Trade networks are built for efficiency, but they are judged by resilience when conditions change. Companies are reassessing routes, inventories and the concentration of critical suppliers.
Those choices can raise costs in the short term while reducing the chance of a larger disruption later. Logistics is becoming a strategic function, not just an operating expense.




The supply-chain angle is the part I would keep watching. Freight costs can move through the economy long before they are obvious in consumer data.
The refinery disruption matters most when spare capacity is already thin. The interaction between crude, refining margins and transport costs is the key context here.