UPS drama – a Premium back and forth on key bits and pieces
Network power
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
The US government has managed to organise a sit-down with its NAFTA partners, Canada and Mexico, to try and revamp a decades-old agreement. Digital trade, cross-border investment, intellectual property and environmental issues will all get a mention, but the primary focus will be on “rules of origin”. Despite many considering NAFTA’s existing rules of origin overly strict compared with many trade agreements, the bluster from the US is a desire to see these further tightened. Were this to happen, the impact on supply chains would be substantial, and in this piece, Supply Chain Dive looks at the implications.
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