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Navigating supply chain changes in today’s tariff reality
On McKinsey Perspectives
Brought to you by Alex Panas, global leader of industries, & Axel Karlsson, global leader of functional practices and growth platforms
Welcome to the latest edition of Only McKinsey Perspectives. We hope you find our insights useful. Let us know what you think at Alex_Panas@McKinsey.com and Axel_Karlsson@McKinsey.com.
—Alex and Axel
—Edited by Belinda Yu, editor, Atlanta
Only McKinsey Perspectives is taking a break for the July 4 holiday in the United States but will be back in your inbox on Monday, July 7.
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Copyright © 2025 | McKinsey & Company, 3 World Trade Center, 175 Greenwich Street, New York, NY 10007
by "Only McKinsey Perspectives" <publishing@email.mckinsey.com> - 01:11 - 3 Jul 2025 -
Streamline Bag, Carton & Barrel Handling with HEROLIFT
Dear Info,
I hope this email finds you well. Herolift provides cutting-edge material handling solutions tailored for food manufacturers and packaging industries to ensure hygienic, efficient, and injury-free operations.
Our Vacuum Easy Lifter handles sugar bags, woven sacks, and cartons (up to 300kg), while the Mobile Vacuum Lifter simplifies barrel and drum transportation (e.g., wine/oil barrels) in tight spaces. For high-volume facilities, our Rail Crane Systems optimize palletized goods movement, reducing manual labor by 50%.
Attached is a success story from a beverage producer that reduced handling time by 35%. Let’s explore how we can elevate your productivity.
Best regards,
Shanghai Herolift Automation Technology Co., Ltd
HEROLIFT - Your Partner in Material Handling Excellence
by "sales19" <sales19@powerlifthero.com> - 12:09 - 3 Jul 2025 -
Superior Rubber Cables for Your Business
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Combining natural and synthetic rubbers, they're highly flexible and resistant to environmental factors, suitable for indoor and outdoor use.
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Eva
Eastful Group
by "Augus" <Augus@eastfulai.com> - 10:12 - 2 Jul 2025 -
Your perfect business partner for pneumatic components
Dear Sir&Madam,
Hello, my name is Shirley, from JP-TECH group.I am very happy to search your contact information on Google and learn that you are the distributor of Pneumatic components, and the market proportion is very high. It made me very excited. Because we are a pneumatic components manufacturer in China, and we are SMC(A famous Japanese brand of pneumatic components, the website is：www.smchk.com.hk)
agents in China. We can provide you with quality products and competitive prices. Our advantages are as follows:
1.can provide you with the most complete range of products.
2. we have a professional sales team and technical team, to provide you with the best pre-sales and after-sales service.
3.We are the Chinese agent of SMC, the world's top brand, with strong strength.
4. we have more than 20 years of trade experience, can solve various order problems for you.I believe that we will become your best business partners. And I hope you can give us a chance to get to know each other. Please visit our website to learn more about us：
www.jp-techgroup.com。Your response will be a good start.
Best regards,
Shirley
JP-TECH VIET NAM ELECTRONICS TECHNOLOGY COMPANY LIMITED
by "sales12" <sales12@jp-techgroup.com> - 05:23 - 2 Jul 2025 -
Are You Looking for Stable Pigment Supply for Bricks & Concrete?
Dear Info,
We understand that consistency and color stability are key in the pigment business. At XT Pigment, we help our clients solve common issues like:
l Color fading in concrete products
l Poor dispersion in mixing
l Batch color inconsistency
Our iron oxide pigments are designed for stable performance in construction materials, especially for brick and concrete dyes manufacturing.
Would you be interested in testing our quality with a free sample?
I’d love to hear about your current needs and see how we can support your business.
Best regards,
[Joanna]
XT Pigment
by "Angelo Habakkuk" <habakkukangelo@gmail.com> - 04:33 - 2 Jul 2025 -
Application of CSB FLEXMOV® Flexible Cables and CSB DURAMOV® Cable Chains in Automation Machinery and Production
Dear Info ,
Thank for taking time to review this mail.I would like to take this opportunity to discuss the significant applications of CSB FLEXMOV® flexible cables and CSB DURAMOV® cable drag chains in the field of automation machinery and automated production.
