– In new research this week, we outline our expectations for supply chain issues to watch in the remainder of 2024 and into 2025. The recovery in supply chain activity may have been the result of pre-loading for potential disruptions. Logistics networks need to contend with strikes and heavy weather before dealing with new network designs and overcapacity in 2025. The US election brings the main regulatory risk, but a more strident approach from mainland China’s government and vacillation by the EU also generate uncertainties. Meanwhile, firms may be too relaxed about the outlook for sup...