The details of the new NAFTA show individual firms face major challenges – we look at automotive quotas. Our proprietary analysis shows global trade growth halved in July vs. 2Q. The Port of New York did better than average in July, but was beaten by its east coast peers. Also: RCEP talks resumed this week, with China and India’s tariff policy differences continuing to be the big issue; Aston Martin and FMC’s lithium businesses plan IPOs – we use supply chain data to examine their activity; America’s groundwood paper trade case has been thrown out but only after damaging the newspaper in...