Supply Chain Research

The Xi-Trump meeting will be the main event at the G20, but global trade growth, the automotive industry, Chinese tariff commitments, the RCEP trade deal and sanctions against the DPRK should also be watched. Also: The record U.S. trade deficit may spur tariff action; Volvo and GM could be targeted by Lighthizer’s tariff equalization; minimized molecular tourism is the key to DowDuPont’s tariff strategy; phone demand, not trade war, will be the main drag on the global chip trade; Maersk looks to squeeze its competitors in fruit shipping; ONE wants $1 billion boost from improved restruct...