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 1647 Cons. Discr. - Autos 596 Corp - Ports 607 Corp - Shipping 552 Energy - Conventional 259 Global 625 Iran 18 Materials - Metals/Mining 446 Mergers 194 Mexico 465 Mode - Containerized 929 Mode - Rail 61 Mode - Seaborne 1178 Mode - Truck 44 Outlook 40 Research Recaps 25 Saudi Arabia 27 Strikes 22 Theme - Alliances 82 Trade Deals 664 U.S. 3061

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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