The Biden administration’s Trade Policy Agenda includes requiring China to “live up to its existing trade obligations” – it’s behind track again at the start of 2021. Mexico won’t receive extra vaccines from the U.S., raising sourcing challenges. Also: Continental shifts brake manufacturing as USMCA opportunity beckons; Vale sales surge as iron ore, copper exports shine; a little off the top – S&P Global Platts container update, February 2021; K+N revenue growth lags peers, which may not be a bad thing; air freight returns to (uneven) growth; Modi administration pushes “Make Teslas in In...