Europe’s Electric Vehicle Conundrum
The episode examines Europe’s dual transition: decarbonising transport through rapid EV adoption and maintaining a competitive automotive industry amid Chinese overcapacity and shifting US subsidies. Guests explain how the EU’s reliance on Chinese batteries and EVs threatens supply‑chain resilience, while European carmakers struggle to stay competitive both at home and abroad. Policy options discussed include financing, regulatory adjustments, local‑content rules, and trade strategies to balance decarbonisation, competitiveness, and economic security. The Clean Tech Tracker data underscores that EVs and batteries dominate global clean‑tech investment and trade, highlighting the urgency of coherent EU policy.
Connecting Forecasting and Warehouse Decisions at Scale - with Jerod Hamilton of Tyson Foods
In this episode, Jerod Hamilton, Director of 3PL Warehouse Strategy at Tyson Foods, explains why modern distribution centers struggle with efficiency due to fragmented planning systems and static facility designs that quickly become outdated. He highlights how multiple, siloed forecasts...
Transforming the Healthcare Supply Chain: The Real Challenges We’re Facing (1 of 3)
In this episode, host Dave Kreisler talks with AI strategist and cybersecurity veteran Sagar Panja about the rapid shift in AI adoption across businesses and the cultural, data, and security challenges that accompany it. Panja emphasizes that successful AI implementation...
Ten Days of Ukrainian Drone Strikes Reduce Russia's Seaborne Crude Oil Exports
In this BBC World Business Express episode, Max Seddon explains how a wave of Ukrainian drone strikes over ten days has crippled Russia's key oil export terminals at Primorsk, Ust‑Luga, and Novorossiysk, cutting roughly 40% of its seaborne crude capacity...
209. Will Trump's Pharmaceutical Tariffs Lower Prices and Secure Supply Chains?
In this episode, host Chad Bowne and guest Tom Boyke dissect the Trump administration’s new pharmaceutical tariffs and the U.S.-U.K. pricing arrangement, explaining how they aim to address two distinct challenges: low‑margin generic drug shortages tied to China and India,...
DoorDash’s Autonomous Delivery Strategy with Ashu Rege
DoorDash Labs’ Vice President Ashu Rege outlined the company’s autonomous delivery roadmap, highlighting the in‑house DOT robot and the broader Autonomous Delivery Platform (ADP) that can support varied delivery formats. He contrasted DoorDash’s approach with robotaxi firms, emphasizing cost efficiencies...
Is the Strait of Hormuz Opening up Again?
The episode examines the tentative reopening of the Strait of Hormuz after weeks of disruption caused by the US‑Israel‑Iran conflict, highlighting the first Western container ship and a Japanese LNG carrier to transit the route. Captain John Conrad of GCaptain...
Guest: Stefan Heck of Nauto on Distracted Driving; Coping with Surging Diesel Prices; Cold Storage Goes High Tech
In this episode, the editors discuss the critical issue of distracted driving in commercial fleets, featuring Stefan Heck, CEO and founder of Nauto, who explains how AI-powered safety platforms can detect driver inattention and predict hazards up to six seconds...
French Container Ship Reportedly Passes Through Strait of Hormuz
The episode reports that a French-owned CMA CGM cargo ship successfully transited the Strait of Hormuz, marking the first Western European vessel to do so since the Middle East war began. It highlights the broader shipping challenges, including thousands of...
IC to Electric: 90% Fuel Savings, Lower Maintenance, and Smarter Forklift Decisions
In this episode of The New Warehouse Podcast, Kevin Lawton talks with Martin Boyd, CMO of Big Joe, about the rapid electrification of forklift fleets. Boyd explains how Big Joe’s fully integrated lithium‑ion batteries eliminate the drawbacks of lead‑acid and internal‑combustion (IC)...
Interview with Turkiye's Diplomacy 02.04.2026
In this episode of Turkey's Diplomacy, financial consultant Laurent Lecoe explains that the ongoing Iran war, dubbed Operation Epic Fury, is pushing the global economy into stagflation, with rising inflation and stagnant growth. He highlights how oil supply disruptions are...
