Supply Chain Research

China’s carrot-and-stick trade policy approach will help Tesla, but not the U.S. trade deficit, and is already imposing costs on American farmers. Charleston underperformed Savannah in March, but may pull ahead later. JB Hunt’s results show the risks facing the freight forwarders. Also: Japan’s trade is slowing, and a transactional approach to American relations is needed as Trump rejects CPTPP; Hong Kong’s port activity is also slowing down; a new American trade case could increase the cost of building a kitchen; Honda’s new Brazilian factory won’t help its supply chain; the U.S. agrees...