Walter a quarterly decision radar for navigating environmental risk in global supply chains. Walter Environmental risk in commodity supply chains is hard to understand. Regulations are emerging and changing. Climate and ecological conditions are shifting. New satellite, geospatial and AI capabilities are producing more data. Commodity supply chains increasingly intersect with questions of water, forests, biodiversity, land degradation and ecosystem resilience. At the same time, companies, investors and consultants are being asked to turn all of this complexity into practical decisions. ...

Conference time. Two conferences, serendipity, long form essays, the future. I didn’t go to a lot of conferences the past few years. Let alone speak at conferences. But then I got invited to speak at 2 conferences last spring. Many good things came from both. I made a lot of notes but reviewing them I realised they don’t make much of a coherent story. But who needs coherence? Instead I present you observations, impressions and random thoughts. ...

I have notes, so many. I have raw notes. I have useless notes. I have notes about notes. I have too many notes. And there is no time. But there is time! The years go fast, the hours go slow. There is time. We’ve got snackbars, AI, books, Den Helder, more AI, essays, and a stroll in the evening. Snackbar Maandag When walking my dog in the evening I regularly pass by Snackbar Maandag (Snackbar Monday). ...

Nothing is important stahlhartes Gehäuse Last time I mentioned Webers [https://en.wikipedia.org/wiki/Iron_cage](Iron Cage) and I do have to apologise. Sorry. I should have said stahlhartes Gehäuse of course. It’s a much more accurate and telling description. Because it’s in German. German is one of my favourite languages. Since German has poetry baked into the language. Every German is a poet. Wir haben uns lange, lange nicht geseh’n und es gibt so viel, so viel zu erzähl’n Aber wir schweigen, wir schweigen fast schon laut Das nicht gesagte beschreibt alles ganz genau ...

Today, I wrote nothing. ¯(°_o)/¯ The asymetric nature of change: Humans change slow The machine changes fast “The machine” as systems of power (politics, technology, institutions, finance). They are self-reinforcing, self-interested, and largely autonomous from the individuals inside them. A banker, a politician, a programmer; each feels like they are making choices. But the system they inhabit has its own logic, its own momentum. The machine moves, whether or not any individual wills it. ...