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U.S. Companies Accept Permanent Supply Chain Shifts as Costs Drop to 7.8% of GDP

Wall Street Journal US Business •
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U.S. companies are abandoning hopes of pre-pandemic supply chain stability, with shipping and inventory expenses now representing 7.8% of GDP in 2025. The decline marks a shift toward permanent adaptation rather than waiting for recovery.

Ford Motor's Doug Cantriel, who leads North American transportation and modernization, declared on a Tuesday panel that 'normalcy is not coming back.' His comments came during discussion of the annual State of Logistics Report from the Council of Supply Chain Management Professionals.

Businesses are responding to ongoing global disruptions, including conflicts and trade negotiations, by constructing more flexible logistics networks. This represents a fundamental change in how American companies approach manufacturing and distribution strategies.

The acceptance of permanent upheaval signals that supply chain volatility has become a baseline business cost rather than a temporary challenge that requires ongoing strategic reallocation.