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Chain Reaction

Chain Reaction

Hosted by Tony Hines

BusinessCareersNewsInterviews guests

Episodes

377

Latest episode

Aug 2026

Language

EN-US

About the show

Chain Reaction is the number one podcast 'All About Supply Chain Advantage, Global Trade And Policy' with Tony Hines containing regular audio snippets relevant to C suite executives, supply chain professionals, researchers, policy makers in government, students, media commentators and the wider public. New episodes every week discuss hot topics in the news and supply chain ideas relevant to everyone involved in supply chain management. There are special editions too. Our goal is to keep our listeners updated and informed about the various factors that can influence the dynamics of supply chains. As the world continues to evolve, so too do the complexities of global supply chains. By keeping an eye on these global events, we can anticipate potential challenges and opportunities, and navigate the ever-changing landscape of supply chains with agility and insight.

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60 recent
August 15, 202620 min

Business News Edition

Global trade is booming in 2026, yet the story beneath the numbers is what really matters for business leaders. We’re seeing growth powered by higher prices, not necessarily more shipments, as energy and logistics disruptions ripple through key routes like the Straits of Hormuz. At the same time, demand for AI infrastructure and electric mobility keeps rewriting trade flows, with critical minerals, semiconductors, batteries, ICT products, and electric vehicles turning into the new center of gravity for global supply chains.We also dig into the policy reality reshaping planning and budgets: record-high trade intervention and a clear swing toward protectionism. I walk through major Section 301 tariff moves in the United States, the EU’s evolving stance on rebalancing measures and industrial protections, and why supply chains are increasingly being designed around national security and resilience rather than pure efficiency. If you’re responsible for sourcing, logistics, compliance, or risk, this is the context you need to interpret the headlines and make better calls.Then we widen the lens to the week’s business signals: food inflation risks returning due to climate volatility and geopolitics, US consumer spending shifting toward essentials, and fresh labor market weakness that could pressure discretionary demand. You’ll also hear updates on the Trump BBC defamation case, the UK review of electric vehicle sales targets, the surge in transshipping networks used to sidestep tariffs, and even a surprising packaging challenge where adhesives can undermine recyclability goals.If you want clearer insight into global trade, tariffs, supply chain risk, and where the economy is heading next, subscribe, share the episode, and leave a review so more people can find the show.Send us Fan MailSupport the show THANKS FOR LISTENING PLEASE SUPPORT THE SHOW You can support the podcast by following the link here. It makes a big difference and helps us make great content for you to listen to. Follow like and share the Chain Reaction Podcast with colleagues and friends on social media: Facebook, Twitter, LinkedIn.News about forthcoming programmes click hereSHAREPlease share the link with others so they can listen too https://chainreaction.buzzsprout.com/shareLET US KNOWIf you have any comments, suggestions or questions then just direct message on Linkedin or X (Twitter)REVIEW AND RATE If you like the show please rate and review it. Every vote helps.About Tony Hines and the Chain Reaction Podcast – All About Supply Chain AdvantageI have been researching and writing about supply chains for over 25 years. I wrote my first book on supply chain strategies in the early 2000s. The latest edition is published in 2024 available from Routledge, Amazon and all good book stores. Each week we have special episodes on particular topics relating to supply chains. We have a weekly news round up every Saturday at 12 noon. ...

