Renaud and Adrian speak about the current war in Ukraine as we reach about a week into Russia's invasion. How can large-scale wars like this affect global supply chains? Where does China come into it? Is the West likely to turn its back on China in a similar way as they have done with Russia in the future? Finally, Renaud leaves you with some tips to reduce supply chain risks by potentially not leaving all of your eggs in the China basket.
Show Sections
00:00 - Greetings & introduction.
01:15 - Some thoughts about the war in Ukraine.
04:26 - The speed of Western sanctions against Russia and their effects.
07:57 - Will sanctions on Russia affect China?
10:34 - Logistics costs.
12:28 - Could the decoupling happening to Russia happen to China, too?
17:24 - Is the risk of a sudden decoupling from China higher or lower now?
20:29 - What can be done to reduce supply chain risks in this time of instability?
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