Supply chains face constant disruptions like the Baltimore bridge collapse. Despite challenges, logistics adapt, seen in rerouting around the Red Sea disruptions. Political risks and regulatory uncertainties persist, impacting global trade. Investments in resilience, reshoring, and tech adoption rise amid declining inventories and supplier diversification.

Supply chains face constant disruptions like the Baltimore bridge collapse. Despite challenges, logistics adapt, seen in rerouting around the Red Sea disruptions. Political risks and regulatory uncertainties persist, impacting global trade. Investments in resilience, reshoring, and tech adoption rise amid declining inventories and supplier diversification.

Logistics networks hold pattern in a new normal

A sign that logistics networks have “healed” around the latest fracture can be seen in most firms not experiencing delays, but rather expecting an inflationary effect. The reduced risk of delays can be seen in the S&P Global Purchasing Managers’ Index for manufacturing supplier delivery times, which were better in March than in the fourth quarter in the Eurozone.

It may be too soon to judge the final impact of the canal disruptions

In the 2015 to 2019 period, Chinese exports of peak-season products (including toys)…