Supply Chain Now
Episode 1227

I can tell you from my days in manufacturing, if you throw out lead time and don't care about it, you'll have Honda White Coats in your office looking over your shoulders as you get stuff done.

-Scott Luton

Episode Summary

The Buzz is Supply Chain Now’s regular Monday livestream, held at 12 noon ET each week. This show focuses on some of the leading stories from global supply chain and global business, always with special guests – the most important of which is the live audience!

In this week’s episode of The Buzz, hosts Scott Luton and Greg White discuss some of the top news stories and trends in supply chain and industry today. Listen in and learn more about:

  • The top concerns for US and Global CEOs as we go into 2024
  • The extra-spicy experiential food & beverage trends for 2024
  • What consumer product shortages will shoppers notice on (empty) shelves?
  • EV news from Ford, and if they’re meeting their ambitious sales expectations

Episode Transcript

Intro/Outro (00:03):

Welcome to Supply Chain. Now the voice of global supply chain supply chain now focuses on the best in the business for our worldwide audience, the people, the technologies, the best practices, and today’s critical issues, the challenges and opportunities. Stay tuned to hear from Those Making Global Business Happen right here on supply chain now.

Scott Luton (00:32):

Hey, good morning, good afternoon, good evening, wherever you may be. Scott Luton, Greg White with you here on Supply Chain. Now welcome to today’s live stream, Gregory. How you doing today? You

Greg White (00:42):

Know what? I’m doing pretty darn well. How are you doing?

Scott Luton (00:46):

I’m doing great, man. I’m really excited about the show. Congrats to you and the Chiefs. Thank

Greg White (00:50):

You.

Scott Luton (00:51):

The kingdom, I guess, as y’all call it. Big win last night.

Greg White (00:55):

Yep. Big win. Feel sorry for the bills until their fans throw snowballs at my quarterback and then I don’t feel so sorry for ’em anymore. But yeah, that’s the third time out of four meetings that we have beat the bills in the playoffs. Crazy

Scott Luton (01:11):

Man. What a rivalry. But I guess for it to be a rivalry, I think the Chiefs are three and oh against those bills, right? Well,

Greg White (01:18):

It is a rivalry. They stomp our guts out during the regular season every year. So I would say it is a very friendly rivalry, have a lot of respect for their players and their team and their coach, and even some of their fans except for those snowballs.

Scott Luton (01:34):

NFL aside. Greg, we got a lot to get into here today, right? Turns

Greg White (01:38):

Out we’ve been busy in this supply chain game, haven’t we?

Scott Luton (01:41):

Man, you ain’t lying. So whether you’re a Chiefs fan, a Bills fan, whether you’re a football fan or not, stick with us. We got a lot to get into here today across global business, and y’all should come to expect it, right? Every Monday at 12 in Eastern Time, Greg and I, sometimes it’s other folks that join us, all focused in on practitioner driven conversation analysis of a variety of news and developments across global business. And we want to hear from you, right? Yeah. So drop your take throughout the conversation in the chat and we’ll weave that in. And if you’re listening to the podcast replay, which usually dropped on Fridays, hey, come join us live. You can join us on LinkedIn, YouTube, or some other social media channel of your choosing

Greg White (02:25):

Even on Twitch while you’re gaming.

Scott Luton (02:28):

That’s right. Come on, come on. And we ask one thing of you though, and Greg, that thing is if y’all dig the show, if you enjoy what you hear, hey, share it with a friend or your social network on behalf of our hardest working team and at least supply chain, media, business, global media. Hey, we appreciate it, Greg. Simple ask, isn’t it?

Greg White (02:50):

Introduce your friends who might be missing out on the number one podcast and supply chain show in the world to join us.

Scott Luton (02:58):

That’s right. And

Greg White (02:59):

Don’t forget to subscribe. I’ve always wanted to do this, Scott, don’t forget to subscribe. Hit that subscribe button in that bell on YouTube.

Scott Luton (03:06):

We’re living our best life today.

Greg White (03:08):

We’re still doing it. YouTubers are quitting by the droves. Have you seen this? Just tons of people just tired of the grind apparently. And then of course you sent an article around the company about the incredible shrinking podcast industry who thought we’d ever be talking about that.

Scott Luton (03:25):

Yeah, no kidding.

Greg White (03:26):

So it’s work people. I mean, don’t doubt it. This is work and we still here.

Scott Luton (03:34):

That’s right. Take that to the bank. Death taxes and supply chain now, baby. And not just, we’re here, we’re thriving folks. And that’s all testament to our global audience out there that jumps into the conversation with us. Okay, so Greg, we’re going to try to work in, we’ve got Andre and t squared and Amanda, of course, Catherine, the whole gang. Awesome. Behind the scenes we’ll work in those comments. But for starters, Greg, let’s offer up some resources for our global fam out there. And we’re going to start, as always with that said newsletter that we dropped over the weekend. Now this one was a really good one, Greg. We touched on Chinese economic updates. We talk a lot about our economy. Y’all should check out what’s going on in China. Bank of America spending billions on their digital transformation. We’ve included a story, Greg, about an AI chatbot that had a little issue and they began to drop a few four letter words as perhaps showing a little human-like frustration all in the latest edition of With that said, Greg, did you check it out?

Greg White (04:38):

That’s pretty funny. Yeah, I’m going to have to check that one out. I missed that this weekend. It was a very busy weekend.

Scott Luton (04:43):

I get it. So check out. With that said, perspectives from across the business world. And of course as always, somewhere our own recent and upcoming shows. And by the way, shout out to Bill Huber, former chief financial officer in the construction industry. He shared this gorgeous picture y’all see there of Lake Greenwood in South Carolina. I think that’s sunrise. And it was cold. He said, I think 14 degrees or something. Greg, that’s chilly. I don’t care where you are, huh?

Greg White (05:11):

Yeah, I try to never see 14 degrees. That’s why I moved to the south. And you would think that it would work.

Scott Luton (05:16):

That’s right.

Greg White (05:18):

Global warming.

Scott Luton (05:19):

Oh man, I’m with you. Alright, so let’s get into the first story. I really like our starting point here today. I think this is going to really offer up some context throughout the four stories that we’re going to work our way through. So I want to start today with what CEOs are thinking. So Greg, the conference board published research recently as they had surveyed over 1200 global C-suite executives, including 630 CEOs on a variety of topics. So here’s a few key takeaways, and I can’t wait to get Greg’s take on the takeaways. So the top two external concerns for both US and global CEOs, you might’ve guessed in economic recession is number one, and inflation is number two, both for us and global CEOs for short-term profit growth, US and global CEOs, collectively, their number one priority is to introduce new products and services, other priorities for short-term growth is increasing sales via marketing, entering new markets.

(06:18):

And as you might expect, investing in technology now for longer term revenue growth. US and global CEOs had the same top five growth strategies that they’re going to be focused on over the next three to five years. Here’s the top three. Number one, invest in innovation. Number two, new lines of business. And number three, digital transformation including ai. The top internal priority is also the same for US and global CEOs. It’s talent, baby, attracting and retaining talent. Greg, your thoughts, and there’s a lot more to that. We’re going to drop link to that survey. Your thoughts on that data.

Greg White (06:55):

It hearkens back to, I don’t remember when we used this term, eighties or nineties, maybe stagflation where the economy stagnates and yet we have inflation. And I think that’s sort of what the CEOs are referring to, but to the point that they made in the article, they don’t know which or if either of those things are going to happen. I mean, obviously inflation continues. People keep saying inflation is coming down. That doesn’t mean we don’t still have inflation. It means that the rate of inflation is coming closer to the desired 2% per year, but it’s still a good ways away. And recession is something we’ve been talking about it feels like for three years. But you do have to legitimately ask the question, how long can this false economy continue an economy that was built on 3.4 trillion of injected capital? And now all of us, at least in America, are done bending through our fellow taxpayers money to buy things.

