The rollout of COVID-19 vaccines, the unresolved rivalry between the U.S. and China and Brexit controversies provide a challenging backdrop for supply chains in Q3’21. AMLO will look to cut food price inflation with import liberalization. Also: few routes safe from surcharges as CMA CGM hikes India-Mexico rate; 35% light truck tariffs averted two years ago; energy in the USMCA dispute spotlight; and Maersk may end up with one month delay in Brazil.