Emily Crowley
speaker
135 appearances
2 recordings
1 series
first heard May 2026
last heard 20 Jun
Emily Crowley’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.
Appearances
The title of today's presentation is Persistent Disruption, Uneven Demand, What Procurement Teams Needs to Navigate Next.
And it certainly has been a tumultuous past three months.
With that, I'll jump into our macroeconomic outlook.
What I've pulled here is our MPI.
So this is our basket of material prices used by heavy manufacturing.
So this is going to include everything from
Um, raw materials like your non-farious metals, steel, transportation costs, drams, et cetera, et cetera.
So it's a very broad-based measure of industrial inputs.
And it tracks costs.
So it's an index that's based in 2002.
And what I've done here is I've compared this based in comparison of our Q1 forecast.
So we've seen this significant upgrade initially in our April forecast.
We had a bit of
of a spike retreat scenario with the expectation that the crisis in the Middle East would be short lived and we would be seeing a reopening of the Strait Or moves relatively quickly.
And the key change here that Greg will be talking a little bit about more is that's no longer the case and we're expecting to see a prolonged closure or effective closure.
One thing I'll highlight here is that this is actually the MPI excluding energy.
So one of the features of the crisis in the Middle East essentially is that these pressures are not just impacting energy.
They're filtering downstream and they're starting to touch our cost outlook for many different materials.
And we expect that to continue.
So what are the key themes of the 2026 Q2 forecast?
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