The latest U.S. auto sales show declining purchases, while international trade data shows the electric vehicle industry – including Tesla and Hyundai – is in rude health. The list 3 tariff exemption process has started – GKN and iRobot are in the queue. Also: Sony, Cardinal Health are potential users of the Mexican first-sale tariff strategy; Vale’s tears continue despite 62% jump in iron ore exports; Back-to-School bounce for apparel, drop for backpacks down to duties; Japan-South Korea crisis shows signs of worsening; and the USMCA labor dispute settlement dispute ...