Art of Supply
Art of Supply, hosted by Kelly Barner, draws inspiration from news headlines and expert interviews to bring you insightful coverage of today's complex supply chains.
Episodes
Why Volvo Can Keep Selling Cars in the U.S. and Polestar Can't
"Decisions regarding specific authorizations will not be made publicly available." — U.S. Commerce Department, Connected Vehicle Rule Two cars come off the same assembly line in South Carolina. They have the same software stack, according to the company that builds one of them. Starting with model year 2027, the Volvo EX90 can keep being sold in the United States. The Polestar 3 can't. Both compan
When Agents Make Bad Supply Chain Decisions at Machine Speed W/ Russell Halper
"Am I just making worse decisions way more quickly than I ever would before, and they're compounding and driving me down the wrong path?" – Russell Halper, Founder & Managing Director, Insight Kitchen Supply chain should be AI's ideal proving ground. It has plenty of data, plenty of decisions, and plenty of problems no one has solved. So why did a recent AI conference with 11,000 attendees have on
Who Moved My Beer? Inside the Pabst Blue Ribbon Cargo Theft
"We are working this case, but no trucks were stolen. Just the cargo." — Montclair, California Police Department On August 17th, someone with fake paperwork walked into an Anheuser-Busch distribution center in Montclair, California, and was handed a load of Pabst Blue Ribbon. Nobody broke in. Nobody stole a truck. One hour later, they did it again - same process, same warehouse. Within weeks, Pabs
Sledgehammers, Crowbars, and the Future of U.S. Trade Policy W/ Jeff Rittener
"IEEPA, in many ways, I called it the sledgehammer. It was like everything, everywhere, all at once." - Jeff Rittener, International Trade and Compliance Advisor, Rittener Trade Services For more than 30 years, Jeff Rittener, International Trade and Compliance Advisor at Rittener Trade Services, built and led Intel's global trade organization. Now he has his own consulting practice and podcast, Ri
Inside the Rise of Cargo Theft W/ Keith Lewis
"I want your phone numbers, I want your internet domain, I want everything, your PO box, everything. Now I've become you." - Keith Lewis, Vice President of Operations at Verisk CargoNet A purchased MC (motor carrier) number, sometimes bought for as little as $5,000, can turn a stranger into a fully credentialed trucking company overnight. It can make them look trustworthy enough that you hand them
Detroit can build it, but can Detroit source it?
"We are on borrowed time." - Army Major General John Ferrari On July 20th, President Trump signed an executive order making it dramatically harder for defense contractors to buy critical materials from China, Russia, Iran, and North Korea. Seven days later, the U.S. Army handed Ford and GM prototype contracts to build a new heavy infantry squad vehicle on the theory that Detroit can build trucks f
Foreign-Trade Zones in a 20 Percent Tariff Environment
"When the government starts collecting money as a tax, they don't normally give it back." — Curtis Spencer, CEO, IMS Worldwide For most of the last sixty years, the average U.S. tariff rate was two and a half percent. Duty was a rounding error, and import networks got designed accordingly. Curtis Spencer, CEO of IMS Worldwide, says the floor is now 20 percent, and plenty of importers are still tr
The $604 Million Freight Broker Liability Verdict
"C.H. Robinson does not employ drivers." - C.H. Robinson Chief Legal Officer Dorothy Capers This May, two courts drew a new line for freight brokerage liability. The U.S. Supreme Court stripped brokers of a federal defense they had leaned on for years. The Texas Supreme Court turned around and told Home Depot it wasn't liable for a fatal crash involving a carrier hauling its freight. Two companies
What "Dignity of Work" Means for Supply Chain Operations W/ Robert Martichenko
"You know, Robert, I have no expectation to ever be happy at work. I just hope to be a little less miserable." That's the line from a restaurant server that Robert Martichenko, board chair of TrailPath Workplace Solutions and founder of the lean consultancy LeanCore, can't shake. Operational supply chain roles aren't easy, but that doesn't mean it isn't possible for people to find dignity in the
The $285,000 Electric Truck Nobody Can Find
In December of 2025, a $285,000 Windrose Technology electric semi-truck went missing. It still has not been found. Reportedly, two mechanics who kept it running, Travis Waite and Harold Keller, left Windrose Technology owed a combined $91,000 in back wages, and (according to the company) are holding the truck until they are paid. That's not the strangest thing about Windrose Technology. It's just
CMA CGM and FedEx Supply Chain: The Deal Behind the Deal
