The United Auto Workers union for the first time went on strike at all three Detroit car companies. About 12,700 workers hit the picket lines early this morning in targeted work stoppages at plants in Michigan, Ohio and Missouri, the WSJ’s Nora Eckert and Ryan Felton report, after failing to clinch new labor deals with General Motors, Ford and Stellantis for factory employees. Workers at Ford’s Bronco plant in Detroit, a Stellantis Jeep factory in Toledo, Ohio, and a GM pickup plant in Missouri were instructed to leave their posts, beginning what could be a series of walkouts without notice at more factories. The impact will cascade across the sprawling automotive supply chain, hitting parts suppliers, railroads and trucking companies the longer the walkout continues. UAW President Shawn Fain has described the approach as a way to sow confusion at the companies and give his negotiators more bargaining leverage.

• Cargolux workers walked off the job after failing to reach a contract agreement with the freight airline. (RTL Today)

Brett McMahon is trying to pass along the rising cost of diesel fuel for trucking in materials, but customers of his concrete-contracting business aren’t very sympathetic. Asking his clients to renegotiate contracts, he said, has been “hit or miss.” Maryland-based Miller & Long is among many businesses being pressured by rising diesel, jet and marine fuel prices that show no sign of abating. The WSJ’s Bob Henderson reports the price of those heavy fuels has risen more than those of crude and gasoline as OPEC and its allies have cut production, which has boosted premiums refiners can charge for industrial fuels. Heavy fuels are more easily made from more-dense Russian and Middle Eastern crudes than U.S. shale oil, leaving supplies leaner and prices higher. Experts say a tight jet fuel market is buoying diesel and marine fuel prices, since all three fuels derive from the same fraction of the oil barrel.

The Panama Canal is running out of water, threatening global supply chains and industries that depend on the trade channel. A WSJ video report takes you inside the canal’s operations to understand what this means for the future of this vital shipping route.

U.S. consumer sales rose 0.2% in August, excluding spending on gasoline. (WSJ)

Growth in China’s industrial production and retail sales accelerated modestly in August. (WSJ)

Producer prices in the U.S. jumped 0.7% in August, the largest increase in 14 months. (WSJ)

The European Central Bank raised interest rates by a quarter percentage point to a record high. (WSJ)

J.B. Hunt Transport Services is buying BNSF Railway’s freight brokerage business, BNSF Logistics. (WSJ) 

U.S. regulators returned Mexico’s air-safety rating to its highest level, allowing the country’s carriers to better compete in the American market. (WSJ)

Yellow paid bonuses totaling $4.6 million to eight current and two former executives in the weeks before the trucker collapsed. (Bloomberg)

Public and private groups in Japan and Canada agreed to jointly develop North American supply chains for electric vehicles. (Nikkei Asia)

Sea-Intelligence says container lines are canceling large numbers of sailings from Asia ahead of China’s Golden Week celebrations. (The Loadstar)

Maersk and its majority owner formed a company to produce methanol, as the shipping line launched the first container vessel powered by the low-carbon fuel. (Reuters)

Tanker owners say they are working in the best market for crude carriers since 1996. (TradeWinds)

Nikola plans to start delivering its first hydrogen fuel-cell trucks by early October. (MarketWatch)

The U.S. is sharply increasing funding to create more truck parking spaces. (DC Velocity)

Mexico-based Awesome Cargo is adding two converted 737-800 freighters to its burgeoning cargo fleet. (Cargo Facts)

Contract logistics provider GXO Logistics acquired e-commerce fulfillment specialist PFSweb for an equity value of $181 million. (Dow Jones Newswires)

Sponsors of the New York Jets and Aaron Rodgers are putting on a brave face after the star quarterback’s season-ending injury.

Flexport founder Ryan Petersen is back at the top of the digital freight startup, but the hard part of executing on the Silicon Valley-style disruption he promised is still ahead.

Company board directors say ESG efforts have brought about real benefits, but the political backlash has had an impact.

🎧 Listen to the Tillamook County Creamery Association’s Paul Snyder discuss why ESG is fundamental to the way the farmer-owned cooperative manages long-term risks.

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.