Supply Chain Research

The fall-out from President Trump’s decision to apply steel and aluminum tariffs on a broad basis continues – we assess the prospects for EU retaliatory tariffs, and the President’s comments on a tax on EU cars. Meanwhile container shipping rates have recovered. Also: GM’s restructuring in South Korea; the top 10 most read Panjiva research reports last month; rising port activity in Canada; trans-Pacific refined oil shipping growth; China’s FTAAP work plan; no progress on CED between China and U.S.; companies, not countries may get s232 exemptions; and NAFTA may need side-deals.