Maritime and Trade Talk S&P Global Market Intelligence

The supply chain story of 2023 so far has been one of normalization. Demand has slowed down with U. S. seaborne imports of consumer goods falling in the first eight months of the year. The seasonality of shipping patterns also appears to be returning to normal and global trade activity is likely to stabilize.
 
But as ever, we see risks on the horizon. Trade policies are becoming more restrictive and sustainability policies are starting to have real consequences for supply chains. Water stress and labor action also threaten supply chain stability.
 
What is driving the return to normal in supply chains? What strategies are companies exploring to build resilience?
 
Speakers:
Chris Rogers - Head of Supply Chain Research, S&P Global Market Intelligence
Kristen Hallam - Lead Content Strategist, S&P Global Market Intelligence

We may be stuck in road traffic for an hour, but ships can be waiting for many hours to enter a port, generating emissions all the while.
 
In this episode, Turloch Mooney, Product Management Associate Director at S&P Global Market Intelligence discusses what the shipping industry is doing to manage these wait times and get closer to their emissions targets and save money in the process.
 
Speakers:
Turloch Mooney - Product Management Associate Director, Maritime, Trade & Supply Chain, S&P Global Market Intelligence
Kristen Hallam - Lead Content Strategist, Global Intelligence & Analytics, S&P Global Market Intelligence

Roughly 18 months ago, Russia invaded Ukraine, sending shock waves through financial and commodities markets. Since then, we've seen rounds of sanctions from the US and EU, an expansion of NATO, and an attempted mutiny in Russia. Still, the war grinds on.
 
In this episode, we discuss the outlook for the Russia-Ukraine conflict with Alex Kokcharov, S&P Global Market Intelligence's Principal Country Risk Research Analyst. How long is the conflict likely to last? What risk factors could influence its trajectory?
 
Speakers:
Alex Kokcharov - Principal Country Risk Research Analyst, Europe and CIS, S&P Global Market Intelligence
Kristen Hallam - Lead Content Strategist, Global Intelligence & Analytics, S&P Global Market Intelligence

The EU’s 11th package of sanctions targeted against Russian trade is to close loopholes and tackle the circumvention of trade through re-exports of goods via third party countries to Russia and also to tackle the illicit transfer of oil via ship-to-ship transfers in EU waters.
 
Byron McKinney, S&P Global Market Intelligence’s Product Management Director discusses the shipping segment within the transport section of the document.
 
Listen to the on-demand webinar in full: https://www.spglobal.com/marketintelligence/en/events/webinars/the-european-unions-11th-package-on-the-circumvention-of-sanctions-and-vessel-ship-to-ship-transfers-risks-and-challenges-for-tr
 
Speaker:
Byron McKinney - Product Management Director, Maritime, Trade & Supply Chain, S&P Global Market Intelligence

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?
 
Our experts explore these questions and share their outlook for the remainder of 2023 and beyond.
 
Speakers:
Chris Rogers
Head of Supply Chain Research, S&P Global Market Intelligence
Agnieszka Maciejewska
Economics Manager, GTAS Forecasting, S&P Global Market Intelligence
Mark Fontecchio
Research Analyst - IoT, 451 Research, S&P Global Market Intelligence

The global supply chain landscape is returning to "normal" conditions in the second quarter of 2023, with supplier delivery times improving and shipping rates at their lowest since September 2020. However, the second half of the year presents challenges, including the direction of corporate sourcing strategies, political tensions, and the implementation of the EU's Carbon Border Adjustment Mechanism (CBAM). 
 
Is global trade doomed for a decline or set for recovery? Can corporate decision-makers hope for a new-normal in supply chain operations? Deglobalization or a new era of trade expansion? Our experts discuss the outlook for the rest of 2023 and beyond.
 
The full article explores key trends and challenges for the global supply chain landscape in the coming months: https://www.spglobal.com/marketintelligence/en/news-insights/blog/global-supply-chains-what-to-watch-in-q2-23
 
Speakers:
Chris Rogers
Head of Supply Chain Research, S&P Global Market Intelligence
Agnieszka Maciejewska
Economics Manager, Trade Forecast, S&P Global Market Intelligence