Xylem, a maker of water control products, reported Q2’21 revenue growth of 16.5% year over year. That required running down inventories given the firm’s supply chain activity declined, shown by U.S. seaborne imports which fell by 6.8% year over year in Q2’21. The firm’s CFO, Sandra Rowland noted that Xylem’s management would “actually like to carry a little bit more inventory right now to manage through some of the supply chain challenges.” One of the ways Xylem may be addressing this is a shift back towards China, which saw imports fall during the U.S. China trade war. Shipments from Ch...