Supply Chain Research

There are at least 10 areas of trade policy uncertainty for global supply chains during the rest of 2019 ranging from the U.S.-China trade war and Brexit through WTO reform and an automotive industry tariff review. Also: Volkswagen’s acceleration, Tenaris’ turnaround support Veracruz port spending; container shipping makes more money, but has more uncertainty; global economic growth outlook lowered; Makalot won’t make a lot more in Vietnam thanks to (indirectly) to tariffs; CORE problem for Vietnam is steel, not wider transshipment campaign; shipbuilding consolidation continues national ...