The Trump administration is targeting $23.8 billion of U.S. imports from the EU for tariffs in retaliation for EU aerospace subsidies, jeopardizing future trade talks. U.S. seaborne imports returned to growth in March after February’s lull. Also: SQM and Albermarle may switch to lithium output, not price, optimization; CMA-CGM’s Santos switch follows reduced flows; growth deserts Hapag-Lloyd as Savannah surges; time to consider port-o-mation as logistics jobs growth improves; the auto industry’s descent gathers pace as new tariffs beckon; April showers rate increases...
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