California’s container boom continued in February, but faces China tariffs risks. KORUS talks resume, with Kim-Trump meetings, steel tariffs and solar power disagreement looming. Prime Minister Trudeau meanwhile wants to avoid Canada becoming a gateway for surplus steel. Also: groundwood paper tariffs won’t help NAFTA talks; DSV may benefit from NAFTA-driven supply chain tightening; IKEA also faces risks from President Trump’s new tariffs; a cobalt industry merger may help America catch up with China; timings for the next round of NAFTA talks emerge; section 232 tariff exemptions may ...