Our review of the U.S.-Canada-Mexico Agreement shows: there will be significant disruptions for Daimler and Nissan; importers including ArcelorMittal still face steel and aluminum duties; and the fragmented Mexican apparel industry faces significant switching costs. Also: Ta Chen finds that if you can’t beat them, you should buy them; Felixstowe’s fail hurts Hutchison, helps DP World; the China-U.S. tariff saga climax was the most-read research in September; Iran needs a little (shipping) help from its (Chinese) friends while Japan calls for an Iran oil exemption, again; and the logis...