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#supplychains

3 posts3 participants0 posts today
Public
Yonhap Infomax News

Acting President Han Duck-soo emphasizes inter-ministerial cooperation for stable supply chains during emergency NSC meeting, highlighting the critical link between economic and security policies amid ongoing North Korean threats.
#YonhapInfomax #ActingPresidentHan #NationalSecurityCouncil #SupplyChains #NorthKoreanThreats #EconomicSecurity #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
en.infomaxai.com/news/articleV

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brad m

“With the U.S. importing over $8.2 billion worth of #coffee in 2023, the proposed ‘Reciprocal Trade Act’ and renewed #tariff disputes are set to reshape the #coffee trade, potentially making the morning cup far more expensive”
“any increases in #coffee prices would be a highly visible sign of the worsening #costofliving crisis”
“In short, the #tradewar risks fragmenting global #coffee #supplychains, forcing exporters to rethink their dependence on the U.S. market” intelligence.coffee/2025/03/tr

trump coffee
Coffee Intelligence · Trump’s Reciprocal Trade Act spells bad news for coffee  - Coffee IntelligenceThe coffee industry, a $460 billion global market, is facing an uncertain future as protectionist trade policies threaten supply chains, pricing, and consumer habits. Trump’s tariff plan puts U.S. coffee imports – worth $8.2B in 2023 – at risk, threatening price hikes and supply chain chaos . After decades of duty-free coffee, new tariffs could jolt the $460B industry, squeezing importers, retailers, and millions of daily drinkers . Mexico and Canada brace for impact as the first in line, but more could follow soon.
Public
Rob Pegoraro

Weekly output: 5G platforms, AI in financial services, AI and supply chains, Kamala Harris on AI, AI infrastructure, Gmail’s AI calendar integration, Android 16, AI and information security

It’s a rare week when my work doesn’t touch on AI at all, but moderating panels at a conference devoted to that subject–and writing up two other talks there–helped ensure that AI figured in all but two of the items below.

3/10/2025: Practical means profitable: Telco talk about building services on 5G’s framework, Light Reading

My MWC Barcelona coverage for outside clients closed out with this writeup for this trade-pub client–my first there in a few months–of a panel in which telco executives talked about how they were building new lines of business on their 5G platforms.

Patreon readers, however, got one more post about MWC in which I shared three other highlights from the show.

3/10/2025: Banking on AI for personalized customer experiences, HumanX

The first panel I did at this conference–in Las Vegas for its first year, moving to San Francisco next year–had me quizzing Better.com’s Vishal Garg, Clearcover’s Kyle Nakatsuji, Honeybook’s Colleen Stauffer, Sunrise AI’s Deepak Shrivastava and S&P Global’s Bhavesh Dayalji about how they see AI changing customer service.

3/10/2025: AI-powered supply chains: From farm to table and beyond, HumanX

Since this panel–featuring Altana’s Peter Swartz, Fusion Fund’s Lu Zhang and Choco AI’s Daniel Khachab–focused on agriculture, I opened it by telling the audience that I found the subject particularly interesting because I eat food.

3/11/2025: Kamala Harris Urges Those Working on AI to Consider Trust, Empathy, PCMag

The former vice president–whom I last saw in person in October from much farther away–was a late addition to the conference agenda. I hustled to get from the airport to the conference hotel, check in, drop by bag and get over to the event in time to get a seat in the third row for the Sunday-evening program that ended with Harris.

3/11/2025: Rethinking infrastructure: Custom solutions for the AI era, HumanX

My big takeaway from the conversation I had onstage with Sid Sheth of d-Matrix and Ami Badani of Arm: Industry hype about AGI (“artificial general intelligence” that could replicate a human brain) is a distraction, and not a particularly helpful one at that.

3/11/2025: Gmail Gets AI Calendar Feature That Apple Added to Its Mail App in 2007, PCMag

I missed this Google announcement Monday but had to write about it once I realized that the feature Google touts as an AI advancement is something that Apple delivered with plain old software in Mac OS X Leopard 18 years ago.

3/13/2025: Android 16 Inches Toward a Launch With Accessibility-Focused Third Beta Release, PCMag

Google PR gave me an advance on the news of third beta release of Android 16.

3/14/2025: Ex-Facebook CISO Warns: 95% of Bugs in Your AI System Haven’t Been Invented Yet, PCMag

I always learn something when Alex Stamos talks about information security, and I was happy to share that with PCMag readers.

#5G#AI#AIInfrastructure
Public
Politico.eu (Unofficial RSS)
Development banks as key players in defense financing https://www.politico.eu/sponsored-content/development-banks-as-key-players-in-defense-financing/?utm_source=RSS_Feed&utm_medium=RSS&utm_campaign=RSS_Syndication #ResearchandDevelopment #StabilityandGrowthPact #Capitalmarketsunion #FinancialServices #Regions/Cohesion #EuropeanDefense #Capitalmarkets #Manufacturing #EUBudget/MFF #Negotiations #Supplychains #Development #Procurement #Investment #Armaments #Buildings #Companies #EUfunding #Budget
POLITICO · Development banks as key players in defense financingBy Mirosław Czekaj PhD, chairman of the management board, Bank Gospodarstwa Krajowego, and Professor Marta Postuła, first deputy chairman of the management board, Bank Gospodarstwa Krajowego
#budget
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Nonilex

…by altering the terms of #trade between the #UnitedStates & its largest economic partners, the #tariffs will probably rattle #SupplyChains, strain some of the country’s most important diplomatic relationships & add significant #costs for American #consumers & manufacturers.

#Canada, #Mexico & #China are the 3 largest trading partners of the US, accounting for >40% of both US imports & exports last year.

#economy#prices#PersonalFinance
Public
Miguel Afonso Caetano

"Now as China is forming new global supply chains, it’s building on existing ones established by Japan and South Korea as well as the West. Chinese EV makers can build on Toyota and Nissan’s supply chain in Thailand. Chinese electronics companies can build on Samsung’s manufacturing base in Vietnam.

And, like Japan before it, China is using these economic linkages to support its own national interests while framing them as mutually beneficial partnerships. China is not the only country that loves using the phrase “win-win” when describing international partnerships. Shinzo Abe used it frequently when talking about Japan’s relationship with the US, EU, Russia, Asia, and of course China. For decades, Japan claimed credit for using aid and investment to help its Asian neighbors develop economically while turning the region into Japan’s manufacturing backyard. Throughout this whole process, Japan was careful to maintain control over core technology and prevent technology “leakage” to other countries. Now China is doing many of the same things with a similar framing.

But there is one important difference. China appears willing to leverage its control over technology, machinery, and critical inputs to actively undermine the industrial development of other countries—India being the prime example. In a not-so-ironic twist, China’s approach looks more like that of another great power, namely US efforts to cut out China."

high-capacity.com/p/china-is-t

High Capacity · China is trying to reshape global supply chainsBy Kyle Chan
#China#PoliticalEconomy#Imperialism
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