The freight forwarding sector continues to struggle as a result of the impact of COVID-19 on trade volumes – UPS did better than most in May. A U.S. national security review of transformers has been extended. Also: copper, zinc export surge leads AMLO to call time on missing tax payments; Britax, Dorel receive relief from tariffs as government focuses on safety; slow semiconductors in the Philippines drives bottom three performance in Asia; tariff whack-a-mole reaches Vietnamese plywood; and Orient Overseas decides east is best in 3Q route review.