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Summary
Continued change in US trade policy is the one constant supply chains face as we head into 2026, firms are turning to look at strategic supply chain options both to deal with their positions in the US and further afield. Join our experts as we unpack the key supply chain issues for the rest of 2025 and into 2026.
- Tariffs in deals in the US: With tariff investigations yet to be completed and court challenges continuing there are still plenty of changes ahead of trade policy in the US. More trade deals will be signed – not least of which is the renegotiation of USMCA - but those already in place are proving difficult to implement.
- Opportunities elsewhere: The outlook for global trade growth is about more than just tariffs, with the prospect of new and revised trade deals including ASEAN-China 3.0, EU-Mercosur and more raise the prospect of new supply chain investment opportunities. There’s still challenges to consider though from conflicts, sanctions and climate change.
- Setting strategy: Price and cost negotiations as well as investment in global regionalization will prove key to ensuring the pass-through of higher of tariffs and to leverage emerging trade growth opportunities in a multi-polar, but still interconnected world in 2026.
Moderator
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.
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
Agnieszka Maciejewska, M.A.
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 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.
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.
S&P Global Market Intelligence
Ines Nastali
Senior Supply Chain Analyst
Ines Nastali works within the Supply Chain Research team, covering logistics and wider trade developments, including maritime.
Her focus since joining the company in 2018 has been to establish the utilization of S&P Global's rich data portfolio and to translate those into interactive and print visualizations and analysis to give an insight into maritime and trade developments that impact the global supply chain.
Previously, Ines worked within S&P Global Market Intelligence as a senior maritime data expert, updating global fleet registries as well as with the IMO ship numbering and company team investigating beneficial ownership of ships, especially in a sanctions context, as well as editor of various maritime print publications.
She holds a Bachelor of Arts in technical journalism from the Hochschule Bremen, Germany, and a Master of Arts in science journalism from London's City University.
Questions?
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