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...
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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...
Tariffs, Tech, and Turmoil in Global Supply Chains
Chain Reaction
21 minutes
1 month ago
Tariffs, Tech, and Turmoil in Global Supply Chains
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...
Chain Reaction
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...
