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Summary
The structure of the Trump administration’s trade policy has become clear, but the details remain in limbo, setting the scene for supply chain-decision making during the third quarter of 2025. Join our experts as we unpack the key supply chain issues in 2025 and 2026:
- The road ahead for tariffs: US tariffs can be broken into two broad types. We’ll take a deep dive into the outlook for Section 232 investigations into individual sectors. There’ll also be a review of the latest progress on country-centric reciprocal tariffs as well as the country negotiations and where else trade policy could go next.
- From tactical to strategic: Corporate tactics for dealing with tariffs are well-established and we’ll provide markers for tracking their progress. Longer-term supply chain strategies have been put on hold, but the time is coming to restart them.
- What you weren’t watching: Tariffs have sucked the oxygen from the room when it comes to considering the risks and opportunities for supply chains. We’ll look in detail at mainland China’s upcoming actions, the state of EU regulatory policy and the state of logistics networks.
Moderator
S&P Global Market Intelligence
Eric Oak
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
Vania Alvarez Murakami
Supply Chain Analyst
Vania Alvarez Murakami is a member of the Supply Chain Research team, specializing in data-driven insights and research. Alvarez Murakami brings multinational experience to the analysis of global supply chains and logistics networks. She was previously with the global trade data analysis group, where, among other achievements, she won the i3 innovation contest in 2023. Alvarez Murakami holds a Bachelor of Science in economics and philosophy, specializing in fintech and minoring in data science from Northeastern University. She is currently completing a Master of Arts in philosophy at University College London.
S&P Global Market Intelligence
John Raines
Principal Global Risks Adviser and Head of North America, Economics & Country Risk
As S&P Global Market Intelligence’s lead analyst for United States, Dr. John provides in-depth insight into the inner workings of the US government and its electoral cycle.
Dr. John presents his analysis in a manner that allows clients not only to understand the context of current US and global news events, but how those incidents will impact their industry's performance over time. He has appeared in numerous media outlets, such as The New York Times, The Washington Post, Time Magazine, BBC, NPR, CNBC, and The Associated Press, discussing topics like US elections, American foreign policy, and domestic legislation. In his role of principal global risk adviser, he has delivered dozens of keynote speeches and spoken to thousands of clients on macro country risk topics, from issues like populism and trade protection to US sanctions and international terrorism. In his previous work experience with the U.S. Department of State, he held roles responsible for conducting economic policy for the United States Embassy in Panama and overseeing the American Citizen Services unit in Hong Kong. He also worked at the World Bank, where he managed several projects in production of the World Development Indicators (WDI). His other assignments have included the U.S. Department of the Treasury as a Presidential Management Fellow, the Center for Strategic and International Studies (CSIS) and the World Trade Center.
Dr. John earned a Ph.D. in political science from Ohio State University and a master's degree in international relations from Johns Hopkins School of Advanced International Study (SAIS).
Questions?
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