Companies now balance capital spending and working capital to build resilient supply chains after COVID. Firms must finance not just their own operations but also help suppliers achieve the same resilience, requiring new partnership models.
What I notice, especially in this post-COVID world, is that we do have an increased impact on more strategic decisions related around the optimal allocation of capital between CapEx, working capital, that in our language boils down to how do we design resilient supply chain or robust supply chain. We also do play a significant role in this changing world on a strategic management of suppliers. So we play a critical role in defining how we're going to finance ourselves, how we are going to make sure that our suppliers are as resilient as we are, and what is the kind of financing structure we need to put in place between us and them.
