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A World Economic Forum outlook ahead of Davos 2026 says supply chains are being rewired by geopolitics, industrial policy, the energy transition and faster tech cycles, making volatility a permanent condition. Three in four leaders now treat resilience as a growth driver. In 2025, tariff escalations reshuffled $400+ bn of trade, disruptions lifted container costs ~40% YoY, and governments imposed 3,000+ new trade/industrial measures, the most in a decade.
The report spotlights Tamil Nadu as an India case study (stable policy, quick approvals, skilled talent; VinFast’s 50,000-unit EV plant built in 17 months) and urges firms/governments to build foresight, optionality and ecosystem coordination with tools to map risks and manufacturing gaps.
