CH Robinson was the most aggressive, and UPS the least, in competing for U.S. seaborne freight in February. South Korea’s CPTPP bid may be more about gaining leverage over the U.S. and China, while we find ways China can increase its imports from the U.S. by $100 billion. Also: soybeans start to price in a U.S.-China trade war; President Trump targets national security and the trade deficit in his Broadcom/Qualcomm decision; Tesla’s neodymium strategy raises supply chain risks; Britain seeks a steel tariff exemption; China promises a harder line on IP abuses; round 17 of BTIA talks are s...
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