BGA CEO Jan Kallmorgen discusses implications for business of the war in Ukraine, an increased U.S. – China decoupling and global blockbuilding in a live interview on CNBC:
“For the first time since the Cold War, geopolitical developments are exerting supply shocks on the global economy, disrupting these supply chain networks globally and restructuring production pathways.
“Globally operating firms must diversify and restructure their supply chains now to prepare for further price shocks, disruption of supply chains, and sanctions. A military escalation would put pressure on capital markets and asset prices, so this is also a risk that firms must consider.”
Watch the full interview here: