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Summary
The Trump administration’s trade policies are the defining factor for supply chain decision-makers in 2025 and activity will reach a crescendo in the second quarter of 2025. Join our experts as we unpack the key supply chain issues in 2025 and 2026:
- Trump season 2, episode 2: Trade protectionism will continue to spread, but more certainty on US tariffs and other countries’ responses will emerge during Q2 2025. We’ll outline the tariffs to watch and the options for retaliation from other countries. Regulatory uncertainties will weigh in Europe.
- Network upheaval: Global trade activity through most logistics networks will continue to grow in 2025 and into 2026. That doesn’t mean life is easy: challenges we’ll discuss will include proposed port fees for Chinese vessels in the US, the development of the shipping fleet, including new capacity and alliances, as well as environmental regulations.
- Managing the peak and beyond: Corporate supply chain decision-makers are more preoccupied with but less worried about, tariffs than in the past as a result of having a range of tactical options available to them. In the meantime, the peak season looms amid signs of delays, uncertain demand and a host of planning uncertainties.
Moderator
S&P Global Market Intelligence
Eric Oak
S&P Global Market Intelligence
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.
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 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
Agnieszka Maciejewska
S&P Global Market Intelligence
Associate Director for Models and Scenarios, Global Intelligence & Analytics
Agnieszka is managing GTAS Forecasting team, which is creating bilateral trade forecast and team of analysts responsible for updating macroeconomic Global Link Model. Agnieszka is focused on most recent trends in trade and trade pattern changes. She is contributing to supply chain analysis in reports, articles, conferences and webinars.
Agnieszka works on development of the S&P Global Global Link Model, which is the most comprehensive global macroeconomic model commercially available. Designed for forecasting and scenario planning, it links individual country models with each other and with key global drivers of performance.
Agnieszka holds a Master of Arts in international trade from University of Gdansk, Faculty of Economics where she also completed doctoral studies.
Questions?
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