In this episode, Matt Horine aggregates major manufacturing headlines and argues the U.S. industrial rebuild is already underway, with constraints shifting from politics and capital to operations. It highlights a DOJ Sherman Act indictment alleging four container makers controlling ~95% of global dry containers colluded to cap output and double prices during 2019–2021, underscoring supply-chain dependency risks and the reshoring rationale. It covers JetZero’s planned 3M-sq-ft Greensboro, NC aircraft factory ($4.7B investment, 14,500 jobs, AI/digital with Siemens) and SendCutSend’s rapid-growth on-demand manufacturing model, which raised $110M at a $1B+ valuation. The host says tariff-driven inflation fears haven’t materialized in core goods CPI, and reviews the “one big beautiful bill” restoring permanent 100% bonus depreciation, expensing for production property and domestic R&D, and EBITDA-based interest limits. Freight data shows tightening trucking capacity and rising tender rejections, and a Fortune argument that tacit operating knowledge—not equipment—is the key bottleneck, with AI positioned to capture and scale it.

Timestamps

00:00 Welcome and Format Shift

00:56 Trucking Safety Wins

01:14 Week’s Big Themes

02:08 Container Cartel Exposed

03:45 Why Reshoring Matters

04:54 JetZero Factory Build

06:08 SendCutSend Scales Up

07:18 Tariffs vs Inflation Data

09:14 Tax Code CapEx Boost

11:23 Freight Market Tightening

13:36 AI and Tacit Knowledge

15:42 Wrap Up and Next Steps

Links

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⁠⁠⁠⁠⁠⁠⁠Revitalizing US Manufacturing⁠⁠⁠⁠⁠⁠⁠

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In this episode of US Manufacturing Today, host Matt Horine welcomes Shannon Everett of American Truckers United (ATU). Shannon shares his deeply personal journey in the trucking industry and exposes systemic issues that threaten the livelihoods of American truck drivers. The discussion covers the alarming rise of non-domicile commercial driver’s licenses, wage dumping, fraud, and the overarching impact of illegal immigration on the trucking sector. Shannon outlines the survival strategies and necessary reforms to protect American truckers, emphasizing the importance of legislative action and public support. The conversation reveals the hidden challenges within the American trucking industry and underscores the broader implications for public safety and national security.

Timestamps

• 00:00 Introduction and Welcome
• 00:10 Guest Introduction: Shannon Everett
• 00:37 Shannon's Journey in the Trucking Industry
• 02:55 Challenges in the Trucking Industry
• 05:02 The Impact of Foreign Commercial Drivers
• 10:36 Investigating CDL Anomalies
• 18:41 Proposed Reforms and Solutions
• 25:48 Call to Action and Conclusion

Links

• ⁠American Truckers United⁠
• ⁠Shannon Everett LinkedIn⁠

• ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Navigating Trump 2.0 ⁠⁠⁠⁠⁠⁠
• ⁠⁠⁠⁠⁠⁠Revitalizing US Manufacturing⁠⁠⁠⁠⁠⁠
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U.S. Manufacturing Today host Matt Horine interviews A.W. Schultz, Founder of AW Schultz Training and Industrial Transformation, about the shift from Industry 4.0 to Industry 5.0 and what it means for manufacturers. Schultz describes Industry 5.0 as a rebalancing built on resiliency, sustainability, and a human-centric approach, arguing many digital investments underperform because people aren’t involved and change management is weak. He outlines common reliability challenges such as poor integration and gaps between strategy and execution, and explains adaptive work management as a culture-aware, non–cookie-cutter approach that emphasizes relevant metrics and organizational health. Schultz discusses maintenance strategies (reactive, preventive, predictive) using asset criticality and supply constraints, and stresses that transformation success depends on leadership, humility, and continuous feedback. He advises leaders to lead with courage, data, and heart and shares where to find his Factory of the Future Podcast.

Timestamps

Links

AW on LinkedIn
A.W.Schultz Training and Industrial Transformation
Factory of the Future Podcast

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In today's episode of U.S. Manufacturing Today, Matt Horine interviews Spencer Penn, Co-founder and CEO of LightSource, an AI-powered procurement platform for direct materials. Penn recounts leading sourcing for Tesla’s Model 3 scale-up and seeing $30B of parts managed via spreadsheets and email, inspiring him to found LightSource in 2021. The conversation argues procurement is strategically critical yet undertooled compared with sales, with incentives and visibility lagging despite large P&L impact. Penn describes how AI can improve supplier discovery, should-cost estimation, negotiation support, ongoing price monitoring, and faster deployment via automated data ingestion. LightSource customers reportedly cut RFX cycle times 25–60%, improve supplier experience, and reduce cost creep; one A/B test showed 25% faster cycles and 47% lower cost creep. They discuss dual sourcing, nearshoring/onshoring realities, China’s industrial base, and advice for leaders to experiment with tools like Claude/Claude Code.

