01 / Signal
Signal to Action
Something happened this week. I tell you what it is, why it should be on your radar, and what you can actually do about it. Always with a possible action plan.
Weekly operational intelligence
Turning satisfactory supply chains into strategic advantage.
A weekly publication for professionals managing inventory, risk, logistics, finance, and execution under uncertainty, and who need interpretation, not more noise.
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Expertise
Inventory Strategy
Working Capital
Risk Intelligence
Decision Science
Planning & Forecasting
AI on the Ground
Cross-functional Execution
10 years in the field
Inventory Strategy
Working Capital
Risk Intelligence
Decision Science
Planning & Forecasting
AI on the Ground
Cross-functional Execution
10 years in the field
Why it exists
Supply chain does not need more noise. It needs better interpretation.
Most operational content stops at the headline: disruption, volatility, AI, working capital, automation. Useful words, but rarely translated into decisions.
Chain Reaction exists to close that gap. Every issue starts from a signal: a disruption, a policy shift, a data point that most people missed. It asks what it actually changes for people managing inventory, logistics, purchasing, finance, and commercial execution.
Every small thing affects everything.
I write from inside the field, not from the outside looking in. No summaries, no roundups. Just: here's what happened, here's what it means for you, and here's what you might want to do about it.
Fabio Luraschi
Inventory Strategy Lead · Supply Chain & Operational Intelligence
- 0110 years in inventory and supply chain management.
- 02Cross-functional work across planning, logistics, purchasing, finance, and commercial teams.
- 03Focused on translating complexity into practical operational decisions.
- 04Exploring AI and decision science as tools for better execution, not as buzzwords.
The practitioner lens
I sit where operational trade-offs become business decisions.
Every week I pick the most relevant signal and break down what it actually means for someone managing inventory, margins, or supplier relationships. Not summaries. Not roundups. Signal, meaning, action.
My name is Fabio Luraschi. I've spent 10 years in inventory and supply chain management, working in environments where complexity is the default and "we've always done it this way" is the most expensive habit. My days look like this: talking to purchasing in the morning, reviewing financials before lunch, solving a logistics issue after, and sitting with commercial to align on what comes next.
That cross-functional view is what I bring to everything I write. Supply chain is not a function that works in isolation. It is a decision system: small choices in one place create chain reactions everywhere else.
"A supply chain problem is never just a supply chain problem."
Milan, Italy · LinkedIn →
Editorial pillars
Five themes. One purpose.
These are the angles I keep coming back to, because they're what matters most in the work I do every day.
02 / AI
AI on the Ground
I use AI tools in my daily work and share what I learn: what actually works, what fails, and why. No hype, no vendor pitches.
03 / Risk
Risk Intelligence
Geopolitical tensions, route disruptions, trade policy shifts. Not as news headlines, but as operational decisions you'll need to make.
04 / Finance
Finance Meets Supply Chain
How your inventory and supply chain decisions hit the P&L, cash flow, and working capital, in language your CFO speaks.
05 / Opinion
The Practitioner's Take
Sometimes I just need to say what I think: about a trend, a tool everyone is hyping, or a practice I've seen fail too many times. This is that space.
Published issues
Built around decisions, not summaries.
Each issue is designed to be dense, practical, and directly useful for people managing real operational complexity.
Safety stock doesn't fail loudly. It drifts.
European DIO just hit a decade high, and part of that buffer is protecting against a volatility that no longer exists. Stale parameters never fail loudly: capital piles up on the predictable families, cover thins on the volatile ones, and the average hides both.
Loaded is not the same as arrived.
A second hijacking off Yemen just reopened a file most teams closed in 2024. Your container almost certainly is not next, and that is not the point: a seizure is one of several events that freeze goods on the water with no arrival date. Your coverage report keeps counting them as if they were on schedule.
Your Tier 1 is managing the allocation. You just don't know it.
Ford and GM signed direct memory deals with Micron, bypassing their Tier 1 suppliers entirely. Most procurement teams outside automotive are reading this as a chip story. It's a precedent about who gets to see the allocation queue, and it travels far beyond semiconductors.
The supplier your dashboard can't see
Your risk map is built on spend data. The suppliers that will actually stop your operations aren't on it. Spend-based tiering was the fastest proxy available a decade ago; the world underneath it has moved, and the shortcut hasn't.
The infrastructure signal your contracts ignored
Baltimore proved the mechanism. Genova, Rotterdam, and the next corridor repricing are running the same playbook. Every infrastructure milestone creates a negotiation window — and the carriers know it before most shippers do.
Chain Reaction Intelligence Reports
Deep analysis. Built to be used.
Each report goes where the weekly newsletter can't: 10 to 15 pages of structured analysis, data, and a framework you can take into a real decision. Distributed first to subscribers. Archived here once the next one is out.
Report No. 01 – 5 July 2026
Decision Latency:
The Hidden Cost of Waiting
The Hidden Cost of Waiting
Three phases of delay: signal lag, visibility lag, decision lag. How to measure the one your organization is actually paying for. With a calculation framework you can apply to your own data.
Subscribe to receive it free →
Reports are free for all subscribers. Distributed by email on launch day, archived here once the next report is published.
Every Monday
Get the signal before it becomes the problem.
Chain Reaction lands every Monday with the week's most relevant signal, what it means for your operations, and a concrete action plan. No spam, no fluff. Free.
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