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Supply chain disruptions could benefit these stocks, Goldman Sachs says

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Goldman Sachs Group Inc Nyheter

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'Higher levels of geopolitical tensions in recent years have ... structurally increased supply chain complexity,' the bank says, naming stocks set to benefit.

Global supply chains and trade have been facing no shortage of challenges in the past few years. Factors ranging from Covid-19 pandemic disruptions to Red Sea tensions have driven freight rates up and affected deliveries. Trade tensions, too, have resulted in tariffs and affected world trade in certain goods. Just this week, strikes at the U.S. East Coast and Gulf Coast ports are threatening to disrupt global supply chains.

"Sourcing from multiple countries, with customs and other barriers rising, amid greater levels of supply chain vulnerability and increasing automation and digitization requirements simply brings more work and profit opportunities for Logistics companies," it wrote. 'Well-positioned' companies However, there are still "well-positioned" companies in this space, Goldman said. It sees some stocks as being able to benefit from higher supply chain "complexity.

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