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Summary
Supply chain decision makers approach the second half of 2026 facing a similar menagerie of issues which beset them over the past 12 months including conflict, tariffs and supply chain bottlenecks. Join us as we unpack the key issues and look ahead at how best to position your strategy for the rest of the year and into 2027.
- Geopolitics remain the key input to supply chain decision-making heading into the second half of 2026, with the hangover of conflict in Europe and the Middle East alongside a renewed round of tariff actions by the US. We’ll look at the prospects for US supply chain policies heading into the mid-term elections including Section 301 tariffs, the USMCA renegotiation and the delivery of trade deals.
- Logistics networks enter the peak shipping season dealing with the effects of conflict in the Middle East and the long-awaited arrival of additional container shipping capacity. We’ll investigate the prospects for global trade growth, shipping rates and the greening of the industry.
- The delivery of Artificial Intelligence infrastructure is having knock-on effects to supply chain costs across the electronics and adjacent sectors. We’ll look at the prospects for the next round of growth, key bottlenecks and the impact on costs for deploying AI in the late 2020s.
Speakers
S&P Global Market Intelligence
Chris Rogers
Head of Supply Chain Research
Chris Rogers is Head of Supply Chain Research at S&P Global Market Intelligence. He has over 25 years of research experience, including more than a decade covering global supply chains. He has worked at firms including Panjiva (acquired by S&P Global in 2018), Bloomberg, JP Morgan, and most recently freight forwarder Flexport. His coverage includes corporate decision-making, international trade policy, and logistics network operations.
S&P Global Market Intelligence
Ines Nastali
Senior Supply Chain Intelligence Analyst
Ines Nastali works within the Supply Chain Research team, covering logistics and wider trade developments, including maritime.
Her focus since joining the company in 2018 has been to establish the utilization of S&P Global's rich data portfolio and to translate those into interactive and print visualizations and analysis to give an insight into maritime and trade developments that impact the global supply chain.
Previously, Ines worked within S&P Global Market Intelligence as a senior maritime data expert, updating global fleet registries as well as with the IMO ship numbering and company team investigating beneficial ownership of ships, especially in a sanctions context, as well as editor of various maritime print publications.
She holds a Bachelor of Arts in technical journalism from the Hochschule Bremen, Germany, and a Master of Arts in science journalism from London's City University.
S&P Global Market Intelligence
Vania Alvarez Murakami
Supply Chain Analyst
Vania Alvarez Murakami is a member of the Supply Chain Research team, specializing in data-driven insights and research. Alvarez Murakami brings multinational experience to the analysis of global supply chains and logistics networks. She was previously with the global trade data analysis group, where, among other achievements, she won the i3 innovation contest in 2023. Alvarez Murakami holds a Bachelor of Science in economics and philosophy, specializing in fintech and minoring in data science from Northeastern University. She is currently completing a Master of Arts in philosophy at University College London.
S&P Global Market Intelligence
Agnieszka Maciejewska
Economics Director
Agnieszka Maciejewska is Economics Director at S&P Global, specializing in global supply chains, trade forecasting, macroeconomic modeling, and environmental analysis. She leads Trede Forecasting team and macroeconomic Global Link Model that deliver insights on trade flows, macro forecast, supply chain risks, and market opportunities. Agnieszka is focused on how macroeconomic shifts, regulatory changes, and environmental policies impact global trade and supply chain resilience and efficiency. She holds a master’s degree in economics, International Trade from the University of Gdansk.
S&P Global Market Intelligence
John Raines
Head of North America Country Risk Research
Dr. John Raines is S&P Global’s Head of North America Country Risk Research. As S&P Global’s lead country risk analyst for United States foreign and domestic policy, he has appeared in numerous media outlets, such as The New York Times, The Washington Post, Time Magazine, BBC, NPR, CNBC, and The Associated Press, discussing topics like US elections, U.S. foreign policy, and domestic legislation. In his role of principal global risk adviser, he has delivered dozens of keynote speeches and spoken to thousands of clients on macro country risk topics, from issues like populism and trade protection to US sanctions and international terrorism. In his previous work experience with the U.S. Department of State, he held roles responsible for conducting economic policy for the United States Embassy in Panama and overseeing the American Citizen Services unit in Hong Kong, where he provided consular services to the most wanted man in China after his arrest in the territory. He also worked at the World Bank, where he managed several projects in production of the World Development Indicators (WDI). His other assignments have included the U.S. Department of the Treasury as a Presidential Management Fellow, the Center for Strategic and International Studies (CSIS) and the World Trade Center.
Questions?
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