Supply Chain Research

A deal between the Biden administration and EU on steel tariffs will hinge on whether capacity utilization will rise enough to keep unions happy. Total has made a major investment in India solar power where supply chains are increasingly domestic. Also: ADM leads Brazil’s soybean off-peak slump as Chinese imports slip; containers, not consumption may be the challenge for cocoa; consumer demand returns global trade to growth in November; U.S. automakers fishing for chip help from Biden; Yellen pulls no punches on China; EU sharpens trade enforcement teeth; and ZIM rides the rate and volum...