Geraint John

VP, Interos Resilience Lab | Researcher, writer and analyst on supply chain disruptions and risk management

[Geraint John @geraint_john]

The concentration of semiconductor manufacturing in Taiwan is the biggest geopolitical risk facing supply chains today. How prepared is your organization for the fallout if China opts to invade or blockade the island state?
#suppl…https://t.co/B4674UXrVv https://t.co/5K5KHPeZ4k

[Geraint John @geraint_john]

As we mark #earthday2023 tomorrow, it's worth remembering that while global supply chains are a huge source of carbon emissions, water mismanagement and deforestation, they are also a massive part of the solution. So we should celebrate the efforts of a g…https://t.co/2qUORgoSyM

[Geraint John @geraint_john]

There's a new wave of cybersecurity legislation coming on both sides of the Atlantic - and it isn't just "traditional" critical infrastructure organizations or their supply chains that will be impacted. Learn the details in my late…https://t.co/PNtPT7X3X9 https://t.co/YpWE6bUiv9

[Geraint John @geraint_john]

"China is an important state with great economic power. It is a partner, a competitor and systemic rival at the same time. There will be no decoupling." Interesting comments from German Chancellor Olaf Scholz at a time of increasin…https://t.co/6gKVmNEiLZ https://t.co/hpnKcMTF8H

[Geraint John @geraint_john]

Russia's war machine continues to be fed by Western chips, electronic components, machinery and other products - albeit through third-party sources and non-sanctioning countries. Turning off the taps completely is difficult, but th…https://t.co/u0yVK1f1to https://t.co/8Tu6DgWbb8

[Geraint John @geraint_john]

Beware single sources and concentrated supply chain risk in space...
#supplychainrisk #supplychainresilience #operationalresilience https://t.co/o3foa0GD4I

[Geraint John @geraint_john]

Business leaders meeting in Davos this month were especially focused on geopolitical risks and uncertainty. But investments to boost resilience in global operations and supply chains need to be weighed carefully given tight economi…https://t.co/dkq0EOkDXr https://t.co/sp0TeodyOZ

[Geraint John @geraint_john]

It's shocking that child labor appears to be endemic in this one corner of the US automotive supply chain. Hats off to Reuters' journalists for exposing it in such detail. A combination of labor shortages, intense cost and delivery…https://t.co/3q29XXHewZ https://t.co/ihyBcsc7Hs

[Geraint John @geraint_john]

Great to see BMW recognising its most innovative suppliers again after a break of four years. #supplierrelationshipmanagement https://t.co/QgGlyzlzSo

[Geraint John @geraint_john]

Judging by his latest remarks ahead of the G20 Summit, German Chancellor Olaf Scholz appears to be trying to strike a sensible balance between diversifying supply chains, ensuring national security and continuing to engage with Chi…https://t.co/XldFJv3RPX https://t.co/KwRPmftv8L

[Geraint John @geraint_john]

Looking forward to my visit to New York City next week. I'll be chairing a discussion among a group of CIOs on how they can harness digital technology to get ahead of supply chain disruptions and develop greater #operationalresilie…https://t.co/J3Uzb3nApM https://t.co/UhJqsNjpWd

[Geraint John @geraint_john]

“Challenges to our supply chains will become the rule, not the exception.” So says Volkswagen CEO Oliver Blume. And it's not just a lack of parts such as semiconductors; he also flagged "worrying geopolitical developments, particul…https://t.co/XEuaHHri1L https://t.co/BvmMAlh9xY

[Geraint John @geraint_john]

Forced labor is not just an ethical issue for global supply chains, but increasingly also a regulatory one. Read our latest blog to learn how the United States' UFLPA legislation on Xinjiang, China, is impacting the US solar power…https://t.co/meu6SKBHFu https://t.co/sy4pWbXBLy

[Geraint John @geraint_john]

Great discussion on #supplychainresilience with Scandinavian procurement leaders from the food, automotive, energy, pharmaceuticals and medical devices sectors at the CPO Outlook event in Stockholm last week. There was broad agreement on the need for bett…https://t.co/fhuleSmeLr

[Geraint John @geraint_john]

Looking forward to speaking about using technology to get ahead of supply chain disruptions at #dpwconference in Amsterdam next month.
#supplychainresilience #operationalresilience #digitalsupplychain #supplychain #technology https://t.co/IhDO9SceV4

[Geraint John @geraint_john]

In a highly charged geopolitical environment, supply chain resilience risks being equated with trade protectionism. But national security is only one dimension of resilience, while self-sufficiency has its limits, as my latest blog…https://t.co/WxwzdbQymc https://t.co/pWgG25RTKl

[Geraint John @geraint_john]

Anyone trying to buy an electric or hybrid car at the moment will be painfully aware of the high prices and long waiting lists. But the concentrated nature of supply chains for battery raw materials and manufacturing mean that thin…https://t.co/xkGYnDYjq5 https://t.co/sylw569vXF

[Geraint John @geraint_john]

Let's hope that China's own dependence on Taiwan makes it think twice about any military action against its small-but-supply-chain-critical neighbour:
#taiwan #supplychainrisk #globaltrade https://t.co/v4MN0M8dsH

[Geraint John @geraint_john]

Timely insights on why China doesn't actually need to invade Taiwan to cause massive global supply chain disruption
#supplychainrisk #globaltrade #taiwan https://t.co/JOq3RXTXLx

[Geraint John @geraint_john]

Will she? Won't she? And what will they do if she does?

In the next 24 hours, Speaker of the House Nancy Pelosi could become the most senior US politician to visit Taiwan in 25 years. China has accused the Americans of "playing wi…https://t.co/SMknXSFWpq https://t.co/yru7lrnMd2