Supply Chain Edge: Milk and metal mayhem, reshoring recliners, tracks in turmoil — Panjiva
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Supply Chain Edge: Milk and metal mayhem, reshoring recliners, tracks in turmoil

Ags - Meat/Dairy 268 Canada 530 China 3053 Colombia 74 Cons. Discr. - Autos 1251 Cons. Discr. - Durables 575 Cons. Discr. - Retailing 519 Consumer Staples 807 Corp - Ports 911 Earnings 759 Energy - Coal 69 Energy - Conventional 469 European Union 882 India 553 Industrials - Capital Goods 623 Info Tech - Comms Equip 264 Info Tech - Tech Hardware 866 Israel 29 Japan 631 Materials - Chemicals 273 Materials - Metals/Mining 796 Metals - Aluminum 271 Metals - Steel 544 Mode - Containerized 1525 Mode - Rail 120 South Korea 605 Strikes 78 Taiwan 231 Tariffs 1870 U.S. 5404 Vietnam 414

– Trade restrictions are back in focus this week. In new research, we dig into mainland China’s restrictions on exports of antimony and an investigation of EU dairy products shortly after the EU’s reiteration of electric vehicle tariffs. Elsewhere, the Colombian government is looking to ban coal exports to Israel, and India is investigating alleged steel dumping from Vietnam.
– The technology sector continues to be a hotbed of geopolitical friction, as discussed in our new research on US-mainland China relations. Evidence is emerging of just how advanced mainland Chi...

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