Maybe factories move closer to Europe .. including to North Africa and Turkey .. but this could also be driven by rising costs in China. And resilience is prized today - less so in 5 years time when CEOs are trying to improve quarterly earnings https://twitter.com/perezludena/status/1245663221937311744">https://twitter.com/perezlude...

Interesting thread suggesting ideas about supply chain vulnerability need to consider these points https://twitter.com/smiroudot/status/1246094678979686401?s=21">https://twitter.com/smiroudot... https://twitter.com/smiroudot/status/1246094678979686401">https://twitter.com/smiroudot...