Auto slowdown slowing down as U.S. sales stumble on shortages July 7, 2021 U.S. automotive sales are starting to feel the drag from a shortage of key components including microchips. Sales of cars and light trucks dropped by 14.1% in June 2021 versus June 2019. Sales of foreign-made vehicles fell by 4.1%. Seaborne imports in June will determine availability for sales... Read more →
Q3’21 Outlook: The fallout from short-term supply chain planning July 5, 2021 The outlook for corporate supply chains during the remainder of 2021 is the result of a short-termist approach to planning policies that has persisted through the pandemic. Retail supply chains have scaled actively up rapidly, with a 32.9% increase in U.S. seaborne imports in May 2021 versus M... Read more →
Localizing the global climate challenge – Biden’s summit and supply chain reform April 20, 2021 President Joe Biden will host a Leaders Summit on Climate from April 22 with 40 world leaders, including China’s Xi Jinping, aiming to build momentum ahead of the UNFCCC COP26 in November. There may be implications for supply chains across: demand for enabling technologies including renewables... Read more →