Maritime and Trade Talk

• 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 themes for 2024. Following Iran’s recent strike on Israel, we pose the question: What could an escalation mean for the global economy?   The Decisive podcast > Explore our full library of S&P Global Market Intelligence podcasts >  Read our blog on escalation implications >  Download our report on 2024 themes >    Speakers: Ken Wattret Vice-President, Global Economics, S&P Global Market Intelligence Kristen Hallam Lead Content Strategist, S&P Global Market Intelligence

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• 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 between countries and in multilateral forums, impacting global challenges, flows of trade, and investment. An important indicator underlying the direction of these risks in 2024 will be the outcomes of more than 70 scheduled elections — half of which will be presidential elections. The outcomes will have major implications for policy direction and priorities.   Download the complimentary strategic report, 2024: A disjointed world: https://www.spglobal.com/marketintelligence/en/mi/Info/1123/2024-disjointed-world.html   Speakers: Laurence Allan Head of the Europe/CIS Insights and Analysis, S&P Global Market Intelligence Kristen Hallam Lead Content Strategist, S&P Global Market Intelligence

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• 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 restrictions on the Panama Canal, rerouting from the Red Sea to avoid attacks from Houthi militants, the persistent issue of overcapacity.   How is the shipping industry responding to these shocks and what impact could we see on trade and the global economy?   Join us at #TPM24, March 3 - 6, where these issues will be discussed in depth: https://events.joc.com/tpm/index.html    Speakers: Mark Szakonyi Executive Editor, JOC, S&P Global Market Intelligence Kristen Hallam Lead Content Strategist, S&P Global Market Intelligence

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• 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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• 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 they manage resources, according to a new report from S&P Global Market Intelligence.   The prevalence of severe difficulties to predict weather patterns is likely to continue across the globe affecting populations, countries’ economic performances and key industries that rely on water as an essential resource. The El Niño climate pattern is forecast to significantly impact the world in 2024. Water-related stress, however, will be an issue for many years to come in many parts of the world.   How will governments and businesses respond to water stress? And which industries are most likely to be affected?   Download the 2024 Sustainability Outlook full report: https://pages.marketintelligence.spglobal.com/Big-Picture-2024-Sustainability-Request-CD-Request.html Access all the 2024 Big Picture reports: https://www.spglobal.com/marketintelligence/en/campaigns/the-big-picture-industry-outlook     Speakers: Veronica Retamales Burford Senior Research Analyst, Latin America Country Risk, S&P Global Market Intelligence William Farmer Analyst, Sub-Saharan Africa, Country Risk, S&P Global Kristen Hallam Lead Content Strategist, S&P Global Market Intelligence  

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