8/14 Pricing in the News
Today's stories are all about who captures pricing power and who eats the cost when a supply chain gets squeezed — and the answer depends heavily on position, not virtue. SMIC and A.P. Moller-Maersk sit close enough to genuine scarcity to convert it almost directly into margin, while Tyson Foods and Lenovo sit one or two links downstream and are absorbing real volume or profitability costs even while raising prices. And the tariff-refund story running through Apple, Ford, Cos













