Timestamps00:00 Show Intro and Big Question00:31 Meet Spencer and LightSource02:26 Tesla Scaling Lessons05:52 Elon Leadership Anecdotes07:29 Why Direct Procurement Lags09:06 The Real Money in Parts14:01 Speed as Competitive Edge16:35 Why Procurement Is Undervalued22:51 AI Use Cases in Procurement28:41 Fast Implementation Reality30:46 LightSource Results and ROI33:48 Nearshoring and China Reality38:08 Free Advice for Leaders42:12 How to Get Started43:28 Wrap Up and Call to Action

Links

Lightsource AI

Spencer on LinkedIn

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In a solo episode of US Manufacturing Today, host Matt Horine argues that four converging developments signal the most significant U.S. industrial moment since World War II: manufacturing’s expansion, freight tightening, historic Defense Production Act actions, and defense demand spilling into commercial industry. March ISM manufacturing PMI rose to 52.7 (third straight month of expansion) with broad-based industry growth, stronger new orders, and higher business confidence, though price pressures are rising from steel, aluminum, and tariff pass-throughs. The trucking market is in a supply-driven tightening as carriers exit and driver availability constricts, with expectations for higher 2026 truckload rates and rising freight bills. The White House invoked DPA Section 303 across energy and grid categories to expand domestic petroleum, refining, logistics, and infrastructure capacity, positioning energy as a long-term manufacturing cost advantage. Finally, the Pentagon contacted Ford and GM about potential weapons production as defense capacity strains and budgets rise, reinforcing reindustrialization as national security policy.

Timestamps

00:00 Big Industrial Moment

01:16 PMI Expansion Signals

03:27 Freight Tightening Ahead

05:01 DPA Energy Mobilization

07:24 Energy Advantage Backdrop

09:37 Pentagon Calls Detroit

12:19 Reindustrialization Takeaways

13:47 Wrap Up and Resources

Links

⁠⁠⁠⁠⁠⁠⁠⁠⁠Navigating Trump 2.0 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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This episode of U.S. Manufacturing Today features James DeMuth, CEO and co-founder of Seurat Technologies, discussing why reshoring at scale requires new manufacturing methods beyond traditional casting and machining. DeMuth explains how his work at Lawrence Livermore National Laboratory on fusion power revealed a need for alloys and complex geometries suited to 3D printing, but limited by slow laser powder-bed fusion; Seurat’s approach uses large-area projection with high-resolution patterning to increase throughput dramatically while maintaining quality. He contrasts major metal additive methods (laser powder-bed fusion, directed energy deposition, and binder jetting) and argues Seurat can deliver speed, quality, and lower cost while reducing waste and post-processing. The conversation also covers digital inventory, localized production, national security implications amid China’s subsidized manufacturing, the role of policy plus technology leadership, Seurat’s new production system, rapid material changeover via cartridge architecture, and where to learn more about the company.

Timestamps00:00 Manufacturing Reshoring Stakes01:27 James Demuth Origins01:37 Fusion Challenge Sparks Breakthrough03:07 Printing Press For Metal05:35 Why Casting Falls Short08:25 Metal Additive Landscape11:32 Seurat Secret Sauce14:23 National Security And Policy19:35 Factories Of The Future23:10 Advice For Manufacturers26:48 What Comes Next For Seurat27:57 Wrap Up And Resources

Links

James on LinkedIn

Seurat Technologies

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U.S. Manufacturing Today host Matt Horine interviews Darragh de Stonndún, CEO of Automated Industrial Robotics (AIR), about why automation is accelerating and how manufacturers can deploy it successfully. He shares his path from a Guinness apprenticeship in Dublin to engineering and decades in industrial automation, emphasizing attention to detail and disciplined execution. AIR’s platform model unites specialized automation firms across the US and Europe to provide shared standards and global capacity while retaining deep domain expertise. Key capability shifts include data-driven operations, validation-ready systems for regulated industries (e.g., GMP and 21 CFR Part 11), and greater flexibility enabled by robotics, vision, and servo systems. De Stonndún says automation demand is driven by labor shortages, cost pressures, supply-chain resilience, and policy, representing a long-term structural shift tied to reshoring and reindustrialization. He outlines where projects fail (scope and integration), what roles are rising (automation technicians, process engineers, quality/data), how AI will enhance inspection and control layers, and cites a pandemic-era pharma turnkey filling system that improved throughput, consistency, and validation speed.

