MalakarConsulting

Insights

Research, not filler.
Every claim sourced.

Published thought leadership on the events actually reshaping manufacturing everywhere — supplier concentration failures, tariff rule changes, freight disruption, and the planning processes that catch them early. Full citations in every post.

SINGLE-SOURCE RISK TARIFF & DUTY RULES NEARSHORING & USMCA FREIGHT DISRUPTION SUPPLY CHAIN CYBERSECURITY COST INFLATION SINGLE-SOURCE RISK TARIFF & DUTY RULES NEARSHORING & USMCA FREIGHT DISRUPTION
LinkedIn
Supplier Risk

Which single-source part carries the most revenue behind it?

The Ericsson/Nokia RF-chip fire: one plant, ten minutes, $2.34B loss for the company with no second source.

LinkedIn
Supplier Risk

Maersk rebuilt its entire IT estate in ten days. Could you?

NotPetya destroyed primary and backup Active Directory. The lesson: test restore, not backup.

LinkedIn
Procurement

Do you know which country makes the bare board inside your product?

Your EMS partner is the assembler, not the source. China holds 50–55% of global PCB output.

LinkedIn
Cost Reduction

When input costs fall, does your cost table follow — or does supplier margin expand?

19 months of ISM price increases are now embedded in your cost base unless you actively take them out.

LinkedIn
Procurement

Would your Mexican content still qualify if USMCA rules tightened tomorrow?

Chinese FDI into Mexico fell 80% in 2025 as the USMCA review targets Chinese-origin content.

LinkedIn
Supplier Risk

Which 50-cent part could stop your line tomorrow?

Nexperia: a Dutch government takeover and Chinese export controls halted wafer supply within weeks.

LinkedIn
Tariff & Duty

You can legally recover up to 99% of duties paid. Most companies don't.

Duty drawback, first-sale valuation, and Foreign Trade Zones — the tariff code working as written.

LinkedIn
Logistics

Do you know which of your lanes ride on Chinese-built tonnage?

New per-ton port fees on Chinese-built vessels are headed straight into your freight rates.

LinkedIn
Supplier Risk

Could your supply chain run five weeks without its systems?

Jaguar Land Rover's IT breach: three plants down, £1.9B UK economic impact.

LinkedIn
Tariff & Duty

Have you re-priced your copper BOM under the full-value rules yet?

April 2026's rule change moved duty assessment from copper content to the entire customs value.

LinkedIn
Strategy & Planning

Does your S&OP process change decisions, or just report what already happened?

One shared number, a named gap-to-plan owner, and sourcing in the room — the fix that rebuilt forecast accuracy to 90%.

LinkedIn
Supplier Risk

How many single-source parts are hiding in your next BOM?

The parts that cause a launch crisis were never a surprise — they were flagged and never escalated.

See more research on LinkedIn

New research posts every week — follow along or bring us a specific problem to look at.