Details of the section 301 duties on Chinese exports show there is a significant risk of retaliatory blowback given the scale of U.S. exports of the same products to China. The FMC’s review of port fees is slow moving, but could be transformational. Also: the Commerce Department’s self-initiated aluminum case runs into complexity; JinkoSolar country-hops to America; our March most-read research was focused on metals trade policy; the Port of New York’s growth continues, but is slowing; Orient Overseas expects its deal with COSCO to be done by June; the IMO may introduce CO2 limits; a new...