Supply Chain Research

The Japanese automakers have seen a reversal in their exports, with Subaru suffering the most rapid turnaround due to the availability of shipping services. Port activity data suggests the U.S. southeast region has proven resilient during the trade war with China. Also: regular trade war tariffs have not been enough to smash the dumping of glass bottles; improving Chinese outlook still not positive for suppliers; semiconductors, not geopolitics, the driver of South Korea’s September slump; riding the retail rollercoaster – September 2019 in 10 reports; and customs clearance zones may be ...