A resurgence of the COVID-19 pandemic in southeast Asia brings risks for supply chains in the region, particularly in the energy and technology sectors. Successful vaccinations in the west meanwhile are cutting test kit demand. Also: Aurobindo shows not all healthcare has been healthy during the pandemic; strikes join chips, costs and COVID-19 in Volkswagen’s list of woes; JBS hack could chop meat exports, boost imports; pause for effect – tariff-based negotiations, Biden-style; mid-June target for meat of Australia-U.K. deal; Japan’s semiconductor policy close to approval; and Maersk’s ...
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