As you are aware, the demand for efficiency and reliability in automated systems is ever-increasing. CSB FLEXMOV® flexible cables are designed to meet these demands with their exceptional flexibility, durability, and outstanding performance in dynamic applications. These cables are ideal for use in robotics, automated transportation systems, and assembly lines where continuous movement is required.
In conjunction with FLEXMOV® cables, the CSB DURAMOV® cable chains play a crucial role in the protection and management of cables within automated machinery. The DURAMOV® series is engineered for high-load capacities and long service life, ensuring that cables are well-organized and safeguarded against wear and tear in environments with repetitive motion.
Together, these solutions not only enhance the efficiency of automated processes but also contribute to reducing maintenance costs and downtime, thereby optimizing overall production capabilities.
We would be delighted to provide you with additional information regarding the specifications and benefits of CSB FLEXMOV® and DURAMOV® products. If you have specific applications in mind, we are also happy to assist you in determining the best solutions tailored to your needs.You can find all the information from our website: www.csb-ep.com.
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Thank you for considering our products for your automation projects. Please feel free to reach out with any questions or to arrange a meeting.
Best wishes,
Belle Lee丨Sales ManagerTel: +86-573-84187009丨Mobile: +86-13375731199
WeChat: 331389032 丨WhatsApp: +86-13375731199
E-mail: sales01@csb-ep.com
Zhejiang CSB Plastic Bearing Technology Co., Ltd.
No.6 Fenhu Rd, Huimin Sub-district, Jiashan, Zhejiang, China
by "Nec Mazzocchitti" <necmazzocchitti@gmail.com> - 04:19 - 2 Jul 2025 -
Streamlined Quartz/Granite Countertop Production Line Technology
Dear Info ,
This is VEEGOO, being a leading company in the hard surface industry for more than 10 years experience, we provide whole solution including smart production line and software for top players worldwide, including Intelligent EGS Plant, Polishing Line, Vertical Resin Line, Net Reinforcement Line, Intelligent Slab Storage System, Intelligent Fabrication Line and PrinTikar Slab Printing Line.
VEEGOO have more than 200 production lines around the world, and have customers and partners across more than 21 countries worldwide, including COSENTINO, CAESARSTONE, Daltile, MSI, Wilsonart ALLIED, SPECTRUM QUARTZ, VICOSTONE and SYMPHONY. Many of them maintain long-term partnerships with VEEGOO.
Please feel free to contact us if you need more detail information.
Best Regards
Anguiano Kolson
VEEGOO Technology Co,. Ltd
www.veegooglobal.com
by "anguiano kolson" <anguianojajxq@gmail.com> - 03:07 - 2 Jul 2025 -
No one knows what the future holds, but businesses can plan for three forces likely to be significant
Re:think
FRESH TAKES ON BIG IDEAS
ON DEFINING THE FUTURE
What forces will shape the next 60 years?
Humayun TaiWhen McKinsey Quarterly published its first issue, more than 60 years ago, global temperatures were still near the long-term average, global population was less than half what it is today, and the ideas that led to the internet were just emerging. Businesses back then faced a very different set of decisions.
Sixty years from now, we can expect at least as much change. What forces will shape businesses and the world in 2085? Three come to mind: climate adaptation, demographic shifts, and transformative technological innovation.
Given the path the world is on today, the effects of climate change will be undeniable by 2085. Alongside ongoing efforts to cut emissions, adapting to higher global temperatures and more extreme weather events will be essential. Changes to building and infrastructure standards—such as requiring building materials that can withstand wind or flooding, or moving electrical transmission and distribution lines underground—will be necessary. So will shifts in agricultural practices and crop choices in many regions to accommodate new climate conditions. As some parts of the world become too hot for outdoor work, people will need to work differently, and waves of migration may occur as people leave extreme temperatures behind.
The scale of what will be needed to address these changes is enormous, and the requirements raise an intergenerational issue. Spending to adapt now is an investment in the well-being of the next generation, but the benefits will not accrue immediately. Ultimately, customers will pay more as businesses spend on adaptation.
