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2020 Review: Pandemic, discipline and failing to fail – What we got wrong this year

Ags - Grains/Beans 259 Ags - Meat/Dairy 209 Cons. Discr. - Durables 364 Cons. Discr. - Retailing 330 Consumer Staples 646 Coronavirus 452 Corp - Forwarders 278 Corp - Ports 800 Corp - Shipping 836 Elections 118 Energy - Conventional 397 Energy - Crude Oil 271 Energy - Natural Gas 128 Global 1205 Industrials - Aero/Defense 182 Outlook 77 Tariffs 1670 Trade Deals 926

The past year has brought plenty of surprises, sadly mostly ill, for global supply chains and the analysts that cover them. This report reappraises our 2020 Outlook to see what we got wrong and what may happen next. Like many we failed to predict the chaos caused by the SARS-COV-2 pandemic. We’ve identified four phases of development including: supply chain disruptions caused by factory closures; widespread demand destruction; uneven reopening of markets causing continued supply chain challenges, with global trade still down by 1.5% year over year in October; and an eventual process of r...

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