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Summary
If 2025 was the year of tariff-based protectionism, then 2026 marks the start of a new age where supply chain agility will be more important than ever as trade policy continues to evolve, logistics networks deal with slow growth and corporations look to balance costs and risk management. Join our experts as we unpack the key supply chain issues for 2026 and beyond
- Looking beyond tariffs, looking for deals: US tariff policy and transactional deal-making is far from settled, with to sector-level implementation and the renegotiation of USMCA. Elsewhere, new trade deals will continue to be signed but there’s a risk of deteriorating EU-mainland China relations.
- Through the Red Sea, towards green shipping: The hangover from US trade policy actions is the prospect for a year of slow growth in global logistics networks, with capacity uncertainties resulting from the resolution of shipping via the Red Sea and new vessels coming onto the water. Green shipping had a tough 2025, but new opportunities will emerge in 2026 and beyond.
- New shortages, old strategies: Supply chain bottlenecks are emerging in electronics, with a knock-on effect across many sectors, requiring a renewed focus on supplier risk management. Investments in diversification via global regionalization will start to pick up against the backdrop of rapidly developing intelligent manufacturing.
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
Anna Rybicka
Assistant Economist, GTAS Forecasting team
Anna is involved in pre-forecast research, sourcing factors and events that influence global trade, quality checks/dashboards and writing cyclical summaries of global trade, both monthly and quarterly. Anna holds a Master of Arts in international trade from Warsaw School of Economics and worked for 14 years in Thomson Reuters, specializing in industry taxonomies creation and mapping, economic data onboarding, and textual data automation. She was also a technical writer in Dynatrace, creating documentation for business data analysis, among others.
S&P Global Commodity Insights
Keyla Goodno
Senior Economist, Pricing & Purchasing
Keyla Goodno is a senior economist with the Pricing and Purchasing Service, specializing in analysis and forecasts related to global transportation and logistics prices. Keyla acquired her Master of Science in applied economics from Boston College shortly after receiving her Bachelor of Arts in international relations and economics at State University of New York, Geneseo. Prior to joining the Pricing and Purchasing Service, Keyla worked with S&P Global Commodity Insights producing global coal forecasts.
S&P Global Market Intelligence
Eric Oak
Senior Supply Chain Analyst
Eric focuses on developing data driven research on international trade, logistics, and supply chains. He has multi-industry experience in global procurement ranging from paperboard boxes to enterprise software, and holds an MS in Business Analytics from Babson College and a BS in Supply Chain and Operations Management from Miami University.
Moderator
S&P Global Market Intelligence
Ines Nastali
Senior Supply Chain 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.
Questions?
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