EnPresident Trump’s metals tariffs exempt Canada and Mexico on national security grounds, we investigate who else may meet the cut. In the meantime U.S. imports by sea continued to surge in February. Deutsche Post’s earnings show a discipline the other forwarders should learn from. Also: lessons from softwood lumber and Thai policy for the effects of tariffs; Tesla’s China worries; booming global logistics activity; Lighthizer’s section 301 check-in with Europe and Japan; and CPTPP’s side letters.
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