Volume 1 – 13 Jan 2023
Look Forward
A World in Disruption
The world has reached a unique moment. In my 40-plus years in business, I’ve never seen a time quite like the one we’re living through now.
This is a period marked by uncertainty. Households, the private sector and governments around the globe face an energy security crisis and climate change, food shortages, high inflation, ongoing supply chain challenges, volatility in financial markets and a host of geopolitical risks.
In this first issue of Look Forward, our economists, analysts, researchers and data experts survey the current state of affairs and connect the dots to explain what it all means in an era of instability. The purpose of Look Forward is to help decision-makers in asset managers, asset owners, companies, multilateral institutions, nonprofit organizations and governments look beyond the near term and explore the trends that will shape our future.
Readers will benefit from the smart analysis of our cross-divisional Research Council at S&P Global, which produced this journal. The Council has identified six interconnected themes with the greatest potential for large-scale disruption well into the future.
The Council’s critical work, as you will read, is focused on energy security, climate and sustainability, technology and digital disruptions, supply chains, capital markets and geopolitical shocks. We have unique datasets and insights in all these areas, and we see the Research Council as a way to make sure that our insights deliver maximum impact to our customers and the markets.
In this age of turbulence and change, the following articles are designed to help navigate the path ahead.
S&P Global
Douglas L. Peterson
President and Chief Executive Officer, S&P Global
Interview Series
Sponsors & Contributors
S&P Global Commodity Insights
Co-chair, S&P Global Research Council
Atul Arya, Ph.D.
Senior Vice President and Chief Energy Strategist
S&P Global Ratings
Co-chair, S&P Global Research Council
Alexandra Dimitrijevic
Global Head of Research & Development
S&P Global Ratings
Sponsor, S&P Global Research Council
Martina L. Cheung
President, S&P Global Ratings
S&P Global Ratings
Marion Amiot
Head of Climate Economics & European Economist
S&P Global Mobility
Tim Armstrong
Senior Vice President, Planning Solutions
S&P Global Ratings
Alexandre Birry
Managing Director, Chief Analytical Officer - Financial Institutions Ratings
Daniela Brandazza
Senior Director
S&P Global Sustainable1
Steven Bullock
Managing Director, Global Head of Research and Methodology
S&P Global Ratings
Rose Marie Burke
Senior Writer
S&P Global Ratings
Terence Chan, CFA
Managing Director and Senior Research Fellow, Credit Research & Insights
S&P Global Ratings
Clayton Davis
Senior Data Scientist
S&P Global Mobility
Tom De Vleesschauwer
Global Transport & Mobility Practice Leader
S&P Global Market Intelligence
Gaurang Dholakia
Senior Associate, Markets & Deals
S&P Global Commodity Insights
Dave Ernsberger
Global Head of Pricing & Market Insight
S&P Global Ratings
Paul Gruenwald, Ph.D.
Global Chief Economist
S&P Global Sustainable1
Lindsey Hall
Head of ESG Thought Leadership
S&P Global Ratings
Charles Jansen
Senior Director, DeFi
S&P Global Commodity Insights
Roman Kramarchuk
Head of Future Energy, Policy and Technology Analytics
S&P Global
Shankar Krishnamurthy
Head of EssentialTech COE and Innovation, S&P Global
S&P Global Ratings
Gregg Lemos-Stein
Chief Analytical Officer, Corporate Ratings
S&P Global Ratings
Lai Ly
Global Head of Sustainability Research
S&P Global
James McMahon
CEO, The Climate Service
S&P Global Commodity Insights
Jeff Meyer
Director, Energy
S&P Global Market Intelligence
Turloch Mooney
Product Management Associate Director, Maritime, Trade & Supply Chain
Dr. Gabriel Morin
Master 2 International Human Resources Management, Paris, Université Paris Panthéon-Assas
S&P Global Ratings
Chuck Mounts
Chief DeFi Officer
S&P Global Sustainable1
Paul Munday, Ph.D.
Director Climate Adaptation & Resilience Global Expert
S&P Global Market Intelligence
Lindsay Newman
Head of Geopolitical Thought Leadership, Economics & Country Risk
S&P Global Ratings
Karl Nietvelt
Chief Analytical Officer, Infrastructure Ratings
S&P Global Ratings
Simon Redmond
Leader I, Credit Analysis
S&P Global Ratings
Nicole Serino
Director of Credit Research and Insights
S&P Global Ratings
Roberto Sifon-Arevalo
Chief Analytical Officer, Sovereign and IPF Ratings
S&P Global Commodity Insights
Ashutosh Singh
Head of Energy Transition Program Management
S&P Global Market Intelligence
Peter Tirschwell
Vice President, Maritime & Trade
S&P Global Commodity Insights
Rick Vidal
Senior Director, Energy and Climate Scenarios
S&P Global Ratings
Ruth Yang
Managing Director, Global Head of Ratings Thought Leadership