Global marketsUpdated 1h ago

McKinsey finds more imports face overlapping vulnerabilities

A McKinsey Global Institute report, published November 12, 2026, finds that 23% of global goods imports in 2024 faced at least two of three vulnerabilities, up from 15% in 2000. The measures are product criticality, supplier concentration and geopolitical distance; they indicate exposure, not confirmed disruptions. The report’s resilience approach is to address specific dependencies selectively, rather than assume they can all be eliminated. Moving final assembly does not necessarily remove exposure to suppliers farther upstream, and the time needed to rearrange supply can differ from the time needed to expand production. The report also notes that global trade has continued to grow and can help balance shocks. In the wider context, Axios notes that the Strait of Hormuz is one of several maritime chokepoints, and that rerouting options vary.

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