# How One U.S. Heavy-Truck Components Manufacturer Is Navigating Tariffs and USMCA uncertainty

Page: https://stenobird.com/podcast/great-question-a-manufacturing-podcast-6380597/how-one-u-s-heavy-truck-components-manufacturer-is-navigating-tariffs-and-usmca-uncertainty
Text version: https://stenobird.com/podcast/great-question-a-manufacturing-podcast-6380597/how-one-u-s-heavy-truck-components-manufacturer-is-navigating-tariffs-and-usmca-uncertainty.md
Podcast: [Great Question: A Manufacturing Podcast](https://stenobird.com/podcast/great-question-a-manufacturing-podcast-6380597)
Published: 2026-03-26T06:05:00+00:00
Episode link: https://thetoolbelt.podbean.com/e/how-one-us-heavy-truck-components-manufacturer-is-navigating-tariffs-and-usmca-uncertainty/
Audio file: https://mcdn.podbean.com/mf/web/6x69qbpdb8666z6f/TCCImp3_FINAL_VERSION6c1nq.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/great-question-a-manufacturing-podcast-6380597/episodes/how-one-u-s-heavy-truck-components-manufacturer-is-navigating-tariffs-and-usmca-uncertainty
Duration seconds: 1319

## Resource

In this episode of Great Question: A Manufacturing Podcast, Laura Putre speaks with Richard Demirjian of heavy-truck components manufacturer TCCI about the impact of Section 232 tariffs and the USMCA on his business. They explore how Section 232 tariff rebates are influencing sourcing decisions, sometimes favoring overseas production over domestic manufacturing. The conversation also examines supply chain localization challenges, uncertainty around USMCA, and the evolving mix of ICE, electric, and hybrid vehicles. Additionally, they discuss innovation investments, workforce development, and the impact of refrigerant regulations on future product design.

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/great-question-a-manufacturing-podcast-6380597/episodes/how-one-u-s-heavy-truck-components-manufacturer-is-navigating-tariffs-and-usmca-uncertainty/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/great-question-a-manufacturing-podcast-6380597/how-one-u-s-heavy-truck-components-manufacturer-is-navigating-tariffs-and-usmca-uncertainty.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.