The Decisive Podcast: Insights and analysis to empower confident decision-making.

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

IHS Markit economists will reveal our top-10 predictions for the global economy in 2022. Topics include the recovery paths of major economies, trends in interest rates and inflation, trade, exchange rates, financial markets, environmental policies post COP26, as well as geopolitical and social unrest risks. Chris Varvares, Co-Head of US Economics (moderator) Joel Prakken, Chief US Economist Ken Wattret, Chief European Economist Elisabeth Waelbroeck-Rocha, Chief International Economist Sara Johnson, Executive Director, Global Economics John Mothersole, Director, Pricing & Purchasing Todd Lee, Chief China Economist Rajiv Biswas, Chief Asia Economist Brian Lawson, Financial Consultant

Like the rest of the world, Sub-Saharan Africa suffered greatly from COVID-19 outbreaks and the resulting lock downs. Our Africa team explores how Africa and constituent countries fared through 2021 and then take us to 2022 and what they see in terms of economic growth, external pressures, rising political challenges, and the threat of civil conflict. Langelihle Malimela, Senior analyst, Country Risk – Africa, IHS Markit https://experts.ihsmarkit.com/experts/malimela-langelihle Thea Fourie, Associate Director, Sub-Saharan Africa Economics, IHS Markit https://experts.ihsmarkit.com/experts/fourie-thea Theo Acheampong, Senior Analyst Country Risk – Sub-Saharan Africa, IHS Markit https://experts.ihsmarkit.com/experts/acheampong-theo

Our PMI data have long been used to accurately nowcast - assess the current health of economies. Relying on its early release, well in advance of comparable official data, and its standardized methodology its an accurate early indicator. Our analysts are now using these same attributes to explore how PMI data could help establish whether a currency is over, under, or valued just right. Intrigued? Out PMI research team discusses currency valuations, the impact of price pressures on business performance, and our latest survey results. Read more about this: https://ihsmarkit.com/research-analysis/estimating-shortterm-fx-equilibria-using-pmis-Oct21.html Paul Smith, Director, Economic Indices, IHS Markit https://ihsmarkit.com/experts/smith-paul.html Joseph Hayes, Economist, Economic Indices, IHS Markit https://ihsmarkit.com/experts/hayes-joseph.html Pollyanna De Lima, Principal Economist, Economic Indices, IHS Markit https://ihsmarkit.com/experts/de-lima-pollyanna.html Andrew Harker, Associate Director, Economic Indices, IHS Markit https://ihsmarkit.com/experts/harker-andrew.html

The United States and the EU have agreed to Section 232 revisions that take effect on 1 January 2022. The new agreement is much like the quota-and-tariff "safeguard" regime already in place in Europe. A certain tonnage may be imported from the EU to the United States tariff-free. After the quota fills, additional tons face a 25% tariff. What will this do to steel prices? How about supply? John Mothersole and John Anton discuss the changes this policy shift will have on markets, manufacturers, and metals buyers. 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

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