· COVID-19 threatens to disrupt food and medical production and transportation globally.
· During pandemics, institutional capacity is required to limit the impact on supply chains. If households are not able to get what they need, civic order could break down and governments risk a loss of legitimacy and control.
· Supply shortages raise prices, making shortages an especially acute threat to non-producers and net importers.
· Consumers and regions where food makes up a larger share of CPI baskets are especially vulnerable to higher food prices.
· We will discuss this complex topic that lies at the intersection of our Commodity & Energy Strategy insights and our Geopolitical Strategy insights.
Presented by: Roukaya Ibrahim, Editor/Strategist, BCA Research
Moderated by: Brendan Maton, IPE