Supply Chain Research

Brexit is becoming a bigger concern for corporations, shown by data from 4Q conference calls while mentions of U.S.-China and metals tariffs as issues are declining. K+N had a tough end to 2018 with falling profitability – blame Europe. Also: steel utilization rates have hit the U.S. government’s target, but don’t expect tariffs to be removed; Terex handles China duties but Brexit is a bigger challenge; Loads more weapons imports as tighter U.S. ownership rules beckon; Dole gains shipping options as Norfolk, Va. grows its fruit business; one review down, two to go for shipping investigat...