Building a Bold New Roadmap Forward for the U.S. Manufacturing Industry

Tariffs, trade uncertainty, and shifting energy demands are colliding with rapid advances in AI, medtech, and advanced manufacturing. At the same time, companies are racing to fill hundreds of thousands of open roles, rethink how they attract talent, and modernize permitting and policy frameworks that haven’t kept pace with innovation. The result is a U.S. manufacturing sector on the verge of a new chapter, but only if leaders can unlock the right mix of policy, people, and technology.In this episode of Supply Chain Now, Scott Luton sits down with Jay Timmons, President and CEO of the National Association of Manufacturers (NAM), and Kathy Wengel, Executive Vice President, Chief Technical Operations and Risk Officer at Johnson & Johnson, live from the Innovation Summit North America 2025, powered by Schneider Electric. Together, they unpack NAM’s comprehensive manufacturing strategy and the conditions needed for American industry to thrive.Scott, Jay, and Kathy explore how permitting reform, energy leadership (including nuclear), and trade certainty impact investment decisions on the factory floor, from small manufacturers to multinational enterprises. They discuss the urgent need to expand the workforce pipeline, especially for veterans and non-traditional talent, and why modern manufacturing careers offer both purpose and prosperity. The conversation also highlights breakthrough innovations in healthcare, sensors, and AI, and connects them back to the policy environment that either accelerates or slows progress for manufacturers everywhere.Jump into the conversation:(00:00) Intro(00:47) Introducing Jay Timmons and Kathy Wengel(01:25) NAM and Johnson & Johnson at a glance(03:47) Why manufacturing needs a new strategy(07:30) Permitting reform, energy, and nuclear(10:53) Workforce pathways and veterans in manufacturing(15:56) Tariffs, trade policy, and certainty(19:13) AI, medtech, and next-gen manufacturing(25:23) Policy, innovation, and what’s aheadAdditional Links & Resources:Connect with Jay Timmons: https://www.linkedin.com/in/jaytimmons/ Connect with Kathy Wengel: https://www.linkedin.com/in/kathryn-wengel/ Learn more about the National Association of Manufacturers (NAM): https://nam.org/ Learn more about Johnson & Johnson: https://www.jnj.com Learn more about Schneider Electric: https://www.se.com/ww/en/ Learn more about our hosts: https://supplychainnow.com/about Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join Work with us! Download Supply Chain Now’s NEW Media Kit: https://bit.ly/3XH6OVkWEBINAR- Supply Chain Strength: Strategies that Deliver in any Economy: https://bit.ly/4hqTnTHWEBINAR- Owens Corning's Roadmap to Fuel Cost Visibility and Savings: https://bit.ly/4pfn5hgThis episode was hosted by Scott Luton and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychainnow.com/building-bold-new-roadmap-forward-us-manufacturing-industry-1517 The content in this episode, including all audio, videos, visuals, and graphics, is the property of Supply Chain Now and is protected by copyright law. Unauthorized use, reproduction, distribution, modification, or re-uploading of this content in any form is strictly prohibited without explicit written permission from Supply Chain Now.For licensing inquiries or permissions, please contact us at [email protected]© 2026 Supply Chain Now. All rights reserved. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.