October 2026  ·  Workshop

Supply Chain 2040

What the room put on the wall

KA
Knut Alicke
BVL Supply Chain CX 2026, Berlin
21 October 2026
Download the debrief (PDF, 3.2 MB) Browse the debrief
Title slide: Supply Chain 2040, what the room put on the wall, BVL Supply Chain CX 2026 in Berlin
Event
BVL Supply Chain CX 2026, Berlin
Theme
Supply Chain 2040: four scenarios, four stations, one gallery walk
Format
Interactive session, four flipchart stations and group presentations
Output
Four annotated posters and the key messages the groups presented themselves

A keynote tells a room what someone else thinks. This session asked the room to write it down. Four flipchart stations, four groups, and a gallery walk in which each group presented its own station to everyone else.

What follows is not my synthesis of the future. It is what the participants wrote on the posters, in their words, including the places where they struck out the question and answered something else.

Four stations, four verdicts

  1. Artificial intelligence: planning software will be built, not bought. The group took the first question literally and answered it in ink: “2030 wird keine Software mehr gekauft”. Process experts build agentically. It is already happening — one company bolted an AI-built planning module and an MES module onto its ERP via API. Planning collapses into execution, AI executes on its own within an approval envelope (Freigaberahmen), and humans validate and release where investments are at stake. What you still compete on: speed of adoption, product innovation funded by the savings, and service for complex products.
  2. Risk, resilience and geopolitics: nobody can switch suppliers in 90 days. Dots clustered on the high-automation side of the matrix, split between Fragmented & Autonomous and Autonomous Flat World. On question three the group struck “unlikely” and wrote “NEIN”. The economic model built on peace, stability and efficiency is ending: no more single source, alternatives designed in from the start, and regional or transatlantic sourcing that raises cost and absorbs the savings automation creates. What to do today: Das Undenkbare denken — prepare companies, families and the Bundeswehr for a major conflict in Europe.
  3. Sustainability and decarbonization: it returns through the energy bill. Rising fossil prices start a self-accelerating effect — as users move to heat pumps, the last households on the gas grid carry its fixed costs, until everyone has to switch. Raw-material costs rise and availability falls, and the pressure is strong enough that a CO2 price as a political signal becomes almost redundant. Circularity grows, and it grows locally. Reporting needs end-to-end information management across all parties.
  4. People, agents and organization: agents can run the functions, accountability stays human. Supply chains are a means to an end — clothing, food, shelter, warmth, medicine. If agents and robots deliver the bag of gummy bears, customers are just as happy. Administration from planning to execution can be done completely by agents; design and control stay with humans. Agents on the executive board? No: someone must answer for decisions, if need be in court. Open issues: the true cost of AI, and dependence on a few model providers.

Machines will take over the functions. Humans keep the accountability, the judgement and the bill for resilience.

The debrief

All seven pages, with the annotated posters and the groups who presented them. Use the arrows or swipe, click a page to open it in full size, or download the complete debrief as PDF.

Title slide: Supply Chain 2040, what the room put on the wall, BVL Supply Chain CX 2026 in Berlin
1 / 7 · Supply Chain 2040: what the room put on the wall. BVL Supply Chain CX 2026, Berlin, 21 October 2026.
Executive summary with the four station verdicts
2 / 7 · Executive summary: machines take over the functions, humans keep the accountability, the judgement and the bill for resilience.
Station 01, Artificial Intelligence, with the annotated flipchart and the group presenting
3 / 7 · Station 01 · Artificial Intelligence. By 2030 planning software is built, not bought. Speed of adoption becomes the edge.
Station 02, Risk, Resilience and Geopolitics, with the annotated flipchart and the group presenting
4 / 7 · Station 02 · Risk, Resilience & Geopolitics. No supplier switch in 90 days. Resilience has to be built before the shock.
Station 03, Sustainability and Decarbonization, with the annotated flipchart and the group presenting
5 / 7 · Station 03 · Sustainability & Decarbonization. Sustainability returns via the energy bill. Economics beats regulation.
Station 04, People, Agents and Organization, with the annotated flipchart and the group presenting
6 / 7 · Station 04 · People, Agents & Organization. Agents can run the supply chain. Accountability stays with a human.
Closing slide, where the stations meet, with three questions to take home
7 / 7 · Where the stations meet: group 1 saves the money, group 2 spends it on resilience. Three questions to take home.
1 / 7

Where the stations meet

Read the four posters next to each other and one tension stands out: group 1 saves the money, group 2 spends it on resilience. Three questions the room left on the table:

  • How much of the automation dividend are you prepared to reinvest in redundancy, alliances and pre-qualified alternatives?
  • Which decisions will you let agents execute on their own, and who signs for them when they go wrong?
  • If energy and raw-material prices drive circularity anyway, is your network ready to source and recycle locally?
The complete debrief
7 pages · PDF · 3.2 MB · English
Download PDF

Further reading

  • From optimization to optionalityThe scenario-based outlook to 2040 the stations were built on, and why the goal becomes lowest reconfiguration cost.
  • Trust was the consequenceWhat a multi-agent S&OP simulation says about agents acting inside an approval envelope, written with Ida Hedman.
  • The rhino in the roomWhy five years of shocks have not made us resilient, and the three numbers that would tell you whether you are.

More from the stage

Thanks to the BVL team for the room and the format, and to every group that stood up and presented its own station. Quotes are reproduced in German as they were written on the posters.

Discussion on LinkedIn. Speaking and workshop enquiries: knut@alicke-scm.com.