1、The state of European supply chains 2023 How inflation,uncertainty,and changing global economic and energy outlooks will shape European supply chainsA Reuters Events Supply Chain white paper in partnership with JLLAlex Hadwick,Head of Research,Reuters Events:Supply ChainIn Partnership withThe state

2、of European supply chains 2023www.jll.co.uk/logistics 2ContentsList of figures.3Acknowledgements.4Foreword.5Executive summary.6 Megatrends for EMEA supply chains in 2023.6 Supply chain risks and disruptions expected in 2023.6 A softening global demand picture.6 Firms remain wary of cutting inventory

3、.6 Continued buoyancy in warehousing.7 Ocean freight turns decisively towards oversupply.7 Supply chain technology in 2023 zeroes in on understanding and predicting supply chain behaviour.7 Rising costs drive forward initiatives to use assets more efficiently and cut energy usage.71 Inflation and co

4、nflict dominate supply chain concerns.8 1.1 The fallout of inflation and the Ukraine crisis dominate the outlook for 2023.8 1.2 Inflationary pressure is not over,even if it is easing.102 A softer demand picture and continued weakness in shipping rates,but the need for industrial space remains.14 2.1

5、 The demand outlook.14 2.2 The inventory outlook.17 2.3 The industrial space outlook.19 2.4 The shipping outlook.203 Technology and initiatives.23 3.1 Uncovering,understanding and automating supply chains takes centre stage in 2023.23 3.2 Companies seek to make the most out of transport assets in 20

6、23.244 Sustainability.27Methodology.30About JLL.31The state of European supply chains 2023www.jll.co.uk/logistics 3List of FiguresFigure 1:Biggest disruptions expected to impact supply chains in 2023.9Figure 2:Further costs are expected to be passed on to consumers.10Figure 3:Logistics service provi