Auto slowdown slowing down as U.S. sales stumble on shortages July 7, 2021 U.S. automotive sales are starting to feel the drag from a shortage of key components including microchips. Sales of cars and light trucks dropped by 14.1% in June 2021 versus June 2019. Sales of foreign-made vehicles fell by 4.1%. Seaborne imports in June will determine availability for sales... Read more →
Q3’21 Outlook: The fallout from short-term supply chain planning July 5, 2021 The outlook for corporate supply chains during the remainder of 2021 is the result of a short-termist approach to planning policies that has persisted through the pandemic. Retail supply chains have scaled actively up rapidly, with a 32.9% increase in U.S. seaborne imports in May 2021 versus M... Read more →
Posco, Thyssenkrupp may be preparing for an elusive tariff cut April 8, 2021 U.S. section 232 import duties, applied for national security reasons, have “helped save American jobs in steel and aluminum industries” according to U.S. Commerce Secretary Gina Raimondo. There will continue to be “a place for tariffs” going forward, even though that likely will continue to c... Read more →
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