The clearance of the Suez Canal after the removal of the Ever Given could take months to work through supply chains and raises questions about how globally integrated logistics networks are structured and operated. Also: Stellantis can’t dodge semiconductor shortage, still building parts inventory; Volkswagen, Renault take COVID-19 pause in Brazil as export sales slide; LA, Long Beach queues remain lengthy as others’ dissipate; Japan needs Taiwan’s semiconductor machines, leverage unclear; and CBP rules on Top Glove forced labor accusations.
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