Supply Chain Research

Asian supply chains face years of upheaval from the U.S.-China trade war, with corporate reactions moving on from price increases to relocations of manufacturing and sourcing. Conflict at the Straits of Hormuz could have food, as well as oil, implications. Also: Atlas Copco, Suzano may face disruption from MSC’s drug bust; EDF, power generators could lose from uranium quotas; Hapag-Lloyd may get new capacity addition round underway; trade restrictions rising, but so is liberalization ahead of G20; FedEx goes on the offense in Huawei spat; India looks to capitalize on trade war, care need...