
Oliver Sawbridge
Senior Manager, Trade and Geopolitics at The Economist Group; former Senior Research Director at Zero100
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Sep 1, 2026
Has the “Just Reroute It” Supply Chain Strategy Reached Its Limit?
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8:04

Geraint JohnHOST
When you talk about both at once in terms of those risks, could you give our listeners maybe a concrete example just to illustrate what you mean by that?

Oliver SawbridgeGUEST
So it's a lane being squeezed by a climate risk and geopolitical competition between US and China at the same time.

Oliver SawbridgeGUEST
But that is growing in importance because a lot of the Gulf War rerouting energy through it from the US West Coast.

Oliver SawbridgeGUEST
And because of enduring shifts in those trade flows, it's becoming more important.
8 MINS LATER
FreightWaves Today | August 19
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90:54So what can shippers do? What are you advising those people to do to try to prepare for these disruptions? I mean, inevitably disruptions are things you can't necessarily anticipate, but how can people better prepare? What should shippers be looking at? How should they be hedging?

Oliver SawbridgeGUEST
And I think, so I just did a bit of research for 0100 that's coming out shortly.

Oliver SawbridgeGUEST
And we're looking at the convergence of these megatrends because I feel like if companies are sort of looking at specific events, then they're going to over-index on those type of things.

Oliver SawbridgeGUEST
Even before the war in Iran kicked off, so many companies were being advised that the highest risk of disruption was going to happen in the South China Sea, and therefore weren't paying attention to what was happening in the Gulf.

Oliver SawbridgeGUEST
And so I think we need to pay attention to the forces that are impacting a lot of these disruptions, two key ones, particularly in the shipping industry being climate change and geopolitics.
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93:15Do you think that these geopolitical disruptions are going to be something that just needs to be constant, ongoing part of planning going forward? Is this sort of the new normal? This is something that will need to be watched as closely as cost and efficiency?
The Zero100 Mailbag: Chinese vs US LLMs, Plus Your Top AI Scaling Questions Answered
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8:34CarolinePANELIST
But I also think there's a lot of untapped value using a bottoms-up innovation funnel, right? So the vibe coding that we were just talking about I think is a huge opportunity to break long-term endeavors into smaller pieces and individual tech products.

Oliver SawbridgeGUEST
I'd just like to jump in on that because I completely agree with Caroline in terms of the change management and looking at the sort of top-down, bottom-up.

Oliver SawbridgeGUEST
One of the panels I was hosting was focused on the agricultural sector and how to harness space data to help improve yields and what have you.

Oliver SawbridgeGUEST
And they gathered tons and tons of data points and then put it into this really complex dashboard that then the farmers would have to go back, try and analyze and figure out which data points were relevant and which weren't.
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11:23CarolinePANELIST
Shamelessly stealing.