President Trump is considering providing $10 billion or more in aid to U.S. soybean producers and other farmers, according to people familiar with the matter. The assistance would come as farmers warn of economic fallout from tariffs and harvest one of the biggest crops in history, feeding a glut that is driving down prices.

The president and his team are weighing using tariff revenue to fund much of the aid, The Wall Street Journal’s Brian Schwartz, Patrick Thomas and Natalie Andrews write. A senior administration official said discussions have centered on $10 billion to $14 billion in assistance. Deliberations continue and nothing is yet final.

U.S. soybean exports to China have plummeted this year during the on-again, off-again trade war. Since Trump imposed tariffs on China in his first term, the country has spent billions of dollars on beefing up the supply chain in Brazil and other South American countries. Trump said earlier this week that he planned to push Chinese leader Xi Jinping to buy U.S. soybeans. A deal with China could change Trump’s calculation about providing aid, the official said.

• The Trump administration is terminating over 300 Energy Department grants totalling about $7.5 billion for projects in largely Democratic-leaning states. (WSJ)
• White House officials are considering easing a 10% baseline tariff on Scotch whisky, according to people familiar with the matter. (Bloomberg)
• Wall Street investors are buying the rights to potential tariff refunds from U.S. importers, betting the Supreme Court will eventually strike the duties down. (Nikkei Asia)

Tesla set a new sales record in the third quarter in a surprise reversal of the steep declines that have plagued the electric-vehicle maker this year. The Journal’s Becky Peterson writes that global EV deliveries grew 7.4% in the three months ended Sept. 30 from a year earlier, thanks largely to U.S. customers taking advantage of a $7,500 federal EV credit, which expired Tuesday.

The sales turnaround, after two quarters of sharp declines, isn’t likely to last. CEO Elon Musk has laid out his vision for pivoting the company toward autonomous vehicles and robots and away from human-driven cars. Musk has said that new vehicles in its lineup won’t have steering wheels or pedals. Tesla also reported a record high in its energy business, nearly doubling its energy storage deployment from the year before to 12.5 gigawatt hours.

• Electric-pickup maker Rivian Automotive narrowed its delivery target for the year and reported lower production in the third quarter than a year ago. (WSJ)

The biggest economic-development project in Ohio history is on uncertain ground as chip maker Intel struggles to keep pace with rivals. The Journal’s Kris Maher writes that in 2022, Intel pledged to spend $20 billion, then $28 billion, to build two semiconductor factories outside Columbus.

In July, however, new CEO Lip-Bu Tan said Intel would further slow the pace of construction, after the company last year delayed the Ohio project for a second time. The first factory won’t open until 2030 at the earliest.

Ohio provided $2 billion in financial incentives and built roads and 16 miles of storm pipes, among other infrastructure. A GOP senator called for an investigation, saying he feared the site could become a white elephant. Intel says the project is an important part of its plan to expand leading-edge manufacturing on U.S. soil.

• South Korea’s Samsung Electronics and SK Hynix struck initial agreements with OpenAI for its Stargate AI-infrastructure project. (WSJ)

The eurozone’s unemployment rate increased to 6.3% in August from 6.2% in July, with 11,000 more people jobless. (WSJ)

French authorities detained crew members of a tanker carrying Russian crude oil and are investigating its possible role in drone incursions in Denmark. (WSJ)

Warren Buffett’s Berkshire Hathaway said it will buy Occidental Petroleum’s petrochemical business for $9.7 billion in cash. (WSJ)

Thyssenkrupp ended joint-venture talks with EP Group for Steel Europe, opening the door for Jindal Steel International. (WSJ)

The London Court of International Arbitration ruled it was illegal for Djibouti to seize a container terminal from DP World and hand it to China Merchants, but awarded no damages, Dubai’s government said.

Walmart plans to open a $300 million, 1.2 million-square-foot fulfillment center for large items in North Carolina. (SupplyChainDive)

A.P. Moeller-Maersk plans to retrofit 200 ships of its chartered fleet to cut costs and emissions by improving fuel efficiency and boosting carrying capacity. (Journal of Commerce)

Maersk reaffirmed that U.S. port fees on Chinese ships due to take effect Oct. 14 wouldn’t disrupt its services. (Lloyd’s List)

Robert Primus, the Surface Transportation Board member fired by Trump in August, sued the president and the board over his termination. (TrainsPRO)

The Port of Los Angeles issued a request for proposals for the pre-development of a new, 200-acre terminal that could serve larger containerships. (Seatrade Maritime News)

Mark R. Long is editor of WSJ Logistics Report. Reach him at mark.long@wsj.com.

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