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Merlyn Consult / Supply Chain Insights

War, supply chain disruption and sustainability: practical lessons for business in 2026

Geopolitical disruption can delay materials, change transport routes and increase operating costs. What can SMEs, logistics managers and manufacturers do to make their supply chains more reliable without losing sight of sustainability?

Updated 30 October 2026Supply chain riskManufacturing & logistics

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01 / Business reality

The disruption may be global. The consequences are local.

A company does not need to trade directly with a conflict region to feel the impact. A missing component, longer sea transit time or higher fuel cost can affect production schedules, stock levels and customer commitments.

Production

Materials arrive late

A critical part is delayed. Production planning changes, capacity is lost and customer orders may need to be rescheduled.

Logistics

Routes become unreliable

Carriers change sailing schedules or routes. Transit times and costs become less predictable, affecting warehouse and distribution planning.

Management

Decisions become harder

Buy extra stock, find another supplier or wait? Each option has consequences for cash, service and operating costs.

These are illustrative operating situations, not claims about a particular Merlyn client.

02 / What has changed

2026: supply chains are adapting, but exposure remains

The war in Ukraine demonstrated how quickly industrial suppliers, transport networks and commodity flows can be disrupted. More recent disruptions have reinforced the importance of understanding dependencies beyond a company’s direct suppliers.

In its 8 October 2026 outlook, the World Trade Organization described international goods trade as more resilient than expected in the first half of the year, despite conflict-related disruption. That resilience was uneven. Trade flows adjusted through alternative sources, routes and markets, while exposure differed by region and sector.

For individual businesses, the lesson is not that international supply chains have become safe or unsafe. It is that reliability depends on knowing where the weak points are and having realistic alternatives.

03 / Resilience and sustainability

A more reliable supply chain is not automatically a greener one

Companies often need to balance lead time, cost, inventory, energy use and emissions. Improving one measure can worsen another.

Business decision
What to assess
Hold additional safety stock
Improved continuity versus working capital, storage and potential waste
Use an alternative transport route
Delivery reliability versus distance, fuel use, emissions and cost
Introduce a second supplier
Lower concentration risk versus quality, capacity, price and total footprint
Nearshore part of production
Potentially shorter lead times versus investment, skills, energy mix and supplier capability

UNCTAD reports that longer maritime routes have increased transport delays, costs and emissions. The actual balance depends on product, transport mode, supplier location and operating conditions. Review of Maritime Transport 2025.

04 / Practical approach

Four steps to make supply chain risks manageable

Start with the parts of the business where disruption would cause the greatest operational damage. This is more useful than trying to assess every possible global event.

01 / MAP

Identify dependencies

List critical components, suppliers, routes, systems and facilities. Include single points of failure and second-tier risks where relevant.

02 / TEST

Assess the impact

Ask what happens after a 2-week, 4-week or 8-week interruption. Review inventory coverage, customer commitments and cash effects.

03 / PREPARE

Build realistic options

Validate alternative suppliers, routes, stock policies and escalation responsibilities. Agree who makes which decision.

04 / REVIEW

Monitor and improve

Track supplier reliability, lead-time variability, inventory exposure and the cost or footprint of contingency decisions.

05 / Management checklist

Six questions worth discussing this month

Use these questions in a management meeting, supplier review or operational improvement workshop.

Critical suppliers: Which materials or services would stop production or fulfilment if unavailable?
Real lead times: Do planning assumptions still match actual supplier and transport performance?
Inventory exposure: Where is extra stock justified, and where does it simply hide poor planning?
Alternatives: Which backup suppliers and routes have actually been qualified and tested?
Decision ownership: Who can approve changes in sourcing, customer commitments or transport?
Balanced measures: Are cost, service, risk and sustainability considered together?

The practical lesson

Companies cannot prevent geopolitical disruption. They can reduce its operational impact by making dependencies visible, planning sensible alternatives and measuring the consequences of their decisions. A resilient supply chain is not simply one with more stock or more suppliers. It is one that can respond without losing control of cost, service and sustainability.

For many SMEs, the most useful starting point is a focused review of the few suppliers, processes and transport flows that matter most.

06 / Merlyn perspective

Make the risks visible. Then take practical action.

Merlyn Consult approaches supply chain resilience as an operational management issue: clarify the current process, identify its real dependencies, compare workable options and translate decisions into clear responsibilities.

The same approach can support manufacturing continuity, purchasing decisions, warehouse planning and transport operations. The aim is proportionate improvement rather than a large programme for its own sake.

Sources and editorial background

Historical context: the earlier page included an article credited to Harm Beerens for SCM / Supply Chain Media on the initial supply chain effects of the war in Ukraine. This 2026 article is a newly written Merlyn editorial analysis, not a reproduction of that contribution. Its original historical attribution is retained here for transparency.

Editorial date: 30 October 2026. This article provides general business considerations, not legal or regulatory compliance advice.