Supply chains exist in a loop of causes and effects, with each year recycling common themes and adding new, unexpected twists which challenge investors to find sustainable supply chain opportunities. The issues of 2024 are set to continue in 2025, ranging from logistics network disruptions to trade protectionism and from stricter regulations to energy transition opportunities.

Logistics networks continue to find a way

Logistics networks always seem to manage to deal with the exogenous physical and regulatory shocks that crop up each year.

Red Sea shipping  -...