Monthly Archives: November 2011

Turkey vs chicken supply chains in 2011

An article in the Wall Street Journal (Nov 22, 2011) describes the impact of demand volatility on chicken and turkey manufacturers. Turkey manufacturers are smaller and spread out, while chicken has a few large manufacturers. While chicken manufacturers expanded given … Continue reading

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U.S. multinationals global job growth in the 2000s

A Wall Street Journal article (Nov 22, 2011), describes an analysis by the Commerce Department showing that US multinationals cut 865,000 jobs in the US and added 2.9 million jobs in the rest of the world.  In the manufacturing sector, … Continue reading

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Expiring Lipitor patent, supply chain impact

An article in the Wall Streeat Journal (Nov 22,2011) describes a plan by Pfizer to sell Lipitor (a cholesterol reducing drug) direct to consumers once its patent expires on Nov 30. Health care plans that have contracted to sell Lipitor … Continue reading

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Cargill – matching global supply and demand of agricultural commodities

An article in Fortune (Nov 7, 2011) describes Cargill’s role inmatching global supplies of soyabean, cotton, palm oil, beef and salt from Indonesia, Australia, Argentina and North America to customers. Charter ships are routed to minimize empty miles – as … Continue reading

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Slower, larger, less polluting but on time ships

In an interview with Nils Anderson, CEO of Moller-Maersk, in Fortune (Nov 7,2011), he claims that ships have a 50% on time arrival rate.  His company is now adding larger but slower ships, which will emit 50% less CO2, but … Continue reading

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A closed loop CO2 Supply chain?

An article in Fortune (Oct 17,2011) describes the mismatch between demand for CO2, its indequate supply in pure form, but its prevalence in the air.  Demand for CO2 is from soda manufacturers to make bubbles, greenhouse gases to speed plant … Continue reading

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The impending demise of vertical integration amongst oil companies ?

An article in bloombergbusinessweek(14 nov, 2011) describes the conundrum faced by Marathon Oil, whose oilfields in Angola and Norway were not close to its refineries and transportation assets. The result, most of the oil the company refined was purchased from … Continue reading

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Making brick and mortar stores like ecommerce sites

An article in bloombergbusinessweek (Nov 14, 2011) decribes worries by retailers regrading an increase in informed focused consumers, a decrease in impulse shopping, and steps to compensate. Pacific Sunwear offers iPads to salespeople to assist consumers with possible clothing combinations, … Continue reading

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Rare earth price surge and global supply chain response

An article in Fortune (Nov 7, 2011) describes the impact of the 1500 % price increase for rare earth metals from 2009 to 2010, the result of a 50 % cut in Chinese exports of rare earth metals.  With China … Continue reading

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Immigrant networks, trust and supply chain speed

An article in the Economist (Nov 19,2011) describes a hypothetical example of a Chinese trader in Indonesia who, seeing a market opportunity for umbrellas, uses his cousin in Shenzhen to quickly source and ship product for sale in Indonesia.  Contract … Continue reading

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