sábado, maio 21, 2022

"we realize that opportunity is all around us if we keep our mind open"

"Fico a pensar ...  Qual é, qual deve ser o papel de uma associação empresarial nesta teia de interesses conflituantes?"
Foi assim que terminei este postal, "Pergunta sincera, pergunta honesta". Entretanto, há dias neste outro postal, "Exportações, gansos, mastins e ... "amélias"" usámos os números do INE para ilustrar a evolução das exportações por causa do risco de trabalhar com a China, hoje e no futuro.

Ontem encontrei este artigo, "Supply chains are never returning to ‘normal’", escrito numa perspectiva norte-americana:
"The conventional wisdom at this time is that most of the world has moved on from the pandemic (except for China); therefore, supply chains will return to “normal.” Unfortunately, this is not the case. The world has permanently changed and supply chains are going to face continuing challenges for decades to come. Among those challenges are:
  • Supply chains will remain under constant threat of disruption for the next decade
  • Supply chains operate best when the world is peaceful and stable
  • A smoothly running supply chain requires “buffer stock,” which is challenging with declining population demographics
  • There is a conflict between environmental, social and governance (ESG) goals and supply chains optimized for cost and speed. If we prioritize ESG, we will need to contend with supply chain risks
  • Supply chain technology will become the big venture capital category winner as companies continue to make investments in technologies that can help them mitigate their supply chain challenges
...
Cheap labor is becoming scarcer, particularly in Asia. This is largely due to aging populations – the average age continues to increase and there are fewer people to work in these manufacturing jobs.
...
Companies will look closer to home for product sourcing. They will prioritize production in countries that are far more stable and friendly to the United States."

O que é que as associações empresariais estão a fazer para tirar partido deste contexto? Ainda têm de fazer esta evolução "We start to see bridges"

BTW, o artigo descreve a evolução em curso como decorrente destes eventos recentes, quem segue este blogue pode recordar este texto de Maio de 2020, ""El coronavirus actúa como acelerador de cambios que ya estaban en marcha"".

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