Notably, this current strain reverses an earlier trend: through late 2025 into early 2026, North American and European factory purchasing had been declining, signaling a deteriorating near-term outlook for Western goods producers . The recent surge in stockpiling suggests manufacturers are bracing for a volatile second half of 2026.
Proxima, a Bain & Company business, surveyed more than 500 CEOs at companies with over $500 million in annual revenue across five countries . The findings expose a critical gap between CEO perception of risk and actual preparedness.
The survey shows that resilience has moved from a cost-center concern to a boardroom priority:
Singapore-based firms reported the strongest resilience globally. According to the survey, 23% of Singaporean companies could sustain operations for 4–6 months after a major shock, compared to just 13% of companies globally. Chris Hampden, Senior Vice President at Proxima, noted that "Singapore's performance demonstrates how trade-based economies are reshaping supply chain strategy in response to shifting global dynamics" .
Taken together, the GEP and Proxima reports highlight a clear tension: supply chain volatility is high and persistent, most companies are dangerously unprepared for a shock, but executive willingness to invest in resilience has never been stronger.
For procurement and supply chain leaders, this creates an actionable window. The data suggests that investing in real-time visibility, diversified sourcing, and stronger supplier partnerships—while accepting the 17.3% average cost uplift that CEOs are willing to pay—can close the gap between current fragility and the resilience that boards now demand.