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Riccardo Scapinello

Jun 9, 2026

1:13
With this kind of new normal of continued disruptions and uncertainty, what actual trends are you seeing?
1:18
Yeah, it's a great question.
1:20
You know, we're recording this podcast.
1:22
It's, uh, it's literally two months from the start of the conflict in the Middle East that's-- has had already far-reaching impacts across supply chains, not just oil, LNG, and the derivative markets.
1:36
But we've seen these trends start really since COVID when supply chains are starting being impacted by geopolitical events, uh, have become more unstable, more volatile.
1:48
And what we're seeing is clients really looking into their supply chains because there's a lot of liquidity that's tied up in their supply chain.
1:57
They've experienced an environment of higher interest rate for a long period of time, and, um, they have the need and the necessity now to shift what was primarily a liquidity-driven tool into something more strategic.

11 MINS LATER

12:57
I mean, what other shifts are we seeing in relation to value financing?

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