In this episode, Per Hong of Kearney Foresight explains how the recent Supreme Court ruling on emergency tariffs and the introduction of new 10% worldwide tariffs create a layered, multi‑instrument trade environment that complicates supply‑chain planning. He advises companies to move beyond tactical stockpiling toward structural strategies such as enhanced component‑level traceability, scenario modeling, and building sourcing optionality. Hong also discusses escalating U.S.–Iran tensions and the risk to the Strait of Hormuz, urging firms to embed geopolitical foresight into resilience planning. The show then shifts to a "pandemic echo" in parcel delivery fleets, where fleets are retiring pandemic‑era vehicles and balancing efficiency with resilience amid driver shortages and safety challenges.
The podcast features Fab Brasca, Kinaxis senior VP, discussing how AI is reshaping supply chains and which firms are leading adoption. It also reveals the American Transportation Research Institute’s ranking, naming Chicago as the nation’s most severe freight bottleneck. Additionally,...

Lisa DeNight, Newmark’s North American Industrial Research head, discussed a rebound in industrial real estate as manufacturers seek new facilities. The National Association of Manufacturers highlighted chronic infrastructure underinvestment, linking highway congestion to higher freight costs. A recent Infios survey...