Dr. Mathew Maavak, a Malaysian expert on risk foresight and governance provided some expert analysis on the supply chain crisis and really hit a home run here.
rt.com/op-ed/537664-s…
rt.com/op-ed/537664-s…
What we're looking at with all of this is the establishment of a new normal that will be settled in the system by 2030. Only the top 0.1% globally will be detached from crisis and truly thriving. If you aren't in this group you're a part of those participating in the Great Reset.
Ive covered things like iron ore, oil, gas, and steel in the past. Ive spoke on shipping, commerce, ports, trucking, and rail. Ive spoke on the food supply, ownership, and land usage. The entire system is interconnected.
As the ball of yarn unravels in one industry, it also unravels in others. When examine our supply chain we can see those ripples effecting stability across the system. Mircrochip production and supply are another issue we're currently seeing major shortages in.
There are chips in nearly everything electric you own, from your phone to your computer to your car. There are even chips in items you wouldn’t expect, such as your washing machine, electric toothbrush, and refrigerator.
Nissan said it will be making 500,000 less vehicles due to the chip shortage.
cnbc.com/2021/05/13/nis…
cnbc.com/2021/05/13/nis…
General Motors has had to interrupt some of its pickup truck production due to lack of semiconductor chips and has even been parking thousands of vehicles that are completed but still don’t have the needed chips.
cnbc.com/2021/07/21/gm-…
cnbc.com/2021/07/21/gm-…
General Motors' vehicles roll off the lines and instead of going to dealerships, the vehicles are taken to giant parking lots to await the arrival of the semiconductor chip parts needed to finish assembling them.
freep.com/story/money/ca…
freep.com/story/money/ca…
Apple CEO Tim Cook warned the public in July that chip shortages would affect sales of its phones and tablets.
cnbc.com/2021/07/27/app…
cnbc.com/2021/07/27/app…
Intel chief Pat Gelsinger predicts it will be a year or two before supply can meet demand, and experts say holiday shopping may not offer the variety and options we’re used to.
bbc.com/news/technolog…
bbc.com/news/technolog…
Samsung’s co-chief executive, Koh Dong-jin, said at a shareholder meeting in March that there’s a serious imbalance in supply and demand of chips in the IT sector. At the time, the company said it might skip the launch of future products. bbc.com/news/technolog…
Even production of low-margin processors, such as those used to weigh clothes in a washing machine or toast bread in a toaster are taking a major hit. It isnt just the advanced processors. ft.com/content/9a497f…
The American retail sector which sells all of these products to the consumer is a $4-5 Trillion dollar sector. When there are fewer products to sell, we will start seeing the ripple effect take yet another turn with retail. This will be a Q4 21' - Q1 22' issue.
As retail suffers in America, so will other industries. Each part acts on the other. We're going to be living through this for some time. Maybe a year. Maybe two. Or, maybe this is the new normal.
Plan Accordingly.
Plan Accordingly.
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