The third stage of industrial recovery after the pandemic features intermittent availability of components, a situation the Brazilian automotive industry is now experiencing. Hapag-Lloyd has upgraded its earnings guidance as shipping volumes and rates boom. Also: CSX, Norfolk Southern’s northern opportunity from Savannah rail expansion; Bunge leads bean peak season as Brazil faces La Niña, tougher China competition; North America gas flows shifted by Chinese purchases, Mexican competition; Northern Ireland deal necessary, but not sufficient for Brexit success; U.K. aerospace concession n...