Uploaded September 2026 | Updated September 2026, 2 weeks ago

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Building US manufacturing capacity to address key trade vulnerabilities, including upstream components, could require $2 trillion in investment—but that’s not all. McKinsey Global Institute (MGI) Senior Fellow Rebecca J. Anderson explains that figure doesn’t include the energy and infrastructure build-out that would need to accompany it.

In the full episode of _The McKinsey Podcast:_
• America’s $3 trillion manufacturing import challenge
• Which US supply chains are most vulnerable
• Where America still leads in manufacturing
• How much US manufacturing would need to scale up
• What the biggest obstacles to investment are
• Whether AI and robotics can make reshoring more competitive
• How CEOs can build more resilient supply chains