The real reason manufacturing jobs are disappearing | Augie Picado

155,722 views

2017-09-28 ・ TED


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The real reason manufacturing jobs are disappearing | Augie Picado

155,722 views ・ 2017-09-28

TED


Dvaput kliknite na engleske titlove ispod za reprodukciju videozapisa.

Prevoditelj: Sanda L Recezent: Ivan Stamenković
00:12
When someone mentions Cuba,
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Kada netko spomene Kubu,
00:14
what do you think about?
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na što pomislite?
00:17
Classic, classic cars?
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Na klasične automobile.
00:19
Perhaps good cigars?
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Možda na dobre cigare?
00:21
Maybe you think of a famous baseball player.
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Možda pomislite na poznatog igrača bejzbola.
00:23
What about when somebody mentions North Korea?
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A što kada netko spomene Sjevernu Koreju?
00:25
You think about those missile tests,
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Pomislite na ona raketna testiranja,
00:28
maybe their notorious leader
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možda na njihovog ozloglašenog vođu,
00:29
or his good friend, Dennis Rodman.
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ili na njegovog prijatelja, Dennisa Rodmana.
00:32
(Laughter)
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(Smijeh)
00:33
One thing that likely doesn't come to mind
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Ono što vjerojatno ne pomislite
00:36
is a vision of a country,
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je vizija zemlje,
00:38
an open economy,
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otvorene ekonomije,
00:40
whose citizens have access to a wide range of affordable consumer products.
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čiji građani imaju pristup širokoj ponudi proizvoda po prihvatljivim cijenama.
00:47
I'm not here to argue how these countries got to where they are today.
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Nisam ovdje kako bih pričao o tome kako su te zemlje dospjele tu gdje su danas.
00:51
I simply want to use them as an example of countries and citizens
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Samo ih želim uzeti kao primjer zemalja i njihovih građana,
00:55
who have been affected, negatively affected,
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koji su bili negativno pogođeni
00:58
by a trade policy that restricts imports
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tržišnom politikom koja ograničava uvoz
01:01
and protects local industries.
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i štiti lokalne industrije.
01:04
Recently we've heard a number of countries
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Nedavno smo čuli kako neke države
01:07
talk about restricting imports
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govore o ograničavanju uvoza
01:09
and protecting their local, domestic industries.
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i zaštiti njihovih lokalnih, domaćih industrija.
01:12
Now, this may sound fine in a sound bite,
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To se možda naizgled čini u redu,
01:15
but what it really is is protectionism.
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no, zapravo se radi o protekcionizmu.
01:18
We heard a lot about this during the 2016 presidential election.
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Mnogo smo čuli o tome tijekom predsjedničkih izbora 2016.
01:23
We heard about it during the Brexit debates
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Slušali smo o tome i za vrijeme rasprava o Brexit-u,
01:25
and most recently during the French elections.
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a sasvim nedavno i za vrijeme izbora u Francuskoj.
01:30
In fact, it's been a really important topic
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Zapravo, bila je to vrlo važna tema
01:33
being talked about around the world,
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o kojoj se govorilo diljem svijeta
01:35
and many aspiring political leaders
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i mnogi ambiciozni politički lideri
01:37
are running on platforms positioning protectionism as a good thing.
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u svoj program uključuju protekcionizam kao pozitivnu stvar.
01:42
Now, I could see why they think protectionism is good,
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Mogu razumjeti zašto misle da je protekcionizam dobar,
01:45
because sometimes it seems like trade is unfair.
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jer se ponekad trgovina zaista čini nepravednom.
01:50
Some have blamed trade
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Neki su okrivili trgovinu
01:52
for some of the problems we've been having here at home in the US.
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za neke probleme koje smo imali ovdje u SAD-u.
01:56
For years we've been hearing
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Godinama smo slušali
01:57
about the loss of high-paying US manufacturing jobs.
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o gubitku dobro plaćenih poslova u američkoj proizvodnji.
02:01
Many think that manufacturing is declining in the US
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Mnogi misle da se proizvodnja u SAD-u smanjuje,
02:04
because companies are moving their operations offshore
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jer kompanije svoje aktivnosti premještaju u druge zemlje,
02:08
to markets with lower-cost labor
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na tržišta koja imaju nižu cijenu rada,
02:10
like China, Mexico and Vietnam.
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poput Kine, Meksika i Vijetnama.
