TPM by S&P Global to Convene Shipping and Supply Chain Leaders in California, March 1-4

Rhea-AI Summary

TPM26 by S&P Global (SPGI) will convene global shipping and supply chain leaders March 1–4, 2026 in Long Beach, California, focusing on cost reduction and resilience amid rising tariff pressure. The conference opens with a keynote conversation featuring Janet L. Yellen in dialogue with Carlos Pascual. S&P Global Market Intelligence data cited shows average U.S. tariff rates now exceed 17%, up from 2.4% a year earlier, underscoring the event's emphasis on margin protection, smarter sourcing, and risk-aware cost optimization.

Confirmed speakers include senior executives from Hapag-Lloyd, Maersk, Flexport, DHL Global Forwarding, and Ocean Network Express. TPM Academy returns with practical workshops on tariff strategies, AI in supply chains, and near-shoring.

Key Figures

U.S. average tariff rate 17% Current level cited by S&P Global Market Intelligence

Prior U.S. tariff rate 2.4% Level a year ago, before recent increases

Conference edition 26th 26th annual TPM shipping and supply chain conference

Conference dates March 1–4 TPM26 in Long Beach, California

Workshop duration 45 minutes Length of TPM Academy educational workshop sessions

Market Reality Check

$501.03 Last Close

Volume Volume 1,419,474 vs 20-day average 1,527,401, a relative reading of 0.93. normal

Technical Price $501.03 is trading below the 200-day MA at $508.56 ahead of this conference news.

Peers on Argus

Peers show mixed, low-magnitude moves: MCO +0.09%, ICE +0.01%, CME +0.57%, MSCI -0.21%, NDAQ -0.30%. No clear sector-wide momentum tied to this logistics conference announcement.

Common Catalyst Multiple peers (CME, ICE, NDAQ) also reported product and capital markets news today, but themes are unrelated to shipping and supply chain conferences.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 10	Supply chain index	Negative	+0.1%	GEP index showed underutilized global supply chains and weak manufacturing demand.
Dec 10	AI partnership	Positive	+0.1%	Announced multi-year AI and data partnership with Google Cloud to enhance capabilities.
Dec 09	Energy trends report	Neutral	-0.3%	Released 2026 clean energy trends tied to AI demand, geopolitics and climate risks.
Dec 04	Mobility leadership	Positive	-0.6%	Named new leaders for Mobility division ahead of planned tax-free spin-off.
Dec 01	Debt offering	Negative	-0.8%	Priced private placement of <b>$1.0 billion</b> in long-term senior notes.

Pattern Detected

Recent SPGI news over the last two weeks has produced modest single-day moves, with a balance of aligned and divergent reactions relative to generally positive strategic and financing updates.

Recent Company History

Over the past few weeks, SPGI has issued several notable updates. On Dec 1 and Dec 4, it priced and then completed a $1.0 billion senior notes offering. A Dec 4 release outlined leadership appointments in Mobility ahead of a planned spin-off within 12–18 months. Early December also brought AI- and energy-focused research from S&P Global Energy and a multi-year AI partnership with Google Cloud. The current TPM26 conference announcement fits into SPGI’s broader role as a data, insights, and events provider across supply chains and global markets.

Market Pulse Summary

This announcement showcases SPGI’s TPM26 conference bringing logistics and supply chain leaders together to address tariff-driven margin pressure, cost optimization, and resilience, with keynote participation from Janet Yellen. It reinforces SPGI’s role as a data and convening platform for global trade. In context of recent AI initiatives, energy market research, and planned Mobility separation, investors may watch how TPM-related insights feed future research products and customer engagement across supply chain verticals.

Key Terms

tariff financial

"unprecedented margin pressure, rising tariff costs and supply chain disruption"

A tariff is a tax charged by a government on goods as they cross a border, like a toll on a highway for imported products. For investors, tariffs matter because they raise costs for companies that buy or sell goods internationally, can squeeze profit margins, change competitive balance, and prompt firms to move suppliers or raise prices — all of which can affect revenues, costs and stock valuations.

AI-generated analysis. Not financial advice.

• Global logistics leaders meet to address unprecedented margin pressure, rising tariff costs and supply chain disruption
• Keynote by Janet Yellen, former U.S. Treasury Secretary and Federal Reserve Chair

NEW YORK, Dec. 15, 2025 /PRNewswire/ -- The 26^th annual TPM, S&P Global's premier shipping and supply chain conference organized by the Journal of Commerce, will bring together senior decision-makers from across the global logistics ecosystem March 1 – 4 in Long Beach, California.

