Lisa Anderson, President of LMA Consulting in Los Angeles, and Diane Garcia, senior consultant in Phoenix join host of the Interlinks podcast, Patrick Daly, to explore the real-world implications of recent tariff policy shifts and trade tensions, particularly between the U.S., China, and the EU, and what they mean for businesses trying to navigate a constantly evolving global landscape.

Listen to the discussion on what’s happening on the ground in American manufacturing, including tactical compliance moves, major capital investment announcements, and longer-term strategic shifts—or the lack thereof.

Also covered in the episode:

• The surge in manufacturing investment announcements in the U.S.—what’s real, what’s delayed, and what’s still uncertain
• How companies are tactically responding to tariff-related compliance and supply chain realignment
• The impact of disrupted shipping flows and tariff-driven inventory surges on logistics networks
• Signs of a potential recession in manufacturing versus booming logistics activity
• The role of labour shortages and the challenges of reshoring amid shrinking talent pools
• The growing push for automation, digitization, artificial intelligence, and advanced technologies as countermeasures
• The importance of robust Sales & Operations Planning (SIOP / S&OP) in managing complexity
• The visibility gap in global supply chains, especially around second-tier suppliers
• The broader geopolitical context of trade negotiations, national security concerns, and “friendshoring”

This conversation provides timely insights into how manufacturing industry is adapting to a shifting global order—and where the biggest risks and opportunities lie heading into 2026.

Listen now:

Interested in reading more about this topic:
Your Tariffs Playbook & Path Forward in Supply Chain