"FedEx is not simply selling an asset, it is trading a warehousing unit for a deeper transportation relationship with one of the world's largest container lines, which is a smarter reallocation than a straight divestiture." — Bruno Digital FedEx just sold its Supply Chain unit to CMA CGM for $1.4 billion. It sold for the same price FedEx paid for the same business, under a different name, back in
Checkbox Supply Chain Compliance Just Got a Lot More Expensive
"AI will never replace that human judgment. And the number one reason for that is responsibility." — Elisar Nurmagambet, Co-Founder and CEO, Tesari AI When Meta acquired the Chinese AI agent startup Manus for roughly $2 Billion, the due diligence looked clean. Four months later, China's government blocked the deal and ordered it unwound. Elisar Nurmagambet, Co-Founder and CEO of Tesari AI, and
All Forecasts Are Wrong W/ Michael Murray
"Just-in-time inventory is great when it's working, but when it stops working, it's a huge disaster because you don't have material staged and you don't have strategic reserves." — Michael Murray, Senior Director of Global Supply Chain, DSV Inventory Management Solutions For most of the 2000s, the mandate in manufacturing was lean: hold less, order just-in-time, and keep working capital off the ba
182,000 Pounds of Nectarines Too Valuable to Sell
Earlier this month, thousands of people descended on a small orchard in California's Central Valley to receive free nectarines. The crowds became so large that the California Highway Patrol temporarily shut the event down because of traffic and safety concerns. At first glance, it looked like a feel-good story—a farmer sharing his harvest with the community. But that wasn't the whole story. Third-
The Ships Are Lying About Where They Are
Imagine seeing one of the busiest shipping lanes in the world almost empty, before realizing that it isn't empty at all. The ships are still there, but the data has disappeared. Analysts monitoring the Strait of Hormuz have watched vessels vanish only to reappear someplace else hours later. Others appear to be sailing across inland airports or drifting through the Iranian desert. The Automatic Id
Stablecoins Have Their Moment in the Real Economy W/ Tanner Taddeo
Cross-border payments have long been a game of advantages. Large enterprises get fast settlement, cheap foreign exchange rates, and sophisticated treasury tools, while mid-market companies are left to piece together workarounds through regional banks and costly third-party providers. Stablecoin infrastructure is changing that equation, offering businesses of all sizes access to the same financial
3 Questions We Can't Answer About Amazon LTL
On Wednesday, June 10th, Amazon announced that they will now offer full LTL services to anyone. Before that, LTL was available "inbound only," meaning from Amazon sellers to Amazon facilities to Amazon customers. In their press outreach, the company has touted their 80,000 trailers and 24,000 intermodal containers, as well as improved load visibility and fleet security measures. The response to t
The Supply Planning Paradox: Why Bigger Budgets Don't Buy Better Outcomes
"Demand planning is the thing which everybody seems to focus on, because it's kind of theoretical. You come up with a forecast and it doesn't really influence anything. It's when you look at the supply side, that's when it becomes real." Most supply chains are supported by investments in demand planning tools, sales and operations planning systems, and MRPs… so why is the supply plan being 'fixed'
Too big to merge? Union Pacific and Norfolk Southern Try Again
Can a mega merger of peers increase competition in their market? Case in point: the proposed rail merger between Union Pacific and Norfolk Southern. Both are Class I railroads, among the largest by revenue in North America as defined by the Surface Transportation Board. According to a 2001 Surface Transportation Board rule, their merger must enhance competition - but that's not usually how mergers
FedEx Freight's Independence Day
On Monday, June 1st, FedEx Freight CEO John Smith rang the opening bell at the New York Stock Exchange to celebrate the fact that the company is now operating (and trading) independently. This story dates back to the summer of 2024, when the idea of separating out FedEx's LTL operating unit was just a very believable rumor. Now they are the largest LTL provider in North America, and what one outle
Red Lobster's Comeback Gamble
Endless Shrimp is BACK at Red Lobster… a headline few people in the business world would have predicted. The promotion played an over-hyped role in the company's 2024 bankruptcy filing, mostly because it was easier to explain than a bad real estate leaseback deal led by investors at the time – the actual cause of Red Lobster's financial trouble. Their new CEO, Damola Adamolekun, is best known for
Why is nobody talking about China's new supply chain regulations?
