• 5 min read
• Published on 25 July 2025
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View the full Basket:Supply Chain Chokepoints
Every so often, I get the feeling we’re all looking in the wrong direction. The headlines scream about the latest social media app or some electric car company that’s yet to turn a profit. It’s all very exciting, I suppose, if you enjoy a good rollercoaster. But for my money, the real, enduring power often lies in the places most people find dreadfully boring. It’s in the plumbing of the global economy, the bits and pieces that simply have to work for everything else to function.
View the full Basket:Supply Chain Chokepoints
Think of it like this. You can have a hundred different taxi apps, but if they all have to cross the same bridge to get into the city, the person who owns the bridge is the one with the real power. They don’t care which car is winning the race, they just collect the toll. In the world of investing, these bridges are called supply chain chokepoints. They are companies that control an irreplaceable part of a process, a unique resource, or a piece of technology that an entire industry depends on.
This creates a rather wonderful situation for an investor. When your customers literally cannot operate without what you sell, you have a defensive moat that a castle would envy. Economic wobbles might see people buying fewer fancy gadgets, but the fundamental components needed to make those gadgets, or to power the factories, remain essential. It’s a quiet, stubborn kind of strength.
View the full Basket:Supply Chain Chokepoints
Let’s look at a few examples. Take MP Materials. It’s not just another mining company. It operates North America’s only significant rare earth processing facility. These aren’t just rocks, they are the essential vitamins for modern technology, crucial for everything from electric vehicles to defence systems. With global supply chains looking increasingly fragile, having this capability on home soil makes it a strategic asset, not just a commercial one.
Then you have a company like Symbotic. It doesn’t sell anything you can touch, but it’s revolutionising the cavernous warehouses that power modern retail. Its AI-driven automation system is so deeply integrated into a client’s operations that ripping it out would be like performing a heart transplant on a running marathoner. Once you’re in, you’re in. That’s a powerful technological chokepoint. Even a less glamorous player like MRC Global, which supplies specialised pipes and valves to the energy sector, holds a critical position. When a pipeline needs a specific part, it needs it now, and it needs it from a supplier it trusts.
View the full Basket:Supply Chain Chokepoints
For years, the mantra was "cheaper is better", leading to sprawling, globe-spanning supply chains. Recent events have taught everyone a harsh lesson about the risks of that approach. Now, reliability is the new watchword. This shift towards bringing production closer to home, or "reshoring", could provide a significant tailwind for companies that form the critical links in domestic supply. These Hidden Monopolies may become more valuable as businesses prioritise security over shaving a few pennies off the cost.
Of course, let’s not get carried away. No investment is without risk. Companies that become too dominant can attract the unwanted attention of regulators with sharp antitrust teeth. And while a chokepoint might seem unassailable today, a clever bit of new technology could always create a bypass tomorrow. Investing requires a healthy dose of pragmatism, and acknowledging that even the strongest business can face headwinds is simply common sense.
View the full Basket:Supply Chain Chokepoints
View the full Basket:Supply Chain Chokepoints
View the full Basket:Supply Chain Chokepoints
View the full Basket:Supply Chain Chokepoints
View the full Basket:Supply Chain Chokepoints
View the full Basket:Supply Chain Chokepoints
This article is marketing material and should not be construed as investment advice. No information set out in this article be considered, as advice, recommendation, offer, or a solicitation, to buy or sell any financial product, nor is it financial, investment, or trading advice. Any references to specific financial product or investment strategy are for illustrative / educational purposes only and subject to change without notice. It is the investor’s responsibility to evaluate any prospective investment, assess their own financial situation, and seek independent professional advice. Past performance is not indicative of future results. Please refer to our Risk Disclosure.
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