The recovery of global markets from the COVID-19 pandemic has resulted in a desynchronization of supply and demand. While consumer and industrial demand has rebounded as economies reopen, suppliers have been unable to ramp back up in parallel, leading to price increases and shortages in labor, raw materials, and transportation. This imbalance has been exacerbated by recent climate events and other acute shocks to global supply chains.
In this Research Note:
- Climate, logistics shocks throw supply and demand further out of balance
- Top water companies feel the pinch
- Reported supply chain impacts & mitigation strategies of select public water companies
- Short-term supply chain constraints drive water companies to consider long-term resilience, new market opportunities