Supply Chain Research

Expeditors delivered the fastest revenue growth among the freight forwarders in 2Q, though lower profitability shows discipline is needed in the coming months. American ports handled record inbound shipments in July. India has extended tariff protections for the textile industry. Also: Hapag-Lloyd exemplifies the container-lines’ problems but should prove relatively duty-proof; China’s trade surge continues, helped by tariff-beating shipments to America while Pegatron plans a production shift in response to duties; a relaxation of LNG rules could deliver a quick win in the Juncker-Trump ...