Overview
From just-in-time to just-in-case, the pandemic, war, and trade tensions have forced companies to rethink global supply chains. A new geography of production is emerging—leaner, closer, and more resilient.
Real Trends
- Apple shifting iPhone production to India and Vietnam
- Toyota increasing inventory buffers for semiconductors
- EU building “friend-shoring” ties with Eastern Europe and Morocco
Drivers
- Geopolitical risk (U.S.–China tech war, Red Sea instability)
- Logistics bottlenecks and port disruptions
- ESG pressures for sustainable sourcing
Takeaway
Supply chains are not shrinking—but rewiring around flexibility and geopolitics.