Maritime and Trade Talk6 Helmi 2024

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 already visible, including the knock-on from conflict in the Middle East and the prospect of a renewed wave of trade protectionism. Others will emerge by surprise. Our experts discuss the prospects for trade and supply chains in 2024, with topics including:

Physical operations present the biggest challenges, with conflict in the Middle East and climate change disrupting shipping networks. The prospect of accidents in the South China Sea triggering further challenges cannot be ruled out. Labor strikes may generate further friction.
Politics introduces a renewed round of uncertainty thanks to widespread elections. The rise of protectionism and retaliation which got underway in 2023 may spread in 2024 with the real impact only coming in 2025. The cost of environmental policies may widen and rise. More positively there's the prospect of new trade deals ahead.
Supply chain and trade activity will stabilize and should recover, particularly in hard-hit non-AI electronics. Decision-makers can prepare by investing in resilience and agility, but it appears investments in risk mitigation alone aren't being prioritized with the result that firms may be sleep-walking into the next round of disruptions.

Watch the on-demand here: https://pages.marketintelligence.spglobal.com/The-Storm-Before-the-Storm-Q1-24-Trade-and-Supply-Chain-Outlook-Registration-January-2024-FS.html Speakers: Agnieszka Maciejewska Economics Manager, GTAS Forecasting, S&P Global Market Intelligence Chris Rogers Head of Supply Chain Research, S&P Global Market Intelligence

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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

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

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

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

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

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

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