Right place, right time: Q3 '23 trade and supply chain outlook

How close are supply chains to normality? Which industrial policies provide the biggest risks? What strategies should firms be pursuing in the face of perpetual upheaval? Can technology investments help build resilience? Join our experts as we discuss the outlook for the remainder of 2023 and beyond.

Agenda:

• Trade and supply chain activity close to normality: Our new trade forecasts will show how long the downturn in global trade activity might last. Inventories and logistics networks are close to pre-pandemic levels while electronics supply chains are not expected to completely normalize until late 2023.
• Industrial policy challenges widen: War in Ukraine and deteriorating US-China relations have become business-as-usual risks. The arrival of new carbon emission rules in Europe and implementation of industrial policies across renewables and electronics provide both risks and opportunities.
• Investing in resilience: Multi-sourcing and reshoring are expensive policies in a low-growth, high interest rate environment. Earlier gains can be made by investing in supply chain digitization – we look at the state of transformation plans, budget plans and ask what "comprehensive supply chain visibility" really means.