Gold doesn’t leap to records without a story. We unpack why $4,326 per troy ounce isn’t just about inflation, but about confidence shifting amid tariff threats, rare earth controls, and geopolitical strain. From China’s new export restrictions to a fragile 90‑day tariff window, we map how policy volatility is rewiring sourcing, inventory decisions, and the cost of capital across global supply chains. We dig into the headlines around AI in apparel manufacturing and separate signal from noise. A new platform promises natural‑language design, modular pricing, real‑time quality, and 72‑hour small‑batch production. We explore what’s genuinely new—intelligent scheduling, factory visibility, waste reduction—and what still depends on human craft, supplier relationships, and operational discipline. Democratization should expand access without diluting design expertise; we share how to evaluate tools, not fall for buzzwords. The conversation turns to shipping’s climate crossroads. With U.S. opposition stalling the IMO’s net‑zero framework, clean fuels like green ammonia, methanol, and hydrogen face scale and infrastructure gaps, while most new vessels remain fossil‑reliant. We break down the cost hurdles, regulatory gridlock, and the reputational and financial risks facing brands that depend on ocean freight. Meanwhile, markets flash caution: regional banks slide, Bitcoin softens, and valuations test dot‑com era levels as the IMF nudges growth forecasts upward but warns on tariffs, AI labor shifts, and overvaluation. Along the way, we share how we choose topics—looking beyond factory gates to the “meta” forces that move logistics, pricing, and strategy. Expect practical takeaways: diversify suppliers across regions, pilot low‑carbon lanes, right‑size buffers, and build scenario plans that factor fuel spreads, currency moves, and policy shocks. If this mix of realism and systems thinking helps you navigate the turbulence, subscribe, share with a colleague, and leave a quick review with your biggest risk for the next quarter. Send us a text Support 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 here SHARE Please share the link with others so they can listen too https://chainreaction.buzzsprout.com/share LET US KNOW If 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 Advantage I 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...
