Weekend updates and With That Said newsletter

The global supply chain landscape is shifting once again, and today, we break down the economic signals, market movements, and leadership strategies shaping what’s next. Welcome to The Buzz, powered by EasyPost!

Hosts Scott Luton and Tandreia Bellamy dive into the latest U.S. trade data, including a widening trade deficit that highlights the growing complexity of global commerce and policy. The conversation also explores renewed momentum in the warehouse market, with signs that companies are doubling down on long-term infrastructure and capacity planning. From looming shortages in critical minerals, medical supplies, and semiconductors to rising cost pressures in 2026, this episode unpacks what supply chain leaders need to be preparing for now.

The discussion continues with insights from the World Economic Forum in Davos on the challenge of scaling AI across large enterprises, revealing why technology alone isn’t enough without the right organizational design and leadership mindset. Plus, Dyci Sfregola, Founder and CEO of New Gen Architects, joins the show to share how collaboration, executive alignment, and intentional change management are key to building resilient, future-ready supply chains.

If you’re navigating uncertainty, investing in innovation, and building for long-term success, this episode delivers timely insights and practical takeaways you won’t want to miss.

Additional Links & Resources:

1. EasyPost: https://www.easypost.com/
2. National Supply Chain Day: https://streamyard.com/watch/QtED7yJ4y9qW
3. With That Said: https://bit.ly/WTS-1-Feb-2026
4. Cycle Labs: https://bit.ly/Meet-CycleLabs-At-Manifest
5. Trade deficit soared 94% in November and was higher than a year ago, despite tariff efforts: https://cnb.cx/45GYb2J
6. Prologis Revenue Climbs as Warehouse Demand Rebounds: https://bit.ly/3M7kyb1
7. Supply chain shortages: What’s at risk in 2026? https://bit.ly/Shortages-And-RisingCosts
8. Next Level Construction Management: https://amzn.to/3LXI36l
9. Davos 2026: Leaders on why scaling AI still feels hard - and what to do about it: https://bit.ly/3O4sMkJ
10. Why Can’t America Train Workers for a Trillion-Dollar Industry? https://bit.ly/Education-Problem-Reverse-Logistics
11. Connect with Dyci on LinkedIn: https://www.linkedin.com/in/dycimanns/
12. Supply Chain Now Resource Hub: https://supplychainnow.com/resource-hub/
13. Follow Scott on LI: https://www.linkedin.com/in/scottwindonluton/
14. Learn more about Supply Chain Now: https://supplychainnow.com
15. Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now
16. Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join
17. Work with us! Download Supply Chain Now’s NEW Media Kit: https://bit.ly/3XH6OVk
18. WEBINAR- Supply Chain Planning Reimagined: Embedded AI that senses, explains, and optimizes: https://bit.ly/4pOGgyo
19. WEBINAR- ChatGPT Is Just the Beginning for Shipping: https://bit.ly/3YLFGq7

This episode is hosted by Scott Luton and Tandreia Bellamy and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychainnow.com/buzz-trade-gaps-supply-shortages-1542