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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insights INSIGHT
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.
insights INSIGHT
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.
question_answer ANECDOTE
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.
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Robert Lighthizer's "No Trade is Free" delves into the complexities of international trade, particularly focusing on the challenges faced by the United States. Lighthizer, a prominent figure in trade policy, argues for a more protectionist approach to safeguard American interests. The book examines historical trade agreements and their impact, emphasizing the need for a stronger negotiating stance. It critiques free trade agreements that have led to trade deficits and job losses in the US. Lighthizer's insights offer a critical perspective on global trade dynamics and the need for strategic trade policy.
Cameron Johnson is an expert in supply chains, manufacturing, and technology. He is frequently sought out for his expertise on US-China trade and supply chain issues, and is a delegate to Washington DC where he advises US politicians and officials. He is also a professor at New York University and former Vice-Chair of the board at the American Chamber of Commerce in Shanghai. He is a senior partner at Tidalwave Solutions with clients in various high technology sectors and he has been quoted by both American and Chinese news outlets alike. His work helping US buyers source personal protective equipment during the pandemic has been featured on the PBS series Frontline titled “America’s Medical Supply Crisis”. Today we talk about US-China trade relations, the supply chain ecosystem, and the political forces that shape it. Cameron shares what’s fueling America’s approach to “de-risking” or “decoupling” from China and his long-term outlook for global peace. We discuss the oversimplification of reshoring manufacturing to the US and the political rhetoric around it. We also explore the role of supply chains in reducing global conflicts, despite current tensions.
The Honest Drink 