Supply Chain Research

A deep-dive into the American auto-parts supply chain shows why Toyota has reacted negatively to the Trump administration’s s232 review of the industry. CMA-CGM’s profitability has halved, partly due to bunker fuel, while Hyundai MM has started rationalizing its routes. Also: global trade activity expanded for a 26th straight month as of March; German businesses’ export sentiment fell for a sixth month in a row; India is concerned about transshipment of phones; NAFTA negotiations may pick up this week, though a Canadian wine spat may provide another pain point; the EU continues to try an...