Supply Chain Research

Wallenius Wilhelmsen has suffered the same fate as most other shipping lines – higher fuel costs meaning lower profits. Lenovo finds that tariffs may be a good thing, while BMW definitely doesn’t and is shifting production to China. Also: China has won the October round of the Trans-Pacific trade war; Roku’s revenue surge looks set to continue after record imports in October; the Panama Canal has seen a slowdown in traffic growth; 2M deals another blow to the port of Felixstowe; a new front in U.S.-China trade war could target clothes and shoes; cows and cars will be central to the forth...