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- Tim Armstrong
What is unfolding in supply chains is not only disruptive, it is also historic. This is the first major disjunction in the highly integrated supply chain system that has developed over the last three decades of globalization. The intense new debate on inflation adds to the urgency to understand what is ahead for supply chains in 2022. Supply chains used to be something that only supply chain managers talked about. Now they are of deep concern to everyone from consumers waiting for their deliveries to retailers, major manufacturers, prime ministers, and presidents. And they have profound implications for energy production as well as demand. What are the prospects for delays and disruptions for manufacturers and deliveries? Will constraints persist—on container shipping networks, computer chips, and more? What are the implications for labor shortages and the push to automation? What are the operational and strategic responses?