– In our latest outlook for corporate supply chain decision-making, we find the immediate future holds a multifactor challenge where geopolitical conflict, tariff uncertainty and sector-specific shortages interact. Supply chain delays worsened in March, led by computing equipment and intermediate goods as shortages of memory chips, plastics precursors and metals compound volatility. The earnings season in late April should clarify the Middle East conflict’s operational and pricing effects depending on the durability of the ceasefire.
– Middle East conflict disruption...