August 12, 202645 min

How 3D Printing and AI Rewire Supply Chains

Imagine saying “summon” and the exact spare part you need appears near your factory, printed within days, not weeks. That’s the promise we unpack with Bindiya Vakil of Accio 3D: agentic AI paired with modern additive manufacturing to replace bloated inventories, slow logistics, and “just in case” stockpiles with smart, on‑demand production.We dig into how AI co‑pilots assess thousands of legacy components for printability and ROI, parsing drawings and specs to flag thin walls, overhangs, and material needs. Then we connect those parts to the right printers and materials worldwide, creating a hybrid model where in‑house capacity handles the obvious wins and specialized service bureaus take the rest. Along the way, we map the upside for aerospace, automotive, industrial equipment, and medical devices—especially low‑volume, high‑variety parts where tooling kills margins. Reverse engineering through 3D scanning brings back end‑of‑life components even when CAD is missing, while new polymers and metals expand what’s possible and let us consolidate multi‑piece assemblies into single, stronger parts.The financial and sustainability stakes are just as big. Shipping files instead of pallets slashes lead times and carbon, cuts scrap compared to subtractive machining, and lightens carrying costs that quietly turn a ten‑dollar part into a thirty‑five‑dollar headache. We talk resilience with agility—faster response without parallel inventories—and why CFOs should test digital inventory before funding another warehouse. We also touch on IP pathways, supplier incentives to “end of technology” instead of “end of life,” and the growing policy push that helps small and midsize manufacturers stand up additive capacity.If you’re ready to simplify, scale, and summon the parts you need where you need them, this conversation will show you the path from pilot to playbook. Subscribe, share with a teammate who lives in spreadsheets and stockrooms, and leave a review to tell us which part you’d print first.Find out more about accio3d.aiSend us Fan MailSupport the show THANKS FOR LISTENING PLEASE SUPPORT THE SHOW You can support the podcast by following the link here. It makes a big difference and helps us make great content for you to listen to. Follow like and share the Chain Reaction Podcast with colleagues and friends on social media: Facebook, Twitter, LinkedIn.News about forthcoming programmes click hereSHAREPlease share the link with others so they can listen too https://chainreaction.buzzsprout.com/shareLET US KNOWIf you have any comments, suggestions or questions then just direct message on Linkedin or X (Twitter)REVIEW AND RATE If you like the show please rate and review it. Every vote helps.About Tony Hines and the Chain Reaction Podcast – All About Supply Chain AdvantageI have been researching and writing about supply chains for over 25 years. I wrote my first book on supply chain strategies in the early 2000s. The latest edition is published in 2024 available from Routledge, Amazon and all good book stores. Each week we have special episodes on particular topics relating to supply chains. We have a weekly news round up every Saturday at 12 noon. ...

August 8, 202619 min

Protectionism, AI, And Geopolitics Redraw Global Trade

Trade rules are getting rewritten in real time, and supply chains are feeling it first. I break down the week’s most important developments across global trade, tariffs, AI-driven logistics, and geopolitics, then translate them into what they mean for procurement, planning, and resilience.We start with the big structural shift: protectionism is accelerating and trade intervention is no longer a temporary response to crises. With trade restrictive measures rising and tariff regimes expanding, trade policy increasingly acts as a tool of national strategy. I dig into why polysilicon matters so much for the semiconductor supply chain and solar supply chain, and how upstream concentration risk turns into downstream volatility for manufacturers, logistics providers, and buyers.Next, I look at the numbers behind global trade growth and why inflation and disruption can make the headlines look healthier than the underlying volumes. From there, we move into artificial intelligence in supply chain management. AI platforms are scaling fast across supplier qualification, shipment visibility, unified tracking, and predictive ETA performance, but the same momentum raises AI safety and cybersecurity stakes, making governance and controls a board-level issue.Finally, we map the regional shifts: ASEAN’s growing role as a diversification hub and the policy-driven divergence in the North Sea, where investment, output, and energy security priorities are splitting the basin into two speeds. If you’re building a supply chain strategy for 2026 and beyond, this is the terrain you’re navigating. Subscribe, share the episode with a colleague, and leave a review, what trend are you planning around most right now?Send us Fan MailSupport the show THANKS FOR LISTENING PLEASE SUPPORT THE SHOW You can support the podcast by following the link here. It makes a big difference and helps us make great content for you to listen to. Follow like and share the Chain Reaction Podcast with colleagues and friends on social media: Facebook, Twitter, LinkedIn.News about forthcoming programmes click hereSHAREPlease share the link with others so they can listen too https://chainreaction.buzzsprout.com/shareLET US KNOWIf you have any comments, suggestions or questions then just direct message on Linkedin or X (Twitter)REVIEW AND RATE If you like the show please rate and review it. Every vote helps.About Tony Hines and the Chain Reaction Podcast – All About Supply Chain AdvantageI have been researching and writing about supply chains for over 25 years. I wrote my first book on supply chain strategies in the early 2000s. The latest edition is published in 2024 available from Routledge, Amazon and all good book stores. Each week we have special episodes on particular topics relating to supply chains. We have a weekly news round up every Saturday at 12 noon. ...