(07:55):

And you can see it. One of the leading indicators I use, not an economist by the way, let me reiterate that, but right as often as they are, which is almost never one of the leading indicators that I look at is luxury goods. And you’re starting to see those things that during 21 and 22 were really popular. Luxury goods, fashion goods like Bayberry and brands like that. They’re starting to see sales come down. We’re going to talk about EVs, but cars in general are starting to come available again and again, I’m looking at the top of the market, looking at the Range rovers and things like that to see what’s going on. And they’re starting to pile up an inventory at dealerships. So people are starting pairing back. I think I saw a business insider article that instead of inconspicuous consumption, which is such a joke, impossible to be inconspicuous wearing anything Balenciaga or Balmain or Bayberry or Gucci.

(08:50):

I mean they’re intentionally conspicuous, right? And everywhere. But now savings saving is becoming really popular and prominent. And I think that is a good indicator that people are starting to come to reality, starting to face reality when it comes to the economy. And I think it’s a good thing. We’ve been talking about it for years, always have a backup plan just in case recession hits. Because when a recession hits, you want to have cash on hand, not just to save yourself, but also because there are so many opportunities when an economy turns down so many opportunities to invest. And I mean, I think that what these CEOs are investing in is absolutely critical and it’s going to change the shape of that whole discussion around people because AI will replace people. We can quit pretending that it’s not going to, but I think it will most likely replace the 10,000 people who are leaving the workforce every single day.

(09:48):

Largely baby boomers, I can tell you for certain that even the oldest of Gen Xers are not old enough to retire yet. So they’re not leaving the workforce and they are much more adoptive of technology. And of course our kids, gen Y and Gen Z, they were brought up on technology even more significantly than we were. So we’re moving into a culture where working alongside technology is not just accepted, it’s expected. So all of this innovation, presumably that innovation is technology, and of course digital transformation involves technology. And let us reiterate, Scott, that moving from paper to a spreadsheet that’s not digital transformation, moving from a spreadsheet to a process driven technology that is digital transformation.

Scott Luton (10:38):

That’s right, Greg, the only thing you missed is at the end, welcome to my masterclass, follow me for more all things technology and economy. And by the way, Andre says stagflation to your point, which you started on is the pits. I agree with you Andre. And speaking of inflation, Greg, here’s one sign I’m looking for. So you’re on the highfalutin side, luxury goods and cars and stuff. I’m a few weight classes down. I’m walking through my local grocery store looking for treats for my dogs, and I see pig ears at one pig year for dogs is $3 and 50 cents. Now for years, that was under a buck. So that tells you a lot the pig year market. So we’ll see. We’ll keep our finger on the pulse. But folks, hey, check out this. There’s so much great information in this survey. The conference board, by the way, is a nonprofit organization.

(11:27):

Check it out and it’s easy to download. Let us know what we maybe have missed today. Okay, so Greg, now that we’ve covered two of the critical subjects of our day, what CEOs are thinking and the pig year market, I think we can move right along to the second article here today. Now we’ll get to this image in a second. Lemme tee this thing up. We’ll get Greg’s thoughts and then we’ll talk about delicious drumsticks. Oh man. Okay. We mentioned the common themes amongst these four stories. This next story reflects some of these CEO priorities from the first story as it applies to the food and beverage industry. Neat interview here by our friends at Retail Brew who talked to Mike Van Houghton. So he’s with Nestle USA, and they spoke to him about FNB trends to watch in 2024. Van Houten says innovation is back.

(12:12):

The pandemic ushered in age, as we all know of super skew rationalization as global complexity had many companies leveraging the power of focus to drill in on core products. But that mindset is changing rapidly. Van Houten points internally to the 50% rise in innovation projects at Nestle alone. As one of the examples of this changing mindset, many of which in terms of these innovation projects will lead to new products and new tasty flavors. Speaking of tasty flavors, Greg Spice is still nice and that trend is expected. That trend meaning lots of spice and heat on all kinds of things, from chips to ice creams, to who knows, maybe even pig ears, that trend is expected to expand in 2024. And all you got to do, Greg, is walk the chip aisle in your local grocery store. Besides the price points, man, $10 bags of chips.

(13:03):

It’s crazy. But that extra spice man, it’s everywhere. It’s like on half the bags. This last little piece kind of surprised me, just a smidge. Van Houghton says that expect F and B leaders to find ways to ensure seamlessness between the in-store and the online grocery buying experience and to make sure customers can get what they want when they want it and how they want it. Reducing that supply chain. And omnichannel friction is basically public enemy number one. He’s saying, he says, Nestle, get this, Greg Nestle is quote, we’re just at the beginning of this move to eliminate friction and help consumers buy wherever they want to buy. As I mentioned, that surprises me a smidge. Your thoughts, Greg?

Greg White (13:43):

Yeah, well, considering the history, it is a long history of e-commerce. That doesn’t particularly surprise me, but it did back then when they did it. And part of the reason that you separate e-commerce and in-store was because of bonus structures and compensation structures because they built a whole organization around it. Nobody could really contemplate that. We could, as we do now, fulfill e-comm from a Kroger store, let’s say, right? Which is exactly what they do today. That is exactly what they do today. So there’s a sort of a paradigm shift mentally now that they’re like, oh wow, I wonder if anybody ever thought of just making it all sort of one experience. I got to tell you, I don’t know if you’ve ever shopped Kroger online, it’s very much like that. Walmart too is very much like that. I mean, you can get same day, two hour deliveries from I think both of them, even Costco has a same day delivery.

(14:41):

So that’s a bit of a mystery to me, but I can see if you’re in it every day and your job isn’t to sit back and observe, does this really make sense? And also because you have the of compensation methodologies within the company, which is usually the cause of inefficiency in so many companies. I can see why it feels like a revelation and a new finding. But the truth is it could have always been that way. There’s nothing inherent in the process or technology that limited it as to innovation. I’ve been a merchant in retail. My job was to find new products and that sort of thing. I hope we don’t get back to that sort of paralyzing number of products like spicy drumsticks or bacon flavored spicy drumsticks or something like that where it just paralyzes the consumer. I realized why we went, and we’ve talked about this over and over again, and there are shows we did during the pandemic and shortly thereafter about skew rationalization, which means cutting out your low selling skews.

(15:43):

Why we would want to replace those with more low selling SKUs. I don’t get, especially in this environment which we just discussed, Scott is tending towards recession and already has a ton of inflation. I think a lot of these retailers should be thinking more like ikea, which just announced that they’re going to be lowering their prices again. That now that the mess of the supply chain and all of that disruption has settled some and the price of goods have come back to earth or the price of source materials have come back to earth. So I think they’re missing the boat, which is not unusual for a lot of retailers and ikea, when we talk about innovation. IKEA has the most practical innovation on the planet, and I think more retailers ought to be following that model. Scott, you talk about lowbrow things. These are my sort of lowbrow indicators.

(16:31):

McDonald’s hamburgers, which cost $2 and 39 cents now and are now less than one 10th of a pound, which is what they were before. They’re smaller. Zaxby’s, the big Zack’s snack during the 2009 financial crisis, that was 2 99 and now it’s eight bucks. Wow. So I know inflation accumulates of course, but that’s excessive for three chicken tenders and fries. Yes, I do eat like a 12-year-old people. I think that what they’re looking at is important. I just think that what they land on probably needs to be thought through more. And you know how it’s going to work. It’s going to be fomo. If these guys are doing it, everybody’s going to do it. I mean, Nestle is a big influencer in the industry, so if they say this is the way to go, I think a lot of companies will follow them. What I’d like to do, I’d like to get Rick McDonald on here and talk about what their strategy is at Clorox and whatever he can share with us, he will obviously with his team’s approval, but I’d like to see if there aren’t some alternative strategies out there.

Scott Luton (17:35):

Yes, he’s due. He’s due to be back soon, so stay tuned on that. Folks. Y’all know Rick McDonald, the chief supply chain officer with the Clorox company is one of our favorite guests that stops in from time to time. Okay, so one last comment here. So Nestle and Mike Van Houten, by the way, great interview Mike, wherever you may be. But Nestle’s got like a million brands out there, Greg. I think this was arguable, but one of my favorite Nestle brands besides the Kit Katts are these drumsticks. I can’t have ’em in the house because I can’t eat just one. You know what I mean? Move ’em right along. Greg, this was a site that we haven’t seen. These images were front page and on the news everywhere it seemed like every hour back in the day. We’re going to be talking about what pesky shortages might continue or might pop up in 2024.

