EsOur proprietary first read of U.S. imports in August show the peak season may have peaked a month earlier than normal due to the Trump administration’s tariffs. The impact of earlier duties on metals have been corrosive, not destructive. Shanghai has congestion and tariff problems. Also: Cisco’s $24 billion Trump problem; unpacking the Starbucks supply chain; a new case for exploding Strontium imports; Xi ready to strike back as soon as Trump acts; Saade not sad about container-line outlook; Navios follows TS Lines in IPO preparation; NAFTA talks grind on, Congressional passage risks for...
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