Our supply chain repatriations are really going to be fun to watch.
To those saying a Supply Chain repatriation won't happen:
1) It won't be whole-scale. Will be gradual
2) Will be cost-benefit analysis based
3) Companies will look ahead to cost of future interruptions
4) Alternatives exist
5) Small pullback has huge implications for China
1) It won't be whole-scale. Will be gradual
2) Will be cost-benefit analysis based
3) Companies will look ahead to cost of future interruptions
4) Alternatives exist
5) Small pullback has huge implications for China
China will still be an important source of manufacturing for the US (like it or not).
But a small shift in supply lines as companies reassess the ideas of JIT, sole-source manufacturing and future impacts of CV strains will be very real.
China has every right to be worried.
But a small shift in supply lines as companies reassess the ideas of JIT, sole-source manufacturing and future impacts of CV strains will be very real.
China has every right to be worried.
