Supply Chain Resilience in a Time of Techtonic Geopolitical Shifts
summary
Global trade plunges in Q1–Q2 2020 and COVID accelerates decades‑long fragility: supply chains reveal thousands of opaque suppliers, concentration in China and clear entry points after SolarWinds and Exchange attacks. Roughly a quarter of companies plan relocation, three quarters expand reshoring, and about half seek alternative suppliers; Japan commits over $4 billion to shifting hubs. Regulatory pressure grows as BIS and Commerce add 350+ Entity List additions and over 40 firms tied to the PLA emerge, forcing supply chain visibility to the top priority.
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chapters (29)
- 0:00Introduction
- 0:29Pandemic Impact
- 2:41Cyber disruptions
- 4:17Paradigms frameworks
- 4:58Looking ahead
- 5:38Two different techno ideologies
- 5:59Digital authoritarianism
- 6:59Digital democracies
- 8:00How do these competing ideologies impact supply chains
- 8:25How do these ideologies become front center
- 8:43The weaponization of cyber
- 9:53Trade conflicts
- 12:44Global trade wars
- 13:03Dynamic regulatory landscape
- 16:16Export restrictions
- 17:31Global prohibitions
- 19:22Data privacy and security
- 21:20Major power competition
- 22:23The usual suspects
- 22:54Smaller states
- 25:49The perimeter is dead
- 26:25Where your data sits
- 27:00Preparing for the new normal
- 27:39Decoupling
- 29:57Opportunities
- 31:23Visibility
- 31:48Cyber Risk
- 32:26Prepare for these transformations
- 33:31Shape the future
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