{"id":76060,"date":"2024-05-22T12:56:03","date_gmt":"2024-05-22T16:56:03","guid":{"rendered":"https:\/\/www.agribusinessglobal.com\/?p=76060"},"modified":"2024-05-20T16:57:41","modified_gmt":"2024-05-20T20:57:41","slug":"global-supply-chain-disruptions-present-challenges-and-opportunities-for-the-st-louis-region","status":"publish","type":"post","link":"https:\/\/www.agribusinessglobal.com\/pt\/markets\/global-supply-chain-disruptions-present-challenges-and-opportunities-for-the-st-louis-region\/","title":{"rendered":"Interrup\u00e7\u00f5es na cadeia de suprimentos global apresentam desafios e oportunidades para a regi\u00e3o de St. Louis"},"content":{"rendered":"

Conflitos em andamento no Mar Vermelho, baixos n\u00edveis de \u00e1gua no Canal do Panam\u00e1 e uma s\u00e9rie de outros incidentes geopol\u00edticos resultaram em desafios sem precedentes para a cadeia de suprimentos global, de acordo com Panos Kouvelis. Kouvelis abordou essas quest\u00f5es e como elas criam oportunidades para a regi\u00e3o de St. Louis durante uma sess\u00e3o de painel virtual como parte de FreightWeekSTL 2024<\/a>. Kouvelis \u00e9 um Emerson Distinguished Professor de Supply Chain, Operations and Technology na Olin Business School da Washington University em St. Louis e Diretor do The Boeing Center for Supply Chain Innovation. Ele falou sobre a import\u00e2ncia de criar cadeias de suprimentos resilientes, diversifica\u00e7\u00e3o e implementa\u00e7\u00e3o estrat\u00e9gica de t\u00e1ticas projetadas para posicionar bem a regi\u00e3o para o futuro, dado seu papel atual como um centro global de frete.<\/p>\n

Kouvelis disse que os riscos atuais e futuros da cadeia de suprimentos diferem dos obst\u00e1culos enfrentados durante a pandemia da COVID-19. A pandemia enviou ondas de choque pela cadeia de suprimentos global, mas ele disse que foi amplamente baseada na mudan\u00e7a no comportamento do consumidor. A escassez inicial de suprimentos criou um tipo de comportamento de acumula\u00e7\u00e3o entre os consumidores, e as empresas n\u00e3o conseguiram atender \u00e0 demanda por pedidos muito grandes que excediam em muito a necessidade real. Ele disse que sobrecarregou os sistemas de suprimentos, log\u00edstica e remessa, e criou v\u00e1rios tipos de atrasos e a estabiliza\u00e7\u00e3o da cadeia de suprimentos levou v\u00e1rios anos. Kouvelis disse que os riscos atuais e futuros parecem muito diferentes e se enquadram em categorias que incluem quest\u00f5es ambientais, geopol\u00edticas e outras quest\u00f5es de responsabilidade social ao redor do mundo. Para complicar ainda mais essas quest\u00f5es, h\u00e1 tens\u00f5es entre os Estados Unidos e a China devido \u00e0 depend\u00eancia muito forte das cadeias de suprimentos chinesas, de acordo com Kouvelis.<\/p>\n

Kouvelis apontou para a guerra R\u00fassia-Ucr\u00e2nia e as implica\u00e7\u00f5es sobre trigo, fertilizantes, petr\u00f3leo e g\u00e1s. Ele falou sobre a guerra Israel-Hamas e o impacto no acesso ao Mar Vermelho e ao Canal de Suez. \u201cDez a 15 por cento do com\u00e9rcio de petr\u00f3leo passa por esse canal e ele foi seriamente interrompido\u201d, disse Kouvelis. \u201cComo resultado, ele tem que ser encaminhado pela parte sul da \u00c1frica, o que leva semanas e resulta em milh\u00f5es de d\u00f3lares em custos extras de transporte para as empresas.\u201d<\/p>\n

