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Reshaping Supply Chains Newsletter – November 2025
November saw fast-moving geopolitical and regulatory shifts that directly affected supply chains. Temporary China–US export-control easing offered brief relief, but rare-earth tightness, EU customs changes, and semiconductor disruptions kept pressure high. A survey of European supply-chain leaders found that about 80 % of responding companies expect current supply-chain headwinds (geopolitics, tariffs, trade-policy uncertainty) to remain significant for the next one to two y
Dec 1, 20255 min read
Reshaping Supply Chains Newsletter – October 2025
October 2025 underscored how volatile the global supply-chain landscape has become, as geopolitical flashpoints and environmental shocks converged. G lobal tensions deepened as trade, energy, and supply-chain fragmentation accelerated, with governments expanding state intervention, protectionist policies, and industrial control, while economic nationalism, sanctions, and climate-related disruptions underscored a volatile shift toward securitised globalisation. Iran-backed Hou
Oct 31, 20254 min read
Reshaping Supply Chains Newsletter – September 2025
The Trump administration’s latest trade and security moves continues his push for economic coercion, with wide-ranging implications for...
Oct 1, 20254 min read
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