Supply Chain Research

The freight forwarding sector saw slowing volume growth but improved profitability in 2Q. The initial signs for July traffic in the U.S. suggest 3Q may be a struggle too. Maersk sees the trade war trimming 1% point from container industry growth in 2020. Also: Lenovo lines up laptop price rises if tariffs require relocation; modular post-Brexit deal with U.S. needed to avoid tariff trouble later; Tesla, Audi pole matters as electric vehicle sales power up; Red Bull, Roche rise rapidly as Norfolk’s traffic slows; Chinese exporters continue to soak up (a proportion of) U.S. tariffs; and fo...