China's new supply chain regulations may be one of the biggest global trade and sourcing stories that almost nobody is talking about. Decree 834 and 835 quietly took effect - immediately - on April 7th and 13th. If China decides to enforce them, they could fundamentally change how multinational companies approach sourcing, reshoring, compliance, and supplier diversification. In this episode of Art
Consumption Challenges at Boston Beer Company
During the pandemic, some buyers and suppliers made aggressive bets about the future. Demand was surging, capacity was constrained, and everyone worried more about shortages than oversupply. For a while, it looked like the logic was sound, but now one of those agreements has turned into a $175.5 Million jury verdict. Boston Beer Company (through its subsidiary American Craft Brewery) has been fou
Social Value as Strategy in Public Sector Procurement W/ Guy Battle
"We have seen a transformation between the public sector and the private sector in terms of their relationship. We've seen enormous change in this country." - Guy Battle, CEO of Social Value Portal The U.K. Social Value Act of 2012 requires all public sector buyers to ask suppliers how much their business will contribute to the community if they win the work up for bidding. It has not just become
Pricing the Last Mile: Amazon, USPS, and the Fight for Profitability
Amazon packages represent 15% of the United States Postal Service's package volume, but about 7.5% of their revenue. Amazon is USPS's biggest customer, even though Amazon passed the USPS to become the largest domestic parcel carrier in 2025. The current Amazon - USPS agreement expires on September 30, 2026, just days before the USPS may run out of the cash required to operate. Amazon has signaled
UPS Picks Profitability Over Volume, and The Teamsters Push Back
"This was a company that was once all about volume, was all about customer service, was all about growth, was all about sales, was all about creating jobs." - Sean O'Brien, General President, International Brotherhood of Teamsters In 2024, Amazon accounted for 11% of UPS's revenue but between 20% and 25% of U.S. network volume. When UPS announced that they were planning to reduce their Amazon pack
Everyone Has a Role in Growing the Value Chain W/ Andrew Quincey
"If you focus too much on efficiency, you might get something cheap – but it doesn't deliver what you want. If you focus too much on effectiveness, you might spend more than you need. Those two sides need to be balanced." - Andrew Quincey It is much more difficult to measure value than savings, so even the most skilled procurement professionals tend to focus on savings instead of value. If, howeve
From Ports to Geopolitics: Protecting U.S. Cargo Worldwide with Chairman Laura DiBella
"What happens clear across the world has a very, very big impact, potentially, to U.S. cargo. We've had to take a wider lens look at all of the risks." - FMC Chairman Laura DiBella The Federal Maritime Commission is an independent, bipartisan agency of the U.S. federal government responsible for overseeing the international ocean transportation system as it relates to U.S. cargo. The FMC's jurisdi
Building Ethical Leaders in Freight: Inside TIA's Freight Leadership Lab
"If you don't figure out a way to treat your carriers ethically and help them make money, you're not going to have them." - Michael Riccio, former TIA Chairman and founder of More Than Miles Consulting In this episode, Kelly Barner is joined by two leaders from the Transportation Intermediaries Association (TIA): Michael Riccio, former TIA Chairman and founder of More Than Miles Consulting, and Da
Foreign-trade Zones Explained & Applied
"With tariffs in the news again and the trade policy environment shifting, folks are back to wanting to relearn about the [foreign-trade zone] program." Foreign-trade zones (FTZs) allow companies to bring goods into secure U.S. locations without immediately entering U.S. commerce for customs purposes. They allow businesses to defer duties, taxes, and fees until goods officially enter the market,
