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OBS Market Brief: trade corridors to watch as supply chains regionalise

Companies are rethinking where they make and source things. The corridors that stand to gain — and the conditions they must meet.

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OBS Market Brief

· 1 min read

What happened

Manufacturers and retailers continue to diversify supply chains, adding production closer to end markets or in countries seen as lower-risk partners — a shift often described as near-shoring or friend-shoring.

What it means

Economies with manufacturing capability, trade agreements and logistics links to large consumer markets are positioned to attract new investment, particularly in assembly, components and logistics.

Why it matters

Supply-chain decisions are long-lived. Factories, warehouses and supplier relationships established now will shape trade patterns for a decade or more.

Questions to follow

  • Are announced investments translating into operating facilities?
  • Can ports, power and skills keep pace with demand?
  • How are trade-policy changes in major markets affecting sourcing decisions?

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