LONDON | Investors used to talk about supply chains as if they were spreadsheets. Now they increasingly talk about them as maps.
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The World’s Chokepoints Are Becoming a Market Risk
Oil routes, shipping lanes, chip corridors and war zones are now part of every investor’s map
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What This Means
Global chokepoints are now market risks. Oil routes, shipping lanes, semiconductor corridors and conflict zones can affect inflation, corporate margins, supply chains and investor confidence.