The renegotiation of NAFTA and tariffs ranging from metals to Chinese exports are causing companies to rethink their supply chains. Fiat-Chrysler has recommitted to Ram production in Mexico while PriceSmart may stop using Miami as regional shipping hub. Also: a renewed focus on healthcare costs by the Trump administration could have an impact on $73 billion of annual pharmaceuticals imports; Tenneco has been hindered by higher metals duties but may get a leg-up vs. its competitors due to anti-China tariffs; Outokumpu is finding it hard to pass through steel tariffs to its customers; elec...
Supply Chain Research
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