Container-lines are having to juggle shifting trade flows during the industrial restart after the COVID-19 pandemic with varying degrees of success. Worker health concerns in Mexico may complicate supply chains in the capital goods sector. Also: the future of global supply chains and U.S. reshoring – questions answered; plywood tariff evasion evidence plentiful, finding bad actors a challenge; Treasury’s tariff tax income drops, import price deflation from China eases; setting the stage for next round of U.K.-EU trade deal talks; China’s bean buying grows, still too slow; and China-U.S. ...
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