Moving production out of China to manufacturing hotspots such as India is no longer a reliable way to de-risk supply chains. 

The WSJ’s Jon Emont reports that many companies had seen India’s vast population, its strengthening ties with Washington and its abundance of engineers and scientists as a good hedge against China. But those businesses are now getting swept up in President Trump’s global tariff barrage.

Trump in recent weeks placed a 25% tariff on Indian imports in retaliation for the country’s purchases of Russian oil, and has threatened to double the levies by the end of the month. That would raise tariffs on India to a level on par with the roughly 50% duties the U.S. charges Chinese imports.

Companies that have moved production to India are scrambling to respond.

Baby-products maker Cradlewise is considering raising retail prices to absorb the tariffs. Posha, which makes countertop cooking robots, was working to shift production from China to India, but has put those plans on hold. Supply-chain consulting firm Rise Collective Consultants says one client whose production is heavily concentrated in India is now shifting some sites to Pakistan and Turkey.

Amazon is undertaking a massive expansion of its grocery-delivery business as it attempts to boost growth in one of the few retail arenas where it doesn’t have a dominant position.

The WSJ’s Sean McLain and Nicholas G. Miller report that the e-commerce giant launched same-day grocery-delivery service in 1,000 cities and plans to more than double it to 2,300 U.S. locations by the end of the year.

The plan marks the company’s latest attempt to expand its reach in the U.S. grocery market.

Amazon is the largest e-commerce retailer, but its grocery business hasn’t grown as fast as some rivals'. Walmart uses its sprawling store footprint to make same-day deliveries to more than 90% of the country, for example.

Much of Amazon’s grocery business has come from products such as toothpaste and canned goods that have long shelf lives and can sit in warehouses until they are purchased.

GE Appliances plans to blunt the effects of new tariffs by manufacturing more goods in the U.S.

The WSJ’s John Keilman writes that the appliance maker, owned by China-based Haier Smart Home, says it will invest $3 billion over the next five years to expand and modernize its factories.

While the company has long aimed to build its products close to their end markets, executives say trade considerations played a role in the decision to upgrade its aging plants.

GE Appliances is the latest manufacturer to invest in U.S. production. Chipmaker Taiwan Semiconductor Manufacturing has been directing funds more quickly toward U.S. expansion, and drugmakers have outlined plans for more U.S. production after the Trump administration threatened duties on medicine imports.

As part of the investment, GE Appliances plans to reshore some work now done in China and Mexico. The money will allow the company to make new models of water heaters, air conditioners, gas ranges and refrigerators.

A WSJ Video walks through Le Creuset’s French factory to learn how the cookware maker earned cult status for its colorful cast iron and “Factory To Table” sales.

Global oil markets are poised for a larger surplus than previously expected this year. (WSJ)

The ports of Los Angeles and Long Beach handled the equivalent of more than 1 million import containers in July for the first time. (WSJ)

The U.S. Steel plant in Pennsylvania where an explosion killed two people earlier this week will continue operating during an investigation. (WSJ)

Gildan Activewear is acquiring Hanesbrands for $2.2 billion. (WSJ)

Air Canada is suspending some operations after flight attendants gave notice that they plan to strike. (WSJ)

China plans to impose a tariff of about 76% on canola from Canada. (WSJ)

U.S. authorities secretly placed tracking devices in shipments of chips at high risk of illegal diversion to China. (Reuters)

The Panama Canal Authority plans to enter the ports business with a tender for two terminals. (Bloomberg)

Greek bulker owner Diana Shipping entered into a time charter contract with Oldendorff Carriers for one of its post-panamax vessels. (Splash 247)

Finland’s Wasaline plans to start operating the first carbon-neutral shipping route in the Baltic. (Maritime Executive)

Truckload procurement tool GoodShip raised $25 million in a Series B funding round. (Journal of Commerce)

Truck drivers based in Mexico are taking English classes after President Trump ordered stricter enforcement of English language proficiency requirements. (El Paso Times)

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

Follow the WSJ Logistics Report team on LinkedIn: Mark R. Long, Liz Young and Paul Berger.