Supply Chain Research

Maersk is reshuffling its south Asia services in response to the disruptions of the past year, potentially helping exporters from Chennai. New port challenges in China and customs rules uncertainty in the U.K. raise risks for food supply chains. Also: Cheniere, Sempra Energy may need more India sales as EU methane rules evolve; Democrats follow the EU’s example with a U.S. CBAM suggestion; Vietnam’s currency pledge cuts tariff risks; South Africa logistics challenges easing but still present; and there are More Chicago challenges for west coast traffic.