Tariffs, Talent and Uncertainty: What Supply Chains Learned in 2025 скачать в хорошем качестве

Tariffs, Talent and Uncertainty: What Supply Chains Learned in 2025

We revisit the past year of tariff policy and its ripple effects across global supply chains. Our guest, supply chain expert Alastair Charatan, returns to discuss what predictions held up and what surprises emerged from the predictions we made back in January. We unpack why large‑scale reshoring hasn’t materialized, how shortened planning horizons complicate capital investment and why a “carrots over sticks” industrial strategy beats blunt trade instruments. Listen and learn: Why you need to invest in scenario planning tools Lock capacity early when bottlenecks loom, and Prioritize workforce development to work alongside automation and co-bots.  Want more supply chain knowledge? Visit ASCM.org. For more details on The Chain Podcast, visit ascm.org/podcast Timestamps: 00:05 – Welcome & why we’re revisiting tariff predictions 01:00 – What actually happened: stockpiling, delayed price rises, limited reshoring 02:14 – Global responses: minimal UK/EU/Japan retaliation; China’s targeted moves 02:43 – Tariffs as a “dial” vs. structural changes (Brexit); will they be permanent? 03:05 – Sector pain points: US soybeans, subsidy offsets; Canada headline vs. USMCA reality 04:37 – Mitigation tactics: inventory cushions, sourcing tweaks, pricing decisions 05:48 – Durable goods inflation (appliances & autos) and what the data suggests 06:56 – Why traded-goods inflation stays sticky; cross‑border auto supply chains 07:55 – Friend‑shoring frustrations: Mexico & Canada hit by tariff scope 08:26 – High‑tech perspective: staying in Asia, passing costs through to customers 09:40 – Policy uncertainty & the Supreme Court: why big moves are on hold 10:05 – Shrinking planning horizons; semiconductor fabs and multi‑year timelines 10:47 – Tariffs as a blunt instrument; what thoughtful industrial policy looks like 12:22 – Immigration enforcement example & impacts on foreign investment confidence 13:21 – Efficiency vs. resiliency under tariffs: fewer radical shifts than COVID era 21:13 – Tariffs as national policy; bigger forces: AI, automation, robotics 23:42 – Lessons learned: scenario planning surge; book capacity ahead of bottlenecks 25:30 – Indicators to watch: Supreme Court ruling & measuring real tariff impact 28:52 – Silver lining: “carrots over sticks”—grants, apprenticeships, ecosystems 30:30 – Talent first: upskilling to work with decision tools, automation, and co-bots 32:28 – Closing & next check‑in; thank‑yous and sign‑off #TheChainPodcast #supplychain #podcast #ASCM #tariffs #reshoring #nearshoring #supplychaintechnology #supplychaintech #supplychaintrends #supplychainmanagement #trade #supplierrelationships #suppliermanagement #riskmanagement