(18:21):

This is all based on a great read from our friends at Supply chain Dive. Now, some of the shortages they see in this article continuing throughout the new year, pharmaceuticals and medical supplies, food. In fact, our friends over at Everstream big shout out to Julie Gerdeman and Koro, the whole gang. What they say, agricultural commodity shortages are one of the top supply chain risk in 2024. Battery minerals. Stop me if you’ve heard this a thousand times. Did you know though between 2017 and 2022, global demand for lithium tripled cobalt demand rose a whopping 70%? The story also cites climate change and geopolitical driven shortages as big risks in 2024. Here’s one thing they missed though, Greg. One thing they missed. Electrical power grid components such as transformers. In some cases, certain construction projects have had a choice over the last couple of years, wait for months to get the transformers or other products or redesign the building lead times due to trade tariffs. The pandemic domestic production challenges, of course, a lot higher costs. It used to be a builder could get a transformer in three to four weeks. Now it’s 18 to 24 months. Goodness gracious. Greg, your thoughts here around shortages and the like?

Greg White (19:34):

Yeah, well, it’s kind of back to where we were before. I mean, we do have periodic shortages on certain commodities due to weather or transportation issues or pest infestations, things like that. Food is very general, but some specific foods are not unusual to have that kind of a shortage. There is not a global food shortage, just to be clear people. But there are some select commodities particularly that are in short supply. And of course I am in the middle of a family situation where pharmaceuticals and medical supplies are a big issue. So I’ve experienced that trying to get things for my father and that sort of thing. So I don’t know what it is. I don’t know sort of what causes it or has caused it in this case, but it’s a shortage. It’s not kind of like the transformer thing where they’re behind on production or we had with cars where they fell behind on production.

(20:27):

But interestingly, we’re going to talk about EV sales. I’m trying not to spoil that story, but it kind of all comes back around to that, doesn’t it? But I have a feeling, let’s put it this way, that lithium and cobalt demand will be going down from where it is at least fairly shortly. So there are always corrective or substitutional solutions to these kind of things. As Mike Van Houghton was talking about, you reformulate certain recipes to use an alternative product rather than whatever is in shortage or too expensive or whatever, and the world keeps turning. So while it’s a concern, I think, don’t these feel Scott more like typical shortages that we see and kind of the typical scale of shortages where not everything is short, but at least there’s sort of targeted items and issues that we have shortages for.

Scott Luton (21:17):

I wouldn’t disagree with that. I think going back to the pharmaceutical and the medical equipment, I think one thing that might be lost in shuffle for some, and Greg, I know that you mentioned the personal side. I counted I think seven or eight medical devices or equipment on the F FDA a side today that is in short supply. And the impact there, if you’re fortunate not to be in hospitals in the last couple of years, and you may not be experiencing this, but a lot of procedures, surgeries and other medical operations, whether they’re being delayed and rescheduled and delayed and rescheduled. So we’re going to keep our finger on the pulse of that. And Greg, as you know, best wishes and prayers to your family, and hopefully we get some good news there soon. Thank

Greg White (22:00):

You. First of all, Scott, one of the things we’ve experienced on that is there is one of the biggest shortages in the healthcare industry is skilled professionals because so many of these doctors have retired over the last couple of three years. It’s an incredible shortage and very significant shortage of the most experienced and skilled healthcare professionals. And that leads to a lot of what you’re talking about because strangely, the nurses, as if they don’t have enough to do, they have to watch things like inventory. And if they don’t have the experience of how that works or what causes demand there, it can be a real challenge for Right. So there are a lot of shortages. I would argue that many of the shortages we’re experiencing are probably due to things like labor. Because I hear this all the time. I can’t say that I necessarily agree with it.

(22:51):

So many people say it that it must be in some measure. True. It’s said. And we know this isn’t true. Nobody wants to work anymore. And it’s not nobody, but there are a lot of people who don’t want to do the work that gets plants pulled out of the ground or that gets inventory ordered and positioned and that sort of thing. And we’ve experienced and in this industry since long before the pandemic, the dark, dirty, dull and dangerous jobs, people don’t want to do them. That’s right. And that’s why at the top of the show, we said there’s really no reason to apologize for AI and the jobs that it’s going to take because largely those are jobs that no one wants anyway. That’s right. So I think we really have to figure that out and that will solve a lot of the sourcing and product shortages that we have.

Scott Luton (23:36):

That’s right. And to build on that last point about AI and jobs, I think just last week Kevin and I were talking about, while AI undoubtedly is going to eliminate certain jobs, still the net net according to different numbers out there, different research firms, is this going to create a lot more jobs than it’s going to take away? And that’s pretty exciting, right?

Greg White (23:55):

Let’s look at it in basic terms. Technology has eliminated jobs that humans used to do ditch digging and driving spikes on the railroad and things like that that were only done by humans because the technology to do it didn’t exist. And it’s just about the worst use of human skills to do some of these things. So I think if we focus on those things that people don’t want to do physically shouldn’t do, are dangerous for human beings or even so can be better conducted, even if once trained by a human, better conducted by technology, go for it. And I think we’re reaching a state of society where that’s more than just acceptable. Like I said, it’s an expectation. Hey,

Scott Luton (24:39):

We’re reaching a point where chatbots are figuring out how to creatively use the F word like Joe Pesci. I think it’s going to be an exciting time. We’ll see. Okay. A lot of good stuff there. I’m going to give a couple shout outs here. Hey Kora, Jose, we just were talking about you. You bet. Thanks for Dimension. Appreciate the work you, Julie, the whole team at Everstream. We’re doing Ashley’s talking about, hey, we could solve a lot by bringing manufacturing back to the Yes or Canada or Mexico. Of course, that’s big trends there. However, Greg, as we’ve talked about, especially if it comes back to the states, be prepared to pay, be prepared to pay, right?

Greg White (25:13):

Be prepared to pay or be prepared for it to be robotics anyway. I mean these are precisely the jobs manufacturing, unfortunately, Ashley are precisely the jobs we’re talking about that people don’t want to do. People have been staying away in droves from manufacturing jobs. Just a year ago we were talking about how hard it is for manufacturing to get labor to do the jobs that exist in manufacturing today in America.

Scott Luton (25:36):

Well said. That brings me to Ashley’s other comment, which is a great segue into the fourth story we’re talking here today. So Ashley says that Ford had to retool their entire new manufacturing plant here in Tennessee where I guess she lives for hybrid.

Greg White (25:51):

Did you send her the run a show? How the heck does she know that

Scott Luton (25:55):

That’s where we’re going

Greg White (25:55):

Next?

Scott Luton (25:57):

Keep it coming. I love it. We are talking Ev and in particular Forge. Lemme tee this up and then we’re going to get to y’all’s comments. Of course, Greg’s take. So we’re talking about the electric vehicle market. So records were broken probably globally in 2023, but certainly domestically when it comes to EV sales. Over 1.2 million EVs were sold in the US for the first time last year. In fact, EV share of the total vehicle market in the States grew to 7.6% according to estimates from Kelley Blue Book. But the rate of growth has slowed tremendously, and that’s got the attention of automakers everywhere according to the ap. In this story, Ford Motor Company has cut the production of the F-150 Lightning EV pickup truck, shifting those resources elsewhere. General Motors and the Volkswagen Group are amongst automakers that are cutting back EV production plans and big investments in some cases amongst other reasons behind the sales, slow down still range concerns and a limited charging network, especially here in the States. Now, Greg, this is going to be the family episode, I guess. My brother rented his first Tesla last week and he was confounded great word with the lack of charging stations in South Carolina. Now, according to Statista, as of May, 2023, the US had over 138,000 charging outlets for plugin EVs. But California leads the country in terms of the infrastructure as the state boasts about 44,000 public and private power outlets for EVs. All right, Greg, what’s your take?