Demographic shifts caused by falling birth rates and longer lives are underway, particularly in advanced economies. Their impact will be widely felt by 2085, which is just about when the United Nations projects that the global population will peak at just above ten billion, two billion more than today—though the number of global annual births already peaked in 2012. More than half of population growth over the next quarter century is expected to be in sub-Saharan Africa. By 2100, the ratio of working-age people to senior citizens in many regions will drop dramatically. In India, for instance, it is 9.8 today but will fall to 1.9 by 2100.
Businesses and governments have not really grappled with what these profound population shifts will mean for them. Many forecasts make growth assumptions for energy consumption, shipping capacity, or travel, for example, that may not be realistic. Demographic change could take pressure off resources available per capita and reduce emissions but threaten growth—including the ability to fund the energy transition and to support the well-being of older people. There is no question that these shifts will be a major factor in determining what the world is like 60 years from now.“The United Nations projects that the global population will peak at just above ten billion, two billion more than today, by 2085.”
Finally, innovation will be a huge force. By 2085, nuclear fusion may finally happen, offering a clean, plentiful, and safe energy source. It’s likely that there will be breakthroughs in materials that could offer new substitution options throughout the supply chain, including for capturing and converting carbon. Quantum computing may be a reality and could dramatically accelerate automation and the cycle of innovation. There is immense potential for these innovations to increase productivity and help solve many resource problems.
Each of these forces is inevitable, but how the world responds to them is an open question that will determine which version of the future it gets. Sixty years is plenty of time for black-swan events that could reframe everything. Many people may suffer from climate-driven displacement or economic losses. The coming demographic shifts create challenges for growth and elder care. And some innovations could be used in harmful ways, including for war.
Even so, these forces could align in a profoundly beneficial way for humanity and for businesses. Investment not only in carbon abatement but also in adapting to the climate of the future could stabilize living and economic conditions. Changing demographics could alter the resource consumption patterns that put pressure on the climate and the environment. Innovation could create a clean, low-cost energy system. With the application of AI and quantum computing to food systems and to medicine, quality of life could increase, extending the average lifespan.
Businesses tend not to think this far ahead, but many companies have had successful histories over more than 60 years, and most business leaders want to steward their companies toward lasting success. Companies with critical operations in climate-exposed areas will need to think about how to protect them. For sectors like agriculture, banking, insurance, and power, adaptation will be central to strategic planning. For other sectors, climate forces may be felt indirectly, but companies will still need to plan for their impact.
Companies that adapt to the coming population changes sooner can benefit from being ahead of the curve. They will need to accommodate an aging workforce while also competing to attract a smaller pool of early-career workers. Making innovation a big part of companies’ strategies will position them for success on many timescales.
Even without specific plans, business leaders should begin to spread awareness and understanding of these forces. By working together, they can build momentum toward success by the time the Quarterly celebrates its 120th anniversary.Share Humayun Tai’s insights
ABOUT THIS AUTHOR
Humayun Tai is a senior partner in McKinsey’s New York office.
MORE FROM THIS AUTHOR
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Sanjay Kalavar on creating markets for green products
Rising energy demand, concerns about energy security, climate technologies not yet “in the money,” and policy shifts are making it tougher to meet sustainability goals. Market-based solutions could help.
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by "McKinsey Quarterly" <publishing@email.mckinsey.com> - 01:05 - 2 Jul 2025 -
7 Years, 8 Books, 1 Launch. A lot more to come!
7 Years, 8 Books, 1 Launch. A lot more to come!
Forwarded this email? Subscribe here for more7 Years, 8 Books, 1 Launch. A lot more to come!
Launching the All-in-one interview prep.
7 years ago, I quit my last job at Twitter. I had no idea what to do next.
For some random reason, I spent 1.5 years writing the first System Design Interview book.
People liked it, so I found a co-author and we wrote System Design Interview – Volume 2 together.
People seemed to like that too, so I decided to collaborate with more amazing authors.
One after another, we’ve successfully published 7 Amazon bestsellers, with more on the way this year.
It’s been a wonderful journey, and I could never have imagined we’d come this far.
