The peak shipping season is getting underway with another threat of labor disruption at American ports. The union representing about 45,000 workers at ports from Maine to Texas and the seaport employers are in a standoff with no negotiations on the calendar and the current longshore contract due to expire in a little over two months. The WSJ Logistics Report’s Paul Berger writes that Harold Daggett, head of the International Longshoremen’s Association, is stepping up his rhetoric, warning that a strike “is becoming more likely.” Daggett says the union won’t extend the current labor agreement when it expires this fall and that dockworkers won’t work without a contract. Automation is at the heart of the current impasse. But the union is also looking for a hefty wage increase, one that would exceed the 32% raise over six years won by West Coast dockworkers last year.

• German port workers are considering a “final offer” from employers after staging several walkouts in recent weeks. (Maritime Executive)
• A vote at a Coventory warehouse to force Amazon to recognize a union for the first time in the U.K. fell just short of a majority. (Financial Times)

The industrial real-estate market is adapting to a sharp turn away from the booming warehouse demand that fueled the business during the pandemic. Logistics property heavyweight Prologis just upgraded its earnings outlook even as the loosest warehouse market in several years takes a toll on the company’s revenue. The WSJ’s Liz Young and Denny Jacob report that Prologis is looking at data centers tied to artificial intelligence and new energy infrastructure as strong growth opportunities. At the same time, developers are cutting back warehouse construction plans after several years of red-hot expansion, which Prologis expects will keep rates at a relatively high level by historical standards. Cushman & Wakefield says the U.S. market’s vacancy rate reached its highest level in nine years last quarter, climbing to 6.1% from 4% the year before. Still, Prologis says its leasing footage jumped sharply from the first quarter to the second quarter.

Industrial production in the U.S. jumped 0.9% from May to June. (MarketWatch)

Construction of new homes in the U.S. rose a faster than expected 3% in June. (MarketWatch)

One of Canada’s largest oil companies plans to curb production as new wildfires sweep through the western part of the country. (WSJ)

Daimler Truck is writing down its China joint manufacturing venture due to a persistently weak market and says its full-year guidance is under review. (WSJ)

The U.S. is awarding Taiwan's GlobalWafers up to $400 million in grants to significantly increase production of silicon wafers in the U.S. (Reuters)

Taiwanese firms have started shifting supply chains from China to India amid growing geopolitical tensions with Beijing. (FirstPost)

Sixteen seafarers were feared dead after a product tanker capsized off the coast of Oman. (Splash 247)

Maersk Line says disruption from the Red Sea shipping crisis is now cascading across global supply chains. (gCaptain)

The U.S. industrial sector is still weighed down by excess inventory. (Supply Chain Management Review)

BHP reported its second straight year of record iron ore production at its Australian mines. (Nikkei Asia)

Freight data provider Motive says trucking visits to top retailers’ distribution centers rose 30% year-over-year in June. (CNBC)

Small truckers who carried loads through the Convoy app say they haven’t been paid for work done before the freight broker collapsed. (Inc.)

Stax Engineering raised $40 million in a funding round backing its business capturing smokestack emissions from shipping vessels. (DC Velocity)

The Body Shop agreed to rescue talks that would sell the U.K. cosmetics retailer out of administration. (The Guardian)

Bookseller Barnes & Noble named Annette Danek-Akey, a top distribution executive at Penguin Random House, as chief supply chain officer. (Supply Chain Officer)

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

Follow the WSJ Logistics Report team: @PaulPage, @bylizyoung and @pdberger. Follow the WSJ Logistics Report on X at @WSJLogistics.