Greg White (27:28):

So that’s about a third of them are in California. So if you’re in California, you’re probably covered.

(27:35):

Well, EVs are, the demand is going down dramatically for everyone, just generally, at least in the States. The two complaints being, as you said, range and the other being cold weather because the chemical reaction in a battery slows when it’s very, very cold. So they have to put in heaters in these cars. And why we didn’t think of that when such a huge portion of the population lives in cold climates? I don’t know. And certainly scientists knew that, but it’s a real problem. We have a neighbor up the street that has one when the ladies in the neighborhood want to go out to lunch, they all want to ride in her Tesla, but they can’t when it’s in the wintertime because it won’t go. So it’s a very, very real problem. Range is incredible. I was looking at the range of the F-150 lightning, which is supposed to be 300 miles, but I saw a guy try to pull a trailer with it.

(28:25):

It’s a pickup truck, and he got 24 miles of range because of the extra weight and the extra strain on the motors. He used the air conditioner. I mean, you got to think about this. When you don’t have a combustion engine to drive the electricity that you’re using acutely in the moment, you’re drawing off the batteries. So turning the radio up loud, lessens your mileage range. And Scott, I’ve got like 300 miles between houses. I am dying to have an electric, but it’s just not practical. I am not going to stop. It’s about a three and a half, four hour drive. I don’t stop during three and a half, four hour drives. I am a drive all the way through kind of guy. And until they can assure me that while I’m cranking Metallica and with the air conditioning or the heater running a wimp in both cold and hot weather that I can get there without making a stop, I’m just not going to do it. Right.

Scott Luton (29:18):

Great commentary there, Greg. There some things I didn’t think about. Dr. Aerogen, I think I said that right. Greg was speaking to a lot of those factors you’re asking about in terms of what’s contributing to weaker EV cells. I would add one more. I was reading somewhere the early adopters that moved in and made their purchases. Of course, there’s not nearly as many early adopters. So naturally I think the peak in the US in terms of year over year sales growth was last summer 2023, which was a 90% sales growth over same timeframe, 2022. I think I got that number. So if you’re selling that fast and Rowan sells that quickly, naturally those early adopters are moving out. Those very practical reasons. I think Greg’s mentioning, if you buy in a pickup truck, get this to use it in a practical fashion

Greg White (29:59):

As a pickup truck to haul things,

Scott Luton (30:01):

Right? I mean, and if your practical use of said pick up truck takes the range from 300 even down to even under a hundred still, right? If it hits 24, goodness gracious, you got different planning to do. That certainly has contributed. And one last thing, Greg, you may have seen the story too. I’m going to paraphrase. I want to say it was about six months ago. So that would’ve been well, around last summer at the peak of all the sales growth, there was a government official, I can’t remember who it was, but they planned to take an EV from one side of the country to another side, and it was a big media push, hit, fever pitch. But as they personally and painfully encountered the infrastructure, really, I mean it was supposed to be like a seven day trip, ended up being like, I don’t know, a 30 day trip because they didn’t hit enough infrastructure out there. So we’re not exactly where we all thought we’d be perhaps yet, but we’ll see what’s around the corner. Greg, what do you think?

Greg White (30:55):

It’s inevitable now. I love the fact that we’re taking all of the pollutants out of the air. I mean, whatever you feel about global warming or whatever, all of those pollutants, I mean they do make for great sunsets. I’ve lived in LA and Phoenix where smog gets trapped and it does make for beautiful objects for the sun to refract off of and create glorious sunsets. But it is hard to breathe, honestly. And whatever the effect is, who wants that effect, right? Yes. One of the other major concerns, and it’s a legitimate concern no matter what side you take on this, and I don’t honestly know why people take sides, but is that some huge percentage used to be a hundred percent. Now it’s probably, let’s say it’s at least over 90% of all EVs will never offset the emissions created by building the vehicle, sourcing, constructing and building and delivering the vehicle in their lifetime because their lifetime isn’t long enough.

(31:49):

And frankly, I don’t see at least Americans driving their cars, even if they would last that long, which many do not more than 10 years. So we have to fix that as well. And I think I’ve expressed on many of our shows, my concern about our shift of destroying the atmosphere to destroying the actual planet with the mining, the incredibly invasive and destructive mining of all of these rare earth minerals we need and must find synthetics. And I know that that’s being worked on, but we have to be able to scale that and find synthetics or else we’re just going to destroy the face of our planet today. We don’t care because it’s happening in third world polls like my family’s country, Argentina, which nobody cares about. And except for their new president, everybody loves that cat apparently. But this is coming soon to you in your neighborhood where they have to scrape the face of the earth off to get these rare earth minerals. That’s right. It’s a very real problem. And I’m very much for solving it, not shifting it, right, not shifting from carbon to destroying the actual physical planet.

Scott Luton (32:56):

Yep. Well said there. And of course, ethical sourcing, as Andre is kind of alluding to, that’s a big, big challenge that we got to do more about. And Carra is an interesting thing. EVs have a loyalty issue. Carra says half of EV owners switch back to internal combustion engines. If you exclude Tesla speaks for the innovation gap, Carra says of mainstream brands, which looks like that comes from an s and p global analysis. Rah, great to have you here.

Greg White (33:21):

That’s really interesting. I can see that. I think I’ve actually heard that.

Scott Luton (33:26):

Alright folks, make sure you check out this read that kind of focuses more on four, but also gives some overall EV industry numbers and developments. Check it out. Let us know what you think. Okay, Greg, one other thing that I thought I got wrong when I shared, but I double check when we’re talking about the transformer lead times, that was indeed three to four weeks to now 18 to 24 months. That’s unbelievable.

Greg White (33:50):

So that is not just labor-based. Obviously I know what I said about labor being at the root of this, but that’s obviously not just labor based. There is something in shortage there, something significant, I imagine probably magnetics that are causing that delay.

Scott Luton (34:04):

Yeah,

Greg White (34:04):

No doubt. Or that is a huge jump. I actually heard someone who claims to be a supply chain expert say lead time doesn’t matter. It does. When it goes from three weeks to two years. It definitely

Scott Luton (34:16):

Matters.

Greg White (34:17):

It also matters when you want it now.

Scott Luton (34:19):

Right? I can tell you from my days in manufacturing, if you throw out lead time and don’t give a blank about it, you’ll have Honda White Coats in your office overlooking your shoulder as you get stuff done. So we’ll save that for another conversation then, Greg.

Greg White (34:35):

Yeah, that is a whole conversation, really. I mean, maybe we should have a why does Lead Time matter show?

Scott Luton (34:40):

Yes, I like it. Yeah. Alright, well that Greg brings this edition of the Buzz to a close folks, thanks for all the great comments and questions. I know we couldn’t hit all of them here today, but what a lively crowd here this first day of the week of January 22nd, 2024. Unbelievable. I don’t think we can use a word big game. We

Greg White (35:00):

Cannot use those words.

Scott Luton (35:01):

Okay. The NFL’s big game is just a couple of weeks away. It’s hard to believe. So hopefully if your team is in it, it’s still in the final four. Good luck, Greg. Thanks for being here as always, enjoyed your commentary.

Greg White (35:15):

My pleasure. I’m glad we’re doing this. I love this show, man.

Scott Luton (35:18):

I do too. Big thanks. Of course, folks behind the scenes help make production happen. Catherine and Amanda, the whole gang, big thanks to all y’all that showed up from around the world.

Greg White (35:27):

Yes. Imparting us with your knowledge. Right. I like that. This is a back and forth, Scott.

Scott Luton (35:31):

We have. It just illustrates and confirms in my mind for about the million time we have the smartest audience in all of digital media right here at Supply Chain. Now I agree 100%. Alright folks, that does it for Greg and I, best wishes have a wonderful week. Most importantly though, take one thing that we dropped here today or any of y’all dropped today, put it in action. Do something with it. Deeds, not words. And with that said, on behalf of our entire team here, Scott Luton, challenging you to do good, to give forward and to be the change. We’ll see you next time. Right back here. Supply chain now. Thanks everybody.

