A renewed surge of the COVID-19 pandemic in Asia has closed factories in Vietnam, raising challenges for Nike and its peers. U.S. retail sales are booming but imports of apparel and leisure goods are lagging sales. Also: Volkswagen shipping goes green as activity remains below pre-pandemic levels; government policy, national security and supply chain resilience; Dalian-style disruption spreads to three more ports; 10.4% divergence in shipping rates raises uncertainty for peak season costs; and retailers may switch away from U.K. food for Northern Ireland.