Category: Global trade trends

Implications of a Growing Trade Conflict Involving South Korea and China

The Supply Chain Matters blog provides perspectives on a building trade feud that is currently occupying the attention of high tech and consumer electronics supply and customer demand networks. It includes heated trade tensions among two influential technology producing regions, Japan and South Korea, each of which are critical links to these networks.

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Breaking: United States to Delay Some of the Newly Proposed Tariff Actions on China Imports

The Supply Chain Matters blog provides perspectives on today’s breaking news that the Trump Administration has elected to both delay tariffs on a yet to be disclosed, select number of products, as well as eliminate duties on certain others, that were all scheduled to take effect at the beginning of September.

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Building Evidence That Global Supply and Product Demand Structural Changes Are Underway

The Supply Chain Matters blog comments on ever clearer evidence that for U.S. based manufacturers and retailers, changes in global supply chain sourcing strategies are already underway, and that structural changes are already apparent for global supply and product demand market segments.

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Chinese Branded Railcars and Buses- A Potential Different U.S. Market Presence and Lost Opportunity

The Supply Chain Matters blogs provides a further update to our ongoing five-year streaming commentary related to Chinese branded railcars making an opportunistic market presence among U.S. public transit systems.

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Q2-2019 Indices Reinforce Slowdown in Global Supply Chain Demand and Supply Network Activity Levels

The Supply Chain Matters blog highlights reported PMI global production and supply chain activity levels for June and Q2-2019. The data provides reinforced evidence that global trade declines, particularly involving China and the Eurozone sector, are a continual drag on global industry supply chain activity levels.

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A Significant Week in Global Supply and Demand Network Related Developments

The Supply Chain Matters blog reports highlights of significant global supply network developments that occurred this week that should capture the attention of multi-industry supply chain leaders and their respective organizations.

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Foxconn Discloses Contingency Production Sourcing Readiness for High Tech Products

According to a published report, Foxconn Technology Group, Apple’s prime contract manufacturer is ready to shift production out of China if becomes necessary. The revelation came in the contract manufacturer’s first-ever investor meeting and conference call.

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Additional Blockchain Alliance Announcement in the Ocean Container Industry Segment

This week features additional news related to Blockchain technology partnerships in the global ocean container transport segment as carriers, shippers and logistics entities continue to sort out most appropriate approaches to leverage this technology. Make no mistake that the primary goal of these transportation technology pilots are to both determine proof-of-concept and business value of specific technologies, achieve industry scale, and to similarly determine added technology anchored business opportunity that comes with that.

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Q1 Financial Performance Reports: Added Evidence of Multi-Industry Global Supply Chain Slowdown

As multiple businesses report first quarter financial performance, evidence continues to mount that multiple industry supply chains, from autos to high-tech, are now being increasingly challenged by a global slowdown and bloating inventories.

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Our Q1-2019 Newsletter Has Published

The Supply Chain Matters blog and The Ferrari Consulting and Research Group alerts research clients subscribed and general readers, that our Q1-2019 Quarterly Newsletter published on Thursday of this week.

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Foxconn’s Investment in the United States Now a Far Different Scenario

The Supply Chain Matters blog updates global readers on Foxconn’s previously announced plans to establish a significant high tech and consumer electronics presence in the United States. That strategy has obviously changed, and the political and business dimensions are getting messy.

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