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- Anne-Sophie Zerlang Karlsen
China’s market share of total U.S. containerized imports has been declining slowly for several years, and now hovers around 40 percent, as labor-intensive manufacturing has gravitated to lower-cost countries. But now a new and more elevated sense of risk over COVID-19 lockdowns and geopolitical uncertainties has led to growing urgency among companies to de-risk long-haul supply chains by turning to new sources of production, whether to Western Hemisphere countries or elsewhere in Asia. This session will examine this phenomenon and its implications for corporate supply chains based on original data and analysis.