Maritime and Trade Talk by S&P Global Market Intelligence - From risk and compliance to global supply chain, our podcast provides in-depth discussions and actionable insights with top industry experts and guests from the maritime, trade and supply chain industry.
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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?
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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
1 Apr 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 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
1 Mar 2024
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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