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


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...

PANJIVA RESEARCH is a service provided by Panjiva, Inc. ("Panjiva") to relevant global subscribers, and are deemed to be Panjiva "Services" subject to the Panjiva Terms & Conditions of Use. Information contained within or made available via the Services is for informational purposes only and nothing in the Services shall constitute or be construed as an offering of financial instruments, or as investment advice or recommendations by Panjiva, Inc. or its affiliates of an investment strategy or whether to "buy", "sell" or "hold" an investment. The Services may include views and commentary about customers of Panjiva. No aspect of the Services is based on consideration of your individual circumstances, and you should determine on your own whether you agree with the information contained within or made available via the Services. Employees involved in Panjiva Research may hold positions in securities analyzed or discussed in the Services. Panjiva does not make any express or implied warranties, representations, endorsements or conditions with respect to the Services and the information contained within or made available via the Services, including without limitation, warranties as to the usefulness, completeness, accuracy, currentness, reliability or sufficiency of any information (including, without limitation, conclusions, statements, opinions, estimates, forecasts or projections of any kind) and expressly disclaims any implied warranties. Neither this disclaimer nor any of its contents may be forwarded or redistributed without the prior written consent of Panjiva. © 2019 Panjiva, Inc. All Rights Reserved.