Global Companies [& #US #consumers] in #Trump’s Latest #Tariff Threats

Manufacturers from #Asia, #Europe & elsewhere have poured billions into North American #SupplyChains that could be hit by new taxes on #Mexico, #Canada & #China.

Trump’s threat to impose a 25% tariff on all imports from Mexico & Canada as early as Saturday [TOMORROW] has hit companies like a freak ice storm in summer.

#economy #business #inflation #prices #USpol #geopolitics
nytimes.com/2025/01/31/busines

The New York Times · High Stakes for Global Companies in Trump’s Latest Tariff ThreatsBy Patricia Cohen
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