Supply Chain Research

The container-lines are having a difficult end to 2019, though ZIM Shipping has been an outlier. Roku’s imports are in decline, suggesting the stream video firm’s growth may slip. The “Rise of Skywalker” may drive higher Disney merchandise sales. Also: North Korea sanctions normalization sought, could help Chinese apparel buyers; China may take the ethanol pledge, helping Trump before the elections; Panama Canal avoids the worst of the trade war, but is not immune; Treasury wins, automakers lose from USMCA-linked import duty hike; new drug rules won’t help Canadian ratification of USMCA;...