The freight forwarding sector had a tough end to 2019 with a slide in U.S.-inbound shipments – Deutsche Post’s DHL did best while Ceva has been left needing another restructuring. Baosteel has been among the biggest losers from U.S. steel tariffs. Also: Ruixing, Yara fertilizer shipments may wither as India aims to cut imports; Williams Sonoma, Faurecia face disruptions as Maersk is beset by Le Havre strike; autos back in the frame in U.S.-EU tensions as DST worries wane; U.K., not EU, may be in America’s DST sights next; and USMCA likely dragged out but not knocked out by Canada.
Supply Chain Research
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