Tag Archives: Global

Thai floods, hard drive price increases and Dell Impact

Posted on November 18, 2011 by aviyer2010

An article in the New York Times (Nov 16, 2011) describes hard drive prices rising from $10 to $25 due the Thai floods, and their impact on Toshiba and Western Digital plants in Thailand. Earlier reports suggested that around 25% … Continue reading →

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Crashing rare earth prices and impact

Posted on November 18, 2011 by aviyer2010

An article in the New York Times (Nov 15,2011) describes the 67% drop in prices for several rare earths including neodymium, cerium etc.  The rapid price increase in recent years was caused by China, which produces 97% of the world’s … Continue reading →

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Global steel demand and Arcelormittal’s capacity adjustment

Posted on November 16, 2011 by aviyer2010

An article in bloombergbusinessweek (nov 14, 2011) describes the impact of the doubling of steel capacity in china from 2005 to 2010, the consequent global exports at cut rate prices of supply in excess of chinese demand, and its impact. … Continue reading →

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Apple’s supply chain strategy – more insights

Posted on November 7, 2011 by aviyer2010

An article in bloombergbusinessweek (Nov 7,2011) describes Apple’s plans to invest $ 7.1 billion in its supply chain and commit $ 2.4 billion in prepayments to suppliers. It describes Apple’s decisions to buy such large volumes of high-end drills that … Continue reading →

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US auto jobs growth and supply chain impact

Posted on November 7, 2011 by aviyer2010

An article in bloombergbusinessweek (Nov 7,2011) describes growing employment in the us auto industry, projected to be 88,000 by 2015. The reasons – a 10 % sales increase this year, production to rebuild inventory lost due to the earthquake in … Continue reading →

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Fair trade usa vs fair trade international – flexibility or selling out ?

Posted on November 7, 2011 by aviyer2010

An article in bloombergbusinessweek (Nov 7,2011) describes a decision by the Fair Trade USA group to break away from Fair Trade International and enable growth of large OEMs and retailers. This requires permitting fair trade labels on chocolate bars that … Continue reading →

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US Natural gas production and the return of manufacturing ?

Posted on November 6, 2011 by aviyer2010

An article in Bloombergbusinessweek (Nov 7, 2011) describes the rise of shale gas extraction, suing fracking, and the US becoming the world’s largest natural gas producer. With natural gas becoming a low priced energy alternative to coal, with lower greenhouse gas emissions … Continue reading →

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Fiat’s Italian auto productivity vs Poland’s auto workers

Posted on November 6, 2011 by aviyer2010

A Bloombergbusinessweek article (Oct 31-Nov 6,2011, pg 30) describes Fiat’s Italian workers producing 30 cars per year per worker, earning 3 times their Polish counterparts and operating at 33 % of capacity. In contrast, Polish workers produce 100 cars per … Continue reading →

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Chinese oversight of US sources of apple juice in the global supply chain

Posted on November 6, 2011 by aviyer2010

An article in the wall street journal (Nov 4,2011) states that 72 % of US apple juice is sourced from China, and is part of over $3.2 billion in food imports. But concerns about food quality has caused the US … Continue reading →

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Rare earth mountains and Federal supply chain assistance ?

Posted on November 6, 2011 by aviyer2010

A bloombergbusinessweek article (Oct 31-Nov 6, 2011, pg 85) describes a private company’s attempt to mine rare earths from the Bokan montain in Alaska. The mountain represents the highest purity source of rare earths in the US.  But China represents … Continue reading →

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