EsNippon Express has become the eighth out of nine freight forwarders to deliver lower-than-expected profit margins. President Trump’s GSP changes hit Samsung’s washer strategy. We consider the impact of trade policy on U.S. states ahead of the midterms. Also: Panasonic may have to swallow Tesla tariff costs; Timken gets the ball rolling on its tariff mitigation; Steve Madden kicks off a new supply chain strategy; South Korean trade roars back to growth; a Trump-Kim summit beckons as China loosens shackles; Trump-Bolsonaro trade talks are possible – consultation is needed; Seaspan is relax...
Supply Chain Research
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