Supply Chain Research

Maersk and MSC have added capacity on Transatlantic routes, likely in the expectation of further volume growth. Rising rates and falling bunker fuel provide some hope for the container-lines’ profits. President Trump’s tariffs could distort the back-to-school shipping season. Also: NAFTA negotiations may start later this month, but face the seasonality of the Mexico-U.S. trade surplus; the Farnborough airshow will likely be overshadowed by the China-U.S. trade war; the U.S. Commerce department is overruled on roller bearings, but may have its revenge; India’s 22 month trade boom is looki...