The progress of U.S.-China trade talks formed the hub of our readers’ interest in February, including reports looking at purchases of agricultural and electronics products that could form part of an agreement. Delayed U.S. trade data may have drawn interest to our proprietary monthly review of U.S.-China trade flows. The progress of the U.S.-Mexico-Canada Agreement (USMCA), particularly in regards to steel tariffs, is a growing concern while Vale’s dam disaster in Brazil has raised questions for steel supply chains more broadly. Elsewhere Ocean Network Express’s declining profitability a...
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