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Global deals. Economic shifts. One take.


From Eastern Europe to North Africa. The Quiet Shift Reshaping European Manufacturing
Written by Kfir Kedem Source: The Economist European manufacturers are constantly looking for the best opportunities in terms of quality, reliability, and costs. These three pillars must be present at the heart of every long-term industrial partnership and must improve over time. In the past, this dynamic drove West European manufacturers to partner with tier suppliers in Eastern Europe and China. The COVID-19 pandemic and subsequent inflationary pressures contributed to risi
Kfir Kedem
May 132 min read


From Survival to Scale: Ukraine’s Rise as a New Innovation Engine in Europe
Written by Kfir Kedem Source: Financial Times After the collapse of the Soviet Union, Ukraine got its independence and with it, inherited an arsenal of nuclear weapons. The operational control was still in Moscow and under the 1994 Budapest Memorandum, Ukraine agreed to transfer the nuclear warheads to Russia, a process that was completed by 1996. Over 25 years later, the two countries entered into full-scale warfare. Ukraine having had comparatively less capital and techno
Kfir Kedem
May 62 min read


Beyond China: Dual Sourcing and the Future of Manufacturing Resilience
Written by Kfir Kedem Source: Times Now China has become such a manufacturing superpower that the rest of the world now relies on it. This became evidently clear during the peak of the tariff wars in 2025 and was noticed by any procurement manager working at an American company across the globe. Such a strict reliance on one country puts any supply chain at a major risk as a simple shift in policy could jeopardize the entire production and/ or trade of a company. As a result,
Kfir Kedem
Apr 293 min read


The Arsenal of Democracy, Rebooted
Written by Kfir Kedem Source: War History Online As tensions increase around the world, defense spending is rising sharply year-on-year. Different allied regions and independent countries have their own advantages when it comes to manufacturing. For example, China has regional vertical integration, whereas the EU has high-quality and reliable cross-border manufacturing. The US, being as large and as rich in resources as it is, can exercise greater national control over its in
Kfir Kedem
Apr 223 min read
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