Supply Chain Research

Panalpina reported better-than-expected profit margins after taking a more conservative approach to market share. CMA-CGM has expanded its Asia-Mid East service as oil prices rise. The prospect of the Senate reining in President Trump s232 tool is rising. Also: the U.S. has launched a WTO dispute regarding retaliations against its metals duties, which in turn could spawn more tariffs; the Suez Canal shows the fragilities of global supply chains; air freight may not be sensitive to tariff battles; corporate tariff commentaries feature cost and price increases as well as exposure clarifica...