Supply Chain Research

China saw its exports to the U.S. drop by over $4.8 billion in April while its imports fell $3.6 billion – it could be said to be losing the trade war. Metals tariffs have not been a deterrent for Ternium’s Mexican exports, but they could scupper USMCA. Also: Vale heads rapidly downhill as exports hit low; 5.2x bigger exemption problems looms as list 3 tariff hike approaches; Mastonardi sprouts new growth as tariffs plague tomatoes; port ownership shuffle continues as Singaporean money arrives; U.S.-China talks on, Taiwan could be an unwelcome extra hurdle; Aug. 1 the next theoretical Br...