Join our metals experts, John Anton and John Mothersole as they delve into the volatility of metals pricing in the wake of the Russian invasion of Ukraine and with the growing COVID-19 outbreak in China. These two factors two factors are placing immense stress on steel, copper, and aluminum markets. And while we usually hear a singular global story – this month regions are telling their own pricing tales. What does this mean for buyers, manufacturers, and consumers? How high is too high? John Anton, Director, Pricing and Purchasing https://experts.ihsmarkit.com/experts/anton-john John Mothersole, Research Director, Pricing and Purchasing https://experts.ihsmarkit.com/experts/mothersole-john

Like most of the world, the Sub-Saharan African region is only slowly starting to recover from the full impact of the COVID-19 pandemic. With growing supply chain disruptions, rising inflation, and growing uncertainty due to the war between Russia and Ukraine, the region is facing additional recovery challenges. Our experts discuss the sharp escalation in global food prices, such as wheat and cooking oil; the implications of the high oil price in the region; and consequences of disruptive trade flows. Can the region make a rebound? The answer is complicated. Alisa Strobel, Senior Economist https://ihsmarkit.com/experts/strobel-alisa.html Thea Fourie, Associate Director, Sub-Saharan Africa Economics https://experts.ihsmarkit.com/experts/fourie-thea Ronel Oberholzer, Principal Economist Archbold Macheka, Economist, Sub Saharan Africa https://experts.ihsmarkit.com/experts/macheka-archbold The contents of this podcast was created by S&P Global Market Intelligence and not by S&P Global Ratings, which is a separately managed division of S&P Global. ihsmarkit.com/ecr

Our PMI(TM) team digs into the February PMI survey results which indicate waning impacts from COVID-19 on the services economies and large bounces across the Globe. While several countries are still feeling the pressures from lockdowns and continuing waves of uncertainty, improving demand, capacity and business confidence are showing positive signs of improvement. The team also addresses the impact of firms passing on rising operating costs to end users and clients. What will this mean for sustained economic growth and are these ripples and waves strong enough to continue to improve with rising geopolitical turmoil? Paul Smith, Director, PMI https://ihsmarkit.com/experts/smith-paul.html Joseph Hayes, Senior Economist, PMI https://experts.ihsmarkit.com/experts/hayes-joseph Andrew Harker, Director, PMI https://experts.ihsmarkit.com/experts/harker-andrew The contents of this podcast were published by S&P Global Market Intelligence and not by S&P Global Ratings, which is a separately managed division of S&P Global.

Pricing pressures on nonferrous metals have negatively impacted the machinery and equipment categories – specifically electrical machinery. If we layer on supply issues around transformers, motors, and generators we are facing a whole new challenge around availability and cost. And this time it could hit the consumer wallet. What's behind the long lead times and shortages? What will this mean for refrigerator motors, electric car motors, and more? Our pricing and purchasing team tackle the real story in this new supply chain disruption. John Anton https://ihsmarkit.com/experts/anton-john.html Maxwell Clarke https://ihsmarkit.com/experts/clarke-maxwell.html

Commodity prices experience huge spikes over the past two years. We are beginning to see escalation rates slow for many raw materials. However, between rising inflation rates and growing consumer demand, pricing pressures are being felt by the end consumer. Our pricing and purchasing team digs in to understand how inflation, cost of good, labor costs, and commodity prices are going to fair in the near-term. John Mothersole https://experts.ihsmarkit.com/experts/mothersole-john John Anton https://ihsmarkit.com/experts/anton-john.html

The US Federal Reserve is expected to start rate tightening in March. What will this mean for countries in Sub-Saharan Africa with less solid macroeconomic fundamentals? Our Africa team discusses which countries are at most risk, how they could secure debt restructuring, how they will be impacted by rising inflation, and if security developments will influence fiscal developments across the region. Thea Fourie https://experts.ihsmarkit.com/experts/fourie-thea Chris Suckling https://experts.ihsmarkit.com/experts/suckling-chris Alisa Strobel https://ihsmarkit.com/experts/strobel-alisa.html

Volatility shocks to a wide range of sectors will likely continue for much of the year ahead. Not only are global threats increasing, but they're also becoming intertwined. In this week's episode, listen in as our experts uncover the critical dynamics of today's localized conflicts, the shift towards climate justice, and an intensifying competition for critical resources. Link to webcast: https://event.on24.com/wcc/r/3595132/22ECBA9DC6C4501EB741C5C413C24D30?partnerref=Ondemand-podcast

Immigration has quickly become one of the frontline issues affecting the stability of societies and economies. Traditional drivers of irregular migration, such as economic stress, security, and conflict, are likely to intensify in the coming year. Stalled economic recoveries, climate and environmental stressors, and the political weaponization of migration are driving additional risks. Our experts delve into the impact of migration on economies, security, supply chains, and policy. John Raines, PhD, Associate Director, Head of North America Country Risk (moderator) Lindsay Newman Ph.D., Director, Economics & Country Risk Sophie Malin, Senior Economist, Pricing and Purchasing Blanka Kolenikova, Associate Director, Europe & CIS, Country Risk Jose Sevilla-Macip, Senior Research Analyst, Latin America Country Risk

Our sub-Saharan research team discusses the current political challenges connected to elections, and pre-elections, in South Africa and Nigeria. What are the main social and economic policy issues for the coming year? Is the Covid-19 pandemic still creating social and economic complications and how will this influence voters? And most critically, what role will fuel price pressures and fuel subsidies have on the outcome of these elections? Langelihle Malimela, Country Risk Senior Analyst– Africa, IHS Markit https://experts.ihsmarkit.com/experts/malimela-langelihle Martin Roberts, Country Risk Principal Analyst, Deputy Head - Sub-Saharan Africa, IHS Markit https://experts.ihsmarkit.com/experts/roberts-martin Thea Fourie, Economics Associate Director, Sub-Saharan Africa, IHS Markit https://experts.ihsmarkit.com/experts/fourie-thea

Following on a year of severe supply disruption including weather, trade challenges, and supply chain breakdowns, are chemical markets slowly starting to right themselves? Our Pricing and Purchasing team talks through buying conditions region by region. John Anton Director, Pricing and Purchasing, IHS Markit https://experts.ihsmarkit.com/experts/anton-john Michael Associate Director, Pricing and Purchasing, IHS Markit https://ihsmarkit.com/experts/dall-michael.html