Brewing Uncertainty: The Coffee Supply Chain Shock
Coffee is one of those products people think of as routine, almost automatic. It is part of the morning, part of the commute, part of the office, part of the café economy. So when something changes in the coffee supply chain, people feel it. In late 2025, coffee prices started rising thanks to a combination of forces: weather shocks in major producing countries, tariff policy changes that altered
The Panama Canal Power Struggle
The ports of Balboa and Cristóbal bookend the Panama canal. They don't control the canal, and they have been privately operated by CK Hutchison's Panama Ports Company for decades. Those old contracts are now in the middle of a legal fight, a sovereignty debate, and a live test of how far national power competitions can reach into commercial infrastructure. Panama's Supreme Court recently ruled th
How iRobot's Supply Chain Became Its Last Resort
At its peak, iRobot generated nearly $1.6 Billion in annual revenue, and by 2022 Amazon believed the company was worth $1.7 Billion. By just a few years later, the company that pioneered consumer robotics would file for Chapter 11 bankruptcy. The company that ultimately took ownership of iRobot wasn't Amazon or another Silicon Valley tech firm or even a U.S. competitor. It was the company's own ov
National Security Starts in the Supply Chain
"There are a lot of different ways to hold all of the conspirators who are involved in the effort to intentionally smuggle counterfeit goods into the U.S. and into U.S. systems accountable." Most modern supply chains are complex, sprawling beasts. Their global scale is highly strategic, but it also creates opportunities for criminal organizations to threaten companies, the Federal government, war
How a $3M Company Destroyed $17B in Freight Market Value
How could a company worth about $3 Million wipe out more than $17 Billion in transportation market value in a single day? On February 12th, a press release from Algorhythm Holdings, a company that started its life as a karaoke machine manufacturer, announced that its AI-enabled freight platform SemiCab could reduce empty truck miles by more than 70 percent. By midday, major logistics firms were do
Sanctioned at Sea: Addressing the Shadow Fleet
"Shipping in 2026 is going to get darker." - Michelle Wiese Bockmann, Senior Maritime Intelligence Analyst, Windward Right now, somewhere between 900 and 2,000 aging oil tankers are operating in the shadows. They are carrying sanctioned crude from Russia, Iran, and Venezuela. This so-called "shadow fleet" often sails under false flags, spoofs its locations, turns off monitoring systems, transfers
Freight Capacity v. Paperwork & Politics
"Capacity reduction is clearly under way. Regulatory enforcement of qualifications and safety standards was arguably the most welcome development in 2025 for our industry." - Adam Miller, CEO of Knight-Swift Transportation Holdings The trucking industry has been flooded with headlines about enforcement: English language proficiency checks, non-domiciled CDL restrictions, immigration raids, and cou
One Railroad to Rule Them All? Inside the Union Pacific–Norfolk Southern Merger
Imagine a single railroad company that could move freight seamlessly from the ports of Los Angeles to the ports of New York without handoffs, interchange delays, or needing to switch carriers mid-journey. That's the promise behind the proposed merger between the Union Pacific and Norfolk Southern railroads. If the deal is approved, it will create the first single-line transcontinental railroad in
Cautious Optimism in the Suez Canal
In late 2023, one of the world's most critical maritime chokepoints effectively broke. After Hamas' October 7th attack on Israel, Houthi militants began targeting commercial shipping in the Red Sea. Initially, their target was Israel-linked vessels, then they increasingly started targeting anything that passed through. What followed was a near-collapse of confidence in the Suez Canal, a route that
Tracking the Logistics of a $400K Lobster Heist
