EU-U.S talks due to start on Monday need to focus on what sort of deal is wanted, and agreement on autos and arrangements for increased commodity shipments. Our review of the container lines’ performance shows Maersk is a winner. Globally shipyards are still struggling. Also: three reports on the performance of ports in light of U.S.-China tariffs shows Hong Kong is falling behind, Norfolk is doing well despite losing market share of China inbound volumes while Charleston has been helped by European shipments; it is far from clear that NAFTA negotiations will be completed by end-August, ...
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