Hapag-Lloyd’s outlook for the coming two years is upbeat on the basis of demand and new capacity, yet container-rates are falling. Kerry Logistics’ profitability also shows competition risks for the forwarders. More details on the KORUS deal shown an opportunity for U.S. drugmakers. Also: the U.S. goods deficit hits a decade high; H&M suffers from a clogged supply chain; VW’s clean shipping strategy sets sail; Heung-A and Sinokor’s container-line merger needs more deals to follow; tanker oversupply may lessen as scrapping soars; algos may decide America’s section 301 targets; the...