Supply Chain Research

With China-U.S. trade talks (potentially) nearing a conclusion our readers’ attention has turned to potential winners and losers from the trade war. We’ve identified Vietnamese manufacturers as winners and U.S. farmers as losers. Our assessment of trade deal-making in 2Q more broadly – including Brexit, USMCA and RCEP among others – indicated that there’s a lot of negotiations, but not a lot of progress being made. U.S.-Japan relations may also worsen as a result of a new titanium trade case. Outside of the policy sphere a cyber-attack against Norsk Hydro illustrated the potential fragil...