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Field Study: Global Supply Chains — Part 1

Aubrie Pagano
Alpaca VC
Published in
8 min readMay 19, 2022

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Investigating the current state and future of global e-commerce supply chains

This post is part of a five-part Field Study by Alpaca exploring the current state of global e-commerce supply chains and the opportunities we see ahead. Use these quick links to read the entire series: Part 1: Global Supply Chains, Part 2: Delivery, Part 3: Cross-Boarder, Part 4: Returns, Part 5: Conclusion.

If I told you that this Field Study was completed over a year ago in May 2021, would you believe that the key takeaways are truer today than they were then?

As I wrote about at the beginning of the year, #supplychainissues are at an all-time high and we are seeing first-hand how fragile our logistics networks are. 11% of goods globally are PHYSICALLY waiting on container ships at port — meaning they are not unloading, nor loading, nor… moving. This stat continues to blow my mind.

Setting the Stage

In 2020 and 2021, as a result of quarantine, factories as well as retailers cut capacity. Shipping companies assumed there would be a shipping downturn, so they waylaid ships to side line productive capacity. Instead, Chinese shipping lines were re-routed everywhere, full of PPE to places that didn’t have lots of goods to ship back (to LatAm, Africa, etc.). So shipping containers sat…

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Alpaca VC
Alpaca VC

Published in Alpaca VC

Alpaca VC is a venture capital firm led by former founders who invest at the intersection of the digital and physical worlds.

Aubrie Pagano
Aubrie Pagano

Written by Aubrie Pagano

Thinking about the future of commerce. General Partner @alpacavc, Co-founder @bowanddrape, BK based

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