Labor action at US west coast ports raises the specter of logistics disruptions ahead of the peak shipping season. Consumer discretionary products, particularly back-to-school items including children’s apparel, are particularly exposed from a seasonal perspective if a labor deal is not reached before the end of June. In new research, S&P Global Market Intelligence digs into the critical mineral supply chain effects of the US Inflation Reduction Act. A US government investigation into the greenhouse gas emissions characteristics of steel and aluminum comes at the same time as neg...