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S& Global Platts Crude & Refined Products Market
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Stronger Together:
Tariff Shocks, Market Swings, and the Power of Resilient Networks
Duration: 1 Hour
Tariff policy has become one of the most volatile forces shaping markets in 2025. New rounds of U.S. trade actions have triggered sharp swings in corporate guidance, sell-side expectations, and investor sentiment. But not all companies are affected equally.
In this session, S&P Global’s Quantitative Research & Solutions team will present findings from their latest whitepaper, exploring how tariff shocks ripple through industries, geographies, and supply chains, and how resilient networks of customers and suppliers can amplify or dampen the impact. Using datasets spanning consensus estimates, corporate transcripts, supply chain relationships, trade flows, and short interest, we’ll highlight:
Tariff policy has become one of the most volatile forces shaping markets in 2025. New rounds of U.S. trade actions have triggered sharp swings in corporate guidance, sell-side expectations, and investor sentiment. But not all companies are affected equally.
In this session, S&P Global’s Quantitative Research & Solutions team will present findings from their latest whitepaper, exploring how tariff shocks ripple through industries, geographies, and supply chains, and how resilient networks of customers and suppliers can amplify or dampen the impact. Using datasets spanning consensus estimates, corporate transcripts, supply chain relationships, trade flows, and short interest, we’ll highlight:
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The scale of global revenue at risk—and why “panic is priced, but not permanent”
- Which industries face prolonged pressure vs. quicker rebounds
- How performance transmits across supply chains, creating winners and losers
- The role of exemptions and loopholes, including the de minimis debate
Join us to see how multi-dataset insights help make sense of an uncertain trade environment and identify where resilience, and opportunity can be found.
If you can't make the live session, please register anyway to receive the link to watch the recording.
Speakers
Daniel J. Sandberg, PhD
Global Head of Quantitative Research & Solutions
S&P Global Market Intelligence
Drew Bowers
Sr Quantitative Research Analyst
S&P Global Market Intelligence
Chris Rogers
Head of Supply Chain Research
S&P Global Market Intelligence
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Stronger Together: Tariff Shocks, Market Swings, and the Power of Resilient Networks
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