The global supply chain weather forecast presents a dynamic and ever-changing landscape, with persistent winds of change shaping the future of international trade. The world is more volatile than ever, with geopolitical impacts, climate concerns, and technological advancements in artificial intelligence (AI) redefining the reality we live in at an unprecedented pace. This volatility has led to an uneasy steadiness in global trade, with supply chains adapting to a constant state of alert and emergency mode. The transition from Just-in-Time to Just-in-Case supply chains has been completed, triggering frontloading of volumes and impacting demand during Q3 and Q4. The US and China have agreed on a trade-war ceasefire, with both sides rolling back tariffs and export controls, and China committing to resume purchases of US soybeans and pause its rare earth minerals export ban