In early December of last year, two thefts took place in Taunton, Massachusetts, that involved two usually wonderful things: lobster and logistics. The stolen property was valued at $400,000: approximately $250,000 worth of lobster and $150,000 in crabmeat. Both thefts took place at the same warehouse. The crimes were a massive hit to all of the businesses involved at one of the most critical tim
Enlightenment Thinking in an Age of Disruption
"When the Wright brothers got their airplane up in the air for the first time, it wasn't because they overcame the laws of physics, it was because they figured out how to harness those laws." - Patrick Kilbride, Policy Fellow at the Center for American Principles The rate and scale of change taking place around us are so destabilizing that it would be easy to think that 'old ideas' no longer apply
Incoming! 10 Supply Chain Predictions for 2026
'Tis the season… for making supply chain predictions. Given how volatile 2025 was, anyone willing to share their opinions about the coming year deserves an award for courage. In this episode of Art of Supply, the last of 2025, Kelly Barner shares her curated list of picks for the most compelling 2026 supply chain predictions, not ranked in any particular order, and with no guarantees for how like
Reshoring Success at GE Appliances Shaded by Tariff Fraud Allegations
GE Appliances has been making news for years for the success of their reshoring program. It is a great story: a well-known consumer brand that is bringing production home, both to their own benefit and also to the benefit of customers and employees. But even while GE Appliances has continued to make investments and earn positive headlines for continuing their commitment to reshoring efforts and pa
UPS Gambles on Gig Workers
UPS is currently stuck between dropping parcel rates, rising union leverage, and stiff competition from their peers. Unlike their peers, UPS is unionized (part of the Teamsters), adding additional complexity and bottom-line pressure. Not one to give up after 120 years in business, UPS has been looking for creative ways to make ends meet without disappointing the public. They created a massive buyo
Rubber Stamped CDL Regulations
Commercial Driver's Licenses have been in the news a lot lately, and not for good reasons. A number of fatal accidents have been caused by questionably licensed drivers. These high profile incidents have caused a number of states and the Federal government to start digging into who is getting these licenses and how. Much of the current situation dates back to a regulatory change made in 2022 that
OceanGate and the Limits of Supply Base Innovation
On June 18, 2023, the OceanGate TITAN, a submersible on its way to the Titanic wreck site, imploded, killing all five passengers, including OceanGate CEO, Stockton Rush. There were a number of factors leading to this tragic event, including a horrible disregard of basic safety measures, a deliberate effort to work outside of regulatory and inspection protocols, and a toxic company culture. While
Asset Optimization Isn't a Destination – It's a Discipline
"No trucking company in the history of trucking companies has ever made money if their wheels aren't moving basically all the time." - Sean Devine, Founder and CEO, XBE When costs are high and competition is tight, how companies think about opportunities and challenges determines how successful they will be. They must deal with the never-ending push and pull between procurement and sales, the rol
Inside the 2025 Nobel Prize in Economics: Harnessing Creative Destruction
"Capitalism, then, is by nature a form or method of economic change and not only never is but never can be stationary." - Austrian Economist Joseph Schumpeter (1950) The 2025 Nobel Prize in Economics was recently awarded to Joel Mokyr, an economic historian at Northwestern University, Philippe Aghion, who is affiliated with universities in France and the U.K., and Peter Howitt, a professor of econ
Intermodal by Design: How Coordination Drives Efficiency W/ Anne Reinke
