Hapag-Lloyd’s new shipping charges may help offset reduced profitability in Asia-Brazil trade lanes. COVID-19 has led to increased credit risks across supply chains – we show how to use Panjiva’s data to determine industry and corporate trends. Also: there’s evidence emerging that semiconductor supply chains may slow as a COVID-19 linked demand boost wanes; USMCA may join COVID-19, OPEC as complications for Pemex; Britain isn’t Europe’s only problem as trade activity dives; U.S. digital tax withdrawal forms front for yet another trade battle; Lighthizer confirms WTO mess, warns on U.K. ...
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