Freight Market Talk: Pawan Joshi of E2open

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Pawan Joshi, Chief Strategy Officer at E2open, warns that the failure to re-ratify USMCA is forcing industries like automotive and agriculture to reassess decades of integrated North American supply chains, leading companies to pre-position inventory across borders in the short term. This matters because it highlights the long-term infrastructure investments needed for any significant changes in sourcing rules, impacting developers working on logistics and supply chain technologies.

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