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The Second Cold War Is Here, And Supply Chains Will Be The Front Lines
Zubu Brothers ^ | 3-3-2022 | Craig Fuller, of FreightWaves

Posted on 03/03/2022 4:40:15 AM PST by blam

We are witnessing the remaking of the world order in front of our eyes — and this will impact global supply chains in unforeseen ways.

We are about to experience the most dramatic and unpredictable supply chain map we’ve experienced since World War II.

If the Russia-Ukraine conflict’s international ramifications keep spreading, we face a real possibility of a bifurcating global economy, in which geopolitical alliances, energy and food flows, currency systems, and trade lanes could split.

During the first Cold War, the world was anything but flat. There were two worlds — the East and the West. That world is being recreated as we speak, and with it, Western companies will start to shift sourcing away from the East and more toward Western and neutral states. North American economic integration will become a new priority. Surface transportation across the Eurasian continent will become more complex, and possibly contested.

Entire supply chains will be rewritten, with new sources and partners — all in the interest of corporate and national security. This will create massive volatility and unpredictability.

Companies will prioritize vendors that can provide consistent and dependable supplies, likely paying a premium. In the end, those costs will be passed on to consumers in the form of higher prices.

While prices will become an important consideration for consumers, brands that offer a consistently and predictably available set of choices will enjoy pricing power.

The future market winners will be the corporations that make the investments in supply chain infrastructure and reliable, Western-friendly production locations.

Supply chain analyst roles will become the hottest jobs of the next decade, prized by corporations, consulting and even Wall Street for the ability to interpret, analyze and predict disruptions and risks in a new world order. Those same analysts will find themselves recruited heavily by national security, intelligence and defense organizations — as future conflicts will largely rise out of a desire to control materials and production.

New investments in supply chain technologies and automation will be accelerated, as will preference for near-shoring and domestic sourcing.

Historical data models, based on following freight market trends, will become less relevant in the future. Companies with dynamic supply chains will require fresh data and forecasting that is constantly updated as new information and datasets become available.

The Ukraine crisis is perhaps the end of the preamble to a long history of geopolitical, economic and military conflict between the East and West in the second Cold War. Now the plot is thickening. State actors like Russia and China are choosing regional hegemony over global integration — we will see this play out further in the Baltics and the South China Sea, not to mention the Middle East and the greater Pacific.

World Trade Organization-led globalization took decades but accelerated when China entered in 2000. Global decoupling — if it comes to that —and tighter regional socioeconomic integration will also take decades, and the pace of change will vary, sometimes fast and sometimes imperceptibly.


TOPICS: Society
KEYWORDS: china; coldwar; oodaloop; prepper; preppers; russia; shtf; supplychains
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1 posted on 03/03/2022 4:40:15 AM PST by blam
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To: blam

“Oceania had always been at war with Eurasia”


2 posted on 03/03/2022 4:45:29 AM PST by moovova
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To: blam

Supply chain. As in trucks?


3 posted on 03/03/2022 4:46:57 AM PST by ComputerGuy (Heavily-medicated for your protection)
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To: blam
"We dare not tempt them with our weakness."
John Kennedy

"The party's over. I'm going to clean up Washington."
Donald Trump
(The statement that sparked a revolt, by corrupt politicians, against honest government, with vicious attacks on Trump and Truth, and delivered the USA into the hands of Joe Biden and the corrupt, anti-American cabal that controls his puppet-strings)


4 posted on 03/03/2022 4:48:37 AM PST by Savage Beast (In the vault of the mind lie all the chains of bondage, as well as the keys to freedom. --Yogananda)
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unpredictable supply chain

I'm comforted in knowing our very own Biden Republicans fought Free Trade and the destruction of US manufacturing tooth and nail in the early 1990s. Can you imagine the shape America would be in if they fell for that nonsense?

5 posted on 03/03/2022 4:49:38 AM PST by JonPreston (Q: Never have so many, been so wrong, so often)
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To: JonPreston
I'm comforted in knowing our very own Biden Republicans fought Free Trade and the destruction of US manufacturing tooth and nail in the early 1990s. Can you imagine the shape America would be in if they fell for that nonsense?

You really need the sarcasm tag for that.

Many will not understand the reference.

6 posted on 03/03/2022 4:58:53 AM PST by marktwain
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To: marktwain

But then I’d have to drop the (s) tag on most of my favorite sayings; “Yeah right”, “big deal”, “my heard bleeds for you”, “aren’t you special”


7 posted on 03/03/2022 5:08:39 AM PST by JonPreston (Q: Never have so many, been so wrong, so often)
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To: ComputerGuy

“Supply chain. As in trucks?”

