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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
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.
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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