supply chain
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jun 1, 2023 by Annette Clayton · across every show →
Everything said about supply chain, oldest first
Jun 1, 2023
Clayton: C&I Supply Chains Often Hold 11x More Carbon Than Operations
“Our commercial industrial customers are seeing that 70% often of their cost of goods sold is what they're buying, so it means, you know, they may have as much as 11 times more carbon And what they're buying than what their actual processes and what they're doi…”
Jan 17, 2024 positive
Anderson: Supply chain issues are easing via Canadian and Mexican nearshoring
“Totally agree that the supply chain issues are going to work themselves out. Like, we're seeing that already. We're seeing people get creative about where they're sourcing materials from. We're seeing new manufacturing being set up in Canada and Mexico nearby.”