Yeah — in the same way that to “wipe a hard drive”, all that is required is a cloth. h/t Hillary...LOL


8 posted on 03/03/2022 5:10:02 AM PST by T-Bird45 (It feels like the seventies, and it shouldn't. )
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To: Savage Beast

The USA was already controlled by the Deep State. Trump just exposed them for all to see.


9 posted on 03/03/2022 5:15:24 AM PST by philippa
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To: blam

(We are witnessing the remaking of the world order in front of our eyes)

Yeah, feels very ‘New’.


10 posted on 03/03/2022 5:34:32 AM PST by SaveFerris (The Lord, The Christ and The Messiah: Jesus Christ of Nazareth - http://www.BiblicalJesusChrist.Com/)
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To: blam

I have been reading old family letters from the 40s. Couldn’t buy a pair of shoes because he didn’t have a shoe stamp


11 posted on 03/03/2022 5:44:04 AM PST by RummyChick ( )
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To: blam
Covid
Ukraine and more to follow
2.83 more years of FJB

Most successful administration ever!!!!!

If you have not diversified, prepped and replaced all your JIT processes with JIC you are so screwed.

12 posted on 03/03/2022 5:45:54 AM PST by Badboo (You know in your bones America is dying. The Uniparty isn't going to stop ‘till the carcass rots.)
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To: blam

Meanwhile the invasion of the USA is still supported by both parties who colluded to cheat out the one man who opposed the fundamental transformation of the USA into North Mexico.


13 posted on 03/03/2022 5:59:23 AM PST by Lurkinanloomin ( (Natural born citizens are born here of citizen parents)(Know Islam, No Peace-No Islam, Know Peace)
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To: blam

When the cold war collapsed Herbert Walker Bush wanted to have a conversation about what America wanted out of the new world order. He put together a team to come up with a plan and we voted him out of office. For all of the next presidential elections except the last one, Americans voted for the guy who had the least foreign experience. In the most recent election, there was no one on either side who had any interest in charting a course that both kept America safe and provided security for the non-aggressive mercantile states that the former empires had become. This left the non-aggressive and demographically challenged mercantile states to go it alone against a hostile China, Russia, Iran et. al. Every time America has withdrawn from the world to this extent it has resulted in a massive world war. This is a replay of the nineteen thirties.

If we’d actually charted a course we could have arrived at this point in time and had a peaceful, prosperous world which would greatly benefit America. Having poked our heads in the sand for the last thirty years, can we pull them out and look around before we get nuked?


14 posted on 03/03/2022 6:46:37 AM PST by Gen.Blather (Wait! I said that out loud. Sorry.)
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To: blam

Solution: countries need to become more self-sufficient.


15 posted on 03/03/2022 6:48:02 AM PST by cymbeline
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To: blam; Tilted Irish Kilt; Pollard; Roman_War_Criminal; SaveFerris; null and void; ...

Ping


16 posted on 03/03/2022 7:23:05 AM PST by metmom (...fixing our eyes on Jesus, the Author and Perfecter of our faith….)
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To: blam
Western companies will start to shift sourcing away from the East and more toward Western and neutral states

A lot of the CEOs are marxists so that might not happen. They love china. They want that system here.

17 posted on 03/03/2022 8:37:25 AM PST by Pollard (PureBlood -- https://youtube.com/watch?v=VXm0fkDituE)
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To: blam
Global Supply Pressures Eased in February, New York Fed Says
18 posted on 03/03/2022 10:20:15 AM PST by blam
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To: Pollard

One approach would be that multinational corporations would split into “east” and “west” versions—win win for them.


19 posted on 03/03/2022 10:27:28 AM PST by cgbg (A kleptocracy--if they can keep it. Think of it as the Cantillon Effect in action.)
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To: blam; metmom; All
Yeah. So? At lease we're not reading MEAN TWEETS from the last true LEADER we had on board!

*Rolleyes*

I hope this hurts the Socialists and hurts them BADLY.

In the meantime, buy basic repair parts and fluids for your cars, stockpile food and water and ammo and plant that Victory Garden!


20 posted on 03/03/2022 11:41:45 AM PST by Diana in Wisconsin (I don't have, 'Hobbies.' I'm developing a robust Post-Apocalyptic skill set. )
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