HSBC Global Viewpoint
The Macro Brief – Supply chains, energy outlook, ESG sentiment
Jul 14, 2023
James Pomeroy explains supply chain improvements, Charles Swabey assesses global energy reliance, and Wai-Shin Chan discusses growing anti-ESG sentiment in the US. They cover topics like shipping rates, renewable energy progress, Europe's gas diversification, and ESG sentiment survey results.
16:17
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Quick takeaways
- Global supply chains have shown remarkable recovery over the past 18 months, with congestion and delays alleviating considerably.
- Renewable energy sources such as wind and solar have experienced substantial growth, making up about 12% of global power generation.
Deep dives
Supply chains recover from pandemic disruptions
After experiencing significant disruptions in the beginning of 2022, global supply chains have shown remarkable recovery over the past 18 months. Long delays at ports and congestion within supply chains have alleviated considerably. Shipping rates have also decreased, and supply chains now appear to be in a better state than before the pandemic. The decline in new orders due to weaker global demand for goods has helped clear up supply chain challenges, although there is a possibility of further disruptions depending on future demand spikes or supply shocks.
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