Know What's Happening in Transportation

Guest: Per Hong of Kearney on Tariffs, Iran, and More; The "Pandemic Echo” Affecting Parcel Fleets; How Agentic AI Impacts...

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.