New U.S. sanctions on 11 firms linked to repression of the Uigher people in Xinjiang, China will have an impact on apparel, electronics and transport supply chains. K+N had a tough Q2 and is looking to build market share in pharmaceuticals among others. Also: Target may be next in the crosshairs after Charleston bags Walmart; Ternium, Metal One have USMCA choice to make as Mexico turns on charm; Koch, Eurochem may be exposed to new fertilizer dumping probe; and special relationship not special enough to ensure U.S.-U.K. trade deal this year.