July 26, 202619 min

The New Tariff Wall

A tariff announcement can sound abstract until you price the next container, renegotiate the next contract, or explain the next cost increase to customers. This week, we unpack a major shift in US trade policy: a new, more legally durable tariff system justified through forced labor enforcement rules and applied across roughly 99% of imports. We walk through what’s changing, why the legal basis matters, who gets hit with 10% versus 12.5%, and why exemptions in areas like electronics and energy only partially reduce the shock. If you work in global sourcing, procurement, logistics, or trade compliance, this is the kind of policy move that rewrites assumptions fast.We then connect tariffs to the other force pushing costs higher: energy volatility driven by escalating conflict in the Middle East. Oil pushing $100 per barrel, upside risk to $120, rising natural gas prices, and pressure at maritime choke points all feed directly into freight rates, manufacturing costs, and inflation expectations. We also examine related geopolitical signals, including the contours and unanswered questions around a US Saudi nuclear energy arrangement, and what that kind of regional shift can mean for long-run supply chain risk.From there, we zoom out to the operational reality on the ground. Extreme heat, wildfires, and heavy rain are no longer one-off disruptions; they are reshaping rail capacity, terminal operations, inland waterways, and factory output. Add Black Sea security risks, typhoon-driven port closures in major Chinese hubs, and you get a clearer picture of why resilience planning and route diversification matter more than ever. We also flag a notable step toward blockchain-enabled trade settlement with on-chain US dollar payments, and close with why Apple and Nvidia act as real-time indicators for electronics and semiconductor supply chains.If you found this useful, subscribe, share the show with a colleague, and leave a review so more supply chain and trade leaders can find it.Send us Fan MailSupport the show THANKS FOR LISTENING PLEASE SUPPORT THE SHOW You can support the podcast by following the link here. It makes a big difference and helps us make great content for you to listen to. Follow like and share the Chain Reaction Podcast with colleagues and friends on social media: Facebook, Twitter, LinkedIn.News about forthcoming programmes click hereSHAREPlease share the link with others so they can listen too https://chainreaction.buzzsprout.com/shareLET US KNOWIf you have any comments, suggestions or questions then just direct message on Linkedin or X (Twitter)REVIEW AND RATE If you like the show please rate and review it. Every vote helps.About Tony Hines and the Chain Reaction Podcast – All About Supply Chain AdvantageI have been researching and writing about supply chains for over 25 years. I wrote my first book on supply chain strategies in the early 2000s. The latest edition is published in 2024 available from Routledge, Amazon and all good book stores. Each week we have special episodes on particular topics relating to supply chains. We have a weekly news round up every Saturday at 12 noon. ...

July 19, 202620 min

Hormuz Under Fire

Seven ships attacked in a week. Twelve mariners killed. When violence flares in the Strait of Hormuz, it is not a distant headline for supply chain and trade watchers, it is a direct threat to maritime traffic, energy security, and the price of everyday goods. We walk through what the latest Gulf shocks signal for global shipping, from rerouting risk to the real-world strain crews face when a chokepoint turns hostile.From there, we connect the dots to the economics: war risk insurance premiums, higher freight costs, and the difficult choice many companies are already making between riding volatile spot rates or locking in higher priced contracts just to regain certainty. We talk through why oil prices matter so much, how a jump in Brent crude quickly becomes higher transport costs, and why those costs eventually show up as inflation that households and businesses cannot escape.We also take a hard look at a historical parallel President Trump has publicly rejected: Herbert Hoover. Drawing on foreign correspondent Richard Engel’s conversation with University of Chicago professor Robert A. Pape, we outline a stage-based escalation model and the “fork in the road” between concession and deeper military escalation. The takeaway is blunt: a Hormuz disruption is a global economic event, and an energy shock can set the conditions for recession. If you value clear, practical analysis of geopolitics, global trade, and supply chain risk, subscribe, share the show, and leave a review.Link to Richard Engel's discussion with Professor Robert Pape Send us Fan MailSupport the show THANKS FOR LISTENING PLEASE SUPPORT THE SHOW You can support the podcast by following the link here. It makes a big difference and helps us make great content for you to listen to. Follow like and share the Chain Reaction Podcast with colleagues and friends on social media: Facebook, Twitter, LinkedIn.News about forthcoming programmes click hereSHAREPlease share the link with others so they can listen too https://chainreaction.buzzsprout.com/shareLET US KNOWIf you have any comments, suggestions or questions then just direct message on Linkedin or X (Twitter)REVIEW AND RATE If you like the show please rate and review it. Every vote helps.About Tony Hines and the Chain Reaction Podcast – All About Supply Chain AdvantageI have been researching and writing about supply chains for over 25 years. I wrote my first book on supply chain strategies in the early 2000s. The latest edition is published in 2024 available from Routledge, Amazon and all good book stores. Each week we have special episodes on particular topics relating to supply chains. We have a weekly news round up every Saturday at 12 noon. ...

