About this episode
The episode discusses the evolution of global supply chains in response to various geopolitical and economic factors.
Elise Badoy, Citi’s Head of UK, Europe, Middle East and Africa Research, joins Transportation analysts Kaseedit Choonnawat and Ariel Rosa to discuss how the world’s supply chains are evolving in response to geopolitics, tariffs, fuel costs and technological change. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. © 2026 Citigroup Global Markets Inc. Member…
People in this episode
Host: Elise Badoy
Guests: Kaseedit Choonnawat, Ariel Rosa
Topics covered
- global supply chains
- geopolitics
- tariffs
- fuel costs
- technological change
Keywords
- supply chains
- geopolitics
- tariffs
- fuel costs
- technology
Mentioned in this episode
Organizations: Citi, Citigroup Global Markets Inc.
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