O que hoje é verdade amanhã é mentira! E vice versa. E os economistas que têm inveja da física... come on. Imagine the possibilities!!!
"If you want something done right, do it yourself. Johnson & Johnson put that adage into practice over the weekend, as it took over: supplier's factory that makes a key ingredient for its coronavirus vaccine.
The American drugmaker said it was "assuming full responsibility" for the Baltimore plant and would be adding specialists in 'manufacturing, quality and technical operations". J&J had good reason to elbow aside Emergent BioSolutions. Workers had spoiled 15m doses of J&J's vaccine by accidentally mixing its ingredients with those for the Oxford/AstraZeneca jab.
The action comes at a time when other companies are also moving towards "vertical integration" to give them control over everything from raw materials to interaction with retail customers. Once dismissed as outdated, the strategy is getting a fresh look amid shortages of key parts and materials, and pressure on companies to act as good corporate citizens.
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But doing everything in-house is capital intensive and requires wide-ranging expertise. More recently, global companies have sought cheaper raw materials and labour abroad, and relied on local partners. Cost-conscious executives saw advantages to outsourcing parts of the production process. Specialist suppliers developed efficiencies, orders could increase or shrunk on demand and, unlike employees, suppliers did not have to be paid immediately, effectively providing a form of short-term financing.
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Pioneering companies often opt for vertical integration to give them a sustainable edge.
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Now a squeeze on computer microchips, which has hobbled the car industry, and shortages of medical equipment and vaccine ingredients, have led other groups to rethink. Many are reconsidering supply chains that relied heavily on one country or region to reduce their vulnerability to shipping bottlenecks, geopolitics and disease.
Further pressure comes from activists and a new law in Germany that seeks to hold companies responsible for human rights and sustainability in their supply chains. Nike and H&M, among others, have been caught between western demands that they criticise forced labour in Xinjiang and Chinese boycotts over those statements.
Meanwhile, many companies are insisting on virtual integration, often relying on technology to share information about suppliers' work processes and inventories. This has led some companies to cut ties with suppliers who fail to provide the necessary transparency.
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To make vertical integration work, companies should focus on areas with significant intellectual property where suppliers are hard to find. "The places where you have the most risk are capacity constrained for the whole market and not substitutable.
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The advantages of tighter integration need to be weighed against the capital cost, the challenge of operating a different kind of company and the potential for legal trouble. This is particularly true when the supplier involved has other customers - and most do."
Trechos retirados de "J&J turns to DIY to solve vaccine woes" publicado no FT de quinta-feira passada.
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