-
Summary
The structure of the Trump administration’s trade policy has become clear, but the details remain in limbo, setting the scene for supply chain-decision making during the third quarter of 2025. Join our experts as we unpack the key supply chain issues in 2025 and 2026:
- The road ahead for tariffs: US tariffs can be broken into two broad types. We’ll take a deep dive into the outlook for Section 232 investigations into individual sectors. There’ll also be a review of the latest progress on country-centric reciprocal tariffs as well as the country negotiations and where else trade policy could go next.
- From tactical to strategic: Corporate tactics for dealing with tariffs are well-established and we’ll provide markers for tracking their progress. Longer-term supply chain strategies have been put on hold, but the time is coming to restart them.
- What you weren’t watching: Tariffs have sucked the oxygen from the room when it comes to considering the risks and opportunities for supply chains. We’ll look in detail at mainland China’s upcoming actions, the state of EU regulatory policy and the state of logistics networks.
Moderator
S&P Global Market Intelligence
Eric Oak
Senior Supply Chain Analyst
Eric focuses on developing data driven research on international trade, logistics, and supply chains. He has multi-industry experience in global procurement ranging from paperboard boxes to enterprise software, and holds an MS in Business Analytics from Babson College and a BS in Supply Chain and Operations Management from Miami University.
Speakers
S&P Global Market Intelligence
Chris Rogers
Head of Supply Chain Research
Chris Rogers is Head of Supply Chain Research at S&P Global Market Intelligence. He has over 25 years of research experience, including more than a decade covering global supply chains. He has worked at firms including Panjiva (acquired by S&P Global in 2018), Bloomberg, JP Morgan, and most recently freight forwarder Flexport. His coverage includes corporate decision-making, international trade policy, and logistics network operations.
S&P Global Market Intelligence
Vania Murakami Alvarez
Supply Chain Analyst
Vania Alvarez Murakami is a member of the Supply Chain Research team, specializing in data-driven insights and research. Alvarez Murakami brings multinational experience to the analysis of global supply chains and logistics networks. She was previously with the global trade data analysis group, where, among other achievements, she won the i3 innovation contest in 2023. Alvarez Murakami holds a Bachelor of Science in economics and philosophy, specializing in fintech and minoring in data science from Northeastern University.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.