Dips, ships and chips: Supply chain outlook for Q2 2026 and beyond

Supply chain decision makers approach the second half of 2026 facing a similar menagerie of issues which beset them over the past 12 months including conflict, tariffs 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.

• Geopolitics remain the key input to supply chain decision-making heading into the second half of 2026, with the hangover of conflict in Europe and the Middle East alongside a renewed round of tariff actions by the US. We’ll look at the prospects for US supply chain policies heading into the mid-term elections including Section 301 tariffs, the USMCA renegotiation and the delivery of trade deals.
• Logistics networks enter the peak shipping season dealing with the effects of conflict in the Middle East and the long-awaited arrival of additional container shipping capacity. We’ll investigate the prospects for global trade growth, shipping rates and the greening of the industry.
• The delivery of Artificial Intelligence infrastructure is having knock-on effects to supply chain costs across the electronics and adjacent sectors. We’ll look at the prospects for the next round of growth, key bottlenecks and the impact on costs for deploying AI in the late 2020s.

Speakers

Chris Rogers

Head of Supply Chain Research
S&P Global Market Intelligence 

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Ines Nastali

Senior Supply Chain Intelligence Analyst
S&P Global Market Intelligence

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Vania Alvarez Murakami

Supply Chain Analyst
S&P Global Market Intelligence

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Agnieszka Maciejewska

Economics Director
S&P Global Market Intelligence

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John Raines

Head of North America Country Risk Research
S&P Global Market Intelligence

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