Supply Chain Research

Far from reaching a trade deal, the U.S. and EU could end up in a trade war – areas of conflict include basic ground rules for agriculture and steel, the imposition of automotive duties and forthcoming tit-for-tat tariffs relating to aerospace subsidies. Also: Nucor may be crushed if Nippon Steel can lift heavy plate tariffs; Hapag-Lloyd’s success not all it seems, but still solid; Tesla sees battery supplies falling as cobalt feels the blues; China’s unpleasant surprise has roots in autos, telecoms; stage set for a dramatic finale to this round of U.S.-China talks; White House could par...