Supply Chain Research

Detente between the U.S. and Mexico may be short lived as the latter remains committed to allowing Huawei to install 5G network gear. U.S. seaborne imports continued to grow in May with shipments from Vietnam offsetting China’s decline. Also: Xbox Scarlett timing means videogame imports may be in the red in 2019; Ford’s Transit Connect will carry heavier tariff load; SeaLand sets sail with Hispaniola service, adds choice for Gildan, Hanesbrands; bigger may have made Panama Canal better; deadline for a migration deal shorter than expected; Trump’s ultimatum suggests preference for tariffs...