02:14
They also think trade agreements sometimes are unfair,
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Oni također misle da su trgovački sporazumi ponekad nepravedni,
02:18
like NAFTA
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poput NAFTA-e
02:19
and the Trans-Pacific Partnership,
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i Trans-pacifičkog sporazuma,
02:21
because these trade agreements allow companies
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jer ti trgovački sporazumi omogućuju kompanijama
02:25
to reimport those cheaply produced goods back into the US
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ponovni uvoz tih jeftino proizvedenih dobara natrag u SAD
02:29
and other countries from where the jobs were taken.
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i u druge zemlje kojima su ta radna mjesta oduzeta.
02:32
So it kind of feels like the exporters win
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Tako se čini kao da izvoznici pobjeđuju,
02:35
and the importers lose.
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a uvoznici gube.
02:38
Now, the reality is
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U stvarnosti,
02:40
output in the manufacturing sector in the US
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proizvodni sektor SAD-a
02:43
is actually growing,
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zapravo raste,
02:45
but we are losing jobs.
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ali i gubimo radna mjesta.
02:47
We're losing lots of them.
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Mnogo radnih mjesta.
02:49
In fact, from 2000 to 2010,
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Zapravo, u razdoblju 2000 -2010.
02:51
5.7 million manufacturing jobs were lost.
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izgubljeno je 5,7 milijuna radnih mjesta u proizvodnji.
02:56
But they're not being lost for the reasons you might think.
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No, ona nisu izgubljena zbog razloga na koje možda mislite.
03:00
Mike Johnson in Toledo, Ohio
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Mike Johnson iz Toleda, država Ohio,
03:03
didn't lose his jobs at the factory
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nije izgubio svoj posao u tvornici
03:05
to Miguel Sanchez in Monterrey, Mexico.
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zbog Miguela Sancheza u Monterreyu, u Meksiku.
03:08
No.
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Ne.
03:09
Mike lost his job to a machine.
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Mike je izgubio svoje radno mjesto zbog stroja.
03:13
87 percent of lost manufacturing jobs
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87% izgubljenih radnih mjesta u proizvodnji
03:16
have been eliminated because we've made improvements
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ukinuto je jer smo unaprijedili
03:19
in our own productivity through automation.
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vlastitu produktivnost pomoću automatizacije.
03:23
So that means that one out of 10 lost manufacturing jobs
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To znači da je jedno od deset izgubljenih radnih mjesta u proizvodnji
03:28
was due to offshoring.
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izgubljeno zbog premještanja u druge zemlje.
03:31
Now, this is not just a US phenomenon.
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Ovo nije slučaj samo u SAD-u.
03:33
No.
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Ne.
03:35
In fact, automation is spreading to every production line
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Zapravo, automatizacija se širi na sve proizvodne linije,
03:38
in every country around the world.
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po svim zemljama svijeta.
03:41
But look, I get it:
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No, razumijem,
03:43
if you just lost your job
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ako ste upravo izgubili posao,
03:44
and then you read in the newspaper
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a onda u novinama pročitate
da je vaša bivša kompanija upravo sklopila dogovor s Kinom,
03:46
that your old company just struck up a deal with China,
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03:49
it's easy to think you were just replaced
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lako je pomisliti da ste jednostavno zamijenjeni
03:51
in a one-for-one deal.
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nekim drugim.
03:53
When I hear stories like this, I think that what people picture
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Kada čujem ovakve priče, pomislim da ljudi imaju predodžbu
03:56
is that trade happens between only two countries.
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da se trgovina odvija između samo dvije zemlje.
04:00
Manufacturers in one country
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Proizvođači u jednoj zemlji
04:03
produce products and they export them
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stvaraju proizvode i izvoze ih
04:05
to consumers in other countries,
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prema potrošačima u drugim zemljama,
04:08
and it feels like the manufacturing countries win
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pa izgleda kao da su zemlje proizvođača na dobitku,
04:11
and the importing countries lose.
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a zemlje uvoznika na gubitku.
04:15
Well, reality's a little bit different.
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No, stvarnost je nešto drugačija.
04:19
I'm a supply chain professional,
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Moj posao je vezan za nabavni lanac,
04:20
and I live and work in Mexico.
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a živim i radim u Meksiku.
04:24
And I work in the middle
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Radim usred
04:25
of a highly connected network of manufacturers
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vrlo povezane mreže proizvođača,
04:28
all collaborating from around the world
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koji surađuju sa svih strana svijeta,
04:30
to produce many of the products we use today.
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kako bi proizveli mnogo toga što danas koristimo.
04:34
What I see
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Ono što vidim
04:35
from my front-row seat in Mexico City
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iz prve ruke u Mexico Cityju,
04:38
actually looks more like this.