July 7, 202615 min

Stable Energy Prices Are Key To Industrial Strategy

Energy prices are no longer a temporary headache, they’re shaping which countries can invest, innovate, and keep high-value manufacturing at home. I dig into why the UK’s energy costs sit so far above the United States and often above the European Union, and how that gap quietly turns into a productivity tax that shows up in output, hiring, and long-term growth.We walk through the real economic mechanics: how energy price shocks compress production in energy-intensive industries, why volatility can be more damaging than a steady high price, and how businesses end up reallocating investment away from broad productivity gains and toward defensive energy-efficiency spending. I also unpack the “productivity up, growth down” paradox, where firm exits can raise average productivity while overall output and business dynamism weaken.Then we compare the energy environments head-to-head. The US benefits from abundant domestic oil and gas and more stable industrial electricity prices, while the EU remains more exposed to imported gas risks and fragmented markets. The UK lands in a tough hybrid position: linked to European wholesale pricing, short on gas storage, slowed by grid connection queues, and lacking the subsidy scale seen elsewhere. From there, I lay out a practical policy direction focused on price stability: more storage, faster grid upgrades, long-term contracts for industry, targeted support for electrification and efficiency, plus scaling offshore wind and nuclear with simpler planning and regulation.If you care about UK competitiveness, industrial strategy, supply chain advantage, or the future of clean energy investment, hit subscribe, share this with a colleague, and leave a review. Which change would move the needle fastest: storage, grid speed, or long-term pricing?Send us Fan MailSupport the show THANKS FOR LISTENING PLEASE SUPPORT THE SHOW You can support the podcast by following the link here. It makes a big difference and helps us make great content for you to listen to. Follow like and share the Chain Reaction Podcast with colleagues and friends on social media: Facebook, Twitter, LinkedIn.News about forthcoming programmes click hereSHAREPlease share the link with others so they can listen too https://chainreaction.buzzsprout.com/shareLET US KNOWIf you have any comments, suggestions or questions then just direct message on Linkedin or X (Twitter)REVIEW AND RATE If you like the show please rate and review it. Every vote helps.About Tony Hines and the Chain Reaction Podcast – All About Supply Chain AdvantageI have been researching and writing about supply chains for over 25 years. I wrote my first book on supply chain strategies in the early 2000s. The latest edition is published in 2024 available from Routledge, Amazon and all good book stores. Each week we have special episodes on particular topics relating to supply chains. We have a weekly news round up every Saturday at 12 noon. ...

July 4, 202626 min

News Round-Up Celebrating 250 Years of US Independence

As we celebrate 250 years of US Independence on the 4th of July 2026, Tariffs are back in the driver’s seat, war risk is rattling energy markets, and the global supply chain is taking the hit in real time. I break down what’s happening across North American trade as USMCA discussions simmer under the weight of politics, with steel, autos, and other key categories still facing pressure. When policy turns unpredictable, the costs show up everywhere: sourcing decisions, landed cost math, lead times, and the “hidden” compliance work that never makes headlines.We then pivot to China’s position in global trade, from resilient export performance to the rapid rise of EV shipments, and why Hong Kong matters as a capital gateway and a perceived trust layer for international buyers. Along the way, I connect the dots on chokepoints like the Straits of Hormuz and why renewed interest in pipelines keeps coming up when shipping lanes feel fragile. I also run through other signals worth watching, including South Korea’s chip-led export jump, Volkswagen’s job cuts under intense EV competition, Nike’s tariff refunds, and the ripple effects of AI model access rules.Finally, I go deep on the logistics reality of the 2026 FIFA World Cup across Mexico, the United States, and Canada. Think customs friction, duplicated staging networks, cold chain risk in summer heat, warehousing scale, urban congestion, and demand forecasting that breaks the old models. If you care about global trade, supply chain resilience, or policy-driven disruption, you’ll leave with a clearer map of what to watch next. Subscribe, share the show, and leave a review, then tell me which story you think will reshape supply chains most this year.Send us Fan MailSupport the show THANKS FOR LISTENING PLEASE SUPPORT THE SHOW You can support the podcast by following the link here. It makes a big difference and helps us make great content for you to listen to. Follow like and share the Chain Reaction Podcast with colleagues and friends on social media: Facebook, Twitter, LinkedIn.News about forthcoming programmes click hereSHAREPlease share the link with others so they can listen too https://chainreaction.buzzsprout.com/shareLET US KNOWIf you have any comments, suggestions or questions then just direct message on Linkedin or X (Twitter)REVIEW AND RATE If you like the show please rate and review it. Every vote helps.About Tony Hines and the Chain Reaction Podcast – All About Supply Chain AdvantageI have been researching and writing about supply chains for over 25 years. I wrote my first book on supply chain strategies in the early 2000s. The latest edition is published in 2024 available from Routledge, Amazon and all good book stores. Each week we have special episodes on particular topics relating to supply chains. We have a weekly news round up every Saturday at 12 noon. ...

