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PODCAST

Chain Reaction

Chain Reaction is the podcast "All About Supply Chain Advantage" with Tony Hines containing regular audio snippets relevant to C suite executives, supply chain professionals, researchers, policy makers in government, students, media commentators and the wider public. New episodes each week discuss hot topics in the news and supply chain ideas relevant to everyone involved in supply chain management. There are special editions too.Our goal is to keep our listeners updated and informed about the

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All Episodes

7:25

Venezuela Shockwaves

Chain Reaction ·

2026/01/04

Warships in the Caribbean, seized tankers on the evening news, and a freight quote that jumped overnight—this is how a regional crisis becomes a global supply chain problem. We break down the U.S.–Venezuela confrontation and trace its spillover from oil fields to ocean lanes to your operating budget. We start with the trigger points: tightened U.S. controls on Venezuelan crude, sanctions that complicate financing and insurance, and reported strikes that raise security risks around key ports....

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22:04

Shadow Economy, Real-World Costs

Chain Reaction ·

2026/01/02

What if one out of every four dollars in the global economy moves in the dark? We pull back the curtain on the shadow economy—its staggering size, where it thrives, and why it quietly reshapes taxes, wages, prices, and trust. From cash-only construction crews and informal hospitality work to trillion-dollar counterfeit flows, we connect the macro numbers to everyday choices that erode margins for honest firms and endanger consumers. We ground the conversation with region-by-region clarity: t...

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0:56

Welcome To Chain Reaction 2026

Chain Reaction ·

2026/01/02

We kick off 2026 with a clear promise: stay informed and stay ahead on global trade, supply chain advantage, and policy. Short, focused guidance to set your edge for the year with a simple ask to subscribe so you never miss timely insights. • what supply chain advantage means for 2026 • why staying informed beats chasing headlines • practical habits to stay ahead week by week • policy awareness across trade, carbon, and compliance • commitment to clear, timely updates for listeners Subscrib...

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22:30

How 2025’s Trade War Reshaped Supply Chains And Strategy

Chain Reaction ·

2025/12/27

Trade didn’t just wobble in 2025—it rebalanced around power, policy, and materials. We trace how sweeping U.S. tariffs set off global retaliation, why price shocks hit cars and chips harder than couture, and how rare earths turned from invisible ingredients into geopolitical leverage. Along the way, we unpack China’s end-to-end grip on mining, refining, and magnet manufacturing, and the precise export controls that rippled through defense, EVs, drones, and semiconductors. We also explore the...

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20:46

News RoundUp: AI, Jobs Transformed, Not Taken,...

Chain Reaction ·

2025/12/20

Jobs aren’t vanishing—they’re evolving fast. We dig into why AI is changing tasks more than it’s replacing roles, which jobs feel the pressure first, and how smart upskilling can turn a threat into a career tailwind. From clerical and entry-level analyst work to creative and care professions, we map the real exposure and explain where human judgment, empathy, and critical thinking still anchor value. Beyond the workplace, we zoom out to the forces bending global trade. The Russia–Ukraine war...

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22:07

How 2025 Trade Hit 35 Trillion While Supply Chains...

Chain Reaction ·

2025/12/15

Prices keep rising, lead times keep slipping, and yet global trade is still on track to break records. We dig into that paradox and make sense of a year where supply chains fought on multiple fronts: tariffs compounding at every border, inventories ballooning, and returns threatening to swallow margins. I walk through the latest data showing trade flows surpassing 35 trillion dollars in 2025 and why the Q4 slowdown signals a tougher landscape in 2026. From the shop floor to the boardroom, th...

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20:39

Madmen, Markets, And Power

Chain Reaction ·

2025/12/05

Old ideas never really vanish; they take new shapes, get new champions, and quietly steer the rules we live by. We open the vault on Keynes, mercantilism, and the intellectual currents that still drive modern trade, monetary policy, and the supply chains that bind our lives together. Along the way, we revisit the Irish famine and the Scottish clearances as stark reminders of what happens when conviction outruns care, and why today’s policy theater can still shift costs onto those with the lea...

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10:29

Black Friday Without The Blindfold

Chain Reaction ·

2025/11/25

Your inbox is shouting “40% off,” but your gut says something’s off. We dig into the Black Friday spectacle and show how urgency, scarcity, and anchoring combine to sell ordinary prices as once-a-year steals. With clear stories from the front lines of retail and supply chain, we explain why the biggest winners are often the stores clearing old stock before Christmas—not the shoppers chasing countdown timers. We break down the psychology that powers the hype: FOMO from limited-time offers, in...

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21:16

Signals In The System

Chain Reaction ·

2025/11/21

Trade is no longer a straight line from factory to port to shelf—it’s a living system of policy choices, digital rails, and real-world bottlenecks. We trace the signals that matter: South Africa’s push toward a 3% inflation target, FAA turbulence exposing infrastructure fragility, and a wave of innovation from biotech to quantum that’s accelerating AI in supply chain planning and risk. From the G20’s debut in Johannesburg to the rewiring of global corridors, we unpack how multilateral cracks...

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12:58

Food Tariffs Blink, Prices Breathe

Chain Reaction ·

2025/11/18

Prices at the checkout don’t lie, and this week they forced a policy shift. We dig into the sudden rollback of U.S. food import tariffs on staples like Australian beef, tomatoes, coffee, and bananas, and explain why it’s a tactical retreat to cool grocery inflation while the broader trade war keeps grinding on. From voter angst to courtroom stakes, we connect kitchen table economics to the legal and political forces shaping your weekly shop. We break down what changed and what didn’t: food c...

