Supply Chain Research

Maersk’s good work on improving achieved rates was undone by a surge in bunker fuel costs – the path to better profitability is steep. China is calling for increased semiconductor exports from the U.S., which America may not be able to supply. Even a skinny NAFTA looks unlikely today. Also: Japan readies its steel and aluminum retribution; Best Buy calls for leniency for televisions, while Zhejiang Pharma will want generic drugs to be let off the hook at the s301 hearings today; port activity in Hong Kong slides, while Singapore’s slips on oil; EU leaders may have new proposals for Presi...