Supply Chain Research

The freight forwarders likely faced a tough third quarter – the mergers of DSV and Panalpina, and Ceva with CMA-CGM don’t appear to have helped boost seaborne shipping growth. Exxon Mobil’s increased refined oil exports have boosted Kansas City Southern’s earnings. Also: Dutch electronics exporters have an above-average interest in resolving Brexit; SQM’s quest to boost lithium prices fails as Rostatom joins industry; global trade downturn led by Europe in August, continued by China in September; Mexican re-approval may be needed if U.S. makes big changes in USMCA, while Canada’s electio...