TPM26: Taking Costs Out, Putting Value In underscores the urgent challenge facing shippers as rising tariff burdens drive a renewed focus on cost savings and risk mitigation—without sacrificing resilience or service quality. According to S&P Global Market Intelligence, average U.S. tariff rates now exceed 17%, up from just 2.4% a year ago, highlighting the mounting pressure on importers to uncover meaningful cost-reduction opportunities across their supply chains. This year's agenda will spotlight practical strategies for margin protection, smarter sourcing, and risk-aware cost optimization amid high tariffs and ongoing supply chain volatility.

"TPM has always been where the global container shipping industry convenes to build relationships, gain insight, and chart a path forward," said Peter Tirschwell, Vice President for Maritime & Trade at S&P Global Market Intelligence and Founder and Chairman of TPM. "As we move into 2026, TPM continues to be about people and relationships — about the essential trust, collaboration, and innovation that keeps supply chains moving in an unpredictable world." 

Keynote address and confirmed speakers

The conference will open with a keynote conversation featuring Janet L. Yellen, former U.S. Secretary of the Treasury and Chair of the Federal Reserve, in dialogue with Carlos Pascual, Senior Vice President and Head of Geopolitics and International Affairs at S&P Global Energy.

Additional speakers confirmed so far include;

• Paul Gruenwald, Global Chief Economist at S&P Global Ratings;
• Rolf Habben Jansen, CEO of Hapag-Lloyd;
• Johan Sigsgaard, Executive Vice President of Maersk;
• Ryan Peterson, CEO of Flexport;
• Oscar de Bok, CEO of DHL Global Forwarding;
• Jens Drewes, CEO of Hellmann Worldwide
• Jeremy Nixon, CEO of Ocean Network Express
• Rahul Kapoor, Global Head of Shipping Research and Analytics, S&P Global Energy

Event highlights

TPM26 features the return of TPM Academy, a series of 45-minute educational workshops led by subject matter experts with topics ranging from strategies to minimize tariff burdens, the potential impact of AI on supply chains, and the practicalities of near-shoring in the current tariff landscape. Further sessions and events across TPM26 delve into the global economic and trade outlook, the implications of China's diversification of exports away from the U.S., and an exploration of trade and maritime policy trends heading into 2026. 

The full TPM26 program can be found here, and the confirmed speaker list here.

Media Accreditation

Media registration is now open. Members of the press interested in attending TPM26 can apply for accreditation here.

Media Contacts:

Hannah Brook
S&P Global Market Intelligence  
London
+44(0)7483 439812
hannah.brook@spglobal.com
mi.press@spglobal.com  

Spencer Umbeck
S&P Global Market Intelligence
Kansas City
M: +1(303) 874-0754
spencer.umbeck@spglobal.com
mi.press@spglobal.com 

About S&P Global

S&P Global (NYSE: SPGI) provides Essential Intelligence. We enable governments, businesses and individuals with the right data, expertise and connected technology so that they can make decisions with conviction. From helping our customers assess new investments to guiding them through sustainability and energy transition across supply chains, we unlock new opportunities, solve challenges and Accelerate Progress for the world.

We are widely sought after by many of the world's leading organizations to provide credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help the world's leading organizations plan for tomorrow, today. For more information, visit www.spglobal.com

About TPM 

TPM, organized by The Journal of Commerce within S&P Global Market Intelligence, is S&P Global's premier conference focused on global ocean container supply chains. Founded in 2001, TPM is the world's largest container shipping gathering, based on an editorially independent and rigorous program developed by the Journal of Commerce, the leading team of specialized, subject matter expert journalists covering international transportation and logistics. TPM annually presents the industry's most in-depth program, delving into the most pressing challenges affecting retailers, manufacturers and other cargo owners globally. The event annually attracts the most senior-level audience in the global container shipping community, and is a platform for a week of essential and intensive networking, negotiations, and relationship building among the multiple parties in the supply chain: shippers, carriers, forwarders, technology providers, trucking operators, railroads, ports, terminals, and many others who participate in this market. 

 

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SOURCE S&P Global

FAQ

When and where is TPM26 by S&P Global (SPGI) taking place?

TPM26 runs March 1–4, 2026 in Long Beach, California.

Who will deliver the keynote at TPM26 and who is moderating?

The keynote features Janet L. Yellen in conversation with Carlos Pascual.

What major supply chain issue will TPM26 address for SPGI attendees?

TPM26 focuses on managing rising tariff costs and margin pressure, highlighted by U.S. tariff rates now > 17%.

Which industry leaders are confirmed to speak at TPM26 (SPGI)?

Confirmed speakers include executives from Hapag-Lloyd, Maersk, Flexport, DHL Global Forwarding, and Ocean Network Express.

What topics will TPM Academy workshops at TPM26 cover?

TPM Academy offers 45-minute workshops on tariff minimization, AI in supply chains, and near-shoring strategies.

How can media or investors register to attend TPM26 by S&P Global (SPGI)?

Media registration and accreditation are open via the event's registration links provided by S&P Global Market Intelligence.