Ele disse que o agroneg\u00f3cio e empresas como Bunge e Bayer que t\u00eam opera\u00e7\u00f5es na regi\u00e3o de St. Louis s\u00e3o afetadas pela guerra em andamento entre a R\u00fassia e a Ucr\u00e2nia. Outras empresas globais de manufatura em nossa regi\u00e3o, por exemplo, Emerson, Belden e Millipore Sigma, tamb\u00e9m ser\u00e3o afetadas pelas novas interrup\u00e7\u00f5es globais de remessa e aumento de custos. Ele disse que os EUA precisam come\u00e7ar a pensar em criar cadeias de suprimentos resilientes para o futuro e precisam considerar esses novos tipos de riscos.<\/p>\n

A depend\u00eancia da Am\u00e9rica da China no n\u00edvel macroecon\u00f4mico tamb\u00e9m foi abordada. Kouvelis disse que certas cadeias de suprimentos cr\u00edticas s\u00e3o quase completamente dominadas pelos chineses. Se a cadeia de suprimentos de energia renov\u00e1vel e pain\u00e9is solares for analisada desde o in\u00edcio, 70 a 80 por cento dela \u00e9 controlada pela China. Ele disse que tamb\u00e9m h\u00e1 uma forte depend\u00eancia da China para baterias, ve\u00edculos el\u00e9tricos, produtos farmac\u00eauticos e produtos eletr\u00f4nicos, destacando como exemplo que 90 por cento dos smartphones s\u00e3o feitos na China. Kouvelis falou sobre a import\u00e2ncia de reduzir os riscos e desacoplar as cadeias de suprimentos, e as implica\u00e7\u00f5es de longo e curto prazo da diversifica\u00e7\u00e3o das fontes de suprimento.<\/p>\n

Ele disse que uma resposta \u00e9 desacoplar completamente e criar cadeias de suprimentos regionais que v\u00e3o responder aos seus mercados. Embora isso pare\u00e7a uma boa ideia, ele disse, n\u00e3o \u00e9 f\u00e1cil e requer um investimento pesado para ind\u00fastrias que terceirizaram pesadamente sua base de fabrica\u00e7\u00e3o e fornecimento.<\/p>\n

\u201cEstamos sem capacidade de fabrica\u00e7\u00e3o\u2026 fornecedores\u2026 acesso aos recursos certos, at\u00e9 mesmo trabalhadores e engenheiros qualificados, ent\u00e3o isso n\u00e3o vai acontecer\u201d, disse Kouvelis. \u201cPode acontecer em algum momento se fizermos os investimentos certos. N\u00e3o pode acontecer no curto prazo.\u201d<\/p>\n

Kouvelis acrescentou que certas ind\u00fastrias devem tentar fazer mais do desacoplamento gradual quando o fornecimento global pode n\u00e3o ser necessariamente t\u00e3o necess\u00e1rio; talvez porque os produtos n\u00e3o sejam t\u00e3o cruciais para as necessidades econ\u00f4micas e de seguran\u00e7a imediatas e onde os fornecedores podem ser encontrados ou desenvolvidos em outras partes do mundo. Sobre o t\u00f3pico de redu\u00e7\u00e3o de riscos, pelo menos no curto prazo, Kouvelis disse que \u00e9 tudo sobre como se pode diversificar os riscos encontrando ou desenvolvendo outro fornecedor fora da China. Ele disse que eles podem estar na Am\u00e9rica Central, M\u00e9xico ou Am\u00e9rica do Sul.<\/p>\n

Uma \u00e1rea de oportunidade que Kouvelis disse que v\u00ea para os Estados Unidos \u00e9 a ind\u00fastria de semicondutores. \u201cTemos a vantagem, pois lideramos o espa\u00e7o do conhecimento e projetamos os produtos mais avan\u00e7ados, mas n\u00e3o os fabricamos\u201d, disse Kouvelis. \u201cA maioria desses produtos \u00e9 fabricada em Taiwan, que, dado seu conflito com a China, est\u00e1 em risco. Precisamos encontrar maneiras de criar capacidade de fabrica\u00e7\u00e3o nos Estados Unidos ou na Am\u00e9rica do Norte. Temos que controlar o equipamento usado nas instala\u00e7\u00f5es que fabricam esses produtos avan\u00e7ados. Trabalhar com empresas em pa\u00edses aliados, como Holanda e Jap\u00e3o, e investir em instala\u00e7\u00f5es dos EUA \u00e9 a maneira de controlar o know-how e a tecnologia nesta ind\u00fastria cr\u00edtica.\u201d<\/p>\n

