Fuel inflation, MRO Cost Pressure & the Future of Whole Distribution With Steve Levy

What happens to wholesale distribution when geopolitical tension, tariff policy, fuel inflation, and artificial intelligence collide at the same time?In this episode of Around the Horn in Wholesale Distribution, Kevin Brown and Tom Burton sit down with Steve Levy, VP of Enterprise Architecture at Infor, to unpack how macroeconomic volatility, global supply chain risk, AI governance, and enterprise platform strategy are reshaping the future of distribution. If you lead a distribution or manufacturing business and are wondering how to navigate tariffs, inflation, inventory exposure, and AI adoption responsibly, this conversation connects the dots.What You’ll LearnHow geopolitical instability and energy market volatility directly impact diesel pricing, freight costs, and MRO marginsWhether borrowing against expected tariff refunds is strategic capital leverage, or hidden riskHow acquisitive distributors may find opportunity during economic uncertaintyThe difference between “running on AWS” and having real enterprise architecture and AI governanceHow AI augmentation, not workforce replacement, could enable distributors to scale revenue without proportional headcount growthEpisode Highlights:03:18 – Why the Strait of Hormuz matters more to distributors than daily pump prices11:42 – Fuel inflation, MRO cost pressure, and the inventory overbuying risk19:55 – Tariff refunds as financial instruments: Should companies borrow against future policy decisions?31:07 – Economic uncertainty and succession planning: Why volatility may accelerate acquisitions44:28 – AI governance vs. AI experimentation: What enterprise leaders must get right58:16 – Automation in credit, cash application, and operational workflows01:12:09 – Are leaders becoming too reliant on AI? The critical thinking question01:26:40 – Multi-model AI validation and the future of enterprise decision-makingMeet the Guest:Steve Levy is Vice President of Enterprise Architecture at Infor. He works at the intersection of cloud infrastructure, platform extensibility, AI governance, and enterprise system design, helping large distribution and manufacturing organizations modernize responsibly while managing risk.Tools, Frameworks, and Strategies Mentioned:Enterprise Architecture Strategy for DistributionAI Governance Councils and Multi-Model ValidationCloud Platform Extensibility within Infor ecosystemsAI Augmentation vs. Workforce Replacement FrameworkCapital Allocation Strategy During Tariff VolatilityClosing Insight:“Volatility creates pressure, but it also creates opportunity for the prepared.”Leave a Review: Help us grow by sharing your thoughts on the show.Learn more about the LeadSmart AI B2B Sales Platform: https://www.leadsmarttech.com/Join the conversation each week on LinkedIn Live.Want even more insight to the stories we discuss each week? Subscribe to the Around The Horn Newsletter.You can also hear the podcast and other excellent content on our YouTube Channel.Follow us on Facebook, Twitter, Instagram, or TikTok.