Maritime and Trade Talk by S&P Global Market Intelligence - From risk and compliance to global supply chain, our podcast provides in-depth discussions and actionable insights with top industry experts and guests from the maritime, trade and supply chain industry. Subscribe for the latest insight and opinion on trends shaping the shipping, trade and supply chain industry from trusted experts.
Latest episodes
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16 min
EP28: Economic impact of armed conflicts
The prolongation of existing — and emergence of new — armed conflicts will likely remain a major source of geopolitical instability in the world economy, according to our strategic…
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20 min
EP27: Geopolitical reordering in 2024
We see five key overlapping themes for the year ahead. In this episode, we explore the theme of geopolitical reordering. National interest objectives will influence reordering of r…
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17 min
EP26: Logistics rewired − The world's largest ocean container shipping event
One of our key themes for 2024 is logistics rewired. At the world's largest ocean container shipping event, TPM, shippers and their transportation providers will have plenty to tal…
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32 min
EP25: The storm before the storm - Q1’24 trade and supply chain outlook
2023 was a year of recovery, giving the air of a return to normal. Unfortunately, normal for supply chains means guiding operations through the middle of a storm of potential disru…
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22 min
EP24: Water stress and the 2024 sustainability outlook
Droughts and flood events in recent years have highlighted the importance of water as a strategic global resource. Climate change will impact access to water and force many countri…
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15 min
EP23: Deceptive shipping practices
Deceptive shipping practices began to emerge as a topic of interest in 2020, following guidance from the U.S. Treasury Department. Subterfuge shipping has always been an issue. But…
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20 min
EP22: Q4'23 Trade and Supply Chain Outlook
The supply chain story of 2023 so far has been one of normalization. Demand has slowed down with U. S. seaborne imports of consumer goods falling in the first eight months of the y…
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22 min
EP21: Sustainability at Sea - Port performance and Emissions
We may be stuck in road traffic for an hour, but ships can be waiting for many hours to enter a port, generating emissions all the while. In this episode, Turloch Mooney, Product M…
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22 min
EP20: A Long War in Ukraine
Roughly 18 months ago, Russia invaded Ukraine, sending shock waves through financial and commodities markets. Since then, we've seen rounds of sanctions from the US and EU, an expa…
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18 min
EP19: The EU’s 11th Package on the Circumvention of Sanctions and Vessel STS Transfers: Risks and Challenges f…
The EU’s 11th package of sanctions targeted against Russian trade is to close loopholes and tackle the circumvention of trade through re-exports of goods via third party countries…
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31 min
EP18: 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 techn…
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27 min
EP17: Striving For Normality – Q2’23 Trade and Supply Chain Outlook
The global supply chain landscape is returning to "normal" conditions in the second quarter of 2023, with supplier delivery times improving and shipping rates at their lowest since…
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27 min
EP16: Ghosting sanctions with a shadow fleet
Russia has repeatedly stated that it will not work with the G7 oil price cap for crude oil that took effect in December 2022, or with the subsequent price cap on refined products t…
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18 min
EP15: How Effective Are Sanctions in Curtailing the Russian Conflict in Ukraine?
Russia is the most sanctioned country in the world, with many thousands of individuals, entities and traded goods placed under controlled measures by the U.S., Europe and their all…
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17 min
EP14: Analyzing the U.S.-China Trade Relationship
Trade between the U.S. and China reached a record in 2022 with imports and exports between the countries exceeding $690 billion. What are the forces shaping the economic relations…
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25 min
EP13: Assessing the impact of the U.S. Government Accountability Office recommendations’ on Export Control Com…
In June 2022, the U.S. Government Accountability Office (GAO) provided multiple recommendations to U.S. universities with assistance from the U.S. Department of Commerce and Homela…
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25 min
EP12: Oil Price Cap - Implications for Trade and Shipping Risk
The implementation of a price cap covering Russian-origin crude oil on 5th December has raised a variety of questions regarding its implications; How it will affect trading Will In…
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27 min
EP11: Trade Outlook - Response To Geopolitical Events
In this episode, Dr. Jakub M. Kwiatkowski, a senior economist within the Global Trade Analytics Suite (GTAS) Forecasting team of S&P Global Market Intelligence talks about the tren…
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26 min
EP10: An Insurers’ Perspective - Navigating Maritime Risks in a sea of New and Emerging Challenges
The global shipping and maritime industry is facing a myriad of challenges and there is ever greater importance to have a sense of clarity on the role of the insurance market. With…
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21 min
EP9: The Impact of Russia's Invasion of Ukraine - A Trade Finance Compliance Perspective II
Download the whitepaper: https://ihsmarkit.com/Info/0722/impact-russia-invasion-ukraine-trade-finance-compliance-perspective-ii.html As the Russian war effort directed against Ukra…