The Age of Supply Chain Agility: 2026 Trade & Supply Chain Outlook

If 2025 was the year of tariff-based protectionism, then 2026 marks the start of a new age where supply chain agility will be more important than ever as trade policy continues to evolve, logistics networks deal with slow growth and corporations look to balance costs and risk management. Join our experts as we unpack the key supply chain issues for 2026 and beyond

• Looking beyond tariffs, looking for deals: US tariff policy and transactional deal-making is far from settled, with to sector-level implementation and the renegotiation of USMCA. Elsewhere, new trade deals will continue to be signed but there’s a risk of deteriorating EU-mainland China relations.
• Through the Red Sea, towards green shipping: The hangover from US trade policy actions is the prospect for a year of slow growth in global logistics networks, with capacity uncertainties resulting from the resolution of shipping via the Red Sea and new vessels coming onto the water. Green shipping had a tough 2025, but new opportunities will emerge in 2026 and beyond.
• New shortages, old strategies: Supply chain bottlenecks are emerging in electronics, with a knock-on effect across many sectors, requiring a renewed focus on supplier risk management. Investments in diversification via global regionalization will start to pick up against the backdrop of rapidly developing intelligent manufacturing.

Speakers

Anna Rybicka

Assistant Economist, GTAS Forecasting team
S&P Global Market Intelligence

---

Keyla Goodno

Senior Economist, Pricing & Purchasing
S&P Global Commodity Insights

---

Eric Oak

Senior Supply Chain Analyst
S&P Global Market Intelligence

---