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Supply Chains

Copper Price At 9-Year High

February 18, 2021 by Jonathan Custer

Copper is now at a 9-year after doubling since the March low.    We are reposting a piece we wrote back in April recommending our customers take advantage and lock in the low commodity prices. What To Do Now? Manufacturers can take advantage of this crisis by  1) re-accessing and developing a rigorous mapping of …

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The Future Of Supply Chains And The Curves That Matter Most

April 3, 2020 by Jonathan Custer

Authors:   Gary Evans                      Jon Custer The following are the curves we are monitoring before even thinking about the path and date of the global economic recovery. At Wednesday’s White House briefing, Anthony S. Fauci, the nation’s top infectious-diseases expert and the face of the U.S. …

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Taiwan Sees Upside In Coronavirus Supply Chain Disruption

February 24, 2020 by Jonathan Custer

We are posting the full editorial posted by the Taipei Times this morning.  Here are the money quotes: Taiwanese electronics manufacturing service providers, such as Hon Hai Precision Industry Co and Pegatron Corp, expect to suffer from supply chain disruptions, as more than 80 percent of their output comes from China. …unprecedented supply chain disruptions …

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