Category Archives: Global Contexts

Apple’s use of supply chain as a strategic weapon

A New York Times article (24 Oct 2011) describes Apple’s low price strategy – iPhone 4GS priced at $199, iPads at $499 etc, with competitors barely managing to match prices for similar or lower specification products. The article suggests that … Continue reading

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Increased restructuring and manufacturing’s future

An article in the Wall Street journal ( Oct 24, 2011) states that while close to 70% of S&P companies beat earnings,  significant number are focused on restructuring operations. The size of this spend varies from $100 million at Danaher, … Continue reading

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Estimating the firm level impact of China Imports

An article in the Economist (Oct 15, 2011) describes attempts to understand the impact of imports from China on US jobs.  One study suggests that regions where manufacturers had a greater impact of Chinese imports showed greater job loss and … Continue reading

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Strategies to decrease procurement costs – not just a price focus

In a talk by Mr Haaije van der Brug, Procurement Manager for Shell in Russia, on October 18, 2011, he described the 40/40/20 practice at Shell. The claim is that cost savings are generated only 20 % of the time … Continue reading

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Tracking the US supply chain impact of new California Greenhouse Gas Emissions Laws

A New York Times article (Oct 21, 2011, A25) describes recent passage of greenhouse gas emissions laws in California that aim to impose stringent caps on emissions with the flexibility to trade with any other firm across the US for … Continue reading

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A Parallel between Japanese auto and Chinese solar manufacturers ?

An article in the New York Times (Oct 21, 2011, B3) describes a potential reaction to US solar manufacturer unfair trade concerns regarding Chinese competitors , a parallel to Japanese auto manufacturers in the ‘80s.  At that time, Japanese auto … Continue reading

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Apple iPhone model changes and planning by case makers

An article in bloombergbusinessweek (Oct 17,2011) describes pressures faced by iPhone case manufacturers, a $ 450 million market, when new iPhones models are announced by Apple.  Rely on leaks and rumors regarding the new phone and invest in tools in … Continue reading

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Liking Cotton Price Increases to Consumer Goods Sales Growth in Pakistan

An article in bloombergbusinessweek (Oct 17,2011) describes a global cotton driven supply chain. The rising cotton prices worldwide, doubling the past year, has increased spending capacity among  Pakistan’s farmers. But the biggest beneficiaries are global consumer goods manufacturers Unilever and … Continue reading

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Contradictory trends – Retail Sales forecasts at odds with imports trends

An article in the New York Times (Oct 11, 2011) describes the contradiction faced by shipping companies. Growth in retail sales have inspired strong retail growth forecasts into the future. But dropping manufacturer shipments at ports suggest demand downturns at … Continue reading

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Llama and guano dung fertilizer in Peru

In a talk at the Northeast Conference on Andean Archeology (Andover, Oct 15, 2011), Professor Paul Szpak described the dung of guano birds and llamas and their role as fertilizers.  The guano dung has 11% nitrogen, while the llama dung … Continue reading

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