Supply Chain Research

China’s retaliation against the Trump administration’s s301 duties arrived more quickly, and in a more focused manner than expected. Unsurprisingly the U.S. and China can’t reach a WTO deal on washers. Mexico has a persistent steel diversion problem that may get worse. Also: global cargo volumes expanded for a 23rd straight month; China may bar coal imports; global coffee imports continue to perk up; NAFTA won’t have an eighth round of negotiations; South Korea has big plans for shipping; and Yemen’s civil war spills over into shipping.