Supply Chain Research

Seaport strikes can prove highly disruptive to supply chains – the Brazilian port of Santos is the latest to present such challenges, with Hyundai and VW facing challenges. Toyota has been critical of proposed U.S. tariffs, with Japanese auto exports having fallen. Also: China’s semiconductor prospects could be helped by trade conflict; scrap exports set for second round of crushing on new China rules; Norfolk may court Subaru, Toyota for midwest expansion goal; CMA-CGM lags peers, watching trade war and oil impact; Vancouver strike disruptions set to spread; and African trade liberaliza...