The Covid and then the war in Ukraine disrupt planetary logistics. Companies are diversifying their suppliers and restocking.
Until 1is July, due to a lack of semiconductors, two factories of the car manufacturer Stellantis, in Rennes-La Janais and Sochaux, are shut down. The maker of Peugeot, Citroën, Fiat and Chrysler is far from alone in suffering from the global disruption of supply chains.
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The recent containment of Shanghai has forced Toyota and Tesla to suspend production in Japan for one, in China for the other. Delivery times for electronic components have gone from 6 weeks in 2020 to 80 weeks today, explains the boss of a Normandy company, which had to multiply its stocks by 10 or 20. “We navigate on sight according to the components that arrive. It takes four weeks to catch up with a week of Chinese confinement and two months of maritime transport for delivery from Shanghai“, he specifies.
The trade war launched in 2018 by Donald Trump against China has challenged the global supply chain, long focused on efficiency…
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