In our last episode of Season 5, host Kristen Hallam sits down with Chris Rogers, S&P Global Market Intelligence's head of supply chain research, to analyze the moments when supply chains gets stressed—and the playbooks that keep goods moving anyway.

From ongoing Red Sea security disruptions that forced ocean carriers to reroute around the Cape of Good Hope, reshaping transit times, capacity, and cost, to the more everyday shocks that ripple through transportation networks, this episode explores what resilience looks like when it's operational—not aspirational.

Chris discusses how leading supply chain teams respond under pressure with creative routing, smarter inventory positioning, and faster decision cycles, and why resilience today is less about a single "backup plan" and more about building options: diversified sourcing, flexible modes, and contracts designed for uncertainty.

Along the way, we translate hard-won lessons into practical best practices—how to stress-test logistics networks, where agility creates the most value, and how resilient organizations balance service, cost, and risk without overcorrecting.

More S&P Global Market Intelligence Content:

• Picture This: India Plans New Smartphone Supply Chain Incentives
• Click here to subscribe to our Supply Chain Essentials newsletter.
• Click here to learn more about Breakbulk26

For S&P Global subscribers (login required):

• Supply Chain Edge: Tracing Middle East supply chain dependencies, investigating new corridors, tracking CHPIs
• Moving from price to shortages: Regional supply chain exposures to Middle East conflict
• US tariff plans

Credits:

• Host: Kristen Hallam
• Guest: Chris Rogers
• Produced By: Kristen Hallam
• Edited By: Marz Marcello
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

As the global transition to clean energy, advanced technology, and artificial intelligence accelerates, the demand for critical minerals—including copper, lithium, and rare earth elements—is reshaping supply chains and intensifying geopolitical competition. In this episode of The Decisive Podcast, host Kristen Hallam leads a discussion with S&P Global Market Intelligence experts to examine the evolving landscape of critical minerals.

The panel explores how changing definitions, trade flows, and strategic stockpiling are influencing both businesses and governments worldwide. Senior Supply Chain Analyst Eric Oak discusses the complexities of critical mineral classifications and shifting global trade patterns. Senior Economist Jason Kaplan provides insight into the tightening supply-demand balance for copper, price volatility, and procurement strategies. Carla Selman, Head of Latin America Country Risk, analyzes Latin America's strategic role in the minerals sector and the impact of regional politics and alliances with the US and China. Economist David Vagenknecht offers a European perspective, focusing on the EU's ambitions for strategic autonomy, challenges in domestic processing, and the balance between environmental leadership and resource security.

This episode delivers actionable insights for business leaders, investors, and policymakers on building resilient supply chains, anticipating market shifts, and navigating the geopolitical dynamics shaping the future of critical minerals.

More S&P Global Market Intelligence Content:

• Commodity Price Watch: March 2026
• Global Economic Outlook: March 2026
• Click here to subscribe to our Supply Chain Essentials newsletter.

For S&P Global subscribers (login required):

• Commodity Price Watch Monthly (full report)
• Latin America's position in the critical minerals supply chain
• 2026: The age of agility

Credits:

• Host: Kristen Hallam
• Guests: Eric Oak, Jason Kaplan, Carla Selman, David Vagenknecht
• Produced By: Debbie Taylor, Kristen Hallam
• Edited By: Marz Marcello
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun

• PMI research home page
• Click here to access our Debrief on the US-Iran Conflict Escalation webinar
• Click here to subscribe to our Geopolitical and Economic Risk Monthly newsletter

• Comparative Industry Briefing
• Global Executive Summary: Choppy markets, resilient economies
• 2026: The age of agility

• Host: Paul Smith
• Guests: Andrew Harker, Sian Jones
• Produced By: Kristen Hallam
• Edited By: Marz Marcello
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun