Jarrell on Linamar's integrated North American supply chain (with David Westin)

Jarrell describes Linamar's deeply integrated North American supply chain, with parts crossing borders multiple times. He emphasizes that you 'can't unbake the omelet' and that certainty in trade policy is the most critical factor for business investment.

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Jarrell on Linamar's integrated North American supply chain (with David Westin)

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Jarrell's emphasis on deep integration and the need for certainty suggests that disruption to North American trade would be highly damaging. His call for stability implies a neutral-to-sideways outlook for small-cap companies in the supply chain, assuming policy remains predictable.

Introduces Linamar as a manufacturer benefiting from back-and-forth trade, with headquarters outside Toronto. Jim Jarrell is its CEO.

David Westin
Jim Jarrell

Linamar is 60 years old, an advanced manufacturing and product design technology company with 37,000 people globally and 87 facilities worldwide.

Establishes scale and scope of operations.
Asks how much of Linamar's auto production crosses U.S.-Canada, U.S.-Mexico, or Canada-Mexico borders.

David Westin
Jim Jarrell

A ton. There is so much interconnection. We have one part that goes from Mexico to the U.S. to Canada to the U.S. to Canada for final assembly, then distributed back to the U.S., Mexico, and Canada. You can't unbake the omelet.

Provides a concrete example of a part crossing borders 5+ times, illustrating deep integration.
Notes that for all the concern, those most closely involved have one concern above all.

David Westin
Jim Jarrell

Certainty has got to be the prize award we've got to be chasing here. It is absolutely critical to have that.

Emphasizes that predictability in trade policy is more important than the specific tariff levels.

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