Supply Chain Research

NAFTA negotiations have successfully delivered a new deal, known as USMCA, that meets most of the Trump administration’s objectives – especially in autos. The EC’s review of shipping alliances raises market share doubts for 2M. New AD/CV petitions are rising in the U.S. Also: Honda revs up its exports; Trade war drives Chinese sentiment to 32 month low; South Korea reaps poor harvest of exports; The road ahead for China-U.S. tariffs was our most read research report last week; Better week for container rates still weak vs. fuel; Southampton service heads south with taste of Brexit bother...