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Summary
Are supply chains returning to an old or new normal? When and how will global trade return to growth? What policy risks are out there? How will sustainability goals affect supply chain choices? Join our experts as we discuss the outlook for the remainder of 2023 and beyond.
Agenda:
- Time for just in time: Supply chain conditions are back to normal and may remain so in the face of weakening industrial activity. A need to conserve cash likely precludes a move to more risk-averse inventory management while reshoring strategies continue apace.
- Recovering for slow growth: Global trade activity may start its recovery in late 2023, but that doesn't mean there'll be a strong expansion in a long run. We'll detail our latest forecast updates and highlight differences to the multilateral agencies' expectations.
- Tariff policy adaptations: The first half of 2023 has been characterized by the return of industrial policy for the technology and autos sectors. The latter part of the year will be characterized by a series of trade policy changes including US tariffs on imports from China and a nascent EU-US green steel deal.
- Rubber hits the green road: Supply chain management is a critical part of delivering global sustainability goals. We'll look at new regulations including the EU's Carbon Border Adjustment Mechanism and the impact of the IMO's GHG emissions strategy. Such initiatives must increasingly be incorporated into data tracking for corporate decision-making.
Speaker
S&P Global Market Intelligence
Agnieszka Maciejewska
S&P Global Market Intelligence
Economist 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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