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World trends / events, Re-designing life - Coggle Diagram
World trends / events
Vaccine for Covid-19
Vaccine candidates
Moderna
Storage: LT storage at -20c, stable for 30 days between 2-8c
Pfizer + BioNTech + Fosun Pharma
Storage: -70 c
AstraZeneca
Sinopharm + Wuhan Institute of Biological Products / Beijing Institute of Biological Products
Arcturus Therapeutics + DukeNUS
Sinovac
CanSino + Beijing Institute of Biotechnolog
Distributors / Delivery service companies
McKesson
Amazon Pharmacy?
FedEx
UPS
Va Q Tec
Transportation "Cold Chain"
Potential transport route: vaccine factories > Trucks > regional warehouses > Trucks > Hospitals / Clinics / Pharmacy
Infrastructure for cold storage
Arktek - funded by Gates foundation, manufactured by AUCMA Global Medical (chinese company but not listed)
Dry ice (made from solid carbon dioxide)
Linde Plc
Air Liquide
Freezer box manufacturers / Vacuum insulation panels)
Thermofisher Scientific
Carrier Global Corporation
Trane Technologies
Va Q Tec
can provide temperature controlled transportation throughout commercial distribution and "last mile" distribution to the clinics / patients, also provides fleet planning, operates a fleet of rental containers and boxes that meet thermal protection standards, precooling of packaging solution prior to each transport
Based on their press release, it has been preparing to transport large amt of vaccines and will significantly expand container fleet, opened two new TempChain Service Centers (Kansas and Glasgow) and will open a further 4 stations.
Revenue for first 3Q of 2020 increased by 13%.
Healthcare customers account for 75% of revenue.
LG Hausys
Panasonic
Evonik
Kevothermal
CSafe Global, Intelsius, Sofrigam, Avery Dennison, Pelican BioThermal, EMBALLISO, Therapak, Cryopak, Lifoam Life Science, Super Tech, Cold Chain Technologie, Schaumaplast, Jisi, ASAP Case, Softbox, Mesa Labs Packaging
Prorextherm
Raw materials required
Glass vials - borosilicate glass (required for medical bottles and syringes
Schott AG (privately owned)
SGD Pharma
Nippon Electronic Glass
Nipro
Corning Inc
Gerresheimer
Stevanato Group (privately owned)
PPE
self-sealing rubber stoppers
Labeling and packaging
Software
Manage logistics
Salesforce
Accenture
Tecsys
Records of vaccines administered
Zebra Technologies
Follow up
Measure performance of various vaccines
Cybersecurity
Stumbling blockd
Anti-vaxxers
Costs in rolling out programs
Federal or state
Impact on economy
Expectations of recovery
Reduce expectations of COVID stocks
Zoom
Rotation into cyclicals
Oil stocks
Airlines and cruises
Movie theatres
Banks
Holiday season
Travel
Travel restrictions
Reduce travel spenf
Domestic vacation
Spread covid
Gifts
Online purchases
Delivery
Packaging
Cyber crime
Data and connectivity
BNPL
E-payments
Direct from business
E commerce platforms
Increasingly made on mobile
Buy online pick up in store
Reduced football impact retail
Impact on mall owners
Conscious consumerism
Seeking local independent businesses
Avoiding large marketplaces
Back brands with valued aligned
Gatherings
Restrictions on dining out
Dining in
Boon for supermarket chains?
Alcohol
Takeout
No more large parties
Stay at home
Home renovations and improvements
Netflix
Smoke
Eat
Drink
Gamble
Sex
In source services
Laundry
Cleaning
Need home appliances
Exercise
Electronics
Pets
Retailers
Personalization
Promotion
Gifting
Access price points
Functional
Search for value
Fantasy
Feel good products
Align with values
Sustainability
Engage with customers
Conversion
Increase in competition
Bankruptcies
Layoffs
Increase trend for entrepreneurship
Magic and logic
Good product
AI
Online
Conversion limited online
Prefer not to go to large marketplaces
Own customer relationship
Engage with customers
Huge increase in appetite for gambling?
