Logistics investment is becoming a strategic decision. Companies are redesigning networks around resilience, visibility and the ability to respond quickly when trade routes change.
The same infrastructure that reduces risk can also create a durable advantage in growth markets.




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.