The Supplier Signal

Campfire Interactive

Welcome to The Supplier Signal, the podcast where the people driving the automotive supply industry share what's really on their minds. Every episode breaks down the latest automotive industry trends and supply chain challenges that decide who wins the next program: the EV slowdown and the pivot to hybrids, how AI is landing on the plant floor and in the office, and where tariffs are reshaping sourcing and cost. Expect straight analysis and a grounded market outlook on automotive manufacturing, drawn from operators who are living it, not narrating from the sidelines. Run a supplier, carry a number, or answer for what happens next quarter and next decade? This is for you. 🔥 Follow The Supplier Signal wherever you listen, and dig into more at http://campfire-interactive.com/podcast

Episodes

  1. Sep 26

    Forecasting Through Chaos: Tariffs, EVs & more | Trey Pesci

    In this episode of The Supplier Signal, host Todd Yaquinto talks with Trey Pesci, Senior Forecast Analyst, about what it really takes to forecast demand in today's automotive supply chain. Trey's path started in global ocean exports at a freight forwarder, moved through a US-focused 3PL working closely with automotive suppliers, and led him into automotive forecasting, where his logistics background gave him a front-row seat to how supply chain disruptions ripple straight into manufacturing operations. He shares why the best problem solvers in this industry are often the people who've been sitting next to you solving similar issues for years, and why tapping into that institutional knowledge matters more as the market keeps shifting. Trey tackles one of the biggest misconceptions about his role head-on: forecasting isn't a crystal ball exercise. It's about understanding the business as a whole, reading market trends, and translating data into a story about where the industry and the business are headed next, not a guarantee of what will happen. He walks through how the pace of change has accelerated dramatically since he started eight years ago, with semiconductor shortages, tariffs, and swinging EV regulations forcing forecasters to move from twice-a-year planning cycles to quarterly and even monthly forecasts. He also explains why historical data alone no longer works, and why closer collaboration with customers and sales teams has become essential to separate real signal from short-term noise. The conversation digs into how Trey and his team handle thin or contradictory data, how they diagnose whether a missed forecast came down to bad data, bad assumptions, or shifting business conditions, and how swings between EV and internal combustion engine demand have kept forecasting teams on their toes. Despite the volatility, Trey shares a grounded, optimistic view of where the industry is headed, and practical advice for turning uncertain information into actionable insight rather than getting stuck waiting for certainty that may never come.

    Forecasting Through Chaos: Tariffs, EVs & more | Trey Pesci

About

Welcome to The Supplier Signal, the podcast where the people driving the automotive supply industry share what's really on their minds. Every episode breaks down the latest automotive industry trends and supply chain challenges that decide who wins the next program: the EV slowdown and the pivot to hybrids, how AI is landing on the plant floor and in the office, and where tariffs are reshaping sourcing and cost. Expect straight analysis and a grounded market outlook on automotive manufacturing, drawn from operators who are living it, not narrating from the sidelines. Run a supplier, carry a number, or answer for what happens next quarter and next decade? This is for you. 🔥 Follow The Supplier Signal wherever you listen, and dig into more at http://campfire-interactive.com/podcast