Lead Time
The newsletter.
The supply chain stories behind the headlines, and what they mean for the people who run operations. Researched, sourced, and tied back to the work.
- The Work · Issue 02
The Missing Hands
The reshoring boom is real and it is enormous. The thing it most urgently needs cannot be poured from concrete or bought with a subsidy: trained people.
Read issue - Geopolitics · Issue 01
The Chip Curtain
The semiconductor supply chain is the most concentrated and most contested system on earth. The contest to rebuild it will be decided in classrooms, not just fabs.
Read issue
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