• TPM25
  • March 2-5, 2025 | Long Beach Convention Center

Jack Kennedy

S&P Global Market Intelligence

Head of Middle East and North Africa Country Risk

Jack specializes in political risk and violent trends across the MENA region, with a particular focus on Egypt, the Gulf states, and the eastern Mediterranean. Prior to S&P Global, Jack was lead Middle East analyst for a business and political risk consultancy firm in Scotland.

Jack holds an MLitt in Middle East and Central Asia Security Studies from the University of St Andrews and an MA in Arabic and Social Anthropology from the University of Edinburgh.

Sessions With Jack Kennedy

Tuesday, 4 March

  • 04:15pm - 05:00pm (PST) / 05/mar/2025 12:15 am - 05/mar/2025 01:00 am

    Gaming Out the Red Sea Outlook: Analyzing the Scenarios

    So much depends on the Red Sea, but what will happen in 2025? The resumption of safe vessel transits through the Suez Canal, should that occur through diplomatic or military action, almost immediately would unleash significant capacity back into the market, putting the industry in dire overcapacity straits and upending pricing in the industry. The status quo — in which most container traffic is currently routed around southern Africa — comes with its own consequences, including higher fuel costs and emissions. Through the lens of geopolitics, vessel capacity and ocean reliability, respective experts will stake out various scenarios for the Red Sea in 2025 and beyond.

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