China’s reaction to the latest round of American s301 duties is at a lower than expected rate – we identify the winners and examine stockpiling strategies ahead of the new U.S. duties. Steel tariffs have driven global policy, not capacity reduction strategies. Also: Japan notches 21st month of trade growth, risks loom; Oakland’s capacity grows, risk of wilt from tariffs; Trump’s threat to widen tariffs restated; Maersk moves the chairs to improve service, not cut costs; India reaps the rewards of restraint as U.S. trade talks proceed; U.K. wants CPTPP to replace EPA and CETA pos...