Supply Chain Research

The phase 1 trade deal between the U.S. and China will only make a small difference to corporate supply chains. We identify $100 billion of potential increased exports annually, but it involves heroic assumptions regarding energy and services exports. Also: the U.S. customs duty haul is set to fall by just 10% after the phase 1 deal; Beam Suntory aims to build whiskey sales in India with Oaksmith; India’s trade slowdown continues, yet to be bolstered by trade war or RCEP; a harder not hard Brexit beckons; USMCA grumbles averted, cautionary tale for phase 1 deal; South Korea, Japan could ...