Supply Chain Research

California’s container handling shows an 11% rise in imports and 10% drop in exports for December. That bodes ill for the trade deficit – President Trump’s favored trade metric. Union Pacific’s running short of container chassis in Memphis, TN. Also: Ford carries a tariff burden that could grow heavier; Teachers’ strike could disrupt GM and Mazda’s supply chains; Food supply chains’ 44.7 billion pound Brexit problem; Fever Tree needs hotter U.S. gin market to continue growing; Risen and Longi’s Indian prospects darken with new tariff round; Long road, short time-frame for U.S.-China talk...