Há dias em E Zeihan chega a Mongo! citei:
"4. Supply chains will be much shorter.
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5. Production will become colocated with consumption.
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6. The new systems will put premiums on simplicity and security just as the old system put premiums on cost and efficiency."
Agora leio, por um lado os sintomas do impacte da incerteza no retorno dos inventários, "Why Fashion’s Inventory Problem Is Back (And How to Solve It)" e, por outro lado, o aumento do risco da aposta no custo mais baixo, "Navigating Retail’s New Era of Risk":
"On closer inspection it’s clear that today’s global supply chains are the product of centuries of growth but little meaningful evolution when it comes to risk management.
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The High Risk of Low Cost
Although separated by almost 200 years of history, the cotton famine of the 1860's and the supply chain crises of today share the same root cause: a myopic and often perilous focus on lowest landed unit cost. Procuring vast quantities of cheap goods has driven and continues to drive most of today's top brands because most see price as the cornerstone of competitiveness. However, as supply chain expert John Thorbeck often says, we operate in an era where business leaders must once and for all appreciate that the singular pursuit of low cost comes with an extraordinary number of risks that make businesses far less competitive, the first being the risk to financial capital.
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It is also logical to assume that risks to global supply chains will become more frequent and profound as we become increasingly interconnected as a global community.
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If reducing unit cost was the competitive advantage of the past, eliminating risk is the competitive advantage of the future."
Interessante, como regresso sempre a Maio de 2020 e a El coronavirus actúa como acelerador de cambios que ya estaban en marcha. Pois, em 2008... Para reflectir
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