Strategic Intelligence: Supply Chain Disruption

Strategic Intelligence: Supply Chain Disruption

Summary

After numerous false dawns, deglobalization may now be underway. This reflects a combination of pressures, including the legacy of the COVID-19 pandemic, ongoing wars and conflicts in both Europe and the Middle East, plus tariff pressures from the US. The good news is that it appears to be happening slowly, as global trade has not collapsed.

Key Highlights

• Trade is increasingly political. Across major economies and trading blocs, increasing signs of protectionism mean that trade is becoming more politicized. This is reflected in the growing use of tariffs, export controls, sanctions, and even carbon border taxes. Governments are increasingly focused on developing industrial policies, while strategically important resources such as fossil fuels and critical minerals are being weaponized by several nations.
• Supply chain reconfiguration is ongoing. Global trade has not collapsed, but trade is being rerouted, especially Chinese trade with the US. From nearshoring to onshoring to regionalizing supply chains, companies are adopting a range of strategies in reaction to a more challenging environment.

Scope

• This report identifies the factors that are driving a major shift in the supply chain landscape.
• It analyzes how companies are reconfiguring supply chains, a long-term project that entails significant changes to supply chain operations.
• It includes details of the strategic implications of supply chain disruption for corporates and includes targeted recommendations.

Reasons to Buy

• Understand the impact of supply chain disruptions on the global economy.
• Identify how leading companies are adapting to supply chain risks.
• Learn about the global challenges increasing the frequency of supply chain disruptions.