Circularity: a competitive edge in the era of tariffs?

In a world of rising tariffs and supply chain disruption, could circularity be one of the smartest business moves a company can make? Danielle Holly, the Ellen MacArthur Foundation’s North America Lead, is joined by Tensie Whelan, founder of the Center for Sustainable Business at NYU Stern and former President of the Rainforest Alliance, to explore this and more.

Tensie explains the ROSI (Return on Sustainability Investment) framework, developed at NYU Stern to help companies track and monetise the full value of sustainability strategies. This includes operational efficiency, risk reduction, new revenue and customer loyalty. Together, they explore how circular approaches can shorten supply chains and reduce exposure to tariffs and geopolitical shocks.

They also tackle the harder questions: why do most companies still not act, even when the numbers stack up? And what will it take to bring finance, governance and the boardroom along for the journey?

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