Supply Chain Research

Hapag-Lloyd’s better-than-expected earnings were the result of disciplined pricing – a lesson the rest of the sector needs to learn. ONE’s booking problems had a marked impact on its volumes through Norfolk. This week’s NAFTA talks need dairy as well as automotive decisions. Also: President Trump wants to export the U.S. drug pricing model as well as U.S. drugs; our proprietary U.S. import “signal” suggests the deficit may finally fall; Japanese beef tariffs may harm relations with the U.S.; a national security review of uranium is still awaited; Chinese steel flange exports are finally ...