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21:59

How Tariffs, Cyber Attacks, And AI Are Rewiring...

Chain Reaction ·

2025/11/15

Tariffs promise protection but often deliver scarcity and higher prices. We break down what a 25% duty on imported trucks really means for fleets, freight rates, and the prices that hit your wallet. Along the way, we connect the dots to a different kind of shock: how a single cyber attack at Jaguar Land Rover rippled through thousands of suppliers and nudged UK GDP negative for the month, turning a “supply chain glitch” into a national economic problem. We zoom out with fresh survey data fro...

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23:40

Policy Drift, Power Shifts, And The Price Of Delay

Chain Reaction ·

2025/11/11

Headlines say debate; the data says build. We open with China’s audacious green energy sprint—hitting 2030 wind and solar targets six years early—then unpack how investment, grid upgrades, and supply chain control are setting a new global benchmark. It’s a masterclass in aligning industrial policy with execution, where milestones, manufacturing capacity, and high-voltage transmission turn climate goals into competitive advantage. From there, we pivot to the UK’s uneasy fiscal picture: a £50 ...

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0:51

Learn How Global Supply Chains Shape Daily Life

Chain Reaction ·

2025/11/10

Global trade touches every checkout, factory line, and doorstep. We set out to make that complex web crystal clear, turning headlines and jargon into plain-language insights you can use the same day. From port delays and policy shifts to pricing moves and tech breakthroughs, our approach blends timely updates with grounded analysis so you always know what matters and what to do next. We walk through the core promise of the show: regular briefings on hot topics in the news, smart takes on inn...

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18:16

Trump's Tariff War: Unraveling the Straw Man of Trade

Chain Reaction ·

2025/10/28

Trade wars don't make winners – they create mutual losers. That's the stark reality emerging from our deep dive into the Trump administration's tariff policies and their dangerous economic consequences. The White House justifications for escalating tariffs rest on a fundamentally false premise: that the United States faces systematically unfair treatment in global trade. This narrative represents a socially constructed straw man argument rather than economic reality. By examining the evidenc...

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19:30

Gold’s Surge And The Supply Chain Storm

Chain Reaction ·

2025/10/19

Gold doesn’t leap to records without a story. We unpack why $4,326 per troy ounce isn’t just about inflation, but about confidence shifting amid tariff threats, rare earth controls, and geopolitical strain. From China’s new export restrictions to a fragile 90‑day tariff window, we map how policy volatility is rewiring sourcing, inventory decisions, and the cost of capital across global supply chains. We dig into the headlines around AI in apparel manufacturing and separate signal from noise....

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21:47

Tariffs, Tech, and Turmoil in Global Supply Chains

Chain Reaction ·

2025/10/11

Tariffs, magnets, and malware collided this week—and the shockwaves tell a bigger story about where power lives in the global economy. We unpack how China’s sweeping rare earth export controls—and its command of magnet manufacturing—turn a handful of elements into leverage over EVs, wind turbines, smartphones, and defense systems. When the U.S. answers with 100% tariffs, markets flinch, currencies wobble, and procurement teams scramble to trace origin, redesign parts, and qualify new supplier...

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34:01

Follow the Money: How Taiwan's Banks Are Redrawing...

Chain Reaction ·

2025/09/30

When the financial infrastructure shifts, everything changes. Taiwan's Cathay United Bank is quietly redrawing the map of Asian finance, following a dramatic pivot away from China. Once directing 84% of overseas investment to mainland China, Taiwan now sends just 11% there—a structural transformation that speaks volumes about where global trade is heading. This shift isn't happening in isolation. Across the Pacific, Danish energy pioneer Ørsted finds its Revolution Wind Project—80% complete ...

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21:19

Supply Chain Nightmares: From Hacked Jaguars to...

Chain Reaction ·

2025/09/28

Politics and business collide as Trump makes unfounded claims about Tylenol causing autism while Jaguar Land Rover faces a devastating cyber attack costing £50 million weekly and threatening its entire supply chain network. • Trump administration announces FDA warning labels for Tylenol (paracetamol) linking it to autism despite scientific evidence contradicting this claim • Tesla's UK profits drop 40% as average car prices fall by £7,000 amid broader European sales decline • Trump administr...

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20:52

Supply Chain Pulse

Chain Reaction ·

2025/09/20

Tony Hines explores recent economic developments, technology partnerships, and significant supply chain disruptions affecting global business operations. • Bank of England keeps interest rates at 4% while US Federal Reserve makes surprising quarter-percent cut • President Trump's UK visit secures £150 billion in investment commitments from companies including Blackstone, Microsoft, and Google • NVIDIA invests $5 billion in Intel, creating historic partnership to integrate technologies and st...

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31:55

How China's Monopoly on Rare Earths Trumps America's...

Chain Reaction ·

2025/08/24

The global balance of power isn't just about military might or economic sanctions—it's increasingly about who controls the critical materials that power our modern world. China has masterfully positioned itself as the dominant force in rare earth elements, controlling 70% of mining and 90% of refining for these 17 elements essential to everything from smartphones to missile guidance systems. When faced with Trump's tariffs, China responded not with matching broad strokes but with surgical pre...

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349 results

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