Geopolitical Risks

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During Tesla's latest earnings call, CEO Elon Musk issued a passionate plea for other companies to invest in domestic battery production to mitigate geopolitical risks. He highlighted Tesla's own costly efforts in Texas as a necessary but burdensome step amid fragile global supply chains. Musk warned that firms ignoring these vulnerabilities could face existential threats.

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As tensions between economic superpowers China and the United States intensify, companies are ramping up efforts to secure stable supply networks. At an online Next-Generation Global Supply Chain Forum held on Friday, corporate representatives and a researcher exchanged views on challenges and countermeasures. Panasonic Connect Co. President Yasu Higuchi emphasized that effective management during normal times is fundamentally crucial.

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