From Just in Time to Just in Case

27 August 2026

How supply chain disruptions increase the value of infrastructure

Geopolitical tensions, tariffs and supply shocks are forcing companies to face a new reality and rethink how secure their supply chains really are. For many, the disruptions challenge a long-held assumption: that if goods were needed, they would be available, regardless of where they were produced.

‘Just-in-time’ supply chain logic is giving way to a ‘just-in-case’ approach, and resilience has moved from the margins of corporate strategy to the centre. Building that resilience, requires something surprisingly tangible: more infrastructure.

Read the article Read more about our Listed Infrastructure strategy

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Van Lanschot Kempen Investment Management NV (VLK Investment Management) is licensed as a manager of various UCITS and AIFs and authorised to provide investment services and as such is subject to supervision by the Netherlands Authority for the Financial Markets.

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