Megatrend 06 of 10 · Infrastructure
Supply chain regionalisation
Tariffs, sanctions and shipping cost push buyers to certified regional stock. Hubs close to demand are the asset.
ThemeInfrastructure
Horizon2026 onward
Momentum
Mediterranean entry hubMalta
Iberian distribution hubGavà
South American entry pointSantos
Tariffs, sanctions and shipping cost push buyers toward certified regional stock. Hubs close to demand become the asset.
What is happening
Regional intensity · indicative, September 2026
AfricaActiveAsiaActiveEastern EuropeActiveGulfActiveMediterraneanHighNorth AmericaActiveNorthern EuropeActiveOceaniaWatchSouth AmericaHigh
Intensity is a comparative planning signal reviewed editorially, not a forecast. Open a region for the full brief.
What it means
- Local stock removes months from a project.
- Customs exposure shifts to the seller.
- Delivery certainty becomes a purchase criterion.
What we are watching next
- Tariff changes affecting marine goods
- Freight rates on the main lanes
- Customs processing times at hub ports