
Sign up to save your podcasts
Or
Supply chain disruptions have many “local” causes but they generate global crises. Many are durable. They seem to have come together as an almost perfect storm in the post-Covid economy. Will they fade as service demand replaces manufactured goods demand? Probably not. This report sifts the evidence from supply-chain disruption in labour markets, energy, semi-conductors and freight transport. One lasting effect will be de-globalisation - the shortening of supply chains to reduce risk paid for by higher costs and inlfation.
Supply chain disruptions have many “local” causes but they generate global crises. Many are durable. They seem to have come together as an almost perfect storm in the post-Covid economy. Will they fade as service demand replaces manufactured goods demand? Probably not. This report sifts the evidence from supply-chain disruption in labour markets, energy, semi-conductors and freight transport. One lasting effect will be de-globalisation - the shortening of supply chains to reduce risk paid for by higher costs and inlfation.