June 24, 202625 min

Supply Chain Spring Cleaning

I kick things off with an unexpected spring cleaning find: an old harmonica that still works once you dust it off. That little moment turns into a bigger supply chain lesson, because organizations keep “stored” policies the same way we keep clutter in a garage. If the world has changed but the rule has not, your supply chain policy becomes a drag on performance, not a guardrail.We dig into the clearest signals that a policy is no longer fit for purpose: it repeatedly fails to deliver the outcome it was designed for, it creates unintended consequences, the compliance burden is out of proportion, or it clashes with newer rules and confuses teams. Then we talk about how AI in supply chains, digitalization, and rising transparency expectations are speeding up policy obsolescence. The real enemy is inertia, and the fix is a review habit that blends metrics, frontline input, benchmarking, and resilience testing.For supply chain regulation and internal governance, I share a simple screen you can apply right away: the Four R test. Does the rule strengthen resilience, improve responsiveness, raise reliability through better data and traceability, and stay relevant to real risk and power dynamics? From there, we move into practices, how to refresh the way work actually gets done by asking the people closest to the process, running short targeted meetings, and hunting for Pareto gains. You will also hear concrete examples of the new supply chain playbook: just-in-case inventory, multisourcing, nearshoring and friendshoring, IoT visibility, digital twins, ESG audits, forced labor compliance, and logistics rerouting around disruptions.If you want a practical way to “spring clean” supply chain management and build resilience without hand-waving, hit play, then subscribe, share the episode, and leave a review so more leaders can find it.Send us Fan MailSupport the show THANKS FOR LISTENING PLEASE SUPPORT THE SHOW You can support the podcast by following the link here. It makes a big difference and helps us make great content for you to listen to. Follow like and share the Chain Reaction Podcast with colleagues and friends on social media: Facebook, Twitter, LinkedIn.News about forthcoming programmes click hereSHAREPlease share the link with others so they can listen too https://chainreaction.buzzsprout.com/shareLET US KNOWIf you have any comments, suggestions or questions then just direct message on Linkedin or X (Twitter)REVIEW AND RATE If you like the show please rate and review it. Every vote helps.About Tony Hines and the Chain Reaction Podcast – All About Supply Chain AdvantageI have been researching and writing about supply chains for over 25 years. I wrote my first book on supply chain strategies in the early 2000s. The latest edition is published in 2024 available from Routledge, Amazon and all good book stores. Each week we have special episodes on particular topics relating to supply chains. We have a weekly news round up every Saturday at 12 noon. ...

