Supply Chain Q4'24 Outlook: Waiting for the Big One

In 2024, supply chains are marked by a blend of recovery and deceleration, with manufacturing growth slowing despite a rebound in trade activity. Logistics networks, though challenged by disruptions and weather events, have demonstrated resilience. Shipping rates have been volatile, and regulatory shifts alongside geopolitical uncertainties, particularly the US election, are poised to impact operations significantly. Corporations appear relatively calm about supply chain risks, but supplier delivery times are lengthening, and there's a growing emphasis on sustainable materials and effective AI implementation.