supply chain reconfiguration

Original link: https://headsalon.org/archives/9071.html

【2022-03-30】

@whigzhou: A major theme in the economic field in the next few years will be the reconfiguration of supply chains. Each supply source country will be classified into layers of circles from the core to the periphery according to its degree of dependence. Enterprises will be based on such layers The division reassesses the overall reliability of its supply chain. This assessment can be self-assessment or external assessment conducted by investors, creditors, ratings or regulators. Companies will be encouraged to provide disclosure in this regard. Regulators may even Such disclosure may be mandatory, and the results of the assessment will naturally trigger a reconfiguration process, either active or passive, and the final result will be a new globalization system based on the above-mentioned hierarchical division and recombination.

In the globalization system of the 19th century, the reliability of the supply chain was guaranteed by the force of the British Empire (including direct imperial rule and indirect so-called informal empire), so there is no need for hierarchical processing,

In the last globalization system that just came to an end, people once had the illusion that this kind of reliability would be self-sustaining automatically. Border protection, so the result can only be that the system is compressed into the containment that the US imperialists have clear obligations, it is still big enough, but the boundaries are clearer, and a small half of the world will be excluded,

Of course, this boundary will not be watertight and leakproof, and the flow will continue, but people will have an opportunistic attitude towards the part beyond the boundary, and a company that focuses on soundness will not put Bet your life on it,

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