When it comes to moving freight long distances, you can go from ship to drayage to rail to over-the-road trucking… or you can go intermodal. Intermodal freight transportation combines the advantages of sea, air, and land transport to facilitate a preplanned end-to-end journey. Understanding the relative cost, security, and emissions benefits of intermodal transportation is key for companies lookin
The Soybean Economy: What's at Stake in the U.S.–China Trade Talks
Global trading of steel, lumber, and rare earth minerals makes our companies and industries and economies work. And yet, right up there with those examples is an agricultural commodity many people don't like and won't eat: soybeans. Soybeans are a huge focus of the trade talks between the U.S. and China, and there is a lot at stake between now and the end of the year, especially for U.S. soybean f
Kodiak's Road to IPO: AI, Defense Contracts, and the Future of Autonomous Trucking
On September 25, 2025, Kodiak, an autonomous truck software company founded in 2018, went public with a $2.5 Billion valuation. Unlike other companies that make the whole truck autonomous, Kodiak retrofits existing equipment with their sensors and software. Also, unlike other companies in their space… they have revenue, something that is a challenge in any emerging industry. In 2024, Kodiak became
Reimagining Reshoring With the Help of 3D Printing
In conversations about reshoring, people usually assume that it means building or retrofitting facilities for U.S. manufacturing, bringing in equipment, and hiring people to operate it. But what if that isn't what it is going to look like at all? The costs and uncertainty associated with tariffs may be changing attitudes about global trade enough that 3D printing, also known as additive manufact
Truck Drivers, Trade Deals, and Denials: Sorting Fact from Fiction in Nebraska
"Werner Enterprises wishes to clarify that we are not involved in any agreements of discussions regarding the recruitment of Kenyan truck drivers to the United States. Any claims suggesting otherwise are just false." - Werner Enterprises on X, September 9, 2025 In early September, rumors started to swirl that Werner Enterprises, a $3 Billion transportation and logistics company based in Omaha, Neb
Target Steps Back from 'Stores as Hubs' Digital Fulfillment
"It's also important to note that while our stores are fulfilling more digital orders it's not coming at the cost of in-store sales…our stores as hubs strategy isn't putting our core business at risk. It's simply helping us grow faster." - Brian Cornell, Target CEO, in 2019 In August, Target announced that they would be backing away from their 'stores as hubs' program. The program started in 2017
Honk If You're Qualified: Understanding CDL Safety
If you want to operate a truck over 26,000 pounds, earn money for doing it, and cross state lines… then you need to have a Commercial Driver's License (CDL). Truck drivers are essential to the economy, and so having a CDL is a real asset. It offers job security and flexibility, as well as solid earnings and great benefits. In fact, CDLs are so valuable that even people who haven't earned one are w
Can Apple Reshore the iPhone?
"We're committed to supporting U.S. suppliers involved in every key stage of the chip-making process — from the earliest stages of research and development, to final fabrication and packaging." - Sabih Khan, COO at Apple In April, President Trump said that he wants the Apple iPhone to be manufactured in the United States. The iPhone's 2,700 components currently come from 187 suppliers in 28 count
Shipments Under Siege: The Growing Problem of Cargo Theft
The supply chain faces a lot of challenges right now: geopolitical unpredictability, tariff uncertainty, the end of de minimis exemptions, and constantly changing regulations worldwide. It doesn't need one more problem - but it has one anyway. And that's cargo theft. According to Senator Deb Fischer (R-Neb), since 2021, there has been a 1,500% increase in cargo theft incidents in the U.S., costing
Lost at Sea: Can the U.S. regain maritime dominance?
