Tariffs, trade uncertainty, and shifting energy demands are colliding with rapid advances in AI, medtech, and advanced manufacturing. At the same time, companies are racing to fill hundreds of thousands of open roles, rethink how they attract talent, and modernize permitting and policy frameworks that haven’t kept pace with innovation. The result is a U.S. manufacturing sector on the verge of a new chapter, but only if leaders can unlock the right mix of policy, people, and technology. In this episode of Supply Chain Now, Scott Luton sits down with Jay Timmons, President and CEO of the National Association of Manufacturers (NAM), and Kathy Wengel, Executive Vice President, Chief Technical Operations and Risk Officer at Johnson & Johnson, live from the Innovation Summit North America 2025, powered by Schneider Electric. Together, they unpack NAM’s comprehensive manufacturing strategy and the conditions needed for American industry to thrive. Scott, Jay, and Kathy explore how permitting reform, energy leadership (including nuclear), and trade certainty impact investment decisions on the factory floor, from small manufacturers to multinational enterprises. They discuss the urgent need to expand the workforce pipeline, especially for veterans and non-traditional talent, and why modern manufacturing careers offer both purpose and prosperity.…

In this episode of Supply Chain Now, hosts Scott Luton and Kim Reuter welcome Bobby Holland, Vice President/Director of Freight Business Analytics at U.S. Bank, and Heather Shilt, Director, Global Logistics at Fortive, to unpack Q3 2025 findings from the U.S. Bank Freight Payment Index, one of the industry’s most referenced trucking indicators, informed by tens of billions in transactions. The panel explores why volumes are down even as costs rise, how tariffs and manufacturing softness are reshaping regional performance, and where rate pressure and capacity tightness are showing up first. Together, they dig into nine key takeaways from the national and regional views (West, Southwest, Midwest, Northeast, Southeast): most significant sequential gains in the West in four years, persistent softness in the Southwest, and mixed signals elsewhere as consumer demand, housing starts, and labor dynamics tug the market in different directions. From shipper playbooks (carrier-mix depth, lane-level cost vigilance, and alternate modes) to practical watch-outs for Q4 and early 2026, this data-driven conversation equips operators to trend, plan, and pressure-test their assumptions in a volatile environment. This episode is hosted by Scott Luton and Kim Reuter, and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton.   Additional Links…