Chemical Conversations: BTX Market Pressures Amid Middle East Conflict
In this episode, host Santosh talks with Ashish Kulkarni, Lead Aromatics Consultant at Argus, about how the Middle East conflict is driving crude price volatility and tightening NAFTA supplies, which in turn is squeezing benzene, toluene and xylene (BTX) markets...
208. It's Been One Year Since Trump's "Liberation Day" Tariffs
In this episode, Chad Bowne and FT reporter Amy Williams review the fallout from President Trump's "Liberation Day" tariffs announced on April 2, 2025, which imposed a baseline 10% duty on most imports and higher rates on select countries. They...
Metal Movers: How the Iran Conflict Is Impacting Steel Markets
The Metal Movers episode examines how the Iran‑Israel conflict has disrupted global steel markets, from the closure of the Strait of Hormuz to direct strikes on Iranian steel plants. Reporters detail the immediate supply shock—loss of roughly 500,000‑600,000 t/month of Iranian...
Lead Time in Manufacturing: A Complete Guide to Types, Strategies, and Optimization
In this 17‑minute episode of the MRP Easy Manufacturing Podcast, the hosts break down lead time—what it is, how it differs from cycle, throughput, and takt time, and why it matters for profitability and customer loyalty. They explain the various...
U.A.E. Preparing to Help Open Strait of Hormuz By Force
The Wall Street Journal’s What’s News covers the United Arab Emirates’ shift toward becoming a combatant in the Iran‑U.S. conflict, as it prepares to help force‑open the Strait of Hormuz by clearing mines and supporting a U.N. resolution authorizing military action. Middle‑East...
Fertilizer Matters EP44: Chinese Ammonia Market
In this episode, Argus senior reporter Denise Cheng talks with ammonia market editor Roof Sharp about the launch of Argus' new China FOB ammonia price assessment and the shifting dynamics of China's ammonia trade. China, once a major importer, is...
From Soil to Strategy: Inside The Transformation Shaping the Future of The Scotts Miracle-Gro Company
In this episode of All Business No Boundaries, Scott's Miracle‑Gro’s new heads of transformation, Logan Poter and David, discuss the company’s sweeping supply‑chain overhaul, including a migration to SAP S/4HANA cloud and a rapid network redesign that shrank its distribution...
Strait Talk: Crisis in the Gulf
In this episode Tom Reid of Argus discusses the escalating Hormuz crisis with Dubai‑based colleagues Nada Itayim and Bashar al‑Halabi. They examine the U.S. deployment of the USS Tripoli, the strategic importance of Iran’s Kharg Island as a major oil export...
Crude Report: Hormuz Disruptions Put Canadian Export Crude in the Global Spotlight
In this episode Jeff Kralowitz talks with Argus senior reporter John Kordner about how the recent disruptions in the Strait of Hormuz have boosted Canadian heavy crude exports. With freight rates soaring, Canadian grades are now more competitive than Middle‑East...
Modular Warehouse Solutions That Adapt to Change
In this episode, host Kevin Lawton talks with Ben Hull, Director of Sales at Item (pronounced "EET-em"), about the company's modular T-slot aluminum extrusion system—often likened to industrial Legos—that lets warehouses and manufacturers quickly design and reconfigure workstations, carts, and...
Amazon Is Using Local Grocers to Win Delivery Faster | Fast Five Shorts
The episode examines Amazon's expanding partnership with regional grocers like Winn‑Dixie, now covering the Tampa Bay area, and its rollout of one‑hour and three‑hour delivery for over 90,000 products nationwide. Hosts discuss how Amazon leverages its superior logistics to monetize...
Guest: Ian Massey of S-RM on the Ongoing Supply Chain Impacts From the War Against Iran; What Is “Port Proximate”...
In this episode, Ian Massey of SRM explains how the ongoing war with Iran is destabilizing global supply chains, especially in energy, shipping, logistics, and related downstream industries. He outlines three possible conflict scenarios—escalation, protracted low‑intensity fighting, and de‑escalation—and advises...
Fears of Fuel Shortages Lead to Panic Buying in Australia
The episode examines the recent fuel shortages at Australian petrol stations, attributing the empty pumps largely to panic buying rather than a supply disruption from the Israel‑Iran conflict. Independent station owner Steve Amos describes how demand spiked, forcing wholesalers to...
