The delay of tariffs on $155B of U.S. imports from China reduces peak season shipping risks and cuts the impact on consumers this year. The port of Long Beach was one of the worst performing in July, blame CMA-CGM and Hapag-Lloyd. Also: Inventec restructures production for HP, Sonos supplies stay in China; drug shipments down on Brexit hangover, headaches remain; Alaskan fish, ores hit by the U.S.-China trade war; “productive call” won’t change hawkish stance on U.S. side; and ownership route to securing bunker fuel secured.