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Few days ago, I had a chance to talk to you about the shifting shapes of global supply chains given the current conditions. Many signals are noticeable and I highlighted just a few of them.

The phosphate and fertilizers current tensions which are likely to have a major impact on agribusiness and food supplies.

I also highlighted the most recent developments in Mexico regarding lithium mining. The recent law passed by the Mexican parliament will probably send shockwaves throughout whole branches of industry like electronics.

And of course, there is also the impact of sanctions on the gas and oil supplies coming from Russia.

Each of these topics deserves a more in-depth exploration and I promise we will do that soon.

For the time being, we are just painting a broader picture. The attempt of capturing these noticeable developments will help us identify broader patterns. So for the time being, I suggest we will just make an inventory of such developments as they unfold. My role is to bring to your attention what is likely to emerge for the more medium and longer term.

Another of these examples that is noteworthy, is the construction of a major cable linking Morocco and the UK.

We are talking here about a sea cable linking southern Morocco and the United Kingdom. The length of that cable will be the longest in the world of its kind with approximately 3,800 kilometers under water. It is expected to provide 8% energy needed in the UK by 2030. That energy will come through solar and wind power plants in Morocco. They should be operational by 2030, and will be located on around 1,500 square kilometers. According to today’s interview on SkyNews, the project is still under study and will be conducted by a company called XLINKS in the UK.

This is the kind of development that shows how supply chains are shifting right now. Some of these shifts are short term, and others will have longer term implications.

That’s what I wanted to share with you.

Let me know if you have questions and I look forward to hearing your thoughts. Feel free to comment.


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