Victims of U.S. “list 4” tariffs on Chinese exports since September are already changing their supply chains – Zebra Tech may need Jabil Circuit to shift printer production to Mexico. Ocean Network Express’s poor container rate performance was offset by Vietnam-to-U.S. growth. Also: Vitol and Barry Callebaut may face disruptions to their supply chains as a result of the U.S. removing AGOA rights from Cameroon; rare dumping case could bend fitting shipments for Welspun; green shoots in the fall not necessarily a sign of global recovery; semiconductor power-up needed to ensure South Korea’...