Supply Chain Q1'25 Outlook: Reactions and Remedies

In 2025, trade protectionism will shape supply chain decisions, potentially redirecting trade flows. Global trade is forecast to grow by 2.6%, while container shipping will increase by 1.5%. Labor strikes and volatile rates will continue, worsened by climate change. The energy transition will accelerate with green fuels and hydrogen, while the EV industry faces regulatory uncertainty. AI investments will need strong data engineering, and companies will reassess tariff strategies, balancing stockpiling and cost-cutting.