Navigating Pharma Supply Chains through a BANI World

07/10/2025 5 min
Navigating Pharma Supply Chains through a BANI World

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Episode Synopsis

This kickoff to our BANI mini‑series unpacks how brittle, anxious, non‑linear and incomprehensible dynamics are reshaping pharma supply chains.We discuss real‑world brittleness: a 7.4‑magnitude earthquake in Japan that halted chip production and ground Detroit’s auto assembly, and a software update that locked up millions of computers and grounded.We examine how U.S. tariffs on Chinese imports have pushed logistics costs up 10–15 % for 60 % of companies and how Houthi attacks have closed the Red Sea shipping route, forcing vessels to detour around the Cape of Good Hope, adding up to 12 days and roughly US $1 million per voyage.We also highlight China’s dominance in pharma ingredients, producing more than 80 % of API, and why geopolitical instability tops risk forecasts for 2026.