#Brexit, meet #COVIDー19…
(pssst… just as with Brexit, OVER TIME there cld absolutely be shortages, e.g. right now if too many of the "cast of thousands" gets sick or quarantined themselves to keep up the #JIT supply chain brittle "perfection theater")https://twitter.com/Greg_Callus/status/1241508872571039744 …
-
Show this thread
-
Alex Schleber 👽 😷 Retweeted Bob Jordan
The specific, strategic
#deglobalization after all of this is over will be something to behold:https://twitter.com/John20649/status/1241508651036221449 …Alex Schleber 👽 😷 added,
1 reply 0 retweets 0 likesShow this thread -
Alex Schleber 👽 😷 Retweeted AFP News Agency
#Deglobalization in strategic areas incoming in 3… 2… 1 (see tweet above for a direct hit from 12 days ago)https://twitter.com/AFP/status/1247175019291172864 …Alex Schleber 👽 😷 added,
1 reply 1 retweet 0 likesShow this thread -
Alex Schleber 👽 😷 Retweeted Luca Dellanna
The world has certainly been finding out that over-optimized,
#JIT#SupplyChain's can be extremely fragile when faced with "novel", "Black Swan"-like circumstances@vgr had some years back mused about some of this under the "Lean vs. Fat Startups" headinghttps://twitter.com/DellAnnaLuca/status/1180868747176878085 …Alex Schleber 👽 😷 added,
2 replies 1 retweet 0 likesShow this thread -
Alex Schleber 👽 😷 Retweeted Abraham Thomas
Excellent data points on this thread, & the
#supplychain situation for Apple specifically looks somewhat encouraging... then again, everybody is not Apple... /cc@natisho@basche42https://twitter.com/athomasq/status/1248306971486404612 …Alex Schleber 👽 😷 added,
1 reply 1 retweet 1 likeShow this thread -
Alex Schleber 👽 😷 Retweeted COVID19
#SupplyChain situation looking a LOT less reassuring for medical supplies & medicines unfortunately… :(#deglobalizationhttps://twitter.com/V2019N/status/1250084982984339457 …Alex Schleber 👽 😷 added,
COVID19 @V2019N
Crucial medical drugs are also running out. About 40% of the 156 drugs that are essential parts of critical care are becoming limited. Supply chains that involve China, Italy or India. These chains discharging contents like a sputtering garden hose that has now begun to run dryShow this thread1 reply 0 retweets 0 likesShow this thread -
Alex Schleber 👽 😷 Retweeted Daniel Sinclair
Missed this from Daniel a week ago. Worth reading some of the tweets around that portion of the thread:https://twitter.com/_DanielSinclair/status/1248023443179737090 …
Alex Schleber 👽 😷 added,
Daniel Sinclair @_DanielSinclair"The exit of foreign manufacturing from China is speeding up, and, even after the pandemic is over, it is likely to continue... The Kearney U.S. Reshoring Index, just released, shows an unprecedented return of business to the United States, with far less sourcing from Asia."Show this thread1 reply 0 retweets 0 likesShow this thread -
Alex Schleber 👽 😷 Retweeted Daniel Sinclair
#COVID19 x#Robotics: Even stronger impetus for robotization /#automation than beforehttps://twitter.com/_DanielSinclair/status/1248086656760057858 …Alex Schleber 👽 😷 added,
Daniel Sinclair @_DanielSinclairWe've heard quite a few mentions of the deglobalization fallout and national security investments that will follow this pandemic, but the other, maybe more important, story is that it will push the world over the edge of automation. A robot boom is coming. https://www.economist.com/briefing/2020/04/08/how-to-reopen-factories-after-covid-19 …Show this thread1 reply 0 retweets 0 likesShow this thread -
Here's a
#SupplyChain issue that you didn't see coming, & it turns out that it cannot be fixed short term: The#toiletpaper shortages are here to stay for a while, & it has nothing to do with hoarding, & everything with too-fine-tuned/-specialized chainshttps://marker.medium.com/what-everyones-getting-wrong-about-the-toilet-paper-shortage-c812e1358fe0 …1 reply 1 retweet 0 likesShow this thread -
This is an excellent write-up for the current restaurant industry situation in Berlin (exemplary for many places I assume) Should be more widely read, & goes deep into the questions for the entire Value Chain /cc
@teroterotero@vgrhttps://berlinfoodstories.com/2020/04/14/in-the-wake-of-corona/ …2 replies 1 retweet 3 likesShow this thread
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.