• In new research this week, we examine the dynamic situation facing logistics networks due to violence in the Red Sea. The impact on US supply chains may be felt most keenly by selected food products and automakers, while the impact on consumer goods is lower due to seasonality.
• On the other side of the Atlantic, Tesla Inc.’s European business is already dealing with disruptions. Among other firms, the container lines are redesigning their routes and rate negotiations continue. European retailers are considering using rail connections from Europe to Asia.
• In the meant...