Today's newsletter was written by WSJ Logistics Report's Jennifer Smith.

General Motors is mapping out a new path for its business as technology resets automotive supply chains. The Detroit auto maker plans to more than double its revenue by 2030, the WSJ’s Mike Colias reports, through an influx of new battery-electric models and services including a new offering to help delivery companies charge and manage electric-van fleets. GM is taking aim at rivals new and old. It plans to release an electric SUV with a $30,000 price tag, undercutting the cheapest version of Tesla’s Model 3 sedan. An electric Chevrolet Silverado truck would compete with Ford Motor’s F-150 Lightning electric pickup, and GM says a dedicated electric-truck plant is also in the works. Wall Street has been bullish on GM’s electrification plans. But the switch from combustion engines carries risk, from consumer concerns about finding places to charge to potential shortages of battery capacity in the rush to go electric.

Trucker Yellow’s $700 million federal bailout is drawing fresh scrutiny. A Democratic-led House oversight panel probing whether the 2020 pandemic-relief loan was improperly issued and used says that new documents show Trump White House officials “directly engaged with Yellow” and took steps to communicate with Treasury Department officials about the loan, adding to concerns raised by a separate bipartisan oversight commission. The WSJ Logistics Report’s Jennifer Smith writes that the House panel is seeking additional documents from the National Archives and Records Administration to determine whether the Trump administration pressured or directed Treasury officials to disregard requirements for the loan. Yellow's loan represents the largest chunk of relief for companies deemed essential to national security, and the government has said it provided the loan because the company is a key supplier of military shipping services. Yellow says the pandemic battered its business and that it complied with all guidelines during the application process.
 

Efforts to quit coal are contributing to a global supply crunch. Prices for the polluting energy source are hitting record highs on robust demand as the global economy recovers from the pandemic slump while coal production still lags behind 2019 levels, the WSJ’s Chuin-Wei Yap, Kejal Vyas and Chieko Tsuneoka report. Major coal importers in Asia are jockeying for supplies while rising prices drive up energy bills and crimp factory output in Europe and in China. Beijing let coal inventories dwindle as it pushed to meet climate targets, and countries like Spain are slashing production as they move to phase out coal-fired power plants. Meanwhile a row between China and Australia, once a key supplier, is redrawing trade maps for the commodity as the world’s biggest coal consumer looks elsewhere for new sources. It could be a chilly winter. Miners say ramping up production can take nine months or longer.

The Biden administration will impose new cybersecurity requirements on some railroads and other surface-transit systems. (WSJ)

Natural gas prices swung sharply lower after Russian President Vladimir Putin signaled Moscow could help stabilize energy markets. (WSJ)

Thawing permafrost is damaging Russian oil, gas and mining infrastructure as the climate warms. (WSJ)

An oil spill fouling waters off Orange County, Calif., may have been caused by an anchor. (WSJ)

Silver prices are sliding as production bottlenecks and manufacturing slowdowns dent industrial demand. (WSJ)

Unionized workers at Kellogg Co.’s U.S. cereal plants went on strike. (Associated Press)

DHL Express opened a new international hub at Paris Charles de Gaulle airport to service growing e-commerce parcel shipments. (Air Cargo World)

United Airlines will slash the number of passenger planes it uses to fly cargo-only missions. (Lloyd’s Loading List)

Indonesia conducted a test flight using jet fuel mixed with palm oil. (Reuters)

Unclaimed imports are overwhelming the U.K.’s main container ports. (The Loadstar)

A rusting oil tanker moored off Yemen’s Red Sea is threatening regional shipping routes and ecosystems. (The New Yorker)

Bangladesh's shipbreaking yards logged a record number of worker deaths in the most recent quarter. (Splash 247)

Zim Integrated Shipping is launching a digital forwarding platform to serve smaller North American importers from Asia. (Journal of Commerce)

Fashion rental company Rent the Runway filed for an initial public offering seeking to raise $150 million. (Chain Store Age)

Home Depot will use Walmart’s GoLocal delivery service for same and next-day service in some markets. (Business Insider)

Abercrombie & Fitch and GXO Logistics plan to open a highly automated distribution center in Goodyear, Ariz., to serve as a hub for the retailer’s West Coast operations. (Sourcing Journal)

Healthcare supply-chain provider Andlauer Healthcare Group is buying specialist trucking company Boyle Transportation. (Commercial Carrier Journal)

U.K. supermarket Tesco plans to increase its use of rail to distribute products by almost 40%. (The Guardian)

A joint Dutch-German pilot project is testing the use of automated freight trains on a section of a railway connecting Rotterdam and Germany. (Railway-News)

Price hikes and supply-chain upheaval will keep Snowcone the Happy Unicorn off store shelves this holiday season. (CNN)
 

Paul Page is editor of WSJ Logistics Report. Write to him at paul.page@wsj.com.

Follow the WSJ Logistics Report team: @PaulPage, @jensmithWSJ, @pdberger and @LydsOneal. Follow the WSJ Logistics Report on Twitter at @WSJLogistics.