We find 3 big risks for President Trump’s tariffs $60 billion of Chinese tech and consumer imports including country-hopping and inflation. In logistics we analyze the performance of container-lines and the potential winners from a Jones Act exemption for Puerto Rico. Also: competition between the Suez and Panama Canals looks set to restart; Adidas’s risks from China tariffs may be minimal; Volkswagen may face a NAFTA-EV trade-off; lithium sourcing runs into political uncertainty; KORUS talks will resume on Thursday; steel VERs are suggested; the OECD sees protectionist risks to the econ...