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


2018 Outlook: 5 Black Swan Risks for Global Supply Chains

China 1793 Cons. Discr. - Autos 676 Corp - Ports 670 Corp - Shipping 616 Energy - Conventional 278 Global 747 Iran 21 Materials - Metals/Mining 496 Mergers 202 Mexico 516 Mode - Containerized 1017 Mode - Rail 66 Mode - Seaborne 1286 Mode - Truck 48 Outlook 42 Research Recaps 25 Saudi Arabia 30 Strikes 25 Theme - Alliances 86 Trade Deals 708 U.S. 3362

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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