

168. Cameron Johnson: The Big Connection
Mar 3, 2025
Cameron Johnson, a supply chain expert and NYU professor, dives deep into the complexities of US-China trade relations. He discusses the concept of ‘de-risking’ from China, while highlighting the oversimplified narrative of reshoring manufacturing to the U.S. The conversation also touches on the challenges American companies faced during the pandemic in PPE production. Johnson emphasizes the importance of navigating global supply chains to mitigate conflicts and advocates for stronger bonds between nations to foster cooperation over mistrust.
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Supply Chain Ecosystem
- A supply chain ecosystem has five key areas: infrastructure, technology, government support, talent, and raw materials.
- Understanding these areas helps determine how supply chains affect businesses and individuals.
De-risking Leads to Integration
- De-risking, or diversifying supply chains, leads to greater global integration, not less.
- This creates interdependence, as seen with CATL's expansion to Hungary, relying on Chinese technology and materials.
Chinese Companies' Overseas Expansion
- Some Chinese companies expand overseas for face and to secure long-term buyers.
- They avoid India due to lack of influence but prefer other Southeast Asian countries.