Are supply chains fixed or broken? In the second half of 2024, firms are having to deal with logistics network volatility resulting from technical rather than demand-side issues. Heading into 2025, political and regulatory risks provide both risks and opportunities for investors that pay close attention to the details. We’re concerned firms are taking too relaxed an attitude to supply chain resilience.

Finding a balance: Peak season volatility

Supply chain problems faced in the pandemic-era were largely demand-side driven. Excess demand for consumer goods and ele...