The USDA’s action against Brazilian beef will help U.S. ranchers sell more in China. Also: we take a look at trade implications from corporate actions by Ikea in augmented reality and Diageo’s tequila bet on George Clooney.

President Trump will hold meetings with Prime Minister Modi of India and President Moon of South Korea - we take a look at what’s at stake. Also: we unpick Ambassador Lighthizer’s comments on NAFTA; and take a look at a potential COSCO/Orient Overseas deal.

Global trade opportunities can lead companies to make similar moves for very different reasons, as we find with Ford and Tesla’s moves into China. Also: the ONE shipping merger is rejected by South Africa; and the EU strikes a hawkish tone ahead of the U.S. steel case decision.

Strike action in Spain continues to disrupt trade - we find Maersk and MSC are most exposed among the U.S.-bound carriers. Also: the U.K. wants a trade deal with the U.S., but does the U.S.?; and we find the PC market is weakening in our monthly review of the computer industry.

Talks among the BRICS countries could lead to an expanded group, but will likely focus more on security than trade at first. Also: we preview the Brexit talks that started today; and our monthly review of smartphones shows growth for Pegatron and rising prices for American consumers.

Maersk’s CEO has pointed to increasing market share - we see evidence in both the U.S. and Brazil. Also: COSCO is shifting volumes to Long Beach; and our monthly review of U.S. generic pharmaceutical imports shows they are on the rise ahead of a new Executive Order.

The first 100 days of President Trump’s administration focussed on the groundwork for future trade policy delivery. We’ve put together a roadmap of what to watch in the next three months. Also: we preview a potential announcement on Cuban policy; and review the U.S.-Qatar arms deal.

Iraq overtook Saudi Arabia, Valero beat Chevron and Teekay bested MISC in our monthly review of the U.S. oil industry. Also: CMA-CGM makes a purchase in Brazil; and COSCO looks to grow volumes at its Piraeus port.

A sense of urgency from the Trump administration in implementing new aluminum and steel import rules is validated by an acceleration in imports recently. Also: rules on exports of U.S. beef to China are finalized; and we have published our monthly review of the NVOCCs’ performance.

Potential concerns about the cohesion of OPEC oil production cuts have had a bigger (negative) impact on shipping rates than access to Qatari markets. Also: Russia still has a $10 billion trade problem with the U.S; and we review carriers’ market share of U.S.-inbound container traffic.