Beyond Short-Term Growth: Foundations First
Building resilience requires: maintaining high liquidity to absorb unexpected shocks; adopting flexible strategies that exploit market dispersion; bolstering supply chains through redundancy and real-time risk monitoring; and prioritising risk management over pure speed.
Geopolitics: Disruption as the New Normal
The US/Israel-Iran war beginning February 2026 severely affected oil supplies from GCC countries. The blockage of the Strait of Hormuz triggered a 30% increase in oil prices between February and March 2026 (Source: Euromonitor International). Trade restrictions and resource nationalism are also redrawing commodity supply maps.
Climate Change: Agricultural Volatility Intensifies
In Q2 2024, cocoa prices rose 183% year-on-year after climate shocks in key producing regions. Coffee prices jumped 88% following droughts in Brazil and Vietnam in early 2025.
Technology and Energy: The AI Revolution Drives Demand
China controls 63% of rare earth oxides. The Democratic Republic of Congo supplies 71% of cobalt. Companies must secure baseload power and diversify sourcing.
Building Resilience: Strategic Actions
Leaders must integrate: geopolitical risk pricing and hedging; diversified sourcing and circular supply chains; logistics networks with alternative routes and strategic buffers.
Want to Go Deeper? TEAM Can Help
TEAM Consulting, from redesigning your operating model to embedding resilience into governance structures, we work alongside your leadership to make volatility a competitive advantage. TEAM Insights, understand your exposure to geopolitical, climate, and supply chain risks before they materialise, with market-specific intelligence. TEAM Human Capital, resilience requires resilient people. We help you build the mindsets and skills to navigate uncertainty at every level. TEAM Wellness, our wellness programmes ensure that your people remain focused, supported, and effective, even in turbulent times.
