2026-01-10 06:33:18

The era of just-in-time manufacturing is hitting a wall. From energy security to rare earth mineral scarcity, geopolitical tensions to supply chain fragmentation—the old playbook simply doesn't cut it anymore.

When oil prices spike, semiconductor costs spike. When rare earth metals tighten, entire industries feel the squeeze. The assumptions that worked for decades are cracking under pressure. Companies are now forced to rethink inventory strategy, geographical diversification, and strategic reserves.

This isn't just logistics talk—it's reshaping how capital flows, how markets price risk, and where institutional money is headed. The transition from lean efficiency to resilience-first thinking is one of the biggest macro shifts quietly underway.

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SelfMadeRuggee

· 20h ago

Uh, the JIT system is already a bit outdated... but what really worries people are the issues with rare earths and energy. After a series of twists and turns, no one can bear it. --- This wave of supply chain crisis has directly changed the flow of capital. Many institutions are reconfiguring their inventories. --- In simple terms, without logistical support, everything is pointless. Now I finally understand what it means to be "stuck at the bottleneck." --- If the geopolitical situation can't be stabilized, this problem will never be solved. Just adjusting inventory strategies is useless. --- It's really outrageous. A shortage of raw materials can trigger a chain reaction that collapses the entire industry chain. This wave has indeed changed the game.

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LiquidatedNotStirred

· 01-10 07:02

To be honest, JIT was doomed long ago; it just depends on who realizes it first.

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TokenTaxonomist

· 01-10 06:57

actually, per my analysis the rare earth bottleneck data suggests otherwise—rfe supply contracts already priced this in back in q2. spreadsheet doesn't lie

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GmGnSleeper

· 01-10 06:55

I've already said it, the just-in-time approach is outdated, who still dares to play this... --- Rare earths are truly the trump card; when there's a bit of tension, the entire industry chain gets thrown into chaos. --- Is capital only now realizing they need to stockpile goods? You're a bit late, brother. --- Decoupling energy security and supply chains—this is the real trend, much more reliable than speculating on cryptocurrencies. --- Revisit the inventory strategy; companies focused on cost optimization are going to cry. --- The macro turning point signals that whoever sees this wave clearly will win. --- Geopolitical issues are increasingly becoming just another cost of doing business; there's no way to avoid it.

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MissingSats

· 01-10 06:53

Wow, isn't this just saying that the era of inventory backlog is coming? The previous just-in-time approach is really outdated.

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BlockchainTherapist

· 01-10 06:50

JIT systems are indeed no longer workable. The rare earth mining sector should have been prioritized long ago. Now, companies that are only realizing this late will suffer losses.

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