NYT Roundtable on Supply Chains
“we estimate that the current elevated level of supply chain disruptions costs U.S. public firms about $100 billion per year in lost market capitalization” “while general supply chains recover from shocks relatively quickly, critical supply chains are affected much more severely and take much longer to stabilize” An interesting selection of expert perspectives on the […]
Rare Earth Mining in Norway
“As Europe seeks to curb its dependence on China for rare earths, plans to mine the continent’s biggest deposit [an estimated 8.8 million tons of rare earths, in Norway] have hit a roadblock over fears that mining operations could harm endangered beetles, mosses and mushrooms… [rare earth] elements, used to make magnets crucial to the […]
White house announcement on supply chains
There’s a lot to cover in the White House’s supply chain announcement on Tuesday. I’d encourage you to read the whole statement. Here are wavetops of what stuck out to me. Like I mentioned at the beginning, there’s a lot in here. Highly recommend you read it in detail and take notes. I left the […]