The second order effects of coronavirus-linked disruptions are starting to be felt in the apparel industry in Cambodia and the autos industry in Mexico. The first signs of a drag to U.S. imports resulting from coronavirus may have been seen in February. Also: Baltimore cuts capacity for coronavirus, Ikea and Fila may feel shortages; Baosteel bucks the coronavirus trend with surging U.S.-bound shipments; phase 1 delivery continues, at least in terms of regulations; Orient Overseas takes the long view while DP World takes a relaxed view; Japan and South Korea keep talking but no solution y...
Supply Chain Research
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