Tariffs are not a supply chain problem. They are a data problem wearing a supply chain costume.

US chemical imports from China dropped nearly 30 percent last quarter, and distributors I talk to are scrambling for product, rebidding suppliers, redoing quotes. The ones who move fastest are not the ones with the best logistics. They are the ones who can model the impact on margin by customer, by SKU, without waiting three weeks for someone to build a spreadsheet.

That is a data capability, not a procurement capability.

When the next shift hits, and it will, the distributors who can answer in hours win the business.