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Chokepoints After Davos: What Great-Power Politics Now Means for Real Supply Chains
<p>In this episode, I follow up on Davos 2026 by shifting from speeches and symbolism to the physical realities of global supply chains. The focus is on chokepoints: the Red Sea, Suez, Hormuz, and Taiwan, and on what happens when great-power politics starts to narrow the corridors, systems, and dependencies that modern industries rely on.</p><p>I look at how recent developments have moved from rhetoric into operating conditions: fragile reopenings, renewed disruptions, and rising uncertainty around routes, energy, shipping, and trade policy. </p><p>From a pharma and healthcare perspective, the key point is that even when medicines...






