• In new research this week, we look ahead to the prospects for supply chains in 2024. Physical operations are the biggest challenge in the first part of the year, while politics will inject a new round of uncertainty into supply chain planning later in 2024. Investments in resilience appear limited to reshoring, rather than inventory increases or diversification.
• Our deep dive into the knock-on effects of the Red Sea security situation finds container shipping capacity may drop by the equivalent of 7%, while the consumer goods industry is most affected in Asia-to-Europe trade...