Query whether season gamblers have found other means to satisfy craving e.g., online gambling / stock market
Biden presidency
Ease of trade tensions with China
Improved trade
Appoint Janet Yellen as treasury secretary
Favored by banks and markets
Environment
Rejoin Paris Agreement
Limit drilling
Renewable energy
Hydrogen
Batteries
Not good for long haul
Wind
De-criminalize cannabis
Macro economic policy
Low interest rates
Fed strategy to focus on forward guidance on policy rates and average inflation targeting
Increase exports
Reduce imports
Government spending
Higher budget deficits
Higher debt servicing costs from higher debt amounts
Reduce consumption
Reduce investment
Higher bond supply
Reduced dollar
Reduced consumption
Loss of income
Shift to saving
Ageing population
Reduced expectations of economic growth
No travel due to covid
Relative stability
Stock prices to focus on micro rather than macro
China
International
Trade tensions
Australia
USA
Belt and road initiative
COVID diplomacy
Domestic
Regulation of big tech
Recovery post COVID
Scale back policy support
LGFV cash crunch
Risks of covid resurgence
Anti-crypto
Focus on sustainability
Common prosperity
Data and privacy
Encourage childbirth
Education policies
Regulation of private tuition
Reduce school hours
Xi Jinping thought
Encourage sports
Pop culture
Censure of artistes
Anti-sissy culture
Europe
Brexit
Singapore
Covid recovery
Challenges
Technology adoption
Increasing material costs
Constraints from labour crunch
Impact to sources of labour
China
India
Malaysia
Indonesia
Industries affected
Construction
F&B
Future growth
Biomedicals
Electronics
Integrated circuits
Computer parts
Diodes
Transistors
Crypto
Implications beyond crypto
Reduce investments in alternative asset classes
Sfocks
Gold
Mint crypto millionaires
Opportunities for private wealth
Strengths
Mainstream recognition
Increase trading volumes and prices
Weakness
Difficult to value
Difficult to understand or evaluate
Opportunities / Threats
Early mover advantage?
Regulation
Target exchanges / platforms
Shutdown?
Legitimize crypto as an asset class
Digital currencies
Crafted to attract players
Leveraged trading
Future brainstorming
Transition to Air era from 22 December 2020
Country
Favours progressive countries
Scandinavian countries, NZ
Unfavourable for countries which rose in the Earth era - rose with earth era, structured to make millions, decline after 2020 Tsunami
Singapore, Hong Kong, USA, China
“Brotherhood”
Universal wages
Equality / inclusivity
Industries
Decline
Oil, finance, luxury, e-commerce intermediation, property, professional sports
Rise
Renewables
Connectivity
Remote working
Digital nomads
Community
De-centralisation
DeFI
Personalization
Etsy
Speed
Automation
AI
Platforms
App stores, uber, grab
Gig economy
Small businesses
Social
Attitudes
Mental health on the rise
Move away from status, fame, and wealth
Crave connection
Self employed
Collaboration
Group buy
Inclusivity
Sharing
Social progress
Authenticity
Think for the group
People > profits
DIY
Project based
Pay for experiences rather than goods
Aquarius
Brotherhood
Social causes
Criticism of past
Cool kid
Global
Borderless
Environmental damage
Heat waves
Re-designing life
Physiological
Air
Food
Indoor farming
Reduced farm animals
Bugs as replacement of protein
Home gardening
Water
Sourcing
Delivery
Shelter
House
Shift away from cities
Clothing
Emotional
Friends
Family
Intimacy
Self-actualization
Self-fulfilment
Experiences
Creative expression
Safety
(Financial)
Insurance
Physical
Defence
External
Internal
Police
Firemen
Healthcare
Esteem
Esteem for oneself
Dignity
Achivement
Mastery
Independence
Desire for reputation or respect from others
Status
Prestige
Validation from “community”
Transcendence