Coach Foss

Part 1: Fragmented Trade & Regionalization

The Global Supply Chain Is Splintering

By 2026, trade is moving from truly global to strategically regional.
• U.S. - China decoupling accelerates nearshoring
• Regional blocs reshape sourcing and logistics networks
• Semiconductor and rare-earth dependencies increase volatility

The AI Lens
AI-driven digital twins and scenario planning now allow companies to simulate trade disruptions in real time and pivot their networks before impact hits.

A Lesson from the Past: How Preparation Paid Off
Back in ~2015, during the U.S. West Coast port labor negotiations, I was part of the team at Cameron (a Schlumberger Company) that faced the threat of weeks-long port slowdowns. While many companies were caught off guard, our pre-planning and scenario modeling alongside our global partner Expeditors, allowed us to reroute inbound shipments through Gulf and East Coast ports, avoiding costly production delays.

Truth: Resilience isn’t built during the disruption; it’s built before it happens. Preparation meets opportunity!

Combining decades of operational experience with AI-powered network modeling utilizing AI intelligence, we help companies design flexible, multi-regional networks that stay strong when the world shifts.

Globalization isn’t ending, it’s transforming.

Will your supply chain adapt to change and minimize disruption?