The shutdown of the nation’s largest fuel pipeline is unsettling gasoline and diesel markets along the East Coast. Drivers have been getting into long lines and drawing down supplies at gas stations in Southeastern states, the WSJ’s Collin Eaton, Amrith Ramkumar and Valerie Bauerlein report, while truck-stop operators lean on suppliers to keep diesel needed for trucking operations flowing. Energy Secretary Jennifer Granholm says Colonial Pipeline could make a decision on restarting operations today but warns it may take a few days for the critical conduit to resume full services. The uncertainty is triggering panic-buying and long lines, and draining supplies at hundreds of gas stations from Georgia to Virginia. The Southeast is particularly vulnerable because it has fewer refineries and fuel pipelines. TravelCenters of America says its tanks are stocked, but the company has suppliers bringing in fuel from other markets to “minimize any potential disruptions."

The U.S.-China trade war launched a couple of years ago is echoing across current trans-Pacific shipping volumes. The tariffs that have flown between the countries have led to a sharp decline in Chinese imports, the WSJ’s Josh Zumbrun reports, along with significant changes in the types of goods Americans buy from China. New data shows purchases of telecommunications gear, furniture, apparel and other goods have shifted to other countries under levies that covered roughly $370 billion in annual goods when they were imposed in 2018 and 2019. The Trump administration imposed the tariffs in hopes of boosting U.S. factory production by making Chinese imports more expensive. But significant re-shoring hasn't happened, as U.S. companies instead have turned to other Asian suppliers. Vietnam has been a big beneficiary, jumping from No. 12 globally in imports into the U.S. in 2018 to No. 6 last year.

Japanese apparel chain Muji is taking a far different approach from its retail rivals on issues involving forced labor in China. The company is publicly siding with the Chinese government in sticking with cotton suppliers in China’s Xinjiang region, the WSJ’s Megumi Fujikawa reports, as many Western and Japanese competitors retreat from a region where the U.S. says mostly Muslim Uyghurs are forced to labor in internment camps. Tokyo-based Muji gets about half its revenue outside Japan from China, where it has a big fleet of stores and sells items online that include a label, “Xinjiang cotton.” Muji’s approach is one sign of how companies are increasingly being drawn into geopolitical debates over China that carry significant implications for their supply chains. Beijing is now warning Sweden that it could retaliate against electronic company Ericsson if Sweden won’t reverse its ban on goods from Chinese telecommunications giant Huawei Technologies.

U.S. job openings rose to a record 8.1 million at the end of March. (WSJ)

The European Union’s second highest court sided with Amazon in a dispute over a $300 million tax bill against the e-commerce giant. (WSJ)

China’s producer prices surged 6.8% last month in the sharpest gain since 2017. (WSJ)

China’s car sales rose 12.4% in April from last year’s pandemic-hit level and sales of electric cars nearly tripled. (Dow Jones Newswires)

OPEC slashed its outlook for oil production by non-member countries this year on faltering U.S. output. (WSJ)

XPO Logistics shareholders rejected an executive compensation package in a non-binding vote. (Dow Jones Newswires)

L Brands is spinning off Victoria’s Secret and will have the lingerie chain operate separately from its Bath & Body Works business. (WSJ)

Cathay Pacific sold a $650 million bond in its first dollar bond issuance in more than two decades. (WSJ)

Daimler plans to accelerate its pivot to electric cars. (Financial Times)

Chinese semiconductor maker Yangtze Memory Technologies denies it is working to replace its U.S. suppliers. (South China Morning Post)

Under Armour is tightening inventories, saying it wants to guard against spreading itself  too thin by chasing demand. (Supply Chain Dive)

Kroger has developed a program to help diverse businesses connect with the grocer and develop stronger relationships. (Progressive Grocer) 

The Suez Canal Authority plans to expand the stretch of waterway where the Ever Given container was grounded in March. (Reuters)

Cargill Transportation says in its new sustainability report that it missed its shipping climate-change and diversity targets last year. (Lloyd’s List)

A.P. Moller-Maersk CEO Soren Skou expects the shipping giant to deliver annual average returns of more than 12% for the next five years. (TradeWinds)

Bimco says demolitions of product tankers are on track to reach an 11-year high this year. (Splash 247)

Hutchison Ports is acquiring APM Terminals’ container terminal at the Port of Rotterdam. (Container Management)

Europe’s competition regulators are investigating the DFDS acquisition of HSF Logistics. (ShippingWatch)

European digital freight forwarder Sennder acquired Dutch forwarder Cars&Cargo. (The Loadstar)

U.K. reverse logistics specialist Reconomy acquired returns technology platform Rebound. (Logistics Manager)

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

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