Envisioning the Future
of Global Supply Chains

Part of Johns Hopkins' Sesquicentennial celebrations, this one-day workshop brings together academics, policymakers, and journalists to examine where global supply chains are headed and to seed a research agenda and a follow-on conference.

Francis Fukuyama, long associated with the School of Advanced International Studies, captured a post–Cold War expectation that economic integration and liberal institutions would steadily converge. Global supply chains are where that expectation has frayed most visibly. Hopkins became a global reference point during the pandemic, organizing and disseminating COVID data at scale and mobilizing expertise on shortages of PPE, medical devices, and pharmaceuticals.

Two forces frame the day. Geopolitics has become geoeconomics: tariffs, export controls, industrial policy, and strategic dependence increasingly determine what can be produced where, with which inputs, and at what risk. At the same time, supply chains have become essential infrastructure for AI, from chips and equipment to compute, energy, data centers, and critical minerals.

1. 8:00–8:50
   Breakfast
2. 8:50–9:0010 min

   Welcome Address

   Opening remarks on the Sesquicentennial and the University's cross-divisional strengths.

3. 9:00–10:3090 min
   i.

   Geoeconomics & Strategic Dependence

   Panel

   How tariffs, export controls, industrial policy, and strategic dependence are reshaping what can be produced where, with which inputs, and at what risk.

   Moderator

   SD

   Shawn Donnan

   Senior Writer, Bloomberg News

   Panelists

   HF

   Henry Farrell, PhD

   SNF Agora Institute Professor of International Affairs, Johns Hopkins University School of Advanced International Studies

   LM

   Layna Mosley, PhD

   Professor of Politics and International Affairs, Princeton University · Director, Princeton Sovereign Finance Lab

   AR

   Alessandro Rebucci, PhD

   Professor, Johns Hopkins Carey Business School & Department of Economics, Krieger School of Arts and Sciences · NBER Research Associate
4. 10:30–11:00
   Break
5. 11:00–12:3090 min
   ii.

   Supply Chains: Economic & Management Angles

   Panel

   The economics and organization of supply chains: trade, resilience, and the operations frontier, in coordination with the MSOM community.

   Moderator

   LY

   Liz Young

   Logistics and Supply Chain Reporter, The Wall Street Journal

   Panelists

   TD

   Tinglong Dai, PhD

   Bernard T. Ferrari Professor of Business, Johns Hopkins Carey Business School

   NL

   Nuno Limão, PhD

   Wallenberg Chair in International Business and Finance, Georgetown University · NBER Research Associate

   ML

   Mary E. Lovely, PhD

   Anthony M. Solomon Senior Fellow, Peterson Institute for International Economics · Professor Emerita of Economics, Syracuse University Maxwell School

   NO

   Nikolay Osadchiy, PhD

   Associate Professor of Information Systems & Operations Management, Emory Goizueta Business School · President, M&SOM Society
6. 12:30–14:0090 min
   Lunch

   12:45–13:45Keynote during lunch · 60 min

   Keynote Address

   A keynote on global linkages, trade, and the macroeconomics of supply chain disruption.

   Keynote Speaker

   SK

   Sebnem Kalemli-Ozcan, PhD

   William R. Rhodes Professor of International Economics, Brown University · Director, Rhodes Center for International Economics and Finance · NBER Research Associate
7. 14:00–15:3090 min
   iii.

   Supply Chains for Health and National Security

   Panel

   Most medicines Americans take begin with ingredients made overseas. The panel takes up what that dependence means when a plant fails and a shortage reaches the bedside.

   Moderator

   ES

   Ed Silverman

   Pharmalot Columnist and Senior Writer, STAT

   Panelists

   JC

   James CoburnTBC

   Portfolio Lead, Advanced Research Projects Agency for Health (ARPA-H)

   WC

   Wayland Coker

   Chief Supply Chain Strategist, Administration for Strategic Preparedness and Response (ASPR)

   SC

   Stephen Colvill

   Assistant Policy Research Director, Duke-Margolis Institute for Health Policy

   MH

   Melanie Hart, PhD

   Senior Director, Global China Hub, Atlantic Council

   MS

   Mariana P. Socal, MD, PhD

   Associate Professor of Health Policy and Management, Johns Hopkins Bloomberg School of Public Health
8. 15:30–15:40
   Break
9. 15:40–17:1090 min
   iv.

   Supply Chains for Artificial Intelligence

   Panel

   Supply chains as essential infrastructure for AI, from compute, energy, and data centers to chips and critical minerals, with the economics of the AI buildout in view.

   Moderator

   AR

   Amrith Ramkumar

   Reporter, The Wall Street Journal

   Panelists

   GA

   Gad Allon, PhD

   Jeffrey A. Keswin Professor, The Wharton School, University of Pennsylvania · Director, Jerome Fisher Program in Management & Technology

   AG

   Arvind Govindarajan, PhD

   Partner, McKinsey Global Institute

   TS

   Todd Schatzki, PhD

   Principal, Analysis Group

   ST

   Sridhar Tayur, PhD

   University Professor of Operations Management and Ford Distinguished Research Chair, Carnegie Mellon University · Member, National Academy of Engineering · MSOM Distinguished Fellow
10. 17:10–17:155 min

    Closing Remarks

11. 17:15–18:00
    Reception