Uploaded September 2026 | Updated September 2026, 2 weeks ago
While attention often centers on America’s $1.2 trillion trade deficit, McKinsey Global Institute (MGI) Chair and Senior Partner Shubham Singhal says that’s not the number to focus on. Instead, he says there’s a $750 billion Achilles’ heel that’s more important to address.
In the full episode of _The McKinsey Podcast,_ he discusses what makes a product a potential Achilles’ heel and:
• 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
While attention often centers on America’s $1.2 trillion trade deficit, McKinsey Global Institute (MGI) Chair and Senior Partner Shubham Singhal says that’s not the number to focus on. Instead, he says there’s a $750 billion Achilles’ heel that’s more important to address.
In the full episode of _The McKinsey Podcast,_ he discusses what makes a product a potential Achilles’ heel and:
• 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
