Supply Chain Research

The USMCA trade deal may be adapted to include climate change commitments and policies, though disagreements over wind and solar power investments may derail the process. Semiconductor supplies face challenges from water shortages in Taiwan.
Also: Indian Oil may switch away from American oil if Iran nuclear deal proceeds; JBS, Marfrig’s Brazilian beef could benefit from Argentine export ban; China winning boat-building book as Japan resorts to tax breaks; European Parliament mandates more hawkish China stance; U.S. vaccine exports underway, scaling up global production still unadd...