– After three months of conflict in the Middle East, the drag to supply chains is clear from a variety of data-points including purchasing managers’ assessments of delivery times, container shipping rates and corporate sentiment, although challenges are not yet at pandemic-era levels. The past and future of shipping are also in focus following a court decision regarding the Dali crash and new International Maritime Organization (IMO) rules for autonomous vessels.
– Aside from conflict, trade policy is the other major area of geopolitics that cause complications for s...