With Norway in Allied hands they won't be able to ship through Narvik and without the Nazi's on their doorstep it should be easy to outbid the Germans for the rest of the year.
Narvik will be used to ship iron ore to the Allies, while shipments to Germany through the Baltic Sea will be stepped up somewhat in comparison to the OTL. Like I said, as long as Germany is a serious threat, Sweden's geopolitical position doesn't make it possible for it to favor the Allies too heavily. The main goal of Sweden is not to be on the winning side of the war, it is to not become a combatant in it.