Global demand continues to tread water, with the construction and manufacturing sectors facing headwinds from high interest rates. Suppliers are responding by controlling output, with sporadic idling and curtailed investment plans meaning less excess capacity in 2024 to absorb supply shocks. Along with logistics woes that cause higher rates and longer delivery times, risk is rising. 

In this episode, our expert discusses logistics challenges and the outlook on shipping disruptions due to rerouting from the Red Sea.

Featured expert:

Keyla Martinez, senior economist, S&P Global Market Intelligence

Explore our full library of S&P Global Market Intelligence podcasts: https://www.spglobal.com/marketintelligence/en/news-insights/podcasts/