Strategic Supply Chain Research Framework

ACTIONABLE GENERALIZATIONS:

  • What are points of maximum volatility?
  • What are points of maximum fragility? (Chokepoint, bottleneck)
  • Where does AI change the external industry landscape in the medium term future?
  • Where does AI change the internal operating models most in the medium term future?
  • How large is the opportunity (in terms of both TAM and WTP of prospective customers)?

I. Physical & Network Structure

A. Supply Chain Stages

StageKey ActivitiesRepresentative FirmsCapital Intensity (L/M/H)
Raw materials
Processing/refining
Core manufacturing
Subsystems/components
Final assembly
Distribution/end markets

B. Network Topology

  • Approx. number of tiers:
  • Hub-and-spoke or distributed?
  • Where is complexity concentrated (upstream/downstream)?
  • Any serial dependencies (where one failure halts entire chain)?

C. Concentration & Fragility

  • Top 3 firms by critical stage:
  • % of global capacity controlled by top 3:
  • Single points of failure:

II. Geographic & Political Topology

A. Geographic Distribution by Stage

StageMain Countries% Global SharePolitical Risk Level (L/M/H)
Raw materials
Processing
Manufacturing
Assembly

B. Political & Trade Exposure

  • Export controls affecting this industry:
  • Sanctions or embargo risk:
  • Ally vs rival dependency:
  • Exposure to chokepoints (straits, ports, etc.):

III. Capital, Time & Scale Dynamics

A. Capital Structure

  • Typical capex per facility/unit:
  • Asset specificity (low ↔ high):
  • Financing structure (private/state/mixed):

B. Time Structure

  • Time-to-build new capacity:
  • Time-to-repurpose existing capacity:
  • Typical asset lifespan:

C. Scaling Properties

  • Modular or lumpy expansion?
  • Minimum efficient scale:
  • Bottlenecks to rapid scaling:

IV. Technology & Substitutability

A. Input Substitutability

InputAlternative Sources?Switching Cost (L/M/H)Notes

B. Technology Lock-in

  • Open vs proprietary standards:
  • Degree of IP concentration:
  • Interoperability challenges:

C. Technological Uncertainty

  • Pace of obsolescence:
  • Risk of dominant paradigm shifts:

V. Economic & Incentive Structure

A. Unit Economics by Stage

StageTypical MarginsVolatilityWho Bears Risk?

B. Incentive Misalignments

  • Where private ROI diverges from system resilience:
  • Who underinvests in redundancy and why:
  • Externalized risks (onto states, consumers, etc.):

C. Market Failures Observed

  • Coordination failures:
  • Information asymmetries:
  • Underpriced risks:

VI. Governance & Policy Environment

A. Degree of State Involvement

AreaLowMediumHighNotes
Subsidies
Regulation
Industrial policy

B. Key Policies Affecting the Chain

  • Domestic:
  • Foreign:
  • Anticipated policy changes:

C. Coordination Mechanisms

  • Public-private partnerships?
  • International coordination?
  • Fragmented vs centralized governance?

Risk/Opportunity Analysis

Risk Categories

  • Node Risks (Localized Failures): Risks tied to specific firms, sites, or technologies.
  • Link Risks (Connectivity Failures): Risks in relationships and flows between nodes.
  • Correlated Risks (Systemic Failures): Risks that affect many nodes simultaneously.
  • Temporal Risks: Risks arising from time mismatches (e.g. demand spikes)

Opportunity Levers

Structural Levers (Change the Network)?

  • Supplier diversification
  • Vertical integration
  • Geographic reshoring/friendshoring
  • Modularization

Operational Levers (Optimize How It Runs)

  • Inventory buffers
  • Dynamic routing
  • Dual sourcing
  • Flexible production scheduling

Financial Levers (Change the Cash Flows)

  • Hedging
  • Long-term contracts
  • Capacity reservation agreements
  • Risk-sharing contracts
  • Insurance

Strategic Levers (Change the Game)

  • Joint ventures
  • Standard-setting
  • Pre-competitive consortia
  • IP pooling

Policy Levers

  • Subsidies
  • Export controls
  • Strategic stockpiles
  • Mandates