EP20: A Long War in Ukraine

EP20: A Long War in Ukraine

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

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Jaksot(28)

EP28: Economic impact of armed conflicts

EP28: Economic impact of armed conflicts

The prolongation of existing — and emergence of new — armed conflicts will likely remain a major source of geopolitical instability in the world economy, according to our strategic report on key theme...

28 Touko 202416min

EP27: Geopolitical reordering in 2024

EP27: Geopolitical reordering in 2024

We see five key overlapping themes for the year ahead. In this episode, we explore the theme of geopolitical reordering.   National interest objectives will influence reordering of relationships betwe...

1 Huhti 202420min

EP26: Logistics rewired − The world's largest ocean container shipping event

EP26: Logistics rewired − The world's largest ocean container shipping event

One of our key themes for 2024 is logistics rewired. At the world's largest ocean container shipping event, TPM, shippers and their transportation providers will have plenty to talk about. Navigation ...

1 Maalis 202417min

EP25: The storm before the storm - Q1'24 trade and supply chain outlook

EP25: The storm before the storm - Q1'24 trade and supply chain outlook

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 alr...

6 Helmi 202432min

EP24: Water stress and the 2024 sustainability outlook

EP24: Water stress and the 2024 sustainability outlook

Droughts and flood events in recent years have highlighted the importance of water as a strategic global resource. Climate change will impact access to water and force many countries to modify how the...

8 Tammi 202422min

EP23: Deceptive shipping practices

EP23: Deceptive shipping practices

Deceptive shipping practices began to emerge as a topic of interest in 2020, following guidance from the U.S. Treasury Department.   Subterfuge shipping has always been an issue. But this proverbial g...

18 Joulu 202315min

EP22: Q4'23 Trade and Supply Chain Outlook

EP22: Q4'23 Trade and Supply Chain Outlook

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...

21 Marras 202319min

EP21: Sustainability at Sea - Port performance and Emissions

EP21: Sustainability at Sea - Port performance and Emissions

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 Associat...

5 Loka 202322min

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