Summary
2024’s “year of elections”, regulatory changes and physical supply chain disruptions will accelerate in 2025, bringing both risks to existing cash flows and opportunities to build competitive advantage at both the corporate and national levels.
- Rivalries and friendships: President-elect Trump has already signalled a highly protectionist and transactional approach to trade policy, with rising risks of retaliation from a more strident mainland China among others. On the more positive side a swathe of new trade deals look possible.
- Finding a balance: Logistics networks continue to find a way to deal with challenges from uncertain demand, rising regulations, new vessel deliveries and the effects of climate change. The emergence of new shipping alliances and the risk of strikes will shift the competitive landscape.
- Sustainable supply chains: The impact of environmental regulations, principally from the EU provide both higher costs and the opportunity to build competitive advantage across the materials key to most products. Circular supply chains are steadily maturing and provide new business opportunities.
- Finding fuels: Supply chains have to deliver the energy transition both in terms of manufacturing products like renewables and in improving the environmental footprint of logistics. That process will be complicated by weak demand in autos, growing uses for AI and protectionist trade policies
- Deploying the playbook: Many of the challenges faced in 2025 have been dealt with before, with firms revisiting tariff-tackling strategies, minimizing supply chain costs and implementing technology investments with an eye to returns and not just participating in the latest fad.
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
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.
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.
Moderator
S&P Global Market Intelligence
Natznet Tesfay
Head of Insights & Analysis
Her areas of specialization include geopolitical risks and influence mapping affecting emerging market debt vulnerabilities, energy transition pathways and global supply chain re-alignment. Before leading the research group, Natznet led the Africa team for over a decade, developing the integrated analytic capabilities as well as regional risk indicator and horizon scanning infrastructure, drawing on a range of methodologies such as geospatial analysis and scenario modeling techniques
Questions?
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