President Trump has threatened 20% duties on all automotive imports, opening another front in a putative trade war with the EU. A U.S. rapprochement with China this week could benefit agriculture first. Canada’s exemptions from U.S. metals duties may get (yet) another deadline. Also: ONE builds up port assets in Vietnam and Hyundai MM invests in South Korea; California’s container handling grows, thanks to exports; Mexican rail volumes will get a boost from the Manzanillo tunnel; Rockport’s suppliers face a rocky road; RCEP talks are booked; Hapag-Lloyd warns 2Q “won’t be easy”; and tank...
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