Intro/Outro (36:06):

Thanks for being a part of our supply chain now, community. Check out all of our programming@supplychainnow.com and make sure you subscribe to Supply Chain now, anywhere you listen to podcasts. And follow us on Facebook, LinkedIn, Twitter, and Instagram. See you next time on Supply Chain. Now.

 

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Founder, CEO, & Host

Greg White

Principal & Host

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Nick Roemer

Host, Logistics with Purpose

Nick Roemer has had a very diverse and extensive career within design and sales over the last 15 years stretching from China, Dubai, Germany, Holland, UK, and the USA. In the last 5 years, Nick has developed a hawk's eye for sustainable tech and the human-centric marketing and sales procedures that come with it. With his far-reaching and strong network within the logistics industry, Nick has been able to open new avenues and routes to market within major industries in the USA and the UAE. Nick lives by the ethos, “Give more than you take." His professional mission is to make the logistics industry leaner, cleaner and greener.

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Katherine Hintz

Creative Director, Producer, Host

Katherine Hintz, MBA is a marketing professional who strives to unite her love of people with a passion for positive experiences. Having a diverse background, which includes nonprofit work with digital marketing and start-ups, she serves as a leader who helps people live their most creative lives by cultivating community, order, collaboration, and respect. With equal parts creativity and analytics, she brings a unique skill set which fosters refining, problem solving, and connecting organizations with their true vision. In her free time, you can usually find her looking for her cup of coffee, playing with her puppy Charlie, and dreaming of her next road trip.

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Kim Reuter

Host

From humble beginnings working the import docks, representing Fortune 500 giants, Ford, Michelin Tire, and Black & Decker; to Amazon technology patent holder and Nordstrom Change Leader, Kimberly Reuter has designed, implemented, and optimized best-in-class, highly scalable global logistics and retail operations all over the world. Kimberly’s ability to set strategic vision supported by bomb-proof processes, built on decades of hands-on experience, has elevated her to legendary status. Sought after by her peers and executives for her intellectual capital and keen insights, Kimberly is a thought leader in the retail logistics industry.

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Kristi Porter

Host, Logistics with Purpose

Kristi Porter is VP of Sales and Marketing at Vector Global Logistics, a company that is changing the world through supply chain. In her role, she oversees all marketing efforts and supports the sales team in doing what they do best. In addition to this role, she is the Chief Do-Gooder at Signify, which assists nonprofits and social impact companies through copywriting and marketing strategy consulting. She has almost 20 years of professional experience, and loves every opportunity to help people do more good.

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Sofia Rivas Herrera

Host, Supply Chain Now en Espanol

Sofia Rivas Herrera is a Mexican Industrial Engineer from Tecnologico de Monterrey class 2019. Upon graduation, she earned a scholarship to study MIT’s Graduate Certificate in Logistics and Supply Chain Management and graduated as one of the Top 3 performers of her class in 2020. She also has a multicultural background due to her international academic experiences at Singapore Management University and Kühne Logistics University in Hamburg. Sofia self-identifies as a Supply Chain enthusiast & ambassador sharing her passion for the field in her daily life.

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Demo Perez

Host, Supply Chain Now en Espanol

Demo Perez started his career in 1997 in the industry by chance when a relative asked him for help for two just weeks putting together an operation for FedEx Express at the Colon Free Zone, an area where he was never been but accepted the challenge. Worked in all roles possible from a truck driver to currier to a sales representative, helped the brand introduction, market share growth and recognition in the Colon Free Zone, at the end of 1999 had the chance to meet and have a chat with Fred Smith ( FedEx CEO), joined another company in 2018 who took over the FedEx operations as Operations and sales manager, in 2004 accepted the challenge from his company to leave the FedEx operations and business to take over the operation and business of DHL Express, his major competitor and rival so couldn’t say no, by changing completely its operation model in the Free Zone. In 2005 started his first entrepreneurial journey by quitting his job and joining two friends to start a Freight Forwarding company. After 8 months was recruited back by his company LSP with the General Manager role with the challenge of growing the company and make it fully capable warehousing 3PL. By 2009 joined CSCMP and WERC and started his journey of learning and growing his international network and high-level learning. In 2012 for the first time joined a local association ( the Panama Maritime Chamber) and worked in the country’s first Logistics Strategy plan, joined and lead other associations ending as president of the Panama Logistics Council in 2017. By finishing his professional mission at LSP with a company that was 8 times the size it was when accepted the role as GM with so many jobs generated and several young professionals coached, having great financial results, took the decision to move forward and start his own business from scratch by the end of 2019. with a friend and colleague co-founded IPL Group a company that started as a boutique 3PL and now is gearing up for the post-Covid era by moving to the big leagues.

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Kim Winter

Host, Supply Chain Now

The founder of Logistics Executive Group, Kim Winter delivers 40 years of executive leadership experience spanning Executive Search & Recruitment, Leadership Development, Executive Coaching, Corporate Advisory, Motivational Speaking, Trade Facilitation and across the Supply Chain, Logistics, 3PL, E-commerce, Life Science, Cold Chain, FMCG, Retail, Maritime, Defence, Aviation, Resources, and Industrial sectors. Operating from the company’s global offices, he is a regular contributor of thought leadership to industry and media, is a professional Master of Ceremonies, and is frequently invited to chair international events.

He is a Board member of over a dozen companies throughout APAC, India, and the Middle East, a New Zealand citizen, he holds formal resident status in Australia and the UAE, and is the Australia & New Zealand representative for the UAE Government-owned Jebel Ali Free Zone (JAFZA), the Middle East’s largest Economic Free Zone.

A triathlete and ex-professional rugby player, Kim is a qualified (IECL Sydney) executive coach and the Founder / Chairman of the successful not for profit humanitarian organization, Oasis Africa (www. oasisafrica.org.au), which has provided freedom from poverty through education to over 8000 mainly orphaned children in East Africa’s slums. Kim holds an MBA and BA from Massey & Victoria Universities (NZ).

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Adrian Purtill

Host, Logistics with Purpose

Adrian Purtill serves as Business Development Manager at Vector Global Logistics, where he consults with importers and exporters in various industries to match their specific shipping requirements with the most effective supply chain solutions. Vector Global Logistics is an asset-free, multi-modal logistics company that provides exceptional sea freight, air freight, truck, rail, general logistic services and consulting for our clients. Our highly trained and professional team is committed to providing creative and effective solutions, always exceeding our customer’s expectations and fostering long-term relationships. With more than 20+ years of experience in both strategy consulting and logistics, Vector Global Logistics is your best choice to proactively minimize costs while having an exceptional service level.

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Kevin Brown

Host, Logistics with Purpose

Kevin Brown is the Director of Business Development for Vector Global Logistics.  He has a dedicated interest in Major Account Management, Enterprise Sales, and Corporate Leadership. He offers 25 years of exceptional experience and superior performance in the sales of Logistics, Supply Chain, and Transportation Management. Kevin is a dynamic, high-impact, sales executive and corporate leader who has consistently exceeded corporate goals. He effectively coordinates multiple resources to solution sell large complex opportunities while focusing on corporate level contacts across the enterprise. His specialties include targeting and securing key accounts by analyzing customer’s current business processes and developing solutions to meet their corporate goals. Connect with Kevin on LinkedIn.

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Jose Miguel Irarrazaval

Host, Logistics with Purpose

Jose Manuel Irarrazaval es parte del equipo de Vector Global Logistics Chile. José Manuel es un gerente experimentado con experiencia en finanzas corporativas, fusiones y adquisiciones, financiamiento y reestructuración, inversión directa y financiera, tanto en Chile como en el exterior. José Manuel tiene su MBA de la Universidad de Pennsylvania- The Wharton School. Conéctese con Jose Manuel en LinkedIn.