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[Episode #272] – Global Energy Crisis 2026
In this episode, host Chris Nelder and oil market analyst Rory Johnson dissect the unfolding global energy crisis triggered by the U.S.-Israel bombing of Iran, which has crippled Persian Gulf oil and gas exports. They compare the current shock to...
The Hidden Cost of Expiring Inventory for Small Food Manufacturers
In this 38‑minute live webinar, Steve Maurer—an industry veteran with 35 years of food‑processing experience—explains the hidden costs of expired inventory for small food manufacturers. He breaks down direct losses (raw material, labor, overhead) and indirect expenses such as storage,...
Is the Oil Crisis About to Break Global Supply Chains?
In this episode, Ed Elson and Flexport CEO Ryan Peterson discuss the cascading effects of the Strait of Hormuz closure and Red Sea disruptions on global supply chains, highlighting soaring oil, diesel, and fertilizer prices and a 50% rise in...
Sharp China: A Giant Mess with Super Micro; Completely Correct Xiong'an Progress; The PRC's Balancing Act on Iran; Manus, Apple...
In this episode, Andrew Sharp and Bill Bishop dissect a federal indictment accusing Supermicro co‑founder Wally Lia of orchestrating a $2.5 billion scheme to smuggle AI servers with high‑end NVIDIA GPUs to China, exposing glaring weaknesses in U.S. export‑control enforcement. They...
On-Demand Warehousing Solves Distressed Freight Problems
In this episode, Kevin Lawton interviews Dave Gutierrez, VP of Sales at Olymp Warehousing, about their on‑demand warehousing marketplace that connects shippers needing immediate storage or freight services with 3PLs and warehouses. Olymp’s platform automates RFQ submissions, rapid bidding, and...
The Crude Report: Crude on War
In this episode of the Argus Crude Report, Lina Bullock and Mediterranean reporter Eleni Krak discuss how the Middle‑East Gulf War is reshaping crude supplies for European refiners. They explain that Europe faces a loss of roughly 600,000 barrels per...
Jeffrey Goldberg and Joe Weisenthal: Pandora's Box Has Been Opened
In this Bulwark Podcast episode, host Tim Miller chats with Atlantic editor‑in‑chief Joe Weisenthal and journalist Jeffrey Goldberg about the economic fallout of the Iran‑Israel conflict and the broader implications for U.S. defense policy. They dissect the controversial Signal‑chat scandal...
The Philippines Declares State of Emergency over Fuel Crisis
The episode reports that the Philippines has declared a national energy emergency as diesel and petrol prices more than double amid the US‑Israel‑Iran conflict, prompting an executive order that lets the government control fuel distribution, purchase supplies, and subsidise costs....
The Ultimate Revive-Al: Allison Lee with Jenny Fielding
In this episode, co‑founder and CEO Alison Lee walks through Revive’s evolution from a fitting‑room tech startup (originally called Hamster) to a full‑stack virtual tailoring, refurbishment, and resale platform that helps fashion brands cut returns, recover damaged inventory, and sell...
Crisis at Hormuz, and Your $160b Tariff Refund Clock, with Flexport’s Ryan Petersen
In this Rapid Response episode, Flexport CEO Ryan Petersen explains how the closure of the Strait of Hormuz is rippling through global trade, driving up oil and air‑freight costs while leaving container shipping relatively unscathed. He highlights secondary crises such...
Infrastructure's Next Frontiers W/ Stonepeak’s Michael Dorrell
In this episode, Hugh MacArthur talks with Michael Dorrell, co‑founder of Stonepeak, about the surge in AI‑driven data‑center demand and its ripple effects on the energy sector, highlighting opportunities in gas infrastructure, LNG export projects, and a paradoxical sweet spot...
Argus Metals Movers: Turkey's Flat Steel Trade Patterns Set to Shift in 2026
In this episode, Argus senior reporter Elife Iboğlu and Tolga Yi Tekiciler, procurement manager at Tatmetal, discuss Turkey’s flat steel market amid tightening EU anti‑dumping and origin rules, upcoming EU quota cuts, and the loss of the UK’s galvanized‑steel exemption....
