Supply Chains & Compliance
From Trump’s tariffs to the CSRD: why sovereignty data is urgent for corporates
Geopolitics and regulation are reshaping supply chains. Companies need sovereignty data to anticipate risks and comply at scale.
In April 2025, Donald Trump announced “Liberation Day tariffs,” shocking global markets. The episode illustrates how quickly political decisions can disrupt supply chains. Combined with EU regulations such as the CSRD and Raw Materials Act, the message is clear: companies must understand their strategic dependencies – and fast.
Why sovereignty data matters for corporates
Visibility: Knowing where suppliers are located and how exposed they are to sanctions.
Compliance: Meeting CSRD and due diligence obligations across multiple tiers.
Resilience: Running stress tests to anticipate shocks and protect continuity.
The new compliance era
Unlike ESG reporting, sovereignty data goes deeper. It requires real-time monitoring of suppliers, not just self-declarations. Companies are expected to prove they can map and mitigate their dependencies.
Case study: Europe’s exposure
In France, Belgium, Denmark, Ireland, and the Czech Republic, we assessed 8.2 million companies. The results revealed concentration risks in key sectors such as energy, raw materials, and manufacturing, highlighting the urgency of better dependency mapping.
Geopolitics is now a supply chain variable. Corporates that invest in sovereignty data will not only stay compliant but also protect profitability and competitive advantage.
In April 2025, Donald Trump announced “Liberation Day tariffs,” shocking global markets. The episode illustrates how quickly political decisions can disrupt supply chains. Combined with EU regulations such as the CSRD and Raw Materials Act, the message is clear: companies must understand their strategic dependencies – and fast.
Why sovereignty data matters for corporates
Visibility: Knowing where suppliers are located and how exposed they are to sanctions.
Compliance: Meeting CSRD and due diligence obligations across multiple tiers.
Resilience: Running stress tests to anticipate shocks and protect continuity.
The new compliance era
Unlike ESG reporting, sovereignty data goes deeper. It requires real-time monitoring of suppliers, not just self-declarations. Companies are expected to prove they can map and mitigate their dependencies.
Case study: Europe’s exposure
In France, Belgium, Denmark, Ireland, and the Czech Republic, we assessed 8.2 million companies. The results revealed concentration risks in key sectors such as energy, raw materials, and manufacturing, highlighting the urgency of better dependency mapping.
Geopolitics is now a supply chain variable. Corporates that invest in sovereignty data will not only stay compliant but also protect profitability and competitive advantage.