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Vicki White

Controller

Vicki has a long history of rising to challenges and keeping things up and running. First, she supported her family’s multi-million dollar business as controller for 12 years, beginning at the age of 17. Then, she worked as an office manager and controller for a wholesale food broker. But her biggest feat? Serving as the chief executive officer of her household, while her entrepreneur husband travelled the world extensively. She fed, nurtured, chaperoned, and chauffeured three daughters all while running a newsletter publishing business and remaining active in her community as a Stephen’s Minister, Sunday school teacher, school volunteer, licensed realtor and POA Board president (a title she holds to this day). A force to be reckoned with in the office, you might think twice before you meet Vicki on the tennis court! When she’s not keeping the books balanced at Supply Chain Now or playing tennis matches, you can find Vicki spending time with her husband Greg, her 4 fur babies, gardening, cleaning (yes, she loves to clean!) and learning new things.

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Allison Giddens

Host

Allison Krache Giddens has been with Win-Tech, a veteran-owned small business and aerospace precision machine shop, for 15 years, recently buying the company from her mentor and Win-Tech’s Founder, Dennis Winslow. She and her business partner, John Hudson now serve as Co-Presidents, leading the 33-year old company through the pandemic.

She holds undergraduate degrees in psychology and criminal justice from the University of Georgia, a Masters in Conflict Management from Kennesaw State University, a Masters in Manufacturing from Georgia Institute of Technology, and a Certificate of Finance from the University of Georgia. She also holds certificates in Google Analytics, event planning, and Cybersecurity Risk Management from Harvard online. Allison founded the Georgia Chapter of Women in Manufacturing and currently serves as Treasurer. She serves on the Chattahoochee Technical College Foundation Board as its Secretary, the liveSAFE Resources Board of Directors as Resource Development Co-Chair, and on the Leadership Cobb Alumni Association Board as Membership Chair and is also a member of Cobb Executive Women. She is on the Board for the Cobb Chamber of Commerce’s Northwest Area Councils. Allison runs The Dave Krache Foundation, a non-profit that helps pay sports fees for local kids in need.

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Billy Taylor

Host

Billy Taylor is a Proven Business Excellence Practitioner and Leadership Guru with over 25 years leading operations for a Fortune 500 company, Goodyear. He is also the CEO of LinkedXL (Excellence), a Business Operating Systems Architecting Firm dedicated to implementing sustainable operating systems that drive sustainable results. Taylor’s achievements in the industry have made him a Next Generational Lean pacesetter with significant contributions.

An American business executive, Taylor has made a name for himself as an innovative and energetic industry professional with an indispensable passion for his craft of operational excellence. His journey started many years ago and has worked with renowned corporations such as The Goodyear Tire & Rubber Co. (GT) leading multi-site operations. With over 3 decades of service leading North America operations, he is experienced in a deeply rooted process driven approach in customer service, process integrity for sustainability.

A disciple of continuous improvement, Taylor’s love for people inspires commitment to helping others achieve their full potential. He is a dynamic speaker and hosts "The Winning Link," a popular podcast centered on business and leadership excellence with the #1 rated Supply Chain Now Network. As a leadership guru, Taylor has earned several invitations to universities, international conferences, global publications, and the U.S. Army to demonstrate how to achieve and sustain effective results through cultural acceptance and employee ownership. Leveraging the wisdom of his business acumen, strong influence as a speaker and podcaster Taylor is set to release "The Winning Link" book under McGraw Hill publishing in 2022. The book is a how-to manual to help readers understand the management of business interactions while teaching them how to Deine, Align, and Execute Winning in Business.

A servant leader, Taylor, was named by The National Diversity Council as one of the Top 100 Diversity Officers in the country in 2021. He features among Oklahoma's Most Admired CEOs and maintains key leadership roles with the Executive Advisory Board for The Shingo Institute "The Nobel Prize of Operations" and The Association of Manufacturing Excellence (AME); two world-leading organizations for operational excellence, business development, and cultural learning.  He is also an Independent Director for the M-D Building Products Board, a proud American manufacturer of quality products since 1920.

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Tandreia Bellamy

Host

Tandreia Bellamy retired as the Vice President of Industrial Engineering for UPS Supply Chain Solutions which included the Global Logistics, Global Freight Forwarding and UPS Freight business units. She was responsible for operations strategy and planning, asset management, forecasting, and technology tool development to optimize sustainable efficiency while driving world class service.

Tandreia held similar positions at the business unit level for Global Logistics and Global Freight forwarding. As the leader of the Global Logistics engineering function, she directed all industrial engineering activies related to distribution, service parts logistics (post-sales support), and mail innovations (low cost, light weight shipping partnership with the USPS). Between these roles Tandreia helped to establish the Advanced Technology Group which was formed to research and develop cutting edge solutions focused on reducing reliance on manual labor.

Tandreia began her career in 1986 as a part-time hourly manual package handling employee. She spent the great majority of her career in the small package business unit which is responsible for the pick-up, sort, transport and delivery of packages domestically. She held various positions in Industrial Engineering, Marketing, Inside and On-road operations in Central Florida before transferring to Atlanta for a position in Corporate Product Development and Corporate Industrial Engineering. Tandreia later held IE leadership roles in Nebraska, Minnesota and Chicago. In her final role in small package she was an IE VP responsible for all aspects of IE, technology support and quality for the 25 states on the western half of the country.
Tandreia is currently a Director for the University of Central Florida (UCF) Foundation Board and also serves on their Dean’s Advisory Board for the College of Engineering and Computer Science. Previously Tandreia served on the Executive Advisory Board for Virginia Tech’s IE Department and the Association for Supply Chain Management. She served on the Board of Trustees for ChildServ (a Chicago child and family services non-profit) and also served on the Texas A&M and Tuskegee Engineering Advisory Boards. In 2006 she was named Business Advisor of the Year by INROADS, in 2009 she was recognized as a Technology All-Star at the Women of Color in STEM conference and in 2019 she honored as a UCF Distinguished Aluma by the Department of Industrial Engineering and Management Systems.

Tandreia holds a bachelor’s degree in Industrial Engineering from Stanford University and a master’s degree in Industrial Engineering and Management Systems from UCF. Her greatest accomplishment, however, is being the proud mother of two college students, Ruby (24) and Anthony (22).

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Marty Parker

Host

Marty Parker serves as both the CEO & Founder of Adæpt Advising and an award-winning Senior Lecturer (Teaching Professor) in Supply Chain and Operations Management at the University of Georgia. He has 30 years of experience as a COO, CMO, CSO (Chief Strategy Officer), VP of Operations, VP of Marketing and Process Engineer. He founded and leads UGA’s Supply Chain Advisory Board, serves as the Academic Director of UGA’s Leaders Academy, and serves on multiple company advisory boards including the Trucking Profitability Strategies Conference, Zion Solutions Group and Carlton Creative Company.

Marty enjoys helping people and companies be successful. Through UGA, Marty is passionate about his students, helping them network and find internships and jobs. He does this through several hundred one-on-one zoom meetings each year with his students and former students. Through Adæpt Advising, Marty has organized an excellent team of affiliates that he works with to help companies grow and succeed. He does this by helping c-suite executives improve their skills, develop better leaders, engage their workforce, improve processes, and develop strategic plans with detailed action steps and financial targets. Marty believes that excellence in supply chain management comes from the understanding the intersection of leadership, culture, and technology, working across all parts of the organization to meet customer needs, maximize profit and minimize costs.

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Laura Lopez

Marketing Coordinator

Laura Lopez serves as our Supply Chain Now Marketing Coordinator. She graduated from Instituto Tecnológico y de Estudios Superiores de Occidente in Mexico with a degree in marketing. Laura loves everything digital because she sees the potential it holds for companies in the marketing industry. Her passion for creativity and thinking outside the box led her to pursue a career in marketing. With experience in fields like accounting, digital marketing, and restaurants, she clearly enjoys taking on challenges. Laura lives the best of both worlds - you'll either catch her hanging out with her friends soaking up the sun in Mexico or flying out to visit her family in California!