Kouvelis disse que o mesmo tipo de vantagem pode ser aplicado \u00e0s bioci\u00eancias, ao agroneg\u00f3cio e aos produtos farmac\u00eauticos se buscados por meio de investimentos focados e comprometidos, alavancando nossas vantagens de conhecimento.<\/p>\n

Interrup\u00e7\u00f5es e riscos na cadeia de suprimentos provavelmente ser\u00e3o a norma no futuro previs\u00edvel, de acordo com Kouvelis. Ele disse que isso apresenta \u00e1reas espec\u00edficas de oportunidade para a regi\u00e3o de St. Louis, que ganhou reconhecimento nos \u00faltimos anos como um centro global de frete. O sistema portu\u00e1rio \u00e9 classificado como o porto interior mais eficiente do pa\u00eds em termos de toneladas movimentadas por milha fluvial. Investimentos pesados em infraestrutura \u2014 especialmente relacionados \u00e0 Interstate 70 e Interstate 270, a substitui\u00e7\u00e3o da Merchants Bridge e melhorias nas capacidades intermodais \u2014 ajudaram a criar um centro de log\u00edstica flex\u00edvel. Ele disse que as cadeias de suprimentos reagem a interrup\u00e7\u00f5es exercendo flexibilidade, e a regi\u00e3o est\u00e1 melhorando as alternativas de transporte.<\/p>\n

Por sua vez, a regi\u00e3o precisa continuar a investir localmente e se posicionar para futuros investimentos em manufatura relocalizada. Kouvelis acrescentou que o desenvolvimento da for\u00e7a de trabalho tamb\u00e9m \u00e9 extremamente importante, e uma for\u00e7a de trabalho deve ser constru\u00edda com conjuntos de habilidades espec\u00edficas e necess\u00e1rias para as ind\u00fastrias de manufatura que pretendemos atrair. Ele disse que a regi\u00e3o de St. Louis tem uma oportunidade de criar capacidades flex\u00edveis para o futuro tanto na log\u00edstica quanto nas arenas de manufatura.<\/p>\n

\u201cSe olharmos para ela como sendo a regi\u00e3o que tem flexibilidade tanto no lado log\u00edstico quanto no de fabrica\u00e7\u00e3o, a regi\u00e3o se sair\u00e1 muito bem, pois as empresas est\u00e3o pensando e come\u00e7ando a tomar medidas para criar resili\u00eancia para choques futuros\u201d, disse Kouvelis. \u201cAs cadeias de suprimentos reagem a interrup\u00e7\u00f5es exercitando a flexibilidade que t\u00eam. E acredito que essa \u00e9 a oportunidade para nossa regi\u00e3o.\u201d<\/p>\n

A conversa com Kouvelis foi apresentada por Mary Lamie, vice-presidente executiva da Multimodal Enterprises for Bi-State Development, que opera a St. Louis Regional Freightway.<\/p>\n

\u201cEst\u00e1 claro que as interrup\u00e7\u00f5es na cadeia de suprimentos provavelmente ser\u00e3o a norma no futuro previs\u00edvel\u201d, disse Lamie. \u201cEmbora isso represente uma s\u00e9rie de desafios, a discuss\u00e3o de hoje nos ajuda a entender algumas das estrat\u00e9gias que est\u00e3o sendo implantadas aqui nos Estados Unidos para navegar por esses desafios e forneceu grande percep\u00e7\u00e3o sobre o papel que a regi\u00e3o de St. Louis pode desempenhar na melhoria de alternativas para remetentes e como um local para investimentos futuros.\u201d<\/p>","protected":false},"excerpt":{"rendered":"

Interrup\u00e7\u00f5es e riscos na cadeia de suprimentos provavelmente ser\u00e3o a norma no futuro pr\u00f3ximo, de acordo com um especialista.<\/p>","protected":false},"author":110,"featured_media":72399,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1917,26,5],"tags":[],"class_list":["post-76060","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-abg-update-feature","category-americas","category-markets"],"yoast_head":"\nGlobal Supply Chain Disruptions Present Challenges and Opportunities for the St. Louis Region - AgriBusiness Global<\/title>\n<meta name=\"description\" content=\"Supply chain disruptions and risks will likely be the norm for the foreseeable future, according to one expert.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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