– Technology supply chains have faced shortages and rising prices in 2026, and recent statements from Apple Inc. on memory costs as well as the latest capital expenditure forecasts from the hyperscalers suggest pressures will continue into 2027 and beyond.
– Relieving sourcing pressures, which are an ongoing problem in commodities, requires years of investment and significant capital, shown by a new tungsten development in the US and the expansion challenges faced by the minerals sector in sub-Saharan Africa.
– The logistics sector continues to adapt to b...