Has the “Just Reroute It” Supply Chain Strategy Reached Its Limit?

For years, the default rule of global logistics was simple: when a shipping lane gets blocked, you reroute. But with the Strait of Hormuz functionally closed, the Red Sea facing persistent conflict, and drought constraining the Panama Canal, the “just reroute it” playbook is officially broken. This week, Geraint John (VP, Research & Advisory) sits down with Oliver Sawbridge (Senior Director, Research & Advisory) to unpack why temporary workarounds and inventory buffers are no longer enough, breaking down how compounding climate and geopolitical risks at key global chokepoints are forcing leading operations teams toward regionalized network design for true resilience.