K+N’s largest shareholder expects normal conditions to return in H2’21, implying a marked drop in activity. A pier collision in Brazil by one of Maersk’s vessels and congestion in Liverpool are the latest challenges for just-in-time supply chains. Also: JinkoSolar may lose if Canada’s USMCA solar argument proves powerful; China steel controls may barely ripple through Mexican supply chains; U.K. starts CPTPP talks, big fish already landed; polysilicon set to join shirts on Biden’s Xinjiang ban list; and Mitsui OSK may not be the only ONE to consider guidance upgrade.