本期Hidden Forces节目探讨了新冠疫情对全球供应链的深远影响。节目邀请了供应管理协会（ISM）首席执行官Tom Derry，他也是备受关注的ISM制造业指数的发布者。节目深入分析了疫情如何冲击了精益求精的即时制造模式、外包以及全球化，并探讨了供应链应对疫情的挑战和未来趋势。

🦠 **疫情对供应链的冲击:** 新冠疫情对全球供应链造成了巨大冲击，导致运输限制、工厂停工、工人隔离等问题，进而引发了市场动荡和供应管理组织的困境。

📈 **供应链的脆弱性:** ISM调查显示，72%的美国公司因疫情导致的运输限制而遭受供应链中断，81%的公司预计采购运营将受到影响。疫情不仅影响供应链，还波及企业收入，16%的受访者表示已降低年度收入目标，平均降幅为5.6%。

🌏 **全球化供应链的挑战:** 疫情暴露了全球化供应链的脆弱性，许多公司难以从中国获取供应链信息，这引发了对供应链安全性和多元化发展的思考。

💡 **供应链的未来:** 疫情加速了供应链的转型，企业开始重视供应链弹性、多元化和数字化，以应对未来可能出现的各种风险。

📊 **ISM制造业指数的意义:** ISM制造业指数是衡量美国制造业活动的重要指标，该指数的波动反映了供应链状况的变化，对市场具有重要参考价值。

In Episode 132 of Hidden Forces, Demetri Kofinas speaks with Tom Derry, CEO of the Institute for Supply Management and publisher of the market-moving ISM Manufacturing Index about the impact of COVID-19 on global supply chains. This is a deep-dive into how the  intricate world of just-in-time manufacturing, outsourcing, and globalization has been impacted by the world-wide disruptions caused by the novel coronavirus.

In recent years, global supply chains have been in the process of a fundamental shift, in part to strengthen their immune systems to mitigate the risk of multiple threats — unprecedented trade turbulence, as well as economic uncertainty, geopolitical events and rising labor costs. COVID-19 (novel coronavirus) has provided a severe new test to these global supply chains. Since its genesis in the manufacturing hub of Wuhan, China, in December, the outbreak has resulted in more than one million documented cases and nearly sixty thousand deaths worldwide, quarantined workers, temporarily shuttered factories, canceled high-profile events, shaken markets and handcuffed supply management organizations at many companies. The gravity of the situation was exemplified in a survey by Institute for Supply Management, which found that nearly three-fourths (72%) of U.S. companies have experienced supply chain disruptions due to coronavirus-related transportation restrictions, and 81% of organizations expect their procurement operations to be impacted by COVID-19. For some of those companies, the infection goes beyond the supply chain, as 16% of survey respondents report lowering annual revenue targets by an average of 5.6%. More than half (53%) of the 628 respondents in ISM’s recent survey said their companies are having trouble getting supply chain information from China.

You can access the episode overtime, as well as the transcript and rundown to this week’s episode through the Hidden Forces Patreon Page. All subscribers gain access to our overtime feed, which can be easily added to your favorite podcast application.