Weight of Freight: Guinea’s Grip on the Capesize Market
In this episode, Richard Stevenson of Pendle Commodity Investments explains why capesize freight rates surged in early 2026, highlighting the unexpected boost from Guinea’s bauxite shipments and elevated bunker costs due to Middle‑East tensions. He outlines the political risk of...
Finding a Home for Excess 3PL Inventory
In this episode, Kevin Lawton talks with Abby Naraki, CEO and founder of Stock, about the growing problem of excess inventory in the 3PL and e‑commerce space and how Stock connects that surplus to a vast network of nonprofits. Abby...
Supply Chain Data Capture Is Entering a New Era with Surgere
In this episode Kevin Lawton interviews Bill Woppler, CEO and founder of SurgeAir, about the evolution of data capture in supply chains. SurgeAir now processes about 15 billion transactions a month and has introduced Sophia, an agentic AI that makes sense...
Can Jewelry Ever Be Truly Conflict-Free?
The episode explores whether jewelry can ever be truly conflict‑free, focusing on the opaque supply chains of gold and gemstones and the human rights abuses they can entail. It highlights the work of London‑based jeweller Pippa Small, who partners with...
From Garage to Global: Chieh Huang on Building Boxed and Launching Pelgo
In this episode, Chieh Huang, founder of Boxed and now CEO of Pelgo, shares his journey from a garage‑based wholesale startup to a public company and his latest venture helping workers transition to AI‑augmented roles. He highlights the stark difference...
AI, Supply Chains, and the Future of Economic Power
In this episode, Jacob Helberg, Undersecretary of State for Economic Affairs, discusses how AI, hardware, and secure supply chains have become central to U.S. economic and national security. He outlines the administration’s three‑front strategy to win the AI race: superior...
The Buyer's Journey for Warehouse Automation
The episode explores the warehouse automation buying journey from three angles: iAutomate’s CEO Christoph Buchmann explains how the process truly begins with identifying a problem and validating automation as the right solution; Staples Canada’s Mert Selchuk describes a data‑driven, internal...
Sinocism Live on US-China Relations with the FT’s Demetri Sevastopulo
In this live Sinocism episode, FT China correspondent Demetri Sevastopulo discusses the delayed Trump‑China summit, attributing the postponement to domestic political concerns and the ongoing Iran conflict rather than bilateral tensions. He outlines the key players shaping U.S. China policy...
Asian MTBE Arbitrage Flows Wrecked by Middle East Conflict
The episode examines how the Middle East conflict has upended global MTBE arbitrage, causing sharp price spikes and volatility across Asia, Europe, and the U.S. Asian producers face supply constraints as Middle‑East feedstocks dry up, while European demand for cheap...
Why Supply Chain Design Becomes the Differentiator as AI Automates Planning - with Don Hicks of Optilogic
In this episode, Don Hicks, CEO of OptiLogic, explains how AI‑native platforms are reshaping supply chain design by running planning and network design in parallel, turning supply chains from brittle, cost‑centric structures into resilient, flexible networks. He contrasts fast, heuristic‑driven...
The Future Of Warehouse Inventory Is Flying | Fast Five Shorts
The episode discusses Kroger's deployment of Corvus Robotics' autonomous inventory drones, called Corvus 1, in sub‑freezing warehouse environments to perform cycle counts without human intervention. Hosts Chris and Jen highlight how the drones operate without Wi‑Fi, markers, or infrastructure changes,...
The Looming Bottleneck for Global Tech
In this episode, Sean Kim explains how the Strait of Hormuz— a critical shipping lane for energy— could become a bottleneck for the global technology sector, especially advanced semiconductor manufacturing. He highlights that chip fabs, like those in Taiwan, consume...
3PL Culture and Fulfillment Experience
In this episode, Kevin interviews Michelle Harris of Our Service Works (OSW), a Dallas‑based 3PL that evolved from outsourced customer care to a full‑service fulfillment operation. They discuss how OSW carefully selects carriers—evaluating performance data, technology integration, and support—to enhance...
Logistics Wins Wars
In this episode, host Neil Bloom talks with Peter Goldsboro, co‑founder and CTO of Rune, about the critical role of logistics in modern military operations and how Rune is modernizing it with digital tools and sensors. Goldsboro explains his journey...
