News & Analysis

Forecasting how 11 tech verticals will weather market turmoil

As supply shortage shocks ripple across the globe and threaten a recession, investors will be looking to reduce risk across their portfolios. Pressure to grow at all costs should yield to a drive toward profitability. Meanwhile, the focus will fall on those startups working to solve critical shortages and create energy and supply chain independence, possibly reorienting global trade and consumption patterns permanently.

Our latest analyst note explores how 11 technology verticals, from climate tech and foodtech to blockchain, information security, and more, could be impacted by this macro environment.

Key takeaways

• Countries and companies will re-evaluate their dependence on pan-Pacific trade and far-flung suppliers, allowing supply chain tech startups to offer new solutions.
   
• Higher energy prices will accelerate electric vehicle adoption, but higher materials costs and supply chain issues will stymie production.
   
• Geopolitical instability will encourage information security adoption, reinforcing the vertical’s position at the top of enterprise priority lists.
   
• Lithium mining service providers and new Western battery companies are likely to come out on top of the push for supply chain independence.