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In this new episode of Supply Chain Deepdive, hosts Michael Jung and Jess Williams unpack McKinsey Global Institute’s recent report, “The Great Trade Rearrangement.” The discussion explores how rising geopolitical tensions and new tariffs, particularly between the U.S. and China, are reconfiguring global trade flows.

The episode introduces McKinsey’s concept of the "rearrangement ratio", a framework for assessing how easily supply chains can switch sourcing partners. Michael and Jess also walk through four strategic responses—reduce, replace, ramp up, or rearrange—that companies and governments can consider to navigate volatility. From Europe’s pivotal role in balancing East-West trade to the looming mismatches in supply and demand for products like electronics, this conversation dives deep into the real-world implications of trade fragmentation and shifting alliances.

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Don't let the dialogue end here! Join Chain.NET, our vibrant online community for supply chain professionals worldwide. Engage with peers, share your insights, and explore further discussions on the topics covered in our podcast. Whether you’re seeking advice, looking to collaborate, or just wanting to connect with fellow experts, Chain.NET is your platform to deepen connections and expand your professional network.

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In this episode of Supply Chain Deepdive, hosts Michael Jung and Jess Williams break down the World Economic Forum’s latest white paper, From Shock to Strategy: Building Value Chains. Developed with the Global Future Council on Advanced Manufacturing and Value Chains, the report explores how global disruptions—from geopolitics to climate and technology—are fundamentally reshaping global value chains. The episode unpacks eight key forces driving this shift and explores three pillars - sustainability, collaboration, and technology - that organizations must prioritize to thrive through 2050.

This episode is sponsored by Chain.NET, the #1 community of supply chain professionals, register today on www.chain.net

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Continue the Conversation on Chain.NET
Don't let the dialogue end here! Join Chain.NET, our vibrant online community for supply chain professionals worldwide. Engage with peers, share your insights, and explore further discussions on the topics covered in our podcast. Whether you’re seeking advice, looking to collaborate, or just wanting to connect with fellow experts, Chain.NET is your platform to deepen connections and expand your professional network.

🔗 Ready to dive deeper? Register now at https://mygs.cc/chain and be part of the global supply chain conversation.

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In this episode of Supply Chain Deepdive, hosts Michael Jung and Jess Williams explore McKinsey’s latest report, "Navigating the New Global Trade Paradigm." The conversation breaks down how geopolitical shifts, economic fragmentation, and shifting trade corridors are reshaping the global trade map. With up to 30% of trade potentially rerouted by 2035, businesses must rethink supply strategies, anticipate sector-specific disruptions, and prepare for multiple future scenarios. From "safe bets" to "uncertain bets," the episode uncovers what leaders need to know to stay resilient and competitive.

This episode is sponsored by Chain.NET, the #1 community of supply chain professionals, register today on www.chain.net

Support the show

Continue the Conversation on Chain.NET
Don't let the dialogue end here! Join Chain.NET, our vibrant online community for supply chain professionals worldwide. Engage with peers, share your insights, and explore further discussions on the topics covered in our podcast. Whether you’re seeking advice, looking to collaborate, or just wanting to connect with fellow experts, Chain.NET is your platform to deepen connections and expand your professional network.

🔗 Ready to dive deeper? Register now at https://mygs.cc/chain and be part of the global supply chain conversation.