@DukeFuqua operations professor. Interested in supply chains, platforms, disruption risk, consumer behavior, and social responsibility.
Sep 14, 2021 • 6 tweets • 2 min read
Beyond "why is this happening?", maybe the more important questions are "when will it end?" and "how will it end?" Unfortunately, that part seems less clear...
Yesterday @g_allon posted a great discussion of this. Unfortunately, Gad is somewhat pessimistic about the "when will it end" question--and I have to agree. gadallon.substack.com/p/ikea-shortag…
Sep 14, 2021 • 12 tweets • 3 min read
Another day, another article about how logistics capacity will continue to be short into 2022, and perhaps beyond, causing continued supply chain delays and shortages of many consumer products. How can this be, you might ask? wsj.com/articles/u-s-p…
This is something we'll be studying for a while. But to me, it seems like (at least) two forces at play. The first thing to recognize is that logistics capacity--like enormous container ships and ports to unload them--is expensive.
Mar 2, 2021 • 11 tweets • 2 min read
Lately I've been fascinated by the persistent shortages of bicycle supply, particularly from some of the big international brands. Some brands and retailers are saying bicycle supply will remain extremely tight through 2021 and into *2022*. This is incredible!
We've seen the supply chains for some items, like N95 masks, continue straining a year into the pandemic; this makes sense, because the demand for these increased massively. The US consumed 50 mil N95s per year before the pandemic, and this has increased >10x during the pandemic.
