{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Curiosity Chronicle","title":"Supply Chain Apocalypse","html":"","width":"100%","height":180,"duration":505,"description":"Welcome to the 1,016 new members (!!!) of the curiosity tribe who have joined us since Friday. Join the 35,181 others who are receiving high-signal, curiosity-inducing content every single week.Today’s newsletter is brought to you by Tegus!When I started to dive in on the global supply chain disruption, Tegus was my first destination—it’s a literal cheat code for my investment research and learning process. Tegus is the leading platform for primary research—a searchable database of thousands of instantly-available, investor-led interviews with experts on a wide range of industries, companies, and topics. It’s fast and cost-effective, enabling you to do great primary research without breaking the bank.Special Offer: Tegus is offering a free 2-week trial to all Curiosity Chronicle subscribers—sign up below to level up your investment research game today!Today at a Glance:The ongoing global supply chain crisis is best viewed through the simple, Econ 101 lens of supply and demand.Demand-side drivers primarily include unprecedented government support and economies roaring back to post-COVID life, both of which have driven up consumer spending on goods.Supply-side drivers include Labor Shortages, Factory Shutdowns, Port Shutdowns, Flight Reductions, Container Ship Challenges, Infrastructure Deficiencies, and the China Energy Crisis.Net-net, we have demand structurally higher and supply structurally lower, leading to delays, shortages, and rising costs across the value chain.Supply Chain ApocalypseBy now, you’ve probably heard that global supply chains are in a state of disarray. You’ve definitely felt it—from attempting to order a new bike or sofa, or just trying to get a McDonald’s milkshake—as delays and shortages have spread across the world.But if you’re like most people, you still have no idea how or why we got into this mess.In an effort to fix that, here's a simple breakdown of what’s causing our ongoing supply chain apocalypse:BackgroundThere's a lot of talk...","thumbnail_url":"https://img.transistorcdn.com/4nO1oo__jWE5MpZsRfwEO_6q4py16kwv8WwJybce4FA/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzMxOTcwLzE2NzEx/MzU5MDctYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}