Investing in supply chains to build resilience in a more contested geopolitical environment
www.macquarie.com
Oct. 28, 2026, 2:04 p.m.
Recent years of global supply chain disruptions have highlighted the critical importance of building resilient national infrastructure and logistics networks. Since the mid-1960s, economic interdependence has grown dramatically through globalized manufacturing, creating vulnerability to cascading disruptions across ports, airports, container terminals, rail networks, and digital infrastructure. Major recent disruptions—including the COVID-19 pandemic, Suez Canal blockage, Red Sea attacks, Panama Canal drought, and Strait of Hormuz closure—have demonstrated how fragile these systems remain. The World Bank's Global Supply Chain Stress Index, which tracks delayed and idle maritime shipping volumes measured in TEUs, shows supply chain delays have increased sharply this year, approaching post-COVID highs. Building resilience requires multi-decade investment and collaboration between governments, private capital investors, and long-term asset owners. Macquarie Asset Management exemplifies this approach, having acquired International Transportation Service in 2020, a portfolio of two major US West Coast container terminals, which it has since transformed and expanded. As geopolitical tensions persist, supply chain volatility is increasingly recognized as a long-term strategic concern, making resilient sovereign capability essential for governments and industry.