Timestamps

00:00 Automation Is Here Now01:21 Darragh’s Shop Floor Roots03:12 From Engineer to CEO04:32 Building the AIR Platform06:46 New Demands Data Validation Flexibility08:44 Why Automation Demand Is Surging10:13 Structural Shift and Reshoring12:47 Automation Augments Workers15:31 Skills That Matter Most18:11 Why Automation Projects Fail19:26 How to Deploy Automation Right20:55 Advice for First Automation Program23:46 Best Processes to Automate Now25:08 Full Systems Over Point Solutions26:33 Pandemic Case Study in Pharma28:35 AI Meets Robotics30:23 How Close to Lights Out Factories32:20 Automation Powers Reindustrialization33:51 What’s Next for AIR34:50 Where to Learn More and Wrap Up36:02 Final Takeaways and Subscribe

Links

Darragh on LinkedIn

Automated Industrial Robotics (AIR)

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⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Revitalizing US Manufacturing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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In this episode of U.S. Manufacturing Today, host Matt Horine is joined by Tony Kelbert and Dan Echternkamp, founders of Aerospace Growth Strategies, to discuss sustainable growth for machine shops. They delve into common issues in the industry, such as balancing spindle hours and morale, and why traditional growth strategies often fail. Tony and Dan share their insights on developing purpose-driven strategies that align with shop capabilities, leveraging inbound sales, and navigating the evolving aerospace and defense supply chain. They also discuss the importance of focusing on core competencies and building strong customer relationships. The conversation includes practical advice on improving business development and marketing strategies for machine shop owners.

Timestamps

• 00:00 Introduction to U.S. Manufacturing Today
• 00:23 Meet the Founders of Aerospace Growth Strategies
• 00:55 Challenges and Solutions in Machine Shops
• 03:10 The Importance of Purpose-Driven Strategies
• 04:36 Identifying and Avoiding the Wrong Work
• 06:38 Boosting Morale with the Right Work
• 09:57 Building an Inbound Sales Pipeline
• 13:17 Marketing Strategies for Machine Shops
• 17:47 Future Trends in Aerospace and Defense Manufacturing
• 21:05 Positioning for Success in a Rebalanced Supply Chain
• 26:29 Getting Started with Aerospace Growth Strategies
• 28:03 Conclusion and Final Thoughts

Links

• ⁠Aerospace Growth Strategies⁠
• ⁠Tony on LinkedIn⁠
• ⁠Dan on LinkedIn⁠
• ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Navigating Trump 2.0 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
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U.S. Manufacturing Today features Bryce Carpenter, Chief Operating and Strategy Officer at Conexus Indiana, discussing why AI and automation efforts in manufacturing often stall at pilots and how to scale them into operational results. Carpenter explains Conexus as an industry-led nonprofit working with 130 Indiana manufacturers and public and education leaders to accelerate solutions by aligning stakeholders early. He argues adoption fails when companies lead with technology instead of clear problem statements and when cultural buy-in and workforce communication are missing, fueling fears of job loss. He notes small and midsize manufacturers can have advantages due to low AI cost barriers and fewer data-standardization challenges, but many lack connected equipment and usable data. Conexus is launching Industry Exchange Workshops and building an AI use-case inventory to improve ROI confidence. The episode also highlights flexible labor models, faster micro-trainings, and technology’s role in boosting U.S. competitiveness amid reshoring and tariffs.

Timestamps

00:00 AI Adoption Reality Check

01:12 Meet Bryce Carpenter

02:26 What Conexus Does

03:34 Ecosystem Bridge Building

06:54 Escaping Pilot Purgatory

10:44 SMB Edge in AI

13:15 Roadmap and Grants Lessons

15:46 Automation Upskilling Workers

19:19 Training and Talent Access

22:46 Flexible Labor Partnerships

24:27 Data Foundations for AI

28:27 Market Maturity and ROI

33:36 Reshoring and Competitiveness

36:00 Resources and Wrap Up

37:18 Final Takeaways and CTA

Links

Conexus Indiana

Bryce on LinkedIn

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⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Revitalizing US Manufacturing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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In this solo episode of US Manufacturing Today, the host argues that three underappreciated forces are converging to create a structural advantage for U.S. manufacturers: tightening freight capacity, trucking labor enforcement, and a historically wide Brent-WTI oil spread. Despite a soft freight narrative, carrier exits are shrinking long-haul capacity, spot rates have overtaken contract rates, and forecasts now call for stronger 2026 rate growth with more fragility to disruptions. Simultaneously, stricter enforcement of rules for non-domiciled CDL holders and English proficiency standards could remove 10%–15% of trucking capacity, raising wages for American drivers and tightening industrial-origin freight lanes. The host highlights an 11-year-high Brent-WTI gap (about $18/barrel) that lowers U.S. energy-linked input costs versus global competitors, reinforced by record U.S. production forecasts, alongside policy tailwinds and PMI/new-order strength supporting reshoring and expansion.

Timestamps

00:00 Macro Setup and Themes

01:00 Freight Market Tightening

03:00 Immigration Rules Hit Capacity

04:50 Brent WTI Energy Gap

08:05 Compounding US Advantage

09:14 Signals and Call to Action

10:37 Wrap Up and Resources

Links

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Navigating Trump 2.0 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Revitalizing US Manufacturing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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