Supply Chain Frontier
A newsletter for supply chain and finance leaders navigating the intersection of AI capability, operational reality, and business value.
What It Covers
The Decision Layer The layer where trade-offs get made. Where a planning team decides whether to build stock or hold off. Where a CFO asks why inventory is at 14 weeks and the answer changes depending on who is in the room.
The newsletter focuses on giving those decisions better inputs — probabilistic, scenario-based, and connected to the financial consequences that matter.
Recent Topics
Probabilistic S&OP How planning teams that stop defending a single number and start showing the range — including what it costs the business by product when the forecast is wrong — change the conversation with finance entirely.
The Hormuz Test When a supply chain shock hits, the difference between prepared teams and spreadsheet teams is not the technology. It is the question the system was built to answer: “how exposed are we, right now?”
Nearshoring vs. Resilience Most nearshoring announcements are dressed as resilience decisions but are actually cost and lead time decisions. A resilience strategy requires testing the secondary supplier under full primary-down conditions — most organisations never run that test.
Institutional Memory & AI The buyer who has called a supplier every quarter for twelve years can annotate an AI recommendation. That annotation becomes training data. The model learns the exception. The next planner inherits judgment that took years to build.
Who Reads It
Supply chain planners, operations leaders, CFOs, and anyone building or deploying AI in operational environments.