Global supply networks in 2026 face widespread shortages, rising costs, and trade disruptions spanning metals, energy minerals, medical goods, automotive chips, and food. Companies are prioritizing resilience through redesigned sourcing, supplier collaboration, and inventory shifts.
Key Takeaways
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Copper scarcity intensifies: Global demand for copper in AI, defense, and electronics will outstrip supply, pushing prices higher and leading manufacturers to stockpile ahead of potential new U.S. tariffs.
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Critical minerals vulnerability: Heavy U.S. reliance on China for refined minerals leaves advanced technology sectors exposed to potential export restrictions and escalating costs through 2026.
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Medical and chip inflation: Hospitals and automakers face mounting price increases driven by limited device production and reallocations of memory chips to AI applications.
