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Summary
2023 was a year of recovery, giving the air of a return to normal. Unfortunately, normal for supply chains means guiding operations through the middle of a storm of potential disruptions. Some are already visible, including the knock-on from conflict in the Middle East and the prospect of a renewed wave of trade protectionism. Others will emerge by surprise.
Join our experts as we discuss the prospects for trade and supply chains in 2024, with topics including:
- Physical operations present the biggest challenges, with conflict in the Middle East and climate change disrupting shipping networks. The prospect of accidents in the South China Sea triggering further challenges cannot be ruled out. Labor strikes may generate further friction.
- Politics introduces a renewed round of uncertainty thanks to widespread elections. The rise of protectionism and retaliation which got underway in 2023 may spread in 2024 with the real impact only coming in 2025. The cost of environmental policies may widen and rise. More positively there’s the prospect of new trade deals ahead.
- Supply chain and trade activity will stabilize and should recover, particularly in hard-hit non-AI electronics. Decision-makers can prepare by investing in resilience and agility, but it appears investments in risk mitigation alone aren’t being prioritized with the result that firms may be sleep-walking into the next round of disruptions.
Speaker
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.
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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