President Trump’s threats to shut the Mexican border could disrupt truck-based supply chains for Johnson Controls, Caterpillar and ZF among others. Honeywell has flagged a multi-hundred million dollar impact from American tariffs on China – we identify other potential victims. Also: storms in Asia disrupted shipments for automakers into Seattle and Tacoma in September; a merged Magneti-Marelli and Calsonic Kansei creates a leading auto-parts manufacturers with significant regulatory risks; duties have already started to cut U.S. imports of aluminum cables from China even ahead o...