Are We Reaching the Limit of What's Possible?

摘要

1. Successful production innovation overtime flattens the industry cost curve and closes the relative competitiveness gap 2. In stressed segments, external forces more than management may decide who wins and who loses over the next 5,10 years 2.1 Degree of grade stress will determine the influence of external forces 3. In non-stressed segments, managers will need to increasingly create value via non-cost related areas, e.g. 3.1 "Sustainability" measures (water, carbon) 3.2 More efficient capital planning and forecasting 3.3 Logistics and supply chain efficiency 3.4 Commercial Excellence I will address today.