Supply Chain Research

The approach of energy independence bodes ill for shipping lines carrying oil to the U.S. including Teekay and MISC. Grimaldi’s extended contract at Liverpool may lead it to pursue new business from Pepsi and Caterpillar among others. Also: Mexico pushes for USMCA ratification as trade growth reverses; SQM squashes lithium supplies as U.S. battery risks rise; tariff uncertainty, export downturn dog fortunes of Japanese automakers; bad start to year end for Asian trade, one sign of light for 2020; Hong Kong, Uyghur bills, tariff roll-back complicate U.S.-China trade talks; services tax re...