In the episode, Filipe Calvão and host Dan Graham look at whether bringing production closer to the US can truly strengthen economic and national security, and how these shifts are reshaping US relations with resource‑rich regions in Africa, Latin America, and Asia. They also examine how multinational firms are adapting to this new landscape and why AI infrastructure — data centers, chips, and massive energy systems — is becoming a strategic asset in its own right. Are we witnessing a profound reconfiguration of global supply chains, or the emergence of hybrid models that blend global reach with strategic domestic control? 

Listen to the Episode