U.S. Manufacturing Today

In this solo episode of US Manufacturing Today, the host argues that three underappreciated forces are converging to create a structural advantage for U.S. manufacturers: tightening freight capacity, trucking labor enforcement, and a historically wide Brent-WTI oil spread. Despite a soft freight narrative, carrier exits are shrinking long-haul capacity, spot rates have overtaken contract rates, and forecasts now call for stronger 2026 rate growth with more fragility to disruptions. Simultaneously, stricter enforcement of rules for non-domiciled CDL holders and English proficiency standards could remove 10%–15% of trucking capacity, raising wages for American drivers and tightening industrial-origin freight lanes. The host highlights an 11-year-high Brent-WTI gap (about $18/barrel) that lowers U.S. energy-linked input costs versus global competitors, reinforced by record U.S. production forecasts, alongside policy tailwinds and PMI/new-order strength supporting reshoring and expansion.Timestamps00:00 Macro Setup and Themes01:00 Freight Market Tightening03:00 Immigration Rules Hit Capacity04:50 Brent WTI Energy Gap08:05 Compounding US Advantage09:14 Signals and Call to Action10:37 Wrap Up and ResourcesLinks⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Navigating Trump 2.0 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Revitalizing US Manufacturing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign Up on the Veryable Platform ⁠⁠

In today's episode, host Matt Horine interviews Tom Welge, CEO of Gilster-Mary Lee, and Troy Compardo, CEO of the Boone Center, about workforce innovation through employing people with disabilities and neurodiverse individuals. Welch shares Gilster-Mary Lee’s evolution as a long-standing private label food manufacturer and how labor shortages drove efforts starting in 2019 to recruit and support employees with autism through manager training, better job definition, and role matching, resulting in 21 neurodiverse employees and strong retention and culture benefits. Codo explains Boone Center’s mission since 1959, its pivot to contract packaging, and current operations employing 185 adults with developmental disabilities, plus community placements and job coaching. They describe a partnership sparked by a need for e-commerce fulfillment and discuss misconceptions, scalable practices, and future goals including broader adoption, career advancement, and addressing transportation barriers.Timestamps00:00 Welcome and Theme01:14 Meet Tom Welge02:17 Labor Challenges at Gilster02:59 Meet Troy Compardo04:43 Boone Center Mission06:31 Gilster Food Manufacturing08:22 Partnership Origin Story11:54 Building Inclusive Jobs14:47 Myths and Retention Wins16:50 Systems That Sustain19:04 Scaling the Model Nationwide23:06 Five Year Vision28:20 Where to Learn More29:50 Closing TakeawaysLinks⁠Tom on LinkedIn⁠⁠Troy on LinkedIn⁠⁠Gilster Mary Lee⁠⁠Boone Center⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Navigating Trump 2.0 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Revitalizing US Manufacturing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign Up on the Veryable Platform ⁠⁠

This episode of U.S. Manufacturing Today features Derik Ellis and Molly Lenty of Vessel, a platform designed to help manufacturers and the experts who serve them turn operational data into insight by unifying shop-floor systems with business outcomes through smart assessments and supply chain intelligence. Molly shares her transition from 25 years in corporate banking and economic development to helping manufacturers access resources, while Derik describes his path from the Air Force and software entrepreneurship to founding Vessel in 2018 as a consulting firm that evolved into a technology platform. They discuss recurring challenges in small and mid-sized manufacturing, including limited access to resources, trust-building with consultants, misaligned stakeholders, and the need for disciplined, organization-wide diagnosis before action (e.g., ERP adoption). Vessel supports MEPs and consultants with a library of 300+ customizable assessments, multi-stakeholder alignment, longitudinal tracking, actionable reports, and aggregated ecosystem visibility to inform workforce and regional strategy.Timestamps00:00 Show Introduction01:24 Meet Molly Lenty03:16 Derik Ellis Origin Story05:20 Recurring SME Challenges06:30 Access And Resource Networks09:02 What Vessel Does10:07 MEPs And Standardized Assessments15:29 Why Consulting Often Fails17:53 Diagnosis Before Action21:29 Assessment Library And Custom Builds23:31 Multi Stakeholder Alignment26:23 Delivering Actionable Reports31:34 AI As Expert Augmentation33:05 Ecosystem Level Visibility35:51 Workforce And Policy Gaps38:06 Future Vision To 203042:09 Where To Learn More42:42 Closing And SubscribeLinksVesselMolly on LinkedInDerik on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Navigating Trump 2.0 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Revitalizing US Manufacturing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign Up on the Veryable Platform ⁠⁠

