Kristen Hallam
speaker
339 appearances
10 recordings
1 series
first heard May 2026
last heard 15 Aug
Kristen Hallam’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 10 in all, peaking in Jun 2026 with 4.
Appearances
Emily Crowley, who discusses the macroeconomic and procurement outlook.
Gregory Muller on energy markets, and Maxwell Clark on the impact of AI and data center expansion on capital equipment.
Our experts look at how disruption in the Middle East is moving beyond energy markets and into broader supply chains, affecting shipping, chemicals, metals, and industrial inputs.
They also examine why software demand does not necessarily mean meaningful price relief, especially as AI investment and data center build-outs continue to crowd out capacity in equipment markets.
You'll hear why oil prices may stay higher for longer, why LNG risk looks different from the twenty twenty two energy crisis, and how data center demand is extending lead times for transformers and electrical equipment.
For procurement teams and corporate strategists alike, the message is clear.
This is a volatile environment where availability, risk mitigation, and active contract management matter as much as headline price moves.
Let's get into the conversation now.
Thank you for listening to the decisive podcast from S ⁇ P Global.
Please subscribe and join us for next week's episode.
Until then, stay curious and stay informed.
You're listening to The Decisive Podcast.
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Insights and analysis to empower confident decision-making.
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Hello, and welcome to The Decisive.
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I'm your usual host, Kristen Hallam.
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In today's episode, we're bringing you a conversation from our colleagues at the Data and Dimensions podcast, one that taps directly into a theme we explore often on The Decisive, how disruption reshapes industries in real time.
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Data and Dimensions host Neil Barber tackles this theme with Chris Rogers, head of supply chain research at S&P Global Market Intelligence.
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Together, they unpack the ripple effects of a rapidly tightening supply of semiconductor memory, driven in part by the surge in AI infrastructure.
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What starts as a technical constraint quickly becomes a broader story about pricing power, shifting production footprints, and the complex trade-offs companies face as they navigate cost pressures, tariffs, and demand uncertainty.
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From gaming hardware to smartphones and beyond, this conversation offers a clear lens into how today's supply chain dynamics are cascading across sectors and what that tells us about the next phase of global trade and technology.
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Showing 181–200 of 339 · page 10 of 17
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