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: