Supply Chain Research

DSV reported rapidly expanding revenues and profitability in 1Q as a result of pushing for scale in seaborne shipping ahead of its Panalpina purchase. Voestalpine is tackling U.S. tariffs in part by diversifying its sales into aerospace components. Also: Chewy’s imports scamper ahead on pet bedding, food growth; sweet opportunity for Lanxess, Arkema as U.S. readies glycine duties; China’s export sentiment improving thanks to chips, but still negative; antidumping case backlog only building slow as tile complaint arrives; Mexican labor reform for USMCA done, hard work to come in U.S. Cong...