Tesla’s “Battery Day” has provided details of how the firm’s supply chain may evolve over the next three years with implications for commodity supplies. A failure of the EU-Mercosur trade deal could be bad news for auto suppliers. Also: CMA CGM, Cosco grow as Seattle-Tacoma finds blank sailings rule the waves; Steelcase builds imports faster than Ikea, but may need to take stock of inventories; Tougher Xinjiang sanctions require radical supply chain transparency upgrade; Tesla plots another route to tariff relief; and internal customs border needed in event of no-deal Brexit.