In today's episode, Matt Horine speaks with Scott Maier, CEO of Virginia-based Blue Star NBR. Scott explains why the U.S. still imports about 99% of nitrile gloves and how pandemic shortages exposed major supply-chain risk. He outlines the capital, scale, and technical complexity required to reshore commodity glove production, and argues gloves are strategic for industries like semiconductors, pharmaceuticals, rare earths, magnets, and batteries. The discussion covers China’s expansion and vertical control of both glove output and raw materials, the need to treat PPE as national security infrastructure, and policy requirements such as tariffs, financing, and long-term buyer commitments (including proposed CMS reimbursement incentives for hospitals buying domestic PPE). Maier also describes workforce development efforts in southwest Virginia/Appalachia and Blue Star’s plans to complete a raw-material facility and begin building multiple glove plants.Timestamps00:00 Welcome to US Manufacturing Today + Introducing Scott Maier (Blue Star NBR)01:21 Scott’s Path from Finance to Building Manufacturing Companies02:34 The Wake-Up Call: America’s Medical Supply Vulnerability (Pre-Pandemic)03:36 What Really Happened During the Pandemic Glove Shortages04:55 What It Takes to Build Nitrile Glove Manufacturing in the U.S. (Scale & Capital)06:12 Misconceptions: Why Glove Manufacturing Is Harder Than People Think07:49 Beyond Healthcare: Gloves as a Strategic Input for Critical Industry08:33 China’s Vertical Control of Gloves + Raw Materials (and Why It’s a Choke Point)09:51 PPE as National Security Infrastructure & Economic Sovereignty12:39 Policy Reality Check: Tariffs, Financing, and Buyer Commitments14:13 Competing with Subsidized Imports: The ‘China Price’ and Raw-Input Advantage19:46 Demand Signals & Incentives: CMS Reimbursements and Onshoring Momentum21:21 Workforce & Site Selection: Training Pipelines in Southwest Virginia24:20 Automation & the Next Wave of Reindustrialization (Textiles and Beyond)26:07 Looking Ahead: What Success Looks Like + Risks, Optimism, and Advice30:14 How to Help + What’s Next for Blue Star NBR (and Where to Follow Scott)31:50 Wrap-Up, Thanks, and Where to Find More ResourcesLinksScott on LinkedInScott on XBlue Star NBR⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Navigating Trump 2.0 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Revitalizing US Manufacturing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign Up on the Veryable Platform ⁠⁠

Matt Horine argues that U.S. manufacturing is seeing a real “vibe shift” and structural turn in early 2026, based on shop-floor signals rather than GDP. It highlights ISM Manufacturing PMI rising to 52.6 (expansion) with strong new orders, production, and rebuilding backlogs, plus buyers positioning ahead of anticipated tariff-related price changes. The host discusses supply-driven cooling in prices using real-time inflation readings and suggests this could give the Fed room to cut rates, lowering manufacturers’ cost of capital. Freight indicators (including the Bank of America Truckload Demand Indicator at 60.7 and analysis from FreightWaves’ Craig Fuller) are cited as confirming stronger industrial activity, with immigration enforcement potentially tightening freight labor. The episode ties momentum to policy and a broader global shift toward resilience, domestic capacity, and reindustrialization, and previews upcoming guests and resources on variableops.com.Timestamps00:00 Welcome + Why This Solo Episode Matters (A Real Shop-Floor Read)00:48 The Vibe Shift: Structural Changes & Non-Linear Manufacturing Growth02:38 PMI Breaks Back Into Expansion: New Orders, Output, Backlogs04:46 Supply-Driven Deflation: Real-Time Inflation, Productivity, and the Fed Pivot08:02 Freight as the Leading Indicator: Spot Rates, Truckload Demand, Tightening Capacity09:29 Policy Tailwinds: Industrial Strategy, Incentives, Tariffs, and Domestic Investment10:29 A New Global Order: Resilience Over Efficiency & Industrial Policy as Sovereignty11:29 Why This Cycle Feels Different: Flexibility, AI, Local Supply Chains, Breakout Setup12:50 Wrap-Up: What We’re Watching Next + Upcoming Guests & How to FollowLinks⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Navigating Trump 2.0 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Revitalizing US Manufacturing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign Up on the Veryable Platform ⁠⁠