After conflict, before talks: Supply chain outlook for Q3 2026 and beyond

Supply chain decision-makers face a similar set of challenges in the remainder of 2026 and into 2027 which have caused disruptions in the past 12 months including the fall-out from conflicts, fluctuating trade protectionism rules and supply chain bottlenecks.

Join us as we unpack the key issues and look ahead at how best to position your strategy for the rest of the year and into 2027.

• Politics and policies will continue to provide disruptions to existing operations and reward flexibility. The US tariff environment is becoming clearer, but the renegotiation of the USMCA trade deal is likely to take much of the remainder of 2026 to be completed. The implementation and adaptation of new regulations by the EU will complicate sourcing decisions into early 2027.
• Logistics networks have so far adapted to challenges from conflict in the Middle East, though recovery will take until early 2027 to be fully completed. At the same time, long-expected increases in shipping capacity are arriving – we’ll provide context in our expectations for global trade volumes, shipping rates and industry regulations.
• Nearly two years of uncertainties over the policy and network landscape and disruptions to electronics supply chains have resulted in decision-makers pausing their investments in resilience. We’ll outline the opportunities for a new round of reshoring in Latin America as well as opportunities emerging from international trade deals signed earlier this year.

Speakers

Chris Rogers

Head of Supply Chain Research
S&P Global Market Intelligence

---

Ines Nastali

Economist
S&P Global Market Intelligence

---

Agnieszka Maciejewska

Economist Director
S&P Global Market Intelligence

---

Vania Alvarez

Data Scientist, Data Engineering
S&P Global Market Intelligence

---

Eric Oak (Moderator)

Senior Supply Chain Intelligence Analyst
S&P Global Market Intelligence

---