Supply Chain Research

U.S. seaborne imports increased 3.5% year over year in April, suggesting a wider trade downturn may be avoiding the U.S. for now. An analysis of import pricing suggests Chinese exporters may be sharing the burden of U.S. import duties. Also: GoPro is on track to shutter China capacity and open it in Mexico; Cosco pays the China price as California’s port activity slows; Maersk bolsters Suez as canal competition set to heat up; and we review 10 major supply chain events from last week.