One of the biggest areas of uncertainty for global supply chain planning, aside from COVID-19, is the status of U.S.-China relations. These may worsen shortly depending on U.S. actions regarding China’s new Hong Kong security laws, while China’s adherence to its phase 1 trade deal purchasing commitments may be in doubt. President Trump has also once again threatened “a complete decoupling from China”. U.S. Trade Representative Robert Lighthizer has insisted that assessments of success of the phase 1 trade deal based on published trade data are “childish” and that China is inline with its...