Volume 1 – 13 Jan 2023
Look Forward
A World in Disruption
The world has reached a unique moment. In my 40-plus years in business, I’ve never seen a time quite like the one we’re living through now.
This is a period marked by uncertainty. Households, the private sector and governments around the globe face an energy security crisis and climate change, food shortages, high inflation, ongoing supply chain challenges, volatility in financial markets and a host of geopolitical risks.
In this first issue of Look Forward, our economists, analysts, researchers and data experts survey the current state of affairs and connect the dots to explain what it all means in an era of instability. The purpose of Look Forward is to help decision-makers in asset managers, asset owners, companies, multilateral institutions, nonprofit organizations and governments look beyond the near term and explore the trends that will shape our future.
Readers will benefit from the smart analysis of our cross-divisional Research Council at S&P Global, which produced this journal. The Council has identified six interconnected themes with the greatest potential for large-scale disruption well into the future.
The Council’s critical work, as you will read, is focused on energy security, climate and sustainability, technology and digital disruptions, supply chains, capital markets and geopolitical shocks. We have unique datasets and insights in all these areas, and we see the Research Council as a way to make sure that our insights deliver maximum impact to our customers and the markets.
In this age of turbulence and change, the following articles are designed to help navigate the path ahead.
S&P Global
Douglas L. Peterson
Special Advisor, S&P Global
Interview Series
Sponsors & Contributors
S&P Global Commodity Insights
Atul Arya, Ph.D.
Senior Vice President and Chief Energy Strategist
S&P Global Ratings
Alexandra Dimitrijevic
Global Head of Research & Development
S&P Global
Martina L. Cheung
President & CEO, S&P Global
S&P Global Ratings
Marion Amiot
Head of Climate Economics & European Economist
S&P Global Mobility
Tim Armstrong
Senior Vice President, Planning Solutions
Tim Armstrong heads Automotive Planning Solutions at S&P Global Mobility.
S&P Global Ratings
Alexandre Birry
Global Head of Credit Research & Insights
Daniela Brandazza
Senior Director
S&P Global Sustainable1
Steven Bullock
Managing Director, Global Head of Research and Methodology
Steve leads the Research and Methodology Team at S&P Global Sustainable1 developing the methodologies that underpin S&P Global’s suite of sustainability-related datasets and analytical solutions that power the transition to a more sustainable future.
S&P Global Ratings
Rose Marie Burke
Senior Writer
S&P Global Ratings
Terence Chan, CFA
Managing Director and Senior Research Fellow, Credit Research & Insights
S&P Global Ratings
Clayton Davis
Senior Data Scientist
S&P Global Mobility
Tom De Vleesschauwer
Global Transport & Mobility Practice Leader
Tom De Vleesschauwer leads the Transport and Mobility Practice within the Automotive Group at S&P Global Mobility.
S&P Global Market Intelligence
Gaurang Dholakia
Senior Associate, Markets & Deals
S&P Global Commodity Insights
Dave Ernsberger
Co-President, S&P Global Commodity Insights
S&P Global Ratings
Paul Gruenwald, Ph.D.
Global Chief Economist
S&P Global Sustainable1
Lindsey Hall
Head of ESG Thought Leadership
Lindsey Hall is Head of ESG Thought Leadership at S&P Global Sustainable1, where she co-hosts the ESG Insider podcast and is a steering member of S&P Global's Diversity Research Lab.
S&P Global Ratings
Charles Jansen
Senior Director, DeFi
S&P Global Commodity Insights
Roman Kramarchuk
Head of Future Energy, Policy and Technology Analytics
S&P Global
Shankar Krishnamurthy
Head of EssentialTech COE and Innovation, S&P Global
S&P Global Ratings
Gregg Lemos-Stein
Chief Analytical Officer, Corporate Ratings
Gregg Lemos-Stein is a Managing Director and Chief Analytical Officer for Corporate Ratings at S&P Global Ratings.
S&P Global Ratings
Lai Ly
Global Head of Sustainability Research
S&P Global
James McMahon
CEO, The Climate Service
James McMahon founded The Climate Service with the vision that every economic decision on Earth should incorporate climate change. The company’s risk analytics software as a service gives investors and corporate managers the financial information they need to incorporate climate-related risk into their decisions.
S&P Global Commodity Insights
Jeff Meyer
Director, Energy
Jeff Meyer is a director at S&P Global Commodity Insights with the Mobility and Energy team.
S&P Global Market Intelligence
Turloch Mooney
Product Management Associate Director, Maritime, Trade & Supply Chain
Turloch Mooney leads S&P Global Market Intelligence Port Analytics team and is an expert in port infrastructure and investment.
Dr. Gabriel Morin
Master 2 International Human Resources Management, Paris, Université Paris Panthéon-Assas
S&P Global Ratings
Chuck Mounts
Chief DeFi Officer
S&P Global Sustainable1
Paul Munday
Director, Global Climate Adaptation & Resilience Specialist
Paul Munday is a Director, Global Climate Adaptation & Resilience Specialist at S&P Global Ratings, where he leads and coordinates S&P Global Ratings’ research and application of climate adaptation and resilience analytics. He works at the interface between data and research, leveraging his expertise to help improve clarity of the credit impacts from climate risks.
S&P Global Market Intelligence
Lindsay Newman
Head of Geopolitical Thought Leadership, Economics & Country Risk
S&P Global Ratings
Karl Nietvelt
Chief Analytical Officer, Infrastructure Ratings
S&P Global Ratings
Simon Redmond
Leader I, Credit Analysis
S&P Global Ratings
Nicole Serino
Director of Credit Research and Insights
Nicole Serino is a director in the Credit Markets and Insights team for S&P Global Ratings, which is responsible for delivering forward-looking, actionable insights on market-moving trends and their effects on credit.
S&P Global Ratings
Roberto Sifon-Arevalo
Global Head of Sovereign & MLI Ratings
S&P Global Commodity Insights
Ashutosh Singh
Head of Energy Transition Program Management
Ashutosh Singh is a director with the financial services team at S&P Global, where he leads global oil supply forecasting and upstream sector fundamentals analysis.
S&P Global Market Intelligence
Peter Tirschwell
Vice President, Maritime & Trade
Peter Tirschwell is Vice President for Maritime & Trade at S&P Global Market Intelligence, a leading global provider of maritime data, analysis, consulting and media.
S&P Global Commodity Insights
Rick Vidal
Senior Director, Energy and Climate Scenarios
Rick Vidal, a director of energy at S&P Global Commodity Insights, is a global energymarkets specialist with expertise in the international electricpower business.
S&P Global Market Intelligence
Ruth Yang
Managing Director, Global Head of Ratings Thought Leadership
As Global Head of Private Markets & Thought Leadership, Ruth Yang is responsible for developing and expanding S&P Global Ratings’ coverage of private credit alongside the franchise’s market engagement in both public and private markets through thought leadership outreach.