Panalpina is considering a strategic arrangement with Agility Group that could lead to a merger-of-equals as a defense against DSV’s bid. Details of U.S. automotive tariffs are due shortly, but there are five reasons why clarity may not be forthcoming. Also: MSC and Evergreen were the best performing container-lines in January by relying on volumes outside China; peak tariff worries may have passed for industrial supply chains based on the proportion of companies mentioning them; 60 days delay the way California’s ports may see renewed growth; China’s surprise hides disappointment for ph...