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Bridging the Gap to a Cleaner Future

When it comes to tackling climate change, there is some consensus around what needs to be done—but solving for the how is much more complicated. In some ways, the urgency around this question has intensified amid the conflict between Russia and Ukraine. While extremely concerning from a humanitarian perspective, the conflict has also accelerated the thinking around energy security and energy independence.

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Supply Chain in a Post-COVID-19 World

The global health pandemic and economic shutdown present unparalleled challenges to the global economy. The consequences of the financial collapse were far-reaching, exposing vulnerabilities of supply chains throughout the global economy.  Recently, the disruptions at the Suez and Panama Canals created global port congestion, a shortage of shipping containers and rising costs of goods. As a result, we anticipate manufacturers will hold more inventory on or near their facilities, increase domestic production and reduce reliance on global supply chains moving forward. We believe this will result in increased demand in the U.S. for logistics real estate in addition to secular shifts like the continued growth of online retailing. “Disruptions can be a negative for companies who are unprepared to adapt to supply chain challenges, or an opportunity to differentiate if a company can secure goods when consumers need it most,” indicated Melinda McLaughlin of Prologis. “In general, most Prologis customers view these disruptions negatively due to lost sales, increased difficulty of planning and volatile prices.”

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