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Jake Barr

Host

An acknowledged industry leader, Jake Barr now serves as CEO for BlueWorld Supply Chain Consulting, providing support to a cross section of Fortune 500 companies such as Cargill, Caterpillar, Colgate, Dow/Dupont, Firmenich, 3M, Merck, Bayer/Monsanto, Newell Brands, Kimberly Clark, Nestle, PepsiCo, Pfizer, Sanofi, Estee Lauder and Coty among others. He's also devoted time to engagements in public health sector work with the Bill & Melinda Gates Foundation. At P&G, he managed the breakthrough delivery of an E2E (End to End) Planning Transformation effort, creating control towers which now manage the daily business globally. He is recognized as the architect for P&G’s demand driven supply chain strategy – referenced as a “Consumer Driven Supply Chain” transformation. Jake began his career with P&G in Finance in Risk Analysis and then moved into Operations. He has experience in building supply network capability globally through leadership assignments in Asia, Latin America, North America and the Middle East. He currently serves as a Research Associate for MIT; a member of Supply Chain Industry Advisory Council; Member of Gartner’s Supply Chain Think Tank; Consumer Goods “League of Leaders“; and a recipient of the 2015 - 2021 Supply Chain “Pro’s to Know” Award. He has been recognized as a University of Kentucky Fellow.

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Marcia Williams

Host

Marcia Williams, Managing Partner of USM Supply Chain, has 18 years of experience in Supply Chain, with expertise in optimizing Supply Chain-Finance Planning (S&OP/ IBP) at Large Fast-Growing CPGs for greater profitability and improved cash flows. Marcia has helped mid-sized and large companies including Lindt Chocolates, Hershey, and Coty. She holds an MBA from Michigan State University and a degree in Accounting from Universidad de la Republica, Uruguay (South America). Marcia is also a Forbes Council Contributor based out of New York, and author of the book series Supply Chains with Maria in storytelling style. A recent speaker’s engagement is Marcia TEDx Talk: TEDxMSU - How Supply Chain Impacts You: A Transformational Journey.

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Luisa Garcia

Host, Logistics with Purpose

Luisa Garcia is a passionate Marketer from Lagos de Moreno based in Aguascalientes. She holds a Bachelor’s Degree in Marketing from Universidad Autonoma de Aguascalientes, Mexico. She specializes in brand development at any stage, believing that a brand is more than just a name or image—it’s an unforgettable experience. Her expertise helps brands achieve their dreams and aspirations, making a lasting impact. Currently working at Vector Global Logistics in the Marketing team and as podcast coordinator of Logistics With Purpose®. Luisa believes that purpose-driven decisions will impact results that make a difference in the world.

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Astrid Aubert

Host, Logistics with Purpose

Astrid Aubert was born in Guadalajara, she is 39 years old and has had the opportunity to live in many places. She studied communication and her professional career has been in Trade Marketing for global companies such as Pepsico and Mars. She currently works as Marketing Director Mexico for Vector Global Logistics. She is responsible for internal communications and marketing strategy development for the logistics industry. She is a mother of two girls, married and lives in Monterrey. She defines herself as a creative and innovative person, and enjoys traveling and cooking a lot.

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Constantine Limberakis

Host

Constantine Limberakis is a thought leader in the area of procurement and supply management. He has over 20 years of international experience, playing strategic roles in a wide spectrum of organizations related to analyst advisory, consulting, product marketing, product development, and market research.Throughout his career, he's been passionate about engaging global business leaders and the broader analyst and technology community with strategic content, speaking engagements, podcasts, research, webinars, and industry articles.Constantine holds a BA in History from the University of Illinois at Urbana-Champaign, and an MBA in Finance & Marketing / Masters in Public & International Affairs from the University of Pittsburgh.

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Scott W. Luton

Founder, CEO, & Host

As the founder and CEO of Supply Chain Now, you might say Scott is the voice of supply chain – but he’s too much of a team player to ever claim such a title. One thing’s for sure: he’s a tried and true supply chain expert. With over 15 years of experience in the end-to-end supply chain, Scott’s insights have appeared in major publications including The Wall Street Journal, USA Today, and CNN. He has also been named a top industry influencer by Thinkers360, ISCEA and more.

From 2009-2011, Scott was president of APICS Atlanta, and he continues to lead initiatives that support both the local business community and global industry. A United States Air Force Veteran, Scott has also regularly led efforts to give back to his fellow veteran community since his departure from active duty in 2002.

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Greg White

Principal & Host

When rapid-growth technology companies, venture capital and private equity firms are looking for advisory, they call Greg – a founder, board director, advisor and catalyst of disruptive B2B technology and supply chain. An insightful visionary, Greg guides founders, investors and leadership teams in creating breakthroughs to gain market exposure and momentum – increasing overall company esteem and valuation.

Greg is a founder himself, creating Blue Ridge Solutions, a Gartner Magic Quadrant Leader in cloud-native supply chain applications, and bringing to market Curo, a field service management solution. He has also held leadership roles with Servigistics (PTC) and E3 Corporation (JDA/Blue Yonder). As a principal and host at Supply Chain Now, Greg helps guide the company’s strategic direction, hosts industry leader discussions, community livestreams, and all in addition to executive producing and hosting his original YouTube channel and podcast, TEChquila Sunrise.

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Chris Barnes

Principal, Supply Chain Now
Host of Supply Chain is Boring

Talk about world-class: Chris is one of the few professionals in the world to hold CPIM-F, CLTD-F and CSCP-F designations from ASCM/APICS. He’s also the APICS coach – and our resident Supply Chain Doctor. When he’s not hosting programs with Supply Chain Now, he’s sharing supply chain knowledge on the APICS Coach Youtube channel or serving as a professional education instructor for the Georgia Tech Supply Chain & Logistic Institute’s Supply Chain Management (SCM) program and University of Tennessee-Chattanooga Center for Professional Education courses.

Chris earned a BS in Industrial Engineering from Bradley University, an MBA with emphasis in Industrial Psychology from the University of West Florida, and is a Doctoral in Supply Chain Management candidate.

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Tyler Ward

Director of Sales

Tyler Ward serves as Supply Chain Now's Director of Sales. Born and raised in Mid-Atlantic, Tyler is a proud graduate of Shippensburg University where he earned his degree in Communications. After college, he made his way to the beautiful state of Oregon, where he now lives with his wife and daughter.

With over a decade of experience in sales, Tyler has a proven track record of exceeding targets and leading high-performing teams. He credits his success to his ability to communicate effectively with customers and team members alike, as well as his strategic thinking and problem-solving skills.

When he's not closing deals, you can find Tyler on the links or cheering on his favorite football and basketball teams. He also enjoys spending time with his family, playing pick-up basketball, and traveling back to Ocean City, Maryland, his favorite place!

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Kevin L. Jackson

Host of Digital Transformers

Kevin L. Jackson is a globally recognized Thought Leader, Industry Influencer and Founder/Author of the award winning “Cloud Musings” blog.  He has also been recognized as a “Top 5G Influencer” (Onalytica 2019, Radar 2020), a “Top 50 Global Digital Transformation Thought Leader” (Thinkers 360 2019) and provides strategic consulting and integrated social media services to AT&T, Intel, Broadcom, Ericsson and other leading companies. Mr. Jackson’s commercial experience includes Vice President J.P. Morgan Chase, Worldwide Sales Executive for IBM and SAIC (Engility) Director Cloud Solutions. He has served on teams that have supported digital transformation projects for the North Atlantic Treaty Organization (NATO) and the US Intelligence Community.  Kevin’s formal education includes a MS Computer Engineering from Naval Postgraduate School; MA National Security & Strategic Studies from Naval War College; and a BS Aerospace Engineering from the United States Naval Academy. Internationally recognizable firms that have sponsored articles authored by him include CiscoMicrosoft, Citrix and IBM.  Books include “Click to Transform” (Leaders Press, 2020), “Architecting Cloud Computing Solutions” (Packt, 2018), and “Practical Cloud Security: A Cross Industry View” (Taylor & Francis, 2016). He also delivers online training through Tulane UniversityO’Reilly MediaLinkedIn Learning, and Pluralsight.  Mr. Jackson retired from the U.S. Navy in 1994, earning specialties in Space Systems EngineeringCarrier Onboard Delivery Logistics and carrier-based Airborne Early Warning and Control. While active, he also served with the National Reconnaissance Office, Operational Support Office, providing tactical support to Navy and Marine Corps forces worldwide.