"Today, the U.S. ranks 19th in the world in commercial shipbuilding, and we build less than 5 ships each year, while the PRC is building more than 1,700 ships. In 1975, the United States ranked number one, and we were building more than 70 ships a year." - Katherine Tai, U.S. Trade Representative (2021-2025) The Trump Administration is on a mission to make shipbuilding great again… a bipartisan ef
From Billable Hours to Measurable Impact: The GSA's Push for Outcome-Based Contracts
"If you're as good as you say you are, you should be able to keep your cost structure down, deliver the mission and the outcome, and still make a margin." - Josh Gruenbaum, Commissioner of the Federal Acquisition Service at the GSA The General Services Administration (GSA), responsible for Federal contracting, has been making DOGE-style headlines of their own this year. In late June, they sent a l
Coming Unchained to Embrace Global Supply Networks W/ Tim Richardson
"We've had this whole period of trying to manage supply chains for lowest cost, whereas I think now we're managing for resilience at a managed cost and at an acceptable cost." - Tim Richardson, Founder and CEO, Iter Consulting Supply chains aren't really chains anymore. They're complex, interconnected networks. Supply networks are anything but predictable. What used to be straightforward relation
What Restaurants Can Teach Us About Procurement & Supply Chain
"The way you do one thing is the way you do everything, and we found, over and over, that precision in the smallest of details translated to precision in the bigger ones." - Will Guidara, Unreasonable Hospitality There are a lot of opportunities for crossover learning between running a restaurant and working in procurement or supply chain. Both fields are highly operational and process driven, not
Making the Pivot to AI-enabled Global Sourcing W/ Anthony Sardain
"There is a world where we can have a much more dynamic supply chain. Certainly, the current set of brands that are experiencing the squeeze from the tariffs would definitely benefit from being able to pivot their supply chain pretty quickly." - Anthony Sardain, Founder and CEO of Cavela For all of the enthusiasm about AI, global sourcing is one of the processes that has remained predominantly hum
Remembering Fred Smith: FedEx Founder & Supply Chain Visionary
"Life is short and it ends, the clock is ticking. Don't get all wrapped up in your personal self, that's a very unhealthy thing to do." - Fred Smith, Founder of FedEx (1944 - 2025) On June 21, 2025, the business world - more specifically the supply chain world - lost a giant. FedEx Founder Fred Smith passed away at the age of 80. Frederick Wallace Smith was born in Marks, Mississippi in 1944. Acco
How Transportation & Logistics Companies Are Tackling Network Security W/ Ken Rutsky
"This is a long standing discussion within the networking and security industry: is there a perimeter? I think the reality is the perimeter still exists because it's a data and logical perimeter, but it doesn't exist anymore as a physical perimeter." - Ken Rutsky, Chief Marketing Officer at Aryaka As the world becomes increasingly digital, ensuring network connectivity and security become parallel
Down but Not Out: California's Fight to Regulate Emissions
There have been a number of efforts to regulate a transition to lower logistics-related emissions, and all of them involved the state of California and the Environmental Protection Agency (EPA). California always plays a unique role in these debates because they have the most air pollution in the country and also the toughest emissions regulations. The California Air Resources Board (CARB) predat
A Procurement Crime at Intel: Loopholes and Lessons Learned
While true crime has gained traction as a genre in the literary world, it's not often we see it applied to procurement. Yet, a fascinating and unsettling procurement fraud case has recently come to light within Intel Israel's operations. Every criminal investigation seeks to uncover means, motive, and opportunity, and this case checks all three boxes, with implications that go far beyond one compa
Prioritizing Dispute Prevention Over Problem Solving
After spending years reviewing business books, Kelly Barner knows how to recognize authors who truly move the needle–and Kate Vitasek is one of them. Her latest work, Preventing the Dispute Before It Begins: Proven Mechanisms for Fostering Better Business Relationships, co-authored with James Groton, Ellen Waldman, and Allen Waxman, takes on a surprisingly neglected topic: dispute prevention. Whil
High Velocity Lessons on Lobbying and Trade W/ Samir Kapadia
"In this climate of being a trade professional in Washington, expect to be in an Uber for about half of the day and then the other half of it sitting in rooms making cases of why people either should be not paying tariffs or how other people should be paying tariffs." - Samir Kapadia, Managing Principal at Vogel Group and Founder and CEO at India Index Supply chain professionals have always had to
Tariffs as a Girder for Domestic Fabricated Steel W/ Stephen Capone and Hollie Noveletsky
