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DONALD TRUMP’S RETURN: A POTENTIAL IMPACT ON SUPPLY CHAINS

Donald Trump’s re-election could have a significant impact on global supply chains. Between administrative simplification and new commercial dynamics, companies will have to adapt to a changing context.

AN ADMINISTRATION FOCUSED ON ADMINISTRATIVE SIMPLIFICATION

Continuing the policy begun in his first term, Donald Trump is planning to reduce government structures and simplify administrative processes. Under the supervision of Elon Musk, this initiative aims to streamline certain federal agencies and speed up trade.

While these measures could help reduce customs delays and simplify certain processes, they could also raise questions in terms of security and compliance. Supply chains, particularly in sectors such as agri-food and pharmaceuticals, may need to be adjusted to ensure their reliability.

PROTECTIONISM AND INTERNATIONAL TRADE

Donald Trump is maintaining a protectionist policy, with tariffs mainly targeting imports from China and Europe. This could redefine costs and trade flows for many companies, depending on the sectors and partners involved.

GEOPOLITICAL ISSUES AND SHIPPING

Trade policies and international sanctions implemented by Donald Trump’s administration could influence shipping, particularly in geopolitically sensitive areas such as the Middle East. Companies operating in these regions may have to review their strategies in response to these developments.

In addition, the strengthening of US military capabilities could lead to changes in traditional trade routes and generate adjustments for carriers.

INCREASED SUPPORT FOR TECHNOLOGICAL INNOVATION

Donald Trump also plans to encourage the development of innovative technologies, such as artificial intelligence, to optimize supply chain management. These advances could provide companies with tools to increase efficiency and reduce costs.

Against this backdrop, companies will need to anticipate and adapt to political and economic developments. The re-election of Donald Trump is likely to bring opportunities and challenges, inviting supply chain players to rethink their strategies to evolve in a transforming environment.

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Balguerie Group

Global logistics engineer



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