• BREAKBULK & PROJECT CARGO
  • April 19-21, 2023 | New Orleans, Louisiana
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Session Details

Keynote: A Brave New World — Geopolitics, Changing Alliances, and Energy Security

Thursday, 20 April

8:45 am - 9:30 am (CST) / 20/apr/2023 01:45 pm - 20/apr/2023 02:30 pm

The far-reaching effects of the COVID pandemic, Russia’s invasion of Ukraine, and the energy transition continue to reshape geopolitics and upend long-held trade relationships. These effects also have kick-started a global pivot toward energy security, as concerns about source diversification and self-sufficiency intertwine with what was an already-accelerating move toward decarbonization. Does this period of tumultuous change mean that our former status-quo regime of political alliances and frictionless global trade has simply disappeared, leaving a state of anarchy? Laurence Allan, director of research, country risk analysis, and forecasting at S&P Global, expects to see disruption and instability ahead, but not a complete fracturing of the old order, particularly when it comes to relationships between the US, China, and other key players globally. “There will be cooperation in some areas and competition in others,” he said. What does this changing environment mean for the project and logistics supply chain, both near term and further out? In his keynote address Allan, who, in leading S&P Global's country risk regional team for Europe/CIS, directs analysis and forecasting of political and violent risks, including geopolitical and global themes, and their impacts on the business environment, will delve into the implications of this changing status quo for the breakbulk industry. 

Session Speakers