Supply Chain Research

U.S.-China relations are worsening. China’s imports of goods agreed in the phase 1 trade deal are well behind schedule with a $21B shortfall in the year-to-date. A deep-dive into U.S. medical supply imports shows a surge in testing kit imports in March. Also: Nestlé, J.M. Smucker Mexican coffee exports grind downwards; travel and transport slash U.S. trade activity, China deficit at 2004 low; Canada skids on oil as exports fall across the Americas; Commerce powers up another national security review; and Hapag-Lloyd strikes cautious tone for liner financing.