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Enrique Alvarez

Host of Logistics with Purpose and Supply Chain Now en Español

Enrique serves as Managing Director at Vector Global Logistics and believes we all have a personal responsibility to change the world. He is hard working, relationship minded and pro-active. Enrique trusts that the key to logistics is having a good and responsible team that truly partners with the clients and does whatever is necessary to see them succeed. He is a proud sponsor of Vector’s unique results-based work environment and before venturing into logistics he worked for the Boston Consulting Group (BCG). During his time at BCG, he worked in different industries such as Telecommunications, Energy, Industrial Goods, Building Materials, and Private Banking. His main focus was always on the operations, sales, and supply chain processes, with case focus on, logistics, growth strategy, and cost reduction. Prior to joining BCG, Enrique worked for Grupo Vitro, a Mexican glass manufacturer, for five years holding different positions from sales and logistics manager to supply chain project leader in charge of five warehouses in Colombia.

He has an MBA from The Wharton School of Business and a BS, in Mechanical Engineer from the Technologico de Monterrey in Mexico. Enrique’s passions are soccer and the ocean, and he also enjoys traveling, getting to know new people, and spending time with his wife and two kids, Emma and Enrique.

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Kelly Barner

Host of Dial P for Procurement

Kelly is the Owner and Managing Director of Buyers Meeting Point and MyPurchasingCenter. She has been in procurement since 2003, starting as a practitioner and then as the Associate Director of Consulting at Emptoris. She has covered procurement news, events, publications, solutions, trends, and relevant economics at Buyers Meeting Point since 2009. Kelly is also the General Manager at Art of Procurement and Business Survey Chair for the ISM-New York Report on Business. Kelly has her MBA from Babson College as well as an MS in Library and Information Science from Simmons College and she has co-authored three books: ‘Supply Market Intelligence for Procurement Professionals’, ‘Procurement at a Crossroads’, and ‘Finance Unleashed’.

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Mary Kate Soliva

Host, Veteran Voices

Mary Kate Soliva is a veteran of the US Army and cofounder of the Guam Human Rights Initiative. She is currently in the Doctor of Criminal Justice program at Saint Leo University. She is passionate about combating human trafficking and has spent the last decade conducting training for military personnel and the local community.

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Amanda Luton

Vice President, Production

Amanda is a production and marketing veteran and entrepreneur with over 20 years of experience across a variety of industries and organizations including Von Maur, Anthropologie, AmericasMart Atlanta, and Children’s Healthcare of Atlanta. Amanda currently manages, produces, and develops modern digital content for Supply Chain Now and their clients. Amanda has previously served as the VP of Information Systems and Webmaster on the Board of Directors for APICS Savannah, and founded and managed her own successful digital marketing firm, Magnolia Marketing Group. When she’s not leading the Supply Chain Now production team, you can find Amanda in the kitchen, reading, listening to podcasts, or enjoying time with family.

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Clay Phillips

Business Development Manager

Clay is passionate about two things: supply chain and the marketing that goes into it. Recently graduated with a degree in marketing at the University of Georgia, Clay got his start as a journalism major and inaugural member of the Owl’s football team at Kennesaw State University – but quickly saw tremendous opportunity in the Terry College of Business. He’s already putting his education to great use at Supply Chain Now, assisting with everything from sales and brand strategy to media production. Clay has contributed to initiatives such as our leap into video production, the guest blog series, and boosting social media presence, and after nearly two years in Supply Chain Now’s Marketing Department, Clay now heads up partnership and sales initiatives with the help of the rest of the Supply Chain Now sales team.

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Trisha Cordes

Administrative Assistant

Trisha is new to the supply chain industry – but not to podcasting. She’s an experienced podcast manager and virtual assistant who also happens to have 20 years of experience as an elementary school teacher. It’s safe to say, she’s passionate about helping people, and she lives out that passion every day with the Supply Chain Now team, contributing to scheduling and podcast production.

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Chantel King

Social Media Manager

My name is Chantel King and I am the Social Media Specialist at Supply Chain Now. My job is to make sure our audience is engaged and educated on the abundant amount of information the supply chain industry has to offer.

Social Media and Communications has been my niche ever since I graduated from college at The Academy of Art University in San Francisco. No, I am not a West Coast girl. I was born and raised in New Jersey, but my travel experience goes way beyond the garden state. My true passion is in creating editorial and graphic content that influences others to be great in whatever industry they are in. I’ve done this by working with lifestyle, financial, and editorial companies by providing resources to enhance their businesses.

Another passion of mine is trying new things. Whether it’s food, an activity, or a sport. I would like to say that I am an adventurous Taurus that never shies away from a new quest or challenge.

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Lori Sofian

Marketing Coordinator

Lori is currently completing a degree in marketing with an emphasis in digital marketing at the University of Georgia. When she’s not supporting the marketing efforts at Supply Chain Now, you can find her at music festivals – or working toward her dream goal of a fashion career. Lori is involved in many extracurricular activities and appreciates all the learning experiences UGA has brought her.

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Katherine Hintz

Director, Customer Experience

Katherine is a marketing professional and MBA candidate who strives to unite her love of people with a passion for positive experiences. Having a diverse background, which includes nonprofit work with digital marketing and start-ups, she serves as a leader who helps people live their most creative lives by cultivating community, order, collaboration, and respect. With equal parts creativity and analytics, she brings a unique skill set which fosters refining, problem solving, and connecting organizations with their true vision. In her free time, you can usually find her looking for her cup of coffee, playing with her puppy Charlie, and dreaming of her next road trip.

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Mary Kate Love

Chief of Staff & Host

Mary Kate Love is currently the VP of marketing at Supply Chain Now focused on brand strategy and audience + revenue growth. Mary Kate’s career is a testament to her versatility and innovative spirit: she has experience in start-ups, venture capital, and building innovation initiatives from the ground up: she previously helped lead the build-out of the Supply Chain Innovation Center at Georgia-Pacific and before that, MxD (Manufacturing times Digital): the Department of Defense’s digital manufacturing innovation center. Mary Kate has a passion for taking complicated ideas and turning them into reality: she was one of the first team members at MxD and the first team member at the Supply Chain Innovation Center at Georgia-Pacific.

Mary Kate dedicates her extra time to education and mentorship: she was one of the founding Board Members for Women Influence Chicago and led an initiative for a city-wide job shadow day for young women across Chicago tech companies and was previously on the Board of Directors at St. Laurence High School in Chicago, Young Irish Fellowship Board and the UN Committee for Women. Mary Kate is the founder of National Supply Chain Day and enjoys co-hosting podcasts at Supply Chain Now. Mary Kate is from the south side of Chicago, a mom of two baby boys, and an avid 16-inch softball player. She holds a BS in Political Science from the University of Illinois at Urbana-Champaign.

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Joshua Miranda

Marketing Specialist

Joshua is a student from Institute of Technology and Higher Education of Monterrey Campus Guadalajara in Communication and Digital Media. His experience ranges from Plug and Play México, DearDoc, and Nissan México creating unique social media marketing campaigns and graphics design. Joshua helps to amplify the voice of supply chain here at Supply Chain Now by assisting in graphic design, content creation, asset logistics, and more.  In his free time he likes to read and write short stories as well as watch movies and television series.

Donna Krache

Director of Communications and Executive Producer

Donna Krache is a former CNN executive producer who has won several awards in journalism and communication, including three Peabodys.  She has 30 years’ experience in broadcast and digital journalism. She led the first production team at CNN to convert its show to a digital platform. She has authored many articles for CNN and other media outlets. She taught digital journalism at Georgia State University and Arizona State University. Krache holds a bachelor’s degree in government from the College of William and Mary and a master’s degree in curriculum and instruction from the University of New Orleans. She is a serious sports fan who loves the Braves. She is president of the Dave Krache Foundation. Named in honor of her late husband, this non-profit pays fees for kids who want to play sports but whose parents are facing economic challenges.

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