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Podcast: Ayna Insights
Episode: Ed Dowling: How Tariffs Are Reshaping Industrial Supply Chains
Description: Ayna’s Mohit Jaju interviews Ed Dowling, CEO of Compass Minerals, on how 2025 tariff regimes are reshaping industrial supply chains. Ed notes that while Compass achieved USMCA compliance exemptions, secondary effects disrupted inbound supply chains, prompting a shift from sole- to multi-source strategies. He highlights market differentiation—high-value industrial products allowed tariff pass-through, while bulk municipal contracts resisted price changes, creating millions in opportunity costs. Ed calls for policy consistency, arguing that volatility deters investment while known risks can be managed—underscoring the need for constructive CEO–policymaker engagement and resilient supply chains.
Ed Dowling, CEO of Compass...