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Summary
How close are supply chains to normality? Which industrial policies provide the biggest risks? What strategies should firms be pursuing in the face of perpetual upheaval? Can technology investments help build resilience? Join our experts as we discuss the outlook for the remainder of 2023 and beyond.
Agenda:
- Trade and supply chain activity close to normality: Our new trade forecasts will show how long the downturn in global trade activity might last. Inventories and logistics networks are close to pre-pandemic levels while electronics supply chains are not expected to completely normalize until late 2023.
- Industrial policy challenges widen: War in Ukraine and deteriorating US-China relations have become business-as-usual risks. The arrival of new carbon emission rules in Europe and implementation of industrial policies across renewables and electronics provide both risks and opportunities.
- Investing in resilience: Multi-sourcing and reshoring are expensive policies in a low-growth, high interest rate environment. Earlier gains can be made by investing in supply chain digitization – we look at the state of transformation plans, budget plans and ask what "comprehensive supply chain visibility" really means.
Speakers
S&P Global Market Intelligence
Agnieszka Maciejewska
S&P Global Market Intelligence
Associate Director, Models & 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 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.
Mark Fontecchio
Research Analyst for the Internet of Things practice at 451 Research, a part of S&P Global Market Intelligence
Mark Fontecchio is a research analyst for the Internet of Things channel of 451 Research, a technology research group within S&P Global Market Intelligence.
Mark Fontecchio is a Research Analyst for the Internet of Things practice at 451 Research, a part of S&P Global Market Intelligence. He covers horizontal IoT technology, as well as focusing on the commercial transportation vertical. Previously, he was the M&A Research Manager at 451 Research, where he helped direct the firm's coverage of technology mergers and acquisitions, and its M&A KnowledgeBase.
S&P Global Market Intelligence
Chris Rogers
S&P Global Market Intelligence
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.
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