This is a follow-up to our prior November Supply Chain Matters blog commentary: Tesla’s Electric Truck- Brilliance or More Challenge and Distraction, the unveiling of Tesla’s long-rumored Class 8 semitrailer truck. This week provides added good and not-so-good news related to this innovative new electrically-powered vehicle.
The November numbers are in and there is solid evidence that industry supply chains across the globe, with few exceptions, have reached significant highs in manufacturing and supply chain output levels. Industry teams are incredibly busy and optimistic in their planning for 2018. But again, Supply Chain Matters needs to call attention of the caution signposts.
Trade representatives of Canada, Mexico and the United States completed another five days of NAFTA re-negotiation talks this week which were hosted by Mexico. After this fifth round, the overall mood of these talks remains far less optimistic for a successful overall outcome.
Last week, Tesla unveiled the design of its long-rumored Class 8 semitrailer truck, representing the latest vision of disrupting conventional transportation. The announcement itself was met with mixed reactions which were mostly centered on the event serving as a distraction to Tesla’s current operational challenges. With a movement into an entirely different market segment, Tesla needs to seriously consider supplementing its operational and supply chain resource depth.
With this week’s conclusion of the Dubai Air Show, commercial aircraft manufacturers Airbus and Boeing touted large numbers of new customer orders for their innovative, more fuel-efficient aircraft. Both industry rivals departed with over 700 provisional orders valued at $75 billion, mostly for single-aisle aircraft. The reality, however, is beyond the sales euphoria, there are many supply chain management challenges that the industry will come to grips with over the coming months and years.
This week, United States Secretary of Commerce Wilbur Ross spoke to attendees of The Wall Street Journal’s CEO Council indicating that the Trump Administration’s ongoing hardball strategy regarding ongoing North America Free Trade Agreement (NAFTA) talks comes from perceived leverage over Canada and Mexico.