Supply Chain Research

U.S. seaborne imports from China dropped by 7% in September versus a year earlier as shipments ranging from chemicals to clothes responded to tariff increases. U.S. sanctions against Turkey could spread to the automotive industry. Also: Reliance Industries is relying on barter to ensure its continued oil supplies; Thyssenkrupp, ArcelorMittal lose out even as Vale recovers from disaster; HP Inc. needs a leaf from Compal’s notebook if trade war worsens; IMF cuts again, may finally be conservative on tariffs; and container-lines’ fuel costs already face their next risk.