Supply Chain Foresight
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OSI SUPPLY CHAIN FORESIGHT
Monthly Intelligence Brief 001 Resilience Under Policy Pressure Tariffs, Trade Fragmentation, and the Rewiring of Global Supply Chains September 2026 BaselineEvidentiary Cutoff: September 12, 2026Assessment: Supply-chain resilience remains substantial, but policy-driven cost, sourcing, planning, and alliance pressures have increased materially.Confidence: High on observed policy and trade-flow changes; Medium-High on longer-term structural effects. Global supply chains…