The largest sectors facing President Trump’s proposed tariffs on Mexican exports are autos, energy and technology hardware. Fedex may the first casualty of China’s new weapon in the trade war with the U.S. Also: we assess Vale’s dam disaster alongside our colleagues in other S&P Global divisions; worst export drop under Trump could be down to tariff push; Savannah brews up new connections to serve Anheuser Busch; CMA-CGM’s rebound illusory, restructuring of routes necessary; Canada in the clear but port strikes remain prevalent; two steps forward for USMCA, one large trip hazard; India’s...