Volume 5 – 21 Feb 2024
Look Forward
Supply Chain 2024
During the COVID-19 pandemic, the world realized that supply chains are fragile and can have significant national strategic implications, especially at a time when geopolitical competition is on the rise.
Recent attacks on shipping in the Red Sea further show that the pre-pandemic world, where supply chains were largely undisrupted and efficient, is unlikely to return. These developments have enabled a widespread reevaluation of the global wave of outsourcing that began in the 1990s. Today, the term "supply chain" is an all-encompassing catchphrase spanning international trade, logistics and manufacturing in the context of both corporate operations and national economic security.
It is a broad topic, but S&P Global has the advantage of drawing on deep expertise across the enterprise to frame major themes and offer a glimpse of the future.
For this inaugural issue of Look Forward: Supply Chain, we tapped into the knowledge of multiple specialists in areas such as labor, mobility, geopolitics, decarbonization, shipping and international trade to present a series of articles that delve beyond the headlines and provide critical insights to our customers worldwide. Our deep dive into electric vehicles and batteries is a great example of how technology and geopolitics are reshaping global supply chains.
At S&P Global, we recognize that the world is in a state of transition and growing increasingly complex every day, which is reflected in the new risks associated with supply chains. We aim to go beyond what is expected and seek new levels of understanding to help companies, governments and individuals make an impact on tomorrow. This report is a product of that commitment, and we hope it will be of value to our readers.
S&P Global Mobility
Edouard Tavernier
President
Sponsors & Contributors
S&P Global Commodity Insights
Atul Arya, Ph.D.
Senior Vice President and Chief Energy Strategist
S&P Global Ratings
Alexandra Dimitrijevic
Global Head of Research & Development
S&P Global Ratings
Martina L. Cheung
President, S&P Global Ratings
S&P Global Market Intelligence
Peter Tirschwell
Vice President, Maritime & Trade
S&P Global Market Intelligence
Chris Brooks
Executive Editor, Maritime & Trade
S&P Global Market Intelligence
Chris Rogers
Head of Supply Chain Research
S&P Global Market Intelligence
Carlos Cardenas
Research and Analysis Executive Director
S&P Global Mobility
Graham Evans
Director, Auto Supply Chain & Technology
S&P Global Ratings
Vittoria Ferraris
Managing Director & Sector Lead Autos EMEA
S&P Global Market Intelligence
Mark Fontecchio
Research Analyst
S&P Global Market Intelligence
Diego Iscaro
Senior Economist, Europe Economics
S&P Global Market Intelligence
Turloch Mooney
Product Management Associate Director, Maritime, Trade & Supply Chain
S&P Global Market Intelligence
Kevin Murphy
Senior Analyst
S&P Global Ratings
Elijah Oliveros-Rosen
Emerging Markets Chief Economist
Amy Martin
Senior Director, Ratings (Analytical)
S&P Global Ratings
Jose Perez-Gorozpe
Head of Credit Research Emerging Markets
S&P Global
Vishrut Rana
Asia-Pacific Economist
S&P Global Ratings
David Tesher
Head of Credit Research, North America
Chris To
S&P Global Market Intelligence
Ashima Tyagi
Economics Associate Director, Pricing & Purchasing
S&P Global Market Intelligence
Ken Wattret
Vice-President, Global Economics
Key Support
Editors
April Pascual, Senior Editor
Matthew Schick, Editor
Ellen White, Copy Editor
Mary Minton, Copy Editor
Project Manager
Meha Dave, Associate, Business Manager
Head of Editorial, Design & Publishing Team
Ken Fredman
Content Strategy
Nathan Hunt, Vice President of Content and Digital Marketing
Communications
May Kek, Communications Director
Website Development
Kurt Burger, Marketing Specialist
Social Outreach
Camille McManus, Marketing Specialist
Designer
Carla Donaghey, Senior Designer