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zapravo izgleda više poput ovog.
04:41
And this is a more accurate depiction of what trade really looks like.
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A ovo je točniji prikaz onoga kako trgovina zaista izgleda.
04:46
I've had the pleasure of being able to see
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Imao sam zadovoljstvo vidjeti
04:48
how many different products are manufactured,
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kako nastaju razni proizvodi,
04:50
from golf clubs to laptop computers
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od palica za golf do laptopa,
04:53
to internet servers, automobiles
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internet servera, automobila,
04:56
and even airplanes.
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čak i aviona.
04:58
And believe me, none of it happens in a straight line.
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I vjerujete mi, ništa od toga ne dešava se pravocrtno.
05:02
Let me give you an example.
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Dat ću vam primjer.
05:05
A few months ago, I was touring the manufacturing plant
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Prije par mjeseci obilazio sam proizvodni pogon
05:09
of a multinational aerospace company
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multinacionalne zrakoplovne kompanije
05:12
in Querétaro, Mexico,
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u Querétarou, u Meksiku,
05:14
and the VP of logistics points out a completed tail assembly.
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i voditelj logistike pokazao je sklopljeni rep aviona.
05:19
It turns out the tail assemblies are assembled from panels
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Ispada da se za to sklapanje koriste paneli
05:23
that are manufactured in France,
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proizvedeni u Francuskoj,
05:26
and they're assembled in Mexico
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sklopljeni u Meksiku,
05:28
using components imported from the US.
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koristeći dijelove uvezene iz SAD-a.
05:31
When those tail assemblies are done,
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Kada je sklapanje repa završeno,
05:33
they're exported via truck to Canada
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sklopove kamionom izvoze u Kanadu,
05:36
to their primary assembly plant
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do njihovog glavnog pogona za sklapanje,
05:38
where they come together
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gdje se sastavljaju
05:39
with thousands of other parts,
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s tisućama drugih dijelova,
05:42
like the wings and the seats
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poput krila aviona i sjedala,
05:44
and the little shades over the little windows,
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te malih zaslona na prozorima aviona,
05:47
all coming in to become a part of a new airplane.
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svi postaju dio novog aviona.
05:51
Think about it.
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Razmislite.
05:53
These new airplanes,
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Ti novi avioni,
05:54
before they even take their first flight,
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prije nego uopće krenu na svoj prvi let,
05:57
they have more stamps in their passports
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imaju više pečata u svojim putovnicama
05:59
than Angelina Jolie.
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od Angeline Jolie.
06:02
Now, this approach to processing goes on all around the world
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Ovakav pristup procesu odvija se diljem svijeta,
06:06
to manufacture many of the products
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kako bi se stvorili mnogi proizvodi
06:08
we use every day,
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koje svakodnevno koristimo,
06:11
from skin cream to airplanes.
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od kreme za kožu do aviona.
06:14
When you go home tonight, take a look in your house.
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Kada večerak dođete kući, pogledajte malo oko sebe.
06:17
You might be surprised to find a label that looks like this one:
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Mogli biste se iznenaditi i naći oznaku sličnu ovoj:
06:21
"Manufactured in the USA from US and foreign parts."
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"Proizvedeno u SAD-u od dijelova iz SAD-a i inozemstva."
06:26
Economist Michael Porter
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Ekonomist Michael Porter
06:29
described what's going on here best.
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najbolje je opisao što se ovdje događa.
06:31
Many decades ago, he said that it's most beneficial for a country
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Prije mnogo desetljeća, rekao je da je za državu najbolje
06:36
to focus on producing the products it can produce most efficiently
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fokusirati se na stvaranje proizvoda koje može najučinkovitije proizvesti,
06:40
and trading for the rest.
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a trgovati za sve ostalo.
06:43
So what he's talking about here is shared production,
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On, zapravo, govori o dijeljenoj proizvodnji,
06:47
and efficiency is the name of the game.
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gdje je ključna učinkovitost.
06:50
You've probably seen an example of this
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Ovaj primjer ste vjerojatno vidjeli
06:53
at home or at work.
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kod kuće ili na poslu.
06:55
Let's take a look at an example.
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Pogledajmo primjer.
06:57
Think about how your house was built
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Razmislite kako je izgrađena vaša kuća
07:00
or your kitchen renovated.
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ili preuređena vaša kuhinja.
