The modern global supply chain: navigating geopolitics, technology & natural resources
In an era of dynamic geopolitical shifts and technological transformation, global supply chains are under unprecedented pressure. As we head into a new year, this webinar explores the evolving landscape of international trade and resource management, focusing on the critical intersections of policy, innovation, and economic resilience.
Key topics include:
- Post-tariff trade flows: Analysing the ripple effects of U.S. tariffs on global markets, supply chain dynamics, and trade partnerships.
- China’s shifting consumer patterns: A deep dive into China's import/export strategies and the downstream impacts of geopolitical volatility.
- Microchip sanctions & economic response: Understanding China's strategic economic adjustments in response to high-end semiconductor restrictions.
- Copper & AI infrastructure: Examining the surge in copper demand driven by the expansion of AI-powered data centres.
- Energy costs & AI: Assessing the economic implications of powering energy-intensive AI infrastructure.
The voices behind the insights:
Moderated by
Elizabeth Kuhr
Media Strategy
LSEG
Bruce Alway
Director, Metals Research
LSEG
Amrit Singh
Senior Manager, Shipping Research
LSEG
Brian Davidson
Director, Macroeconomic Forecasting and Energy
Fathom Consulting
Recorded on Thursday, November 20
