2018 Outlook: 5 Black Swan Risks for Global Supply Chains — Panjiva
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2018 Outlook: 5 Black Swan Risks for Global Supply Chains

China 1725 Cons. Discr. - Autos 640 Corp - Ports 638 Corp - Shipping 587 Energy - Conventional 269 Global 693 Iran 18 Materials - Metals/Mining 469 Mergers 198 Mexico 491 Mode - Containerized 978 Mode - Rail 66 Mode - Seaborne 1242 Mode - Truck 46 Outlook 41 Research Recaps 25 Saudi Arabia 28 Strikes 25 Theme - Alliances 86 Trade Deals 688 U.S. 3227

Global supply chains face a morass of regulatory, political, physical and financial challenges in 2018. These raise at least five risks beyond the normal-course issues identified elsewhere in the Panjiva 2018 Outlook. Marine conflict in the South China Sea resulting from Chinese land claims would restrict trade in the region, though with $164 billion of annual exports at stake China is unlikely to take the first shot. Conflict in the Middle East meanwhile – including a restriction of shipping through the Hormuz Strait – would lead to higher oil prices, reduced activity for co...

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