Supply Chain Deepdive

Tariffs at Tipping Point: How the Trade War Is Impacting Business Strategy

Subscriber Episode Global Supply Chain Council (GSCC) Season 2 Episode 41

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In this new episode of Supply Chain Deepdive, hosts Michael Jung and Jess Williams unpack the latest Capgemini Research Institute brief, “Tariffs at Tipping Point: How the Trade War Is Impacting Business Strategy.”

Based on insights from 1,500 executives across 18 countries, the report reveals how today’s global tariff environment is reshaping corporate strategy more than any crisis in recent memory. From profit erosion and supply chain disruptions to the rise of Agentic AI and manufacturing shifts from China to the U.S., companies are rewriting the global playbook.

The hosts discuss what this “new normal” means for global trade, cost structures, and strategic decision-making - and how leaders can build resilience amid escalating trade tensions.

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