Supply Chain Research

The U.S. and EU could cut $15 billion of bilateral duties but the autos industry will have to be addressed for success to be assured. Mexico’s slowing trade included a rising surplus vs. the U.S., a big problem for NAFTA talks. The BRICS declaration hasn’t helped advance trade deals. Also: India has a rice problem to address with Saudi Arabia; Siemens-Gamesa won’t pass through higher duty costs for wind-farm customers but BMW has raised its prices in China; Ferrari has a new shipping option for China; our monitoring of corporate reactions to tariffs was last week’s most read report; cont...