Supply Chain Research

China has taken its first retaliatory steps against Trump administration policy actions – there will be more to come as so far it has only reacted against metals. Container rate discipline may be slipping on the basis of first quarter evidence, while truckers are unhappy with waiting at Norfolk. Also: the global business outlook for trade remains positive; South Korean trade growth is slowing; the U.S. ITC receives 20% more trade case petitions; glycine tariffs haven’t held China back; Corona beer exports are slowing; Japanese automakers’ export success may be due to sales weakness; Ador...