What's new in the infrastructure bill and when will we start to see the benefits? Two critical questions to understand when looking at the Infrastructure Bill just passed by the House and Senate. John Anton and John Mothersole sit down to break this big spend bill apart and help us get into the details of the impact to our supply chains, industries, and of course metals markets. John Anton, Director, Pricing and Purchasing, IHS Markit https://experts.ihsmarkit.com/experts/anton-john John Mothersole, Director of Research, Pricing and Purchasing, IHS Markit https://experts.ihsmarkit.com/experts/mothersole-john

The news is filled with articles about the semiconductor shortage: how it's impacting car manufacturing, slowing electronics production, and delaying consumer purchases. But what's the real story? How do you pull the facts from the noise? Our research team pulls back the curtain to talk through what they were seeing and watching in the data as this shortage came to the forefront. Watch us put the data to work in our special report: https://ihsmarkit.com/research-analysis/critical-supply-chains-mineral-feedstocks-for-batteries.html Chris Suckling, Principal Analyst, Economics & Country Risk, IHS Markit https://experts.ihsmarkit.com/experts/suckling-chris Sian Jones, Economist, Economic Indices, IHS Markit https://ihsmarkit.com/experts/jones-sian.html Yacine Rouimi, Senior Economist, IHS Markit Samuel Champanhet, Director, Comparative Industries, IHS Markit

The concept of social license to operate has been around for a long time in both the mining and energy sectors. Many companies have established practices and strategies in place to work collaboratively with local constituents and organizations. Recently, we are seeing an increased interest outside of these two sectors. What's driving this renewed interest, and does it tie into the growing focus on ESG? Our experts provide some recent examples, best practices, and their insights on what's next.

Having defeated the Afghan government militarily and negotiated the departure of foreign forces from the country, the Taliban's focus is now on forming a government, demonstrating governance capability, and securing international recognition. However, recent Islamic State attacks underline growing terrorism risks and tensions in the region and hint at great challenges ahead. Get the complete story of what is unfolding across the region. John Raines, Principal Global Risks Adviser and Head of North America, Economics & Country Risk, IHS Markit https://experts.ihsmarkit.com/experts/raines-john Asad Ali, Head of Asia Pacific Country Risk, IHS Markit https://experts.ihsmarkit.com/experts/ali-asad Ludovico Carlino, Principal Analyst, Country Risk – Middle East and North Africa, IHS Markit https://experts.ihsmarkit.com/experts/carlino-ludovico

Choices made today by consumers, corporations, and governments are leading to consequences in the latter half of this century that determine whether we're going to avoid the most serious consequences of climate change. In today's episode we discuss the physical and transitional risk of climate change and how governments are setting policy and corporations are setting strategy to deal with the reality that increased persistent volatility is becoming a chronic condition. John Raines, Principal Global Risks Adviser and Head of North America, Economics & Country Risk, IHS Markit https://experts.ihsmarkit.com/experts/raines-john Jonathan Ablett, Executive Director, Global Economic Modelling Economics & Country Risk, IHS Markit https://experts.ihsmarkit.com/experts/ablett-jonathan

Fintech is a major force shaping the structure of the financial industry in Sub Saharan Africa and it is rapidly changing the competitive landscape. Block chain technologies specifically have shown great promise to solve issues around access to banking, money, and mortgages. Across the continent it's also transforming access to energy, education and even healthcare. Is it too good to be true? Should Central Banks race to use digital currency? What should we be thinking about around social economic change, data protection, accountability, regulations and policy? Our analysts talk through this complex issue. Anton Casteleijn, Senior Economist, Sub-Saharan Africa, IHS Markit https://experts.ihsmarkit.com/experts/casteleijn-anton Theo Acheampong, Senior Analyst Country Risk – Sub-Saharan Africa, IHS Markit https://experts.ihsmarkit.com/experts/acheampong-theo Alisa Strobel, Senior Economist, Sub-Saharan Africa, IHS Markit https://ihsmarkit.com/experts/strobel-alisa.html Brian Lawson, Senior Economic and Financial Consultant, Country Risk, IHS Markit https://experts.ihsmarkit.com/experts/lawson-brian

Understanding the full scope of the risks underlying your proposed projects is critical – from fiscal risk to political, operational, legal, and security risks. Our experts look at the full risk exposures impacting LNG projects in Mozambique and Tanzania using our country risk investment model. Piero Branella, Associate Director, Risk Intelligence, IHS Markit Roderick Bruce, Research and Analysis Associate Director, E&P Terms and Above-Ground Risk, IHS Markit https://experts.ihsmarkit.com/experts/bruce-roderick Eva Renon, Senior Country Risk Analyst, IHS Markit https://experts.ihsmarkit.com/experts/renon-eva Read more: https://ihsmarkit.com/research-analysis/country-risk-premiums-quarterly-q3-2021.html

Tight labor markets are causing issues for services and manufacturing industries around the globe. These labor shortages are creating and exacerbating supply chain challenges and will continue to do so for at least the next 12 months. Our pricing team untangles this complicated challenge and explores the structural issues, wage growth pressures, social schemes, and training needs we will face as economic recovery from the pandemic moves forward. John Anton, Director, Pricing and Purchasing, IHS Markit https://experts.ihsmarkit.com/experts/anton-john Emily Crowley, Associate Director, Pricing and Purchasing, IHS Markit https://experts.ihsmarkit.com/experts/crowley-emily Sophie Malin, Senior Economist, Pricing and Purchasing, IHS Markit https://ihsmarkit.com/experts/malin-sophie.html

With growing concerns around the increase in natural disasters, water shortages, and rising temperatures we are closely watching related unrest and even conflict driven by some of implications for climate change. In today's episode we look how these incidents are disrupting regional stability, shaping future policy, shifting economic growth and investment plans, and re-imagining sectors and supply chains. Jordan Anderson, Senior Analyst, IHS Markit https://experts.ihsmarkit.com/experts/anderson-jordan Jihane Boudiaf, Analyst, Country Risk, IHS Markit https://experts.ihsmarkit.com/experts/boudiaf-jihane Ailsa Rosales, Country Risk Analyst, Latin America and Caribbean, IHS Markit https://ihsmarkit.com/experts/rosales-ailsa.html Diego Iscaro, Senior Economist, Europe Economics https://experts.ihsmarkit.com/experts/iscaro-diego Petya Barzilska, Sr. Research Analyst II, Europe & CIS Country Risk, IHS Markit https://experts.ihsmarkit.com/experts/barzilska-petya

Malaysian factories suffered shutdowns in June due to the rise in Delta variant cases and, as of now, are still not operating at full capacity. Our PMI survey results showed a close-to-record decline in output and new orders. This does not bode well for Malaysian manufacturing, employment, and much needed relief in supply chain delays. But is it all dismal? Perhaps new fiscal policies in Hong Kong SAR offer some hope for recovery? Join our PMI economists as they discuss these issues and more. Paul Smith, Economics Director, IHS Markit https://ihsmarkit.com/experts/smith-paul.html Andrew Harker, Economics Director, IHS Markit https://ihsmarkit.com/experts/harker-andrew.html Usamah Bhatti, Economist, IHS Markit https://ihsmarkit.com/experts/bhatti-usamah.html