Supply Chain Podcasts

Resource Investor Rozencwajg: Today's Oil 'Shock' Is Tomorrow's Building Catastrophe
PodcastMay 28, 20261h

Resource Investor Rozencwajg: Today's Oil 'Shock' Is Tomorrow's Building Catastrophe

In this episode, host Chuck Jaffe interviews Adam Rosenzweig, managing partner at Goering & Rosenzweig, who warns that today’s oil market shock—driven by a 15 million‑barrel‑per‑day upstream shortage—will soon cascade into severe price spikes and broader economic disruption, potentially pushing crude...

By MoneyLife with Chuck Jaffe
Global LPG Conversations: US Butane Flows Surge to Meet Asia’s Demand
PodcastMay 28, 202612 min

Global LPG Conversations: US Butane Flows Surge to Meet Asia’s Demand

In this episode of Global LPG Conversations, Anu Agarbal and LPG North America editor Amy Schrehan examine the surge in U.S. butane exports driven by price spikes in Asia after the Iran‑related Hormuz blockade. They explain how U.S. shale gas...

By Metals Movers (Argus series within Argus Media feed)
Base Oils Disrupted: War-Driven Supply Tightness
PodcastMay 28, 202613 min

Base Oils Disrupted: War-Driven Supply Tightness

The episode examines how the US‑Iran war has tightened global base‑oil supplies, especially Group 3 output from the Middle East, where the Strait of Hormuz closure and damage to Qatar’s Pearl GTL plant have cut capacity. Analysts note that while Group 1...

By Metals Movers (Argus series within Argus Media feed)
Guest Hannah Hurckes of Boss Lady Logistics on Fallout From the Supreme Court’s Broker Decision; Gaining “Momentum” With Agentic AI;...
PodcastMay 22, 202619 min

Guest Hannah Hurckes of Boss Lady Logistics on Fallout From the Supreme Court’s Broker Decision; Gaining “Momentum” With Agentic AI;...

In this episode, DC Velocity editors discuss three major logistics developments: the U.S. Supreme Court’s unanimous ruling in Montgomery v. Karib Transport 2 LLC that holds freight brokers liable for negligent hiring, the growing momentum of agentic AI in supply‑chain...

By Logistics Matters with DC VELOCITY
Dexory Upgrades the Tallest Robot in Warehousing
PodcastMay 22, 202614 min

Dexory Upgrades the Tallest Robot in Warehousing

In this episode, Kevin Lawton interviews Chris Coot of Dexory at Modex 2026 about the company’s newest offering, Dexory View Adapt, which adds AI‑driven root‑cause analysis and proactive alerts to their warehouse‑intelligence platform. The discussion highlights how the platform’s tall...

By The New Warehouse
Pax Silica: Inside the Trump Administration’s Tech Strategy with US Under Secretary of State for Economic Affairs Jacob Helberg
PodcastMay 14, 202638 min

Pax Silica: Inside the Trump Administration’s Tech Strategy with US Under Secretary of State for Economic Affairs Jacob Helberg

In this episode, Under Secretary of State for Economic Affairs Jacob Helberg outlines the Pax Silica initiative, a 14‑nation coalition aimed at securing the AI supply chain through forward‑deployed industrial zones, starting with a 4,000‑acre economic security zone in the...

By No Priors
Building the Benchmark: IWLA & Penn State's 3PL Warehouse Impact Study
PodcastMay 13, 202632 min

Building the Benchmark: IWLA & Penn State's 3PL Warehouse Impact Study

In this episode of Unpacked, hosts Donna Palumbo and Tom Nightingale interview Jay Strother, President and CEO of the International Warehouse Logistics Association (IWLA), and JC Capron, IWLA’s Director of Strategic Initiatives. They discuss IWLA’s 135‑year history, its three‑pillar focus on...

By Penn State CSCR: Unpacked: Insights (formerly Penn State Supply Chain Podcast)
Energy, Minerals, and the Physical Stack Behind AI
PodcastMay 13, 202624 min

Energy, Minerals, and the Physical Stack Behind AI

In this episode, Turner Caldwell of Mariana Minerals and Drew Begalino of Heron Power discuss how America’s AI and industrial future depends on revamping the physical stack of critical minerals, energy generation, and grid infrastructure. They explain their Tesla‑inspired, software‑first...

By a16z Podcast
The Hidden Costs of Resilience: Financing the New Supply Chain Reality
PodcastMay 12, 202627 min

The Hidden Costs of Resilience: Financing the New Supply Chain Reality

The episode examines how the long‑standing just‑in‑time supply‑chain model is being upended by geopolitics, AI‑driven capex, critical‑mineral shortages and ongoing disruptions from conflicts such as the Middle East war. Guests Natasha Condon (JP Morgan Global Head of Sales for Trade and...

By Making Sense (incl. What’s the Deal? series)
Can America Build Fast Enough to Win in Space?
PodcastMay 8, 202625 min

Can America Build Fast Enough to Win in Space?

In this bonus episode recorded at the 41st Space Symposium, Matt Magana, President of Defense and National Security at Voyager Technologies, discusses how the U.S. space acquisition landscape has shifted from slow, bespoke projects to rapid, high‑rate production enabled by...

By The Spacepower Podcast
Fertilizer Matters EP49: Middle East Conflict - The Potash Market Anomaly
PodcastMay 8, 202613 min

Fertilizer Matters EP49: Middle East Conflict - The Potash Market Anomaly

In this episode, Argus senior editor Mike Nash talks with global potash editor Julia Campbell about how the Middle East conflict is affecting the potash market. While direct supply of MOP (mineral oil‑based potash) remains stable, higher oil and gas...

By Metals Movers (Argus series within Argus Media feed)
Global Commodities: An Inventory Detour
PodcastMay 8, 202613 min

Global Commodities: An Inventory Detour

In this episode Greg Shearer and J.P. Morgan’s European natural‑gas analyst Otar Degboadzi discuss how inventory levels are shaping commodity markets. They note that U.S. gas storage is near full capacity (about 2.2 trillion cubic feet), while European gas inventories are...

By At Any Rate
Guest: Omar Qari of Logicbroker on How Retailers and Brands Respond to Shifting Geopolitical Uncertainty; Carton Diversity Drives Sortation Designs;...
PodcastMay 8, 202619 min

Guest: Omar Qari of Logicbroker on How Retailers and Brands Respond to Shifting Geopolitical Uncertainty; Carton Diversity Drives Sortation Designs;...

In this episode, Omar Qari, CEO of LogicBroker, explains how retailers and brands are grappling with persistent geopolitical uncertainty, tariff volatility, and fragmented supply chains, which are straining inventory visibility and fulfillment orchestration. He emphasizes that resilience now hinges on...

By Logistics Matters with DC VELOCITY
193: Is Apple DOWNGRADING the iPhone 18 Due to Memory Shortage?
PodcastMay 8, 202643 min

193: Is Apple DOWNGRADING the iPhone 18 Due to Memory Shortage?

The episode delves into rumors that Apple may be downgrading the standard iPhone 18 due to a surge in memory (RAM) costs driven by AI-driven chip shortages. Hosts discuss how this could lead to component sharing with the iPhone 18 E,...

By The MacRumors Show