What the Duck - Another Supply Chain Podcast

Another Ducking Digest: DECEMBER 11, 2023

Episode Summary

On this episode, Sarah Scudder and guest host Lindsay Smith delve into major news affecting small and mid-sized manufacturers. They discuss Apple's significant shift to India, moving $500 million worth of production and the implications for outsourcing strategies and supply chain transitions. The conversation covers Foxconn's new factory in India, the U.S. investment in Indian startups, and the broader impacts on global trade, including China's growing trade surplus and India's rising exports. Additionally, they touch on BK Yellow Freight's major sale of freight terminals and equipment, and DHL's stance on the Teamsters strike at their Cincinnati Hub, considering potential impacts on Christmas season freight rates.

Episode Notes

On this episode, Sarah Scudder and guest host Lindsay Smith delve into major news affecting small and mid-sized manufacturers. They discuss Apple's significant shift to India, moving $500 million worth of production and the implications for outsourcing strategies and supply chain transitions. The conversation covers Foxconn's new factory in India, the U.S. investment in Indian startups, and the broader impacts on global trade, including China's growing trade surplus and India's rising exports. Additionally, they touch on BK Yellow Freight's major sale of freight terminals and equipment, and DHL's stance on the Teamsters strike at their Cincinnati Hub, considering potential impacts on Christmas season freight rates.