
Recent analysis, such as the DHL–NYU Stern Global Supply Chain Report (2025), shows a remarkable stability of global supply chains despite tariffs, geopolitical frictions, and rising protectionism. Although expectations of large-scale restructuring have been widespread, the process is evolving gradually. Supply chains remain widely dispersed, with only a few countries—such as Mexico—showing significant reorientation toward the U.S. and Canada, while diversifying import sources globally. On our blog.
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