General Motors has less reason than its peers to fret over disruption to Chinese supplies of rare-earth magnets, which are essential for everything from electric motors to windshield wipers.

In 2021, GM made the bold bet of investing in rare-earth magnet production in the U.S., as part of an effort to cut reliance on China for parts, components and materials. As a result, The Wall Street Journal’s Jon Emont and Christopher Otts write, GM is now set to be the only U.S. automaker with a large direct supply of American-made rare-earth magnets from multiple factories.

Seeding the revival of the domestic magnet industry has been a risky bet. GM had to commit to long-term purchase agreements with new suppliers, in some cases relatively unproven ones, whose magnets are more expensive than the Chinese ones.

• Ford Motor is temporarily cutting production of at least five models, including the Expedition and Lincoln Navigator SUVs, after a devastating fire at a crucial aluminum supplier’s plant. (WSJ)

Developers are forging ahead with plans to build a flurry of new terminals that liquefy and ship natural gas, but there is a hitch: Major gas basins are growing old and the U.S. lacks infrastructure to ferry the fuel where it is needed, the Journal’s Benoît Morenne writes.

President Trump has made LNG exports a cornerstone of his trade policies. His administration is calling on drillers to fuel these new facilities on top of existing plants, and to help electrify the reshoring of industries, as well as power giant data centers. This means American consumers and industries are likely to see higher natural-gas prices and more volatility in the coming years, analysts and executives say.

Scandinavian car carrier Wallenius Wilhelmsen suspended its financial outlook for 2025, saying new, higher-than-expected U.S. port fees on foreign-built roll-on/roll-off vessels could affect its fourth-quarter results.

The office of the U.S. Trade Representative said in a notice Friday that the fee set to take effect today would be $46 a net ton, well above the USTR’s revised proposal in June for $14 a net ton. The USTR notice adds that collection of the fee per RoRo vessel would be limited to five times a year. Wallenius Wilhelmsen shares closed down 4.2% Monday in Oslo.

The USTR’s notice also removed a provision allowing the suspension of LNG export licenses if companies didn’t follow certain restrictions on foreign-built ships. The USTR, which also slapped a 100% duty on Chinese port cranes and some other cargo-handling equipment, said removing the LNG provision would avoid potential short-term disruptions to the industry.

• The U.S. threatened to penalize countries that vote in favor of the International Maritime Organization’s Net-Zero Framework to cut ship emissions by 2050. (Dow Jones Newswires)
• Chinese-built vessels are exempted from new tit-for-tat port fees imposed by Beijing on vessels that are U.S.-flagged, U.S.-owned or operated by U.S.-linked companies. (TradeWinds)

• Economists surveyed by the Journal raised fourth-quarter GDP growth estimates to 1.7% from 1%, driven by AI investment and reduced tariff uncertainty. (WSJ)
• China’s exports rose 8.3% year-over-year in September, the fastest growth in six months, with outbound shipments to the EU and ASEAN offsetting a 27% drop in exports to the U.S. (WSJ)
• New U.S. tariffs on lumber are set to kick in today, with levies starting at 10% on timber and lumber imports, and 25% on upholstered wooden furniture and kitchen cabinets. (WSJ)
• OpenAI and Broadcom are working together to develop and deploy 10 gigawatts of custom AI chips and computing systems over the next four years. (WSJ)
• Brookfield Asset Management said it would invest up to $5 billion to deploy Bloom Energy’s fuel-cell technology in AI data centers around the world. (WSJ)
• Patrick James, the CEO of bankrupt auto-parts supplier First Brands, resigned his position after accounting irregularities came to light. (WSJ)
• Michelin cut its full-year outlook, citing worsening market conditions including the impact of U.S. tariffs, and a sharp decline in sales in North America. (WSJ)
• JPMorgan Chase will invest $10 billion directly into companies vital for U.S. national security, such as defense and AI firms. (WSJ)
• Polaris reached a deal to sell its Indian brand motorcycle operation to Carolwood LP, a Los Angeles-based private-equity firm. (WSJ)
• The Dutch government wrested control of Nexperia, a Netherlands-based semiconductor company, away from its Chinese owner, Wingtech Technology, citing economic security. (WSJ)
• DP World will lead development of a $288 million international transportation and logistics hub in Tashkent, Uzbekistan. (Logistics Manager)

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.