Supply Chain Research

Our monthly review of U.S. freight forwarding activity shows UPS and Expeditors are taking a more conservative approach to market share than before. The EU-U.S. trade spat worsens, and Harley Davidson will suffer. Conoco’s actions will hurt PdVSA in more than one way. Also: Wallenius Wilhelmsen struggles for volumes; Brazilian containerized shipping is bright, but competitive; China is taking longer to examine imports; India readies its solar tariffs; “3X+” may be way ahead for Asia trade deals; German shipbuilders don’t like subsidies; and GM recommits to its South Korean supply chain.<...