After a busy year of logistics network disruptions, volatile costs and geopolitical upheaval there’s no respite for supply chain decision-makers as we head into the end of 2024 and look ahead to 2025.

• The other side of peak season: Supply chains have had to deal with a plethora of disruptions in 2024, resulting in accelerated shipping. Manufacturing remains depressed, weighing on the mid-term outlook for supply chain activity. Near-term challenges include strikes and storms on the US east coast, uncertainty on de-minimis strategies and an imminent shift in shipping alliances and capacity.
  
  
• The big one arrives: In a year of 70 elections globally, the US elections carry the biggest future risks for supply chains with the prospect of increased tariffs, trade deals to be done and shifts in industrial policy ahead. Regulatory uncertainties also persist in the EU ahead of the implementation of CBAM, while conflicts continue to be a factor.
  
  
• Luxurious resilience and sustainability: The supply chain travails of the pandemic era shone a light on the need for resilience, while later (relative) calm has led to a pullback in investments in resilience. Technology spending is being misdirected. Sustainable sourcing, meanwhile, including the circular economy, is becoming more important.

Speakers

Chris Rogers

Head of Supply Chain Research
S&P Global Market Intelligence

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Agnieszka Maciejewska

Associate Director for Models and Scenarios
S&P Global Market Intelligence

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John Raines

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

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Eric Oak (Moderator)

Senior Supply Chain Analyst
S&P Global Market Intelligence

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