Everyone says books don’t make money, but sometimes, certain things are worth more than just money. And I’m grateful we were also able to figure out a business model along the way.
We could never have reached this point without all the amazing people who supported us.
For that, I want to say. Thank you from the bottom of my heart ❤️
Today, we’re making all the books available on the ByteByteGo website.
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by "ByteByteGo" <bytebytego@substack.com> - 11:56 - 2 Jul 2025 -
Why automation = acceleration
Why automation = acceleration
Why automation = acceleration
Hi Md Abul
Automation doesn’t mean losing control – it means empowering developers to innovate securely.
Want to see how this FS enterprise automated API governance and saved engineers 40 hours per application?
Find out in our free API governance guide.
Let’s explore how automation can unlock time, creativity, and compliance for your teams.
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Carol
Tyk, Huckletree 199 Bishopsgate, Broadgate, London, City of London EC2M 3TY, United Kingdom, +44 (0)20 3409 1911
by "Carol from Tyk" <communities@tyk.io> - 11:18 - 2 Jul 2025 -
AI leadership: Ready or not, it’s yours
AI leadership: Ready or not, it’s yours
Hi MD Abul,
With the Fourth of July this week, most people are thinking about fireworks, cookouts, and a much-needed day off.
But for a lot of CIOs and IT leaders I’ve talked to lately, this week feels less like a break and more like a pressure cooker.
Whether they’re ready or not, they’re being asked to take full ownership of their company’s AI strategy.
Not just implementation. Not just infrastructure.
The whole thing.One CIO put it to me bluntly last week:
“We’ve gone from running systems to reinventing the business, and I’m not sure everyone realizes that.”
AI is being seen as the next great leap forward. But behind the hype, here’s what’s really happening:
- CIOs are being asked to lead cross-functional innovation
- Leadership wants fast answers to complex questions
- Vendors are pushing AI-heavy roadmaps
- Meanwhile, core systems still need to be stable
The problem? Most organizations are still playing catch-up just to align on a strategy, let alone execute one.
At Digital Stratosphere this August, we’re dedicating time and space to help leaders make sense of all this.
From AI adoption roadmaps and governance frameworks to practical conversations about alignment, change, and risk, we’re pulling it all out of the weeds and into reality.
Join us in Denver! August 25th-27th
Use the code "eric50" for 50% off your ticket(s)!
And if you want to talk through where your organization stands, we’re offering private advisory sessions during the event, 15 minutes or less, tailored to your questions. Just reply and we’ll connect you with the right person.
Enjoy the holiday. Rest up.
Because when the fireworks fade, the real work picks back up.Best regards,
Eric Kimberling
by "Eric Kimberling" <eric.kimberling@thirdstage-consulting.com> - 02:13 - 2 Jul 2025 -
How can multinationals adapt to geopolitical shifts?
On McKinsey Perspectives
Brought to you by Alex Panas, global leader of industries, & Axel Karlsson, global leader of functional practices and growth platforms
Welcome to the latest edition of Only McKinsey Perspectives. We hope you find our insights useful. Let us know what you think at Alex_Panas@McKinsey.com and Axel_Karlsson@McKinsey.com.
—Alex and Axel
•
Global business challenges. As corporations have evolved from largely domestic organizations with international units to enterprises with global capabilities, multinational corporations (MNCs) have been able to benefit from the best skills, resources, and talent across regions—boosting overall economic growth and productivity in the process. Now, a changing geopolitical order is raising cross-border constraints and creating more challenges for these organizations. To guide their companies in a fragmented, complex, and unpredictable environment, MNC leaders should prioritize adaptability and move beyond their historical focus on growth and efficiency, McKinsey’s Global Managing Partner Bob Sternfels and his coauthors say.
—Edited by Belinda Yu, editor, Atlanta
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You received this email because you subscribed to the Only McKinsey Perspectives newsletter, formerly known as Only McKinsey.
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by "Only McKinsey Perspectives" <publishing@email.mckinsey.com> - 01:18 - 2 Jul 2025 -
High-Quality Fiber Optic Patch Cords: Low Insertion Loss, High Return Loss
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by "Anne" <Anne@telsto-cn.com> - 11:09 - 1 Jul 2025
