Category: Supply Chain
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Daniel Yergin on Power
Daniel Yergin – Oil Explains the Entire 20th Century,” Pulitzer Prize winner and energy expert Daniel Yergin discusses his book “The Prize,” which chronicles the history of oil and its profound impact on the 20th century. Yergin shares how the book’s initial focus on oil’s history evolved into a comprehensive account of the century itself due…
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Zeihan advises Morgan
Zeihan predicts China will be the first major country to experience “National Oblivion” due to a demographic crisis. The expert also highlights the rise of geopolitical tensions, specifically in the Middle East, which could disrupt the world’s largest source of internationally traded crude oil. Countries like Canada, Colombia, and Vietnam are potential labor absorbers due…
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Made in India
Apple is set to release the iPhone 15, potentially manufactured in India, signaling a strategic move to diversify production away from China. This decision aims to reassure investors about the resilience of Apple’s supply chain. It also reflects confidence in India’s ability to produce high-quality phones and successfully market them. The pricing strategy for the…