"We need to be able to tolerate this uncertainty and the fluctuations that we're undergoing right now and keep our eye on the long term goal of strengthening American manufacturing." -Hollie Noveletsky, Owner and CEO of Novel Iron Works While many consumers and business owners feel uneasy about the Trump Administration's use of tariffs, there is at least one group that views them as essential: ste
Semiconductor CHIPS, Checks, and Challenges
"Even though the world's advanced economies are largely considered post-industrial, chipmaking is an area where domestic manufacturing is now being treated as a high priority for economic and national security reasons." Jon Martin, Writing for the 'More than Moore' substack The CHIPS and Science Act, which took effect in August of 2022, is an ambitious Federal program that will inject $52.7 Bi
How U.S. Tariffs Are Reshaping Global Freight W/ Judah Levine
Global supply chain leaders and consumers alike have watched for months as the U.S. tariff rollercoaster starts and stops, impacting imported goods. While these policy changes are expected to directly impact supply chains, what about their impact on the cost and availability of freight? As companies hold their breath and wait to see if and/or when their imports will be subjected to tariffs, many h
Supply Chains & Second Chances: Human Trafficking Aftercare
In recent years, a lot of work has been done to raise awareness about the massive problem of human trafficking as well as to start to attack that problem. In this week's episode of Art of Supply, Kelly Barner interviews two women engaged in an important part of that fight through an organization called Gift of Freedom: Sharon Siar and Nicole Glenn. Sharon Siar is the Founder and President Gift of
Building a U.S. Solar Supply Chain
"Between 2008 and 2013, China's fledgling solar-electric panel industry dropped world prices by 80 percent, a stunning achievement in a fiercely competitive high-tech market." - John Fialka, Scientific American In March, Corning, Suniva, and Heliene announced a partnership that will allow them to build a U.S. supply chain for solar panels, from polysilicon to wafers to cells to panels. In a global
Manufacturing Labor Market Insights in an Uncertain World
Economic commentators often look at consumer spending as a barometer for confidence and outlook - how good or bad financially do individuals and families think the broader economy is, and how profitable it will be for them? The same can perhaps be said for companies and hiring managers. How confident are they that they will be able to keep people employed in uncertain times, and what skills are th
Beef with the Big 4: McDonald's vs. the Meat Monopoly
In October of 2024, McDonald's sued four of the world's largest meat producers – Tyson, JBS, Cargill, and National Beef Packing – for allegedly conspiring to inflate the price of beef by creating artificial scarcity in the market. This is not the first time McDonald's has sued these meat producers, and it is not the first time these meat producers have been sued. Over 200 cases have been brought b
In Defense of Lean Thinking W/ Thomas Goldsby
Everything runs in trends, supply chains included. What was once considered a critical strategy can be cancelled in a heartbeat if conditions change - only to be rediscovered and reapplied to great advantage a couple of years later. In this week's Art of Supply interview, Kelly Barner welcomes back Professor Thomas Goldsby. Tom is the Dee and Jimmy Haslam Chair of Logistics at the Haslam College o
Scope 3 Showdown: Green Century v. Ford
On May 8th, at Ford Motor Company's annual shareholder meeting, they will face a proposal focused on how they report their efforts to reduce greenhouse gas (GHG) emissions on their way to being carbon neutral by 2050. The proposal was made by Green Century Capital Management, a sustainability-focused activist fund that regularly challenges recognizable companies about their emissions reduction eff
LTL Shakeup: Will Amazon join the fray?
A few weeks ago, rumors started to swirl that Amazon might be standing up their own for-hire less-than-truckload (LTL) operation to compete with the likes of FedEx Freight, Old Dominion, XPO, and Saia. So what are these rumors based on, and how likely are they to be true? More importantly, what would such a move mean for other national LTL carriers? In this episode of Art of Supply, Kelly Barners
Who owns the Panama Canal?
The Panama Canal is a 51 mile long waterway that allows ships to cut about 8,000 miles off of a trip from New York to San Francisco around the route around Cape Horn. The country of Panama owns the canal, which is operated by the Panama Canal Authority, an agency of the Panamanian government, but who owns the ports located on either side of the canal? Until now, it has been CK Hutchison, a Hong Ko
Decoding the DOGE Savings Calculator
The Department of Government Efficiency, better known as DOGE, was created by executive order on President Trump's first day back in office. It immediately became one of the most controversial parts of the administration's first couple of months. Love it or hate it, if you work in procurement, you have to watch what DOGE is doing. And if you can't bring yourself to review their objectives, strate
