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Tesla Navigates Tariff Risks, ArcelorMittal Hits a Bump – What You Missed Over The Holidays

Brazil 333 China 2535 Cons. Discr. - Autos 922 Energy - Conventional 375 Energy - Natural Gas 122 European Union 631 Materials - Metals/Mining 616 Metals - Aluminum 191 Metals - Steel 428 Russia 85 Tariffs 1614 U.S. 4484

Global supply chain operators are in the midst of a long-term process of regulatory and strategic upheaval, driven only in part by the U.S.-China trade war. The past two weeks have seen a variety of events that illustrate the challenges faced. The U.S. government plans to continue exemptions from tariffs applied against Chinese exports for at least another year, suggesting the tariffs themselves are here for the long-run. Yet, the rate of exemptions granted remains at just 3.6% of requests related to tariffs applied in Sept. 2018. Localization strategies have been exemplified by Tesla’s ...

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