Developing Supply Chain Immunity to Future Shocks
As Inventories and Capacity Expansion Grew Too Quickly in 2022, Customers are Forcing Suppliers to Bear the Brunt of Optimistic Forecasts
In today’s Wall Street Journal, I was interviewed regarding a case that was just filed against Amazon by a large robotics , claiming that the e-commerce giant backed away from promises made early in the Covid-19 pandemic to support the […]
What’s the deal with the semiconductor shortage?
We hear a lot about the shortage of semiconductors these days in the news, and the complaints are especially loud in the automotive sector. On top of that, many new students coming to campus this fall will find that there […]
Supply Chain Resiliency and the Role of Public-Private Collaboration: Results from an FDA Panel
I recently facilitated an FDA panel that focused on creating a resilient supply chain for the medical devices industry. The virtual panel, Building Medical Device Supply Chain Resilience: A Healthcare and Public Health Ecosystem-Wide Collaboration, featured a number of speakers […]
The reality of green energy: “green metal” supply chains won’t be able to keep up
A recent set of investigations by the Economist provides a realistic view of the likelihood of a smooth transition to a green energy economy. Big Picture Up Front: it won’t be easy, and many of the current projections we are […]
Enabling a Resilient Supply Chain for our Nation: An IBM Business of Government Report
The last time I wrote a report on pandemic planning for the IBM Business of Government was in 2010 – shortly after the H1N1 pandemic. In this report, I wrote about the critical need for our country to prepare – […]
Supply Chain Pressure Index is up for Q4 2021 – and will likely stay there (Jason MIller Blog #5)
Yesterday the Census Bureau released the Q4 2021 Quarterly Survey of Plant Capacity Utilization, and my colleague Jason Miller was able to update the MSU Supply Chain Pressure Index. The reading jumped to 494.6, up from 436.6 in Q3 2021 […]
Supply chains remain wonky… and will continue that way for awhile (Jason Miller blog part 4)
I have been sitting in on interesting calls the past couple of days, and have also been exchanging emails with my colleague Jason Miller at Michigan State University, and also sat in on a presentation by Bill Villalon, recently retired […]
Jason Miller Blog 2: Will Intel’s investments make a dent in our dependence on foreign semiconductors?
A great deal of hoopla is being made of Intel’s investments in its new $20 billion semiconductor chip plant near Columbus, Ohio, which Intel claims could expand into a $100 billion complex with eight fabrication plants. This is of course […]
Maybe its time for consumers to consume less…Market Satiation as a new supply chain strategy
The current set of supply chain disruptions is being set off by a combination of COVID cases and energy disruptions in manufacturing hubs around the world, labor shortages, lack of capital infrastructure investment, misaligned transportation resources (a lack of containers, […]
The Increasing Role of Climate Change in Supply Chain Disruptions
Major supply chain disruptions due to weather-related incidents are on the rise, and one can’t dismiss these as a “once-in-a-century” event any more. The Texas freeze and Hurricane Ida severely disrupted petrochemical production, which had a ripple effect on the […]