Sourcing, inventory and resilience decisions, backed by published evidence.
StrategyNorth America, Latin America
U.S. imports from Mexico reached $60.64 billion in August, while the size of the tariff edge over China sourcing depends on USMCA entry claims and a duty now in court.
Security sources told Reuters Hormuz tanker attacks hit a wartime weekly high; Maersk still charges the USD 1,000 per container strait fee set in July.
Sent once the day's third briefing is filed, at 22:00 GMT. Rates, capacity, rules and the moves worth making across every region, with every figure sourced.