07:02
Typically, there's a general contractor
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Najčešće, postoji voditelj projekta,
07:04
who is responsible for coordinating the efforts
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odgovoran za koordiniranje radova
svih ostalih podizvođača:
07:07
of all the different contractors:
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07:08
an architect to draw the plans,
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arhitekte koji izrađuje skice,
07:11
an earth-moving company to dig the foundation,
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tvrtke zadužene za postavljanje temelja,
07:14
a plumber, a carpenter and so on.
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vodoinstalatera, stolara itd.
07:16
So why doesn't the general contractor
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Zašto onda voditelj projekta
07:18
pick just one company
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ne odabere samo jednu tvrtku
07:21
to do all the work,
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da odradi cijeli posao,
07:22
like, say, the architect?
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na primjer, arhitekta?
07:24
Because this is silly.
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Jer je to smiješno.
07:26
The general contractor selects experts
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Voditelj projekta odabire stručnjake
07:28
because it takes years
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jer su potrebne godine
07:30
to learn and master
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da se stekne i usavrši zanat
07:32
how to do each of the tasks it takes to build a house or renovate a kitchen,
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kako odraditi svaki zadatak pri gradnji kuće ili renoviranju kuhinje,
07:36
some of them requiring special training.
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neki od njih zahtijevaju posebnu obuku.
07:39
Think about it:
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Razmislite:
07:41
Would you want your architect to install your toilet?
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Biste li željeli da vam arhitekta postavi WC?
07:45
Of course not.
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Naravno da ne biste.
07:46
So let's apply this process to the corporate world.
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Primijenimo, stoga, ovaj proces na korporativni svijet.
07:50
Companies today focus on manufacturing
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Kompanije se danas fokusiraju na proizvodnju onoga,
07:52
what they produce best and most efficiently,
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što izrađuju najbolje i najučinkovitije,
07:55
and they trade for everything else.
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a za sve ostalo trguju.
07:58
So this means they rely
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To znači da se oslanjaju
08:01
on a global, interconnected, interdependent network of manufacturers
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na globalnu, povezanu, neovisnu mrežu proizvođača,
08:06
to produce these products.
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da bi proizveli te proizvode.
08:07
In fact, that network is so interconnected
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Ta mreža je toliko međusobno povezana,
08:09
it's almost impossible
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da je gotovo nemoguće
08:11
to dismantle and produce products in just one country.
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rastaviti ili proizvesti nešto u samo jednoj zemlji.
08:15
Let's take a look at the interconnected web
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Bacimo pogled na tu povezanu mrežu
08:18
we saw a few moments ago,
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koju smo maloprije vidjeli
08:19
and let's focus on just one strand
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i pogledajmo samo jednu stranu,
08:22
between the US and Mexico.
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između SAD-a i Meksika.
08:26
The Wilson Institute says that shared production represents
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Wilson Institute kaže da dijeljena proizvodnja predstavlja
08:29
40 percent of the half a trillion dollars in trade between the US and Mexico.
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40% od pola trilijuna dolara vrijednosti trgovine između SAD-a i Meksika.
08:34
That's about 200 billion dollars,
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To je oko 200 milijardi dolara,
08:37
or the same as the GDP for Portugal.
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ili ukupni BDP Portugala.
08:41
So let's just imagine
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Zato zamislimo samo
08:44
that the US decides to impose
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da SAD odluči nametnuti
08:47
a 20 percent border tax on all imports from Mexico.
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granični porez od 20% na sve uvezeno iz Meksika.
08:51
OK, fine.
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U redu.
08:52
But do you think Mexico is just going to stand by and let that happen?
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No, mislite li da će Meksiko samo stajati po strani i to dozvoliti?
08:57
No. No way.
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Neće. Nema šanse.
08:59
So in retaliation, they impose a similar tax
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Za osvetu, nametnut će sličan porez
09:02
on all goods being imported from the US,
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na svu robu koja se uvozi iz SAD-a
09:06
and a little game of tit-for-tat ensues,
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i onda slijedi igra međusobne osvete,
09:10
and 20 percent -- just imagine that 20 percent duties
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a onih 20%, samo zamislite da se 20% carine
09:13
are added to every good, product, product component
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doda na svu robu, sve proizvode, dijelove proizvoda
09:17
crossing back and forth across the border,
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koji prelaze granicu u oba smjera,
09:19
and you could be looking at more than a 40 percent increase in duties,
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i svjedočili biste povećanju carine za više od 40%,
09:23
or 80 billion dollars.
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ili 80 milijardi dolara.
