Jonathan Daniels has the hardest job in U.S. logistics right now. Daniels is managing the latest crisis to hit the shipping sector barely two months after taking over as head of the Port of Baltimore. The WSJ’s Scott Calvert writes that Daniels says he is already planning for the resumption of operations at the port, which has been almost entirely closed to vessel traffic since the containership Dali slammed into the Francis Scott Key Bridge on March 26, killing six workers and leaving the ship and the mangled wreckage sitting in the shipping channel. Daniels says he is staying in touch with shippers, ocean carriers, terminal operators and the longshore union, as well as with the directors of the federal disaster response effort. He also has his eyes fixed on the future: “We want our cargo back when that time comes,” Daniels says.

• Investigators in Baltimore have contacted the Dali’s shipbuilder, Hyundai Heavy Industries, as they focus on the ship’s electrical power system and its circuit breakers. (Splash 247)

The U.S. trade deficit with China is at its lowest level in nearly 15 years. But it’s not necessarily because Americans are buying fewer Chinese goods. The WSJ’s Dion Rabouin explains in a video report that the trans-Pacific trade battle is also delivering big wins for Mexico as manufacturers looking to avoid tariffs move into the country.

• Volvo is building a heavy-duty truck factory in Mexico for its Volvo Trucks and Mack Trucks brands. (Dow Jones Newswires)
• Volkswagen will spend $2.69 billion to expand production and research in China. (Dow Jones Newswires)

Amazon is committed to cutting costs in its distribution network even as the e-commerce giant steps up its commitment to artificial intelligence. CEO Andy Jassy in his annual letter to shareholders laid out a vision for how generative AI could be a critical building block in establishing the company’s next pillar of growth. The WSJ’s Steven Russolillo and Sebastian Herrera report that Jassy believes the developing tech “may be the largest technology transformation since the cloud.” Amazon has been in search of its next successful venture but has struggled to build out businesses such as its physical stores and healthcare. The goods business remains a target of cost-cutting, in part by placing goods in smaller warehouses closer to online customers to cut transport spending. Jassy writes the company has “found several areas where we believe we can lower costs even further while also delivering faster for customers.”

• China’s high-tech manufacturing hub of Suzhou plans to double the city’s cross-border e-commerce annually for the next three years. (South China Morning Post)

Producer prices in the U.S. rose a less-than-expected 0.2% in March. (WSJ)

Europe's central bank is holding interest rates at a record high while signaling it is moving closer to rate cuts. (WSJ)

China’s consumer prices rose just 0.1% in March compared with a year earlier. (WSJ)

OPEC left its estimates for oil-demand growth unchanged but lowered its forecast for non-OPEC supply expansion for this year and next. (WSJ)

Volkswagen will spend $2.69 billion to expand production and research in China. (Dow Jones Newswires)

An internal Boeing review found that top executives took personal trips on the company’s private jets that were improperly recorded as business travel. (WSJ)

Lufthansa suspended flights to and from Tehran due to heightened security risks in the Middle East. (WSJ)

Uniqlo parent Fast Retailing raised its financial outlook after reporting higher sales in the U.S. and Europe. (WSJ)

Constellation Brands’ quarterly sales rose at a better-than-expected pace as beer sales jumped nearly 11%. (WSJ)

Global coal production capacity expanded 2% last year, as China and other countries brought new power online. (Financial Times)

Japan’s Fujifilm will invest $4.5 billion by 2028 to expand its biopharmaceutical contract manufacturing in the U.S. and elsewhere. (Nikkei Asia)

A logjam in Boeing 777 freighter deliveries is crimping capacity amid growing air cargo demand. (The Loadstar)

The share of supply-chain professionals in an annual survey reporting salary increases slipped last year to 58% from 67% in 2023. (Logistics Management)

Walmart is expanding its test of autonomous forklifts by placing 19 of the machines at four of its highly-automated warehouses. (Chain Store Age)

German freight forwarder Dachser acquired food logistics specialist Brummer. (Breakbulk News)

New York City is testing a program to provide free parcel-delivery lockers to residents to deter thieves. (WNBC)

• In a landmark case, a group of Swiss women won their claim that authorities aren’t doing enough to mitigate the effects of climate change.
• Lands’ End is expected to report a profit for the first time in three years by nudging customers to pay full price. 
• AI is coming for the enterprise as the technology is making deepfakes more lifelike than ever.  

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.