All posts by Supply Chain Expert

Trade is no longer a straight line from factory to port to shelf—it’s a living system of policy choices, digital rails, and real-world bottlenecks. We trace the signals that matter: South Africa’s push toward a 3% inflation target, FAA turbulence exposing infrastructure fragility, and a wave of innovation from biotech to quantum that’s accelerating AI in supply chain planning and risk. From the G20’s debut in Johannesburg to the rewiring of global corridors, we unpack how multilateral cracks…

Prices at the checkout don’t lie, and this week they forced a policy shift. We dig into the sudden rollback of U.S. food import tariffs on staples like Australian beef, tomatoes, coffee, and bananas, and explain why it’s a tactical retreat to cool grocery inflation while the broader trade war keeps grinding on. From voter angst to courtroom stakes, we connect kitchen table economics to the legal and political forces shaping your weekly shop. We break down what changed and what didn’t: food c…

Tariffs promise protection but often deliver scarcity and higher prices. We break down what a 25% duty on imported trucks really means for fleets, freight rates, and the prices that hit your wallet. Along the way, we connect the dots to a different kind of shock: how a single cyber attack at Jaguar Land Rover rippled through thousands of suppliers and nudged UK GDP negative for the month, turning a “supply chain glitch” into a national economic problem. We zoom out with fresh survey data fro…

Headlines say debate; the data says build. We open with China’s audacious green energy sprint—hitting 2030 wind and solar targets six years early—then unpack how investment, grid upgrades, and supply chain control are setting a new global benchmark. It’s a masterclass in aligning industrial policy with execution, where milestones, manufacturing capacity, and high-voltage transmission turn climate goals into competitive advantage. From there, we pivot to the UK’s uneasy fiscal picture: a £50 …

Global trade touches every checkout, factory line, and doorstep. We set out to make that complex web crystal clear, turning headlines and jargon into plain-language insights you can use the same day. From port delays and policy shifts to pricing moves and tech breakthroughs, our approach blends timely updates with grounded analysis so you always know what matters and what to do next. We walk through the core promise of the show: regular briefings on hot topics in the news, smart takes on inn…

Trade wars don’t make winners – they create mutual losers. That’s the stark reality emerging from our deep dive into the Trump administration’s tariff policies and their dangerous economic consequences. The White House justifications for escalating tariffs rest on a fundamentally false premise: that the United States faces systematically unfair treatment in global trade. This narrative represents a socially constructed straw man argument rather than economic reality. By examining the evidenc…

Gold doesn’t leap to records without a story. We unpack why $4,326 per troy ounce isn’t just about inflation, but about confidence shifting amid tariff threats, rare earth controls, and geopolitical strain. From China’s new export restrictions to a fragile 90‑day tariff window, we map how policy volatility is rewiring sourcing, inventory decisions, and the cost of capital across global supply chains. We dig into the headlines around AI in apparel manufacturing and separate signal from noise….

Tariffs, magnets, and malware collided this week—and the shockwaves tell a bigger story about where power lives in the global economy. We unpack how China’s sweeping rare earth export controls—and its command of magnet manufacturing—turn a handful of elements into leverage over EVs, wind turbines, smartphones, and defense systems. When the U.S. answers with 100% tariffs, markets flinch, currencies wobble, and procurement teams scramble to trace origin, redesign parts, and qualify new supplier…

When the financial infrastructure shifts, everything changes. Taiwan’s Cathay United Bank is quietly redrawing the map of Asian finance, following a dramatic pivot away from China. Once directing 84% of overseas investment to mainland China, Taiwan now sends just 11% there—a structural transformation that speaks volumes about where global trade is heading. This shift isn’t happening in isolation. Across the Pacific, Danish energy pioneer Ørsted finds its Revolution Wind Project—80% complete …

Politics and business collide as Trump makes unfounded claims about Tylenol causing autism while Jaguar Land Rover faces a devastating cyber attack costing £50 million weekly and threatening its entire supply chain network. • Trump administration announces FDA warning labels for Tylenol (paracetamol) linking it to autism despite scientific evidence contradicting this claim • Tesla’s UK profits drop 40% as average car prices fall by £7,000 amid broader European sales decline • Trump administr…