June 13, 202622 min

Business News: Global Trade Is Getting More Expensive And Less Predictable

Freight markets don’t spike 20% to 30% in a week for no reason. We follow the money and the momentum behind today’s supply chain disruption, starting with geopolitical risk in the Gulf and the growing threat around the Strait of Hormuz, then tracing how that danger turns into real-world costs for manufacturers, retailers, and consumers.We connect the dots between higher oil prices and the uncomfortable return of commodity-driven inflation. Fertilizers, chemicals, aluminum, and other industrial inputs are becoming the bottlenecks that shape production schedules and pricing decisions. At the same time, container shipping rates are jumping as importers pull freight forward ahead of tariff deadlines, carriers tighten capacity, and alternatives like the Panama Canal turn into premium-priced escape routes. If you manage logistics, procurement, or inventory, this is what “volatility” looks like when it’s built into the system, not triggered by a one-off event.We also step back to look at the narratives shaping boardroom decisions: the rise of AI agents as more than just tools, the funding rush around AI and renewable energy startups, and the SpaceX market debut that reignites bubble talk and hard questions about power, accountability, and long-term legacy. Finally, we look at the pressure points in China and Europe, where tariffs, subsidies, job losses, and weak industrial output are pushing trade policy toward a more defensive stance.Subscribe to Chain Reaction, share this with someone who plans freight or sets pricing, and leave a review with your take: which risk is most underpriced right now, geopolitics, tariffs, or structural logistics imbalance?Send us Fan MailSupport the show THANKS FOR LISTENING PLEASE SUPPORT THE SHOW You can support the podcast by following the link here. It makes a big difference and helps us make great content for you to listen to. Follow like and share the Chain Reaction Podcast with colleagues and friends on social media: Facebook, Twitter, LinkedIn.News about forthcoming programmes click hereSHAREPlease share the link with others so they can listen too https://chainreaction.buzzsprout.com/shareLET US KNOWIf you have any comments, suggestions or questions then just direct message on Linkedin or X (Twitter)REVIEW AND RATE If you like the show please rate and review it. Every vote helps.About Tony Hines and the Chain Reaction Podcast – All About Supply Chain AdvantageI have been researching and writing about supply chains for over 25 years. I wrote my first book on supply chain strategies in the early 2000s. The latest edition is published in 2024 available from Routledge, Amazon and all good book stores. Each week we have special episodes on particular topics relating to supply chains. We have a weekly news round up every Saturday at 12 noon. ...

June 3, 202624 min

What The Iran War Means For Global Trade

The Strait of Hormuz doesn’t need to stay closed for long to rattle the entire world economy. When that corridor tightens, we feel it fast in oil and LNG supply, fertilizer availability, freight capacity, and the everyday cost of living. I connect the dots between military action involving Iran, disrupted regional infrastructure, and the real-world supply chain delays that show up as higher prices at the pump, at the store, and inside factory cost sheets.We also put numbers around something that’s usually left as a shrug: what modern war actually costs. Using clear cost categories, I walk through direct strike operations, high-value munitions, equipment losses, force protection, and the long tail of stockpile replenishment and industrial base strain. The estimate lands around $25 billion to $45 billion over roughly 91 days, and I explain why the burden is so hard to track across defense budgets and why that opacity matters for strategy and accountability.From there, the business news roundup widens the lens: drone warfare and AI-enabled targeting, policy pressure points in the UK economy, a brewing constraint in Group III base oils affecting automakers, and the shift from low-cost networks to risk-adjusted supply chain design. We also cover how shipping liability is changing after the Francis Scott Key Bridge case, plus new data pointing to a world of frequent maritime disruptions, longer routings, and rising insurance and compliance costs.If you care about global trade, maritime logistics, energy security, or supply chain resilience, hit play, subscribe, and share this with a colleague. After you listen, what single chokepoint do you think is most likely to trigger the next wave of inflation?Send us Fan MailSupport the show THANKS FOR LISTENING PLEASE SUPPORT THE SHOW You can support the podcast by following the link here. It makes a big difference and helps us make great content for you to listen to. Follow like and share the Chain Reaction Podcast with colleagues and friends on social media: Facebook, Twitter, LinkedIn.News about forthcoming programmes click hereSHAREPlease share the link with others so they can listen too https://chainreaction.buzzsprout.com/shareLET US KNOWIf you have any comments, suggestions or questions then just direct message on Linkedin or X (Twitter)REVIEW AND RATE If you like the show please rate and review it. Every vote helps.About Tony Hines and the Chain Reaction Podcast – All About Supply Chain AdvantageI have been researching and writing about supply chains for over 25 years. I wrote my first book on supply chain strategies in the early 2000s. The latest edition is published in 2024 available from Routledge, Amazon and all good book stores. Each week we have special episodes on particular topics relating to supply chains. We have a weekly news round up every Saturday at 12 noon. ...

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