Tag Archives: Supply Chain

Now Thai floods and Japanese auto supply chain impact

A Wall Street Journal article (Oct 29, 2011) describes the impact of flooding in Thailand, which has resulted in two Sony plants deluged, Toyota suppliers impacted, a Honda plant impacted for six months etc. Given the disruption caused by the … Continue reading

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Global Trade Financing Squeeze and Supply Chain Impact

An article in the Wall Street Jounral (Oct 29, 2011) describes the increase in the margins fior trade finance by a factor of thirty since 2008.  Trade finance provides letters of credit, export loans etc that finance global trade given … Continue reading

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The Details in Free Trade Agreements with South Korea

An article in BloombergBusinessweek (Oct24-20, 2011, page 30/31) describes details in the free trade agreement with South Korea that define a US made product. For instant hot chocolate, a US made definition requires at least 65 % of the sugar … Continue reading

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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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Cross State Pollution Rules and Impact

An article in the Economist (Oct 15,2011) describes the issues surrounding CSAPR or Cross State Air Pollution Rule. The rule by the EPA requires power plants in 28 states to  decrease sulphur dioxide emissions by 27% and nitrogen dioxide by … 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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