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2020 Review: Pandemic, discipline and failing to fail – What we got wrong this year

Ags - Grains/Beans 282 Ags - Meat/Dairy 246 Cons. Discr. - Durables 453 Cons. Discr. - Retailing 412 Consumer Staples 733 Coronavirus 506 Corp - Forwarders 324 Corp - Ports 856 Corp - Shipping 936 Elections 121 Energy - Conventional 432 Energy - Crude Oil 293 Energy - Natural Gas 140 Global 1366 Industrials - Aero/Defense 191 Outlook 89 Tariffs 1768 Trade Deals 976

The past year has brought plenty of surprises, sadly mostly ill, for global supply chains and the analysts that cover them. This report reappraises our 2020 Outlook to see what we got wrong and what may happen next. Like many we failed to predict the chaos caused by the SARS-COV-2 pandemic. We’ve identified four phases of development including: supply chain disruptions caused by factory closures; widespread demand destruction; uneven reopening of markets causing continued supply chain challenges, with global trade still down by 1.5% year over year in October; and an eventual process of r...

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