2H18 Outlook: From $300 billion to the Midterms – 10 Global Supply Chain Issues to Watch — Panjiva
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2H18 Outlook: From $300 billion to the Midterms – 10 Global Supply Chain Issues to Watch

Ags - Fruit/Veg 146 Ags - Grains/Beans 318 Ags - Meat/Dairy 268 China 3053 Cons. Discr. - Apparel 531 Cons. Discr. - Autos 1251 Cons. Discr. - Durables 575 Cons. Discr. - Retailing 519 Consumer Staples 807 Corp - Forwarders 347 Corp - Ports 911 Corp - Shipping 1030 Earnings 759 Elections 124 Energy - Bunker Fuel 91 Energy - Conventional 469 Energy - Crude Oil 312 Energy - PetChem 30 European Union 882 India 553 Iran 39 Materials - Metals/Mining 796 Mergers 220 Metals - Aluminum 271 Metals - Steel 544 Mode - Containerized 1525 Mode - Seaborne 1846 North Korea 42 Outlook 96 Sanctions 171 Tariffs 1870 Trade Deals 1017 U.S. 5404 USMCA 462 United Kingdom 391 Venezuela 69

The first half of 2018 brought significant challenges for global supply chains ranging from shifting trade policy to rising costs. The second half of the year won’t be any quieter. The most pressing issue is the emerging tariff battle between the U.S. and China which could inflict duties on at least $300 billion of trade by year end. China is also trying to close the RCEP trade deal while the U.K. struggles with Brexit terms and sanctions against North Korea, Iran and Venezuela continue. The container-lines are facing a decline in profits, while the ports may have to contend with tech...

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