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Andy Baxter

Highlights

Jan 17 · linkedin

Fascinating analysis on the future of trade from our Geopolitics and Trade Impact team at BCG.

Headline: "Familiar trade patterns will shift, not only as a result of the war in Ukraine, but also owing to Western nations’ decreasing reliance on China trade and to the rise of economic blocs such as the Association of Southeast Asian Nations (ASEAN) as companies continue to diversify their supply chain risks."

I think the long-term takeaways are particularly salient:

  • Accelerate efforts to incorporate geopolitical scenario planning into capital allocation and supply chain management processes
  • Emphasize environmental, social, and governance (ESG) objectives, which have implications for global supply chains
  • Assess available talent, with the goal of having people in leadership roles who can identify and manage global risks as early as possible
  • Use modern analytical tools to improve the early visibility of emerging shocks or disruptions and to visualize scenarios and contingencies

https://lnkd.in/gJ5nwqiB

Great job to the team who authored this article: Marc Gilbert, Nikolaus S. Lang, Georgia Mavropoulos, and Michael McAdoo

Jan 5 · linkedin

A great podcast highlighting the work we've been doing with the #FirstMoversCoalition in collaboration with the World Economic Forum and Special Presidential Envoy for Climate John Kerry's Office.

"We've started with, in 2050, if you were to decarbonize aviation, what would it look like? It's going to look like a large majority - a predominance of these electrofuels or very advanced biofuels. So let's work backwards. We only need a small quantity of those to hit the market this decade, but let's only focus on those things that are capable of getting us to near zero, and not focus at all on the things that are incremental. And fortunately, some things like efficiency improvements are going to be super important - and other people are working on them, and we strongly support them. But we're focused on the heart of emissions in aviation." - Varun Sivaram

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Andy Baxter
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Franklin, TX, United States