Global trade isn’t breaking; it’s bending into a new shape. From Davos 2026 comes a clear message: the world is moving toward a multimodal trade system with regional hubs, diversified partners, and flexible corridors—and supply chains must keep pace. We dig into structured volatility and what it means to design for resilience without throwing efficiency overboard, challenging the blanket claim that just in time is obsolete.

We walk through the core signals: goods trade still growing faster than global GDP, weakened institutions like the WTO reshaping flows, and policy moves such as a potential EU–India agreement that could touch a quarter of global GDP. Then we focus on the real engine of competitiveness—technology. AI-driven logistics optimization, digital traceability for sustainable value chains, industrial metaverse applications for training and predictive maintenance, and early quantum use cases are transforming how leaders sense, decide, and act. With richer data and faster analytics, efficiency becomes the outcome of smarter systems rather than a risky cost-cutting exercise.

The heart of the conversation tackles just in time. Pandemic-era pain sparked a loud narrative that JIT failed, but the evidence shows misapplication, not a broken philosophy. Toyota-style JIT assumes variability and manages it through tight coordination. Recent research demonstrates how digital tools—AI forecasting, IoT visibility, digital twins, autonomous planning—boost adaptability and recovery speed. The sustainable upside is real too: lean systems cut overproduction, energy use, and emissions. The future points to hybrid models that blend JIT efficiency with strategic microbuffers, regionalized sourcing, multi-sourcing, and flexible contracts.

Our takeaway is simple and actionable: build intelligent just in time. Keep lean principles, layer on digital intelligence, and design resilience as optionality rather than stockpiles. If you’re leading a supply chain through policy shocks and tech acceleration, this is your operating model for speed, stability, and sustainability. Enjoy the conversation—and if it resonates, subscribe, share with a colleague, and leave a review to help others find the show.

Send a text

Support the show

THANKS FOR LISTENING PLEASE SUPPORT THE SHOW
You can support the podcast by following the link here. It makes a big difference and helps us make great content for you to listen to. Follow like and share the Chain Reaction Podcast with colleagues and friends on social media: Facebook, Twitter, LinkedIn.
News about forthcoming programmes click here
SHARE
Please share the link with others so they can listen too https://chainreaction.buzzsprout.com/share

LET US KNOW
If you have any comments, suggestions or questions then just direct message on Linkedin or X (Twitter)

REVIEW AND RATE
If you like the show please rate and review it. Every vote helps.
About Tony Hines and the Chain Reaction Podcast – All About Supply Chain Advantage
I have been researching and writing about supply chains for over 25 years. I wrote my first book on supply chain strategies in the early 2000s. The latest edition is published in 2024 available from Routledge, Amazon and all good book stores. Each week we have special episodes on particular topics relating to supply chains. We have a weekly news round up every Saturday at 12 noon...