Supply Chain Turmoil Continues: Tariff Wave Drives Uncertainty
Being a Demand Planner, I am trained to notice patterns, seasonality and cycles. To notice the root cause of those disrupting signals and what causes them, so I can get my forecasting model right and predict future events. Since January 20, 2025, our supply chains have been more VUCA (Volatile, Uncertain, Complex, and Ambiguous), making it harder to predict what comes next. But I have a theory that these disruptions are not stopping anytime soon. To understand that there is a timeline of major events in 2025 that have disrupted the global supply chain, which are: - 1 Feb 2025 — U.S. Trade War Begins - 4 Feb 2025 — China Tariff Hike - 10 Feb 2025 — China Retaliates - 12 Mar 2025 — Global Metals Tariffs - 27 Mar 2025 — Auto Sector Shock - 2 Apr 2025 — “Liberation Day” Global Tariff + Market Crash + 90-Day Pause - 9 Apr 2025 — Tariff Spiral (U.S.–China Peak Rates) - 4 Jun 2025 — Metals Tariffs Doubled - Jun 2025 — Middle East Escalation (Oil Spike) - Jul 2025 — Copper Tariff + Grasberg Output Shock - 7 Aug 2025 — Reciprocal Tariffs Go Live - 27 Aug 2025 — Secondary Tariffs on India - 1 Oct 2025 — Industrial & Pharma Squeeze - 9 Nov 2025 — Greenland Strategy Emerges (Rare Earth Focus) 2026 Supply Chain Disruption Timeline - 17 Jan 2026 — Greenland Tariff Ultimatum - 21 Jan 2026 — Davos De-escalation (Tariffs Suspended) - 24 Feb 2026 — 10% Global Tariffs Implemented + De Minimis Suspension Maintained - 17 Feb 2026 — Middle East Tension (Oil Surge) - 27 Feb 2026 - Middle East Tension Escalated, resulting in Dubai airport being closed for all flights What impacted me more personally is what happened today. I lived in Dubai for 6 years. I had a house. I have many friends. My brother and sister, and their families, live there. Dubai, which is proud to be the safest place to live and do business, is now living in fear. My worry is that every 2nd month, there is a major event which results in these disruptions, making the world and supply chain more VUCA What is the root cause? I have stated the timeline here... Do you think these disruptions will stop? And unfortunately, may I dare to predict, these disruptions will last until the end of 2028. Be safe. #disruptions #supplychainrisk #Trending
Bureaucracy Stifles Innovation: Decision Latency Kills Supply Chains
🔴 Red Tape is quietly killing innovation in your business. Here's how. Let me be blunt. In most companies I've worked with — across continents, across industries — the biggest enemy of innovation isn't a lack of ideas. It's bureaucracy. Red tape. The...
Assess Multi‑Tier Risks to Boost Resilience and Cut Costs
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5 Tools to Make Your Supply Chain Disruption‑Ready
Check out the latest article in my newsletter: 🌪️ Is Your Supply Chain "Disruption-Ready"? 5 Resources to Manage Risk. https://t.co/hc1JidTU10 via @LinkedIn
