Japanese Tsunami and Supply Chain Disruptions

A New York Times article (March 17, 2011) describes the Japanese earthquake and tsunami and its consequent impact on electricity supply, ports, manufacturing plants and the global supply chain.  It describes Texas Instruments as claiming that one of its Japanese plants will be down until July. General Motors claims that the Chevy Volt gets one of its components from Japan and will thus be impacted.  Ports in Japan may be out of service at varying degrees for up to six months.  How significant will this tsunami’s impact be on industries across the globe ? How will individual industries and their global supply chain resilience reshuffle supply locations and manufacturing ? Will these disruptions result in a rapid increase in US domestic manufacturing to compensate ?

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