Supply Chain Research

The meeting between President Juncker and President Trump provides a chance to de-escalate trade tensions, though retaliation remains likely. ZIM’s 2M deal adds to widening container-line rationalization. Southwest Airlines takes advantage of soaring Mexican airfreight demand. Also: our ongoing review of corporate reactions to tariffs show consumer price increases and supply chain retooling remain the main strategies; the U.S. has launched a uranium review that will capture friends and foes alike; Japan’s oil distributors will comply with America’s sanctions against Iran; Seattle-Tacoma’...