09:25
Now, don't kid yourself,
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No, ne zavaravajte se,
09:27
these costs are going to be passed along
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ti troškovi će biti prebačeni
09:29
to you and to me.
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na vaša i moja leđa.
09:33
Now, let's think about what impact that might have on some of the products,
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Promislimo sada kakav utjecaj bi to moglo imati na neke proizvode,
09:39
or the prices of the products, that we buy every day.
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ili cijene proizvoda koje svakodnevno kupujemo.
09:42
So if a 30 percent increase in duties were actually passed along,
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Ako se 30%-tno povećanje carine prebaci na druge,
09:46
we would be looking at some pretty important increases in prices.
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uočili bismo neka prilično važna poskupljenja.
09:51
A Lincoln MKZ would go from 37,000 dollars to 48,000.
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Automobil Lincoln MKZ poskupio bi s 37.000 na 48.000 dolara.
09:56
And the price of a Sharp 60-inch HDTV
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A cijena 60'' Sharpovog HDTV-a
10:00
would go from 898 dollars to 1,167 dollars.
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skočila bi s 898 na 1167 dolara.
10:05
And the price of a 16-ounce jar of CVS skin moisturizer
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A cijena kutije hidratantne kreme
10:10
would go from 13 dollars to 17 dollars.
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narasla bi s 13 na 17 dolara.
10:14
Now, remember, this is only looking at one strand of the production chain
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Zapamtite, ovo se odnosi na jednu stranu proizvodnog lanca,
10:19
between the US and Mexico,
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onu između SAD-a i Meksika,
10:20
so multiply this out across all of the strands.
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a onda to pomnožite s brojem ostalih uključenih strana.
10:24
The impact could be considerable.
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Mogao bi to biti znatan utjecaj.
10:26
Now, just think about this:
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Samo razmislite o ovome:
10:28
even if we were able to dismantle this network
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čak i da smo mogli razbiti tu mrežu
10:33
and produce products in just one country,
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i proizvoditi u samo jednoj zemlji,
10:36
which by the way is easier said than done,
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što je, zapravo, lakše reći nego postići,
10:39
we would still only be saving or protecting
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i dalje bismo čuvali ili štitili
10:42
one out of 10 lost manufacturing jobs.
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samo jedno od 10 ugašenih proizvodnih radnih mjesta.
10:45
That's right, because remember,
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Tako je, jer, zapamtite,
10:49
most of those jobs, 87 percent,
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većina tih poslova, njih 87%,
10:51
were lost due to improvements in our own productivity.
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izgubljeno je zbog unaprijeđenja vlastite produktivnosti.
10:55
And unfortunately, those jobs, they're gone for good.
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I nažalost, ta su radna mjesta zauvijek izgubljena.
10:59
So the real question is,
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Stoga je pravo pitanje,
11:02
does it make sense for us to drive up prices
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ima li smisla da podižemo cijene,
11:04
to the point where many of us can't afford the basic goods we use every day
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gdje si mnogi od nas ne mogu priuštiti ni osnovno, što koriste svaki dan,
11:11
for the purpose of saving a job
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samo da bi se sačuvala radna mjesta,
11:13
that might be eliminated in a couple of years anyway?
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koja bi se i ovako mogla ukinuti za nekoliko godina?
11:17
The reality is that shared production
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Stvarnost je da nam dijeljena proizvodnja
11:19
allows us to manufacture higher quality products
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omogućuje stvaranje proizvoda više kvalitete,
11:23
at lower costs.
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uz niže troškove.
11:24
It's that simple.
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O tome se radi.
11:26
It allows us to get more
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Omogućuje nam da dobijemo više
11:28
out of the limited resources and expertise we have
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iz ograničenih izvora i stručnosti koju imamo,
11:31
and at the same time benefit from lower prices.
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a da u isto vrijeme imamo koristi zbog nižih cijena.
11:35
It's really important to remember
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Zaista je važno zapamtiti
11:37
that for shared production to be effective,
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da se učinkovita dijeljena proizvodnja
11:40
it relies on efficient cross-border movement of raw materials,
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oslanja na učinkovit prekogranični promet sirovina,
11:45
components and finished products.
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dijelova i krajnjih proizvoda.
11:48
So remember this:
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Stoga zapamtite:
11:50
the next time you're hearing somebody try to sell you on the idea
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sljedeći puta kada vam netko pokušava prodati priču
11:55
that protectionism is a good deal,
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da je protekcionizam dobra stvar,
11:58
it's just not.
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jednostavno nije.
11:59
Thank you.
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Hvala.
12:01
(Applause)
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(Pljesak)
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