The Impact of Globalization on Supply Change

I'm optimistic. It's a matter of the timeframe. I think there is no doubt that if you were a company that had extensive production lines and also markets to sell in Russia and Ukraine, the immediate impact you're feeling now is negative. Now, if you move beyond the next few years, though, to a medium term, I think you are very right that we now see, particularly in an AI development that could be boosting productivity. So I'm actually quite optimistic on companies being able to use those,. exploit those, and possibly overcoming some of the inefficiencies created by certain aspects of de-globalization through technology.