Time, Tariffs and Tracking: Q4'23 Trade and Supply Chain Outlook


Title: Time, Tariffs and Tracking: Q4'23 Trade and Supply Chain Outlook

Duration: 1 hour

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Are supply chains returning to an old or new normal? When and how will global trade return to growth? What policy risks are out there? How will sustainability goals affect supply chain choices? Join our experts as we discuss the outlook for the remainder of 2023 and beyond.


  • Time for just in time: Supply chain conditions are back to normal and may remain so in the face of weakening industrial activity. A need to conserve cash likely precludes a move to more risk-averse inventory management while reshoring strategies continue apace.
  • Recovering for slow growth: Global trade activity may start its recovery in late 2023, but that doesn't mean there'll be a strong expansion in a long run. We'll detail our latest forecast updates and highlight differences to the multilateral agencies' expectations.
  • Tariff policy adaptations: The first half of 2023 has been characterized by the return of industrial policy for the technology and autos sectors. The latter part of the year will be characterized by a series of trade policy changes including US tariffs on imports from China and a nascent EU-US green steel deal.
  • Rubber hits the green road: Supply chain management is a critical part of delivering global sustainability goals. We'll look at new regulations including the EU's Carbon Border Adjustment Mechanism and the impact of the IMO's GHG emissions strategy. Such initiatives must increasingly be incorporated into data tracking for corporate decision-making.

Agnieszka Maciejewska
Economics Manager, GTAS Forecasting
S&P Global Market Intelligence
Chris Rogers
Head of Supply Chain Research
S&P Global Market Intelligence
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