President Trump has launched his long-awaited plan to apply duties on Chinese imports – we find utilities, airlines and telecoms users may pay the price. Activity at the port of Charleston has slowed (SeaTac’s temporarily done better) while Heung-A’s profitability is challenged. Also: ZIM’s margins also fall; SeaTac has seen a (temporary) revival in its fortunes; Mexican rail has a competition problem; China retaliates against American metals exports; the Generalized System of Preferences takes a step nearer returning; India doubles down on export subsidies in agriculture; and S...
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