The administration of President Trump has indicated that the process of applying duties to $50 billion of Chinese goods remains in progress with decisions due shortly after June 15. That may represent saber rattling ahead of Secretary Ross’s visit to China from June 2. The prospect of a further $100 billion of products presumably remains and could include auto-parts as part of the section 232 “national security” review of the sector. Imports of auto-parts from China were worth $14 billion in the 12 months to March 31 including $4.2 billion of drive-train components. Most significant amon...