Boeing’s unionized machinists ratified a new collective bargaining agreement, ending a nearly 15-week strike by workers responsible for producing jet fighters. Employees in the regional union chapter had rejected several earlier company proposals during a standoff that had grown more bitter since it began in early August.

The aerospace giant’s Midwestern machinists help assemble jet fighters, trainer aircraft and munitions at three factories in the St. Louis region. The WSJ’s Drew FitzGerald writes that Boeing’s production is expected to surge in coming years after it builds a new production line for the U.S. Air Force’s next-generation F-47 fighter fleet.

About 3,200 workers are covered under the new agreement that raises average annual base pay to about $109,000 from $75,000 over its five-year term. The defense workers’ strike followed a walk-off last year by about 33,000 machinists in Boeing’s Seattle-area commercial-jet factories. That nearly eight-week strike hobbled the company before workers won a four-year contract.

Kodiak AI said it expects to launch long-haul autonomous operations in the second half of next year, and was on track to provide 100 fully driverless trucks to customer Atlas Energy Solutions. Atlas now has 10 of the trucks operating in Texas’s Permian Basin, Kodiak AI said. 

The self-driving technology company posted a steeper-than-expected loss in its first earnings report after going public via a SPAC merger in September. Results were hit by one-off merger-related charges, with an adjusted loss of about $34 million coming in closer to Wall Street’s consensus forecast, Al Root of Barron’s writes.

Kodiak AI, which posted $770,000 in third-quarter revenue, also said it had expanded its partnership with ZF to supply 100 steering systems to integrate into trucks with Kodiak Driver technology.

• Peterbilt-maker Paccar laid off about 300 workers at its Sainte-Thérèse manufacturing plant in Quebec late last month. (Transport Topics)

Hapag-Lloyd, the world’s fifth-largest container line by capacity, narrowed its full-year earnings guidance and said global trade has continued to grow, despite trade conflicts that led to volatile demand and freight rates, the Journal’s Dominic Chopping writes. The German company said its third-quarter transport volumes grew, supported by its Gemini shipping-network alliance with A.P. Moller-Maersk, launched earlier this year.

Global container transport demand has remained robust, it said, with volumes in the company’s main liner shipping business rising 6.1% year-over-year. Freight rates on major routes remain well below last year’s levels, however, despite a bump in rates for cargo leaving Asia in the quarter, as importers raced to stock up ahead of tariffs. The total weighted average freight rate in the quarter was 14% lower than the same period a year earlier.

• South Korean carrier HMM posted an 83% drop in quarterly profit, and said it was targeting high-yield cargo and new services to help offset a poor market outlook. (Journal of Commerce)
• The Panama Canal Authority revised its fiscal-year cargo figures after fixing a data error, saying container cargo weight for all ship types was 262.3 million long tons, a 25% upward revision. (Lloyd’s List)
• Taiwanese carrier Yang Ming Marine posted sharply lower revenue and profit on weaker freight rates. (Seatrade Maritime News)

• The U.S. plans to eliminate tariffs on bananas, coffee and certain apparel and textile products from Ecuador, Argentina, El Salvador and Guatemala under framework trade agreements. (WSJ) 
• PriceStats–a private, alternative consumer-price index that isn’t seasonally adjusted–rose 0.16% last month, compared with a 0.24% increase in September. (WSJ)
• An October jobs report will come, but it is unlikely to include an unemployment-rate measure, according to the director of the White House National Economic Council. (WSJ)
• Singles’ Day sales increased, but not by enough to dispel concerns that tepid consumer spending will continue to drag on China's economy. (WSJ)
• Eurozone industry returned to slow growth in September, despite trade uncertainty and a significant drag in the month from volatile Irish data. (WSJ)
• U.K. economic growth continued to slow in the third quarter amid uncertainty about the government’s coming budget and the impact of a cyberattack on Jaguar Land Rover. (WSJ)
• Automakers urged the Trump administration to secure tariff relief as part of next year's renegotiation of the U.S.-Mexico-Canada Agreement, or USMCA. (WSJ)
• DHL Group said it would invest around $1.16 billion on infrastructure developments across India. (Dow Jones Newswires)
• JD.com’s quarterly profit slumped despite a rise in revenue, dented by the Chinese e-commerce giant’s push into the highly competitive food-delivery industry and other new businesses. (WSJ)
• Rio Tinto will mothball a $2.4 billion lithium project it has spent years seeking to develop in Serbia. (WSJ)
• Rolls-Royce said it was on track to meet its full-year targets on robust demand for large engines and power systems for data centers. (WSJ)

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.