Indo-Brazilian
Associates LLC CEO presents a deep-dive into the delicate and highly vulnerable
complexities of global logistics in his article - "How Covid-19 HasProfoundly Infected The Global Supply Chain".
The critical
path elements of the global supply chain, including non-Chinese sources, are
blocked leaving few alternatives especially for firms whose critical path is
the only path.
Chinese
suppliers and foreign buyers face a unique triad of challenges – operations,
financial and legal - in restarting operations.
Black Swan II
includes a mutation of Covid-19 and civil unrest events that could paralyze the
global supply chain.
Firms in the
post Covid-19 era will create more robust and diverse alternative supply chains
thus Chinese manufacturers will permanently have less business even if their
costs are competitive.
Wuhan is
China’s manufacturing epicenter in which the world is dependent for automotive
parts and technology shipments.
Indo-Brazilian Associates LLC is a NYC-based think-tank and
advisory service that provides prescient beyond-the-horizon contrarian
perspectives and risk assessments on energy investments, geopolitical dynamics
and global urban security.