Of Value Chains and Inflation
What do central banks have to do with value chains? Traditionally, not much. I think […]
Automation on the Docks
From time to time, I’m lucky enough to be able to visit container terminals: some […]
Nearshoring in Mexico Is Mainly an Aspiration
There’s been much talk about “nearshoring,” the idea that manufacturers are reducing risk in their […]
What Makes a High Performer?
The World Bank puts immense effort into its Container Port Performance Index. The index, compiled […]
The Population Bust
The notion that demographic change will slow the flow of trade in manufactured goods met […]
Piling On
If there’s one thing the political types in Washington can agree on today, it’s this: […]
More than Cheap Labor
It’s been no secret that Chinese companies have been building factories in Mexico to protect […]
Misguided Missiles
I’ve received several inquiries from journalists asking my thoughts about how the attacks on commercial […]
China’s Intangible Future
China, as everyone knows, is a manufacturing powerhouse: it accounted for nearly one third of […]
The Supply-Chain Bureaucracy
Back before the covid-19 pandemic — it seems decades ago, not a mere four years […]