New geopolitical risk is creeping into Apple’s supply chain through China. The consumer-electronics trend-setter has navigated an escalating series of challenges in China over decades of manufacturing and selling in the country. Now China now is investigating Taiwanese contract manufacturer and major Apple supplier Foxconn over tax and land-use issues. The WSJ’s Liza Lin, Joyu Wang and Yang Jie report the probe risks dragging the iPhone maker into the most volatile issue in U.S.-China relations, the future of Taiwan. The probes come as Foxconn’s billionaire founder Terry Gou pursues a bid for the Taiwan presidency. China’s investigation into Foxconn is a jarring reminder for Apple of the broadening range of risks the company must deal with in the world’s second-largest economy. One expert says that Beijing through the probes may also be trying to signal its concerns about Foxconn’s role in helping the manufacturing diversification moves of Apple and other foreign companies.

• Columbia Sportswear is seeking apparel factories in Central America amid growing U.S.-China tensions. (The New York Times)

Striking workers at the St. Lawrence Seaway and the Canadian company that manages the key trade route are heading back to the bargaining table. St. Lawrence Seaway Management said talks with Unifor are set for Friday morning, the WSJ’s Robb M. Stewart reports, as they try to resolve an impasse on the Canadian side of the shipping corridor that has tied up more than 100 vessels. The walkout that began over the weekend affects about $25 million in daily economic activity, much of it tied to commodities that connect farmers and manufacturers in the U.S. Midwest and Canada to overseas markets. Grain and iron ore are the biggest commodities that move through a system that links the Atlantic Ocean to the Great Lakes through a series of locks between Lake Erie and Montreal. A prolonged walkout could send some shippers looking to railroads for alternative transport.

Pharmaceutical companies are looking closely at how drugs are produced as they try to cut emissions. Making and supplying medicines generates roughly a third of the global healthcare industry’s greenhouse-gas emissions. The WSJ’s Cecilia Butini reports the biggest challenge companies face is in Scope 3 emissions, which are the hardest to reduce because they depend on a large web of external suppliers and energy-intensive chemical processes to make medicines. British drugmaker GSK, for instance, found that more than half of its Scope 3 footprint last year came from the use of its metered dose inhalers. GSK is reformulating its flagship asthma drug Ventolin, which is often distributed through inhalers, in an effort to reduce the climate impact of its inhalers. But experts say such efforts in the highly-regulated sector also mean that even subtle changes to the inputs or production process can require lengthy and costly approval.

Economists in a survey project U.S. economic growth approached 5% in the third quarter. (MarketWatch)

An S&P survey shows activity in the U.S. service sector accelerated at the start of the fourth quarter. (MarketWatch)

The United Auto Workers extended its strike against Detroit’s automakers to one of GM’s largest and most profitable factories. (WSJ)

GM is abandoning its self-imposed target to build 400,000 electric vehicles by mid-2024. (WSJ)

Trucker TFI International’s third-quarter net profit fell by nearly half to $133.3 million on a 15% decline in revenue. (Dow Jones Newswires)

Truck maker Paccar’s third-quarter profit jumped nearly 60% to $1.23 billion as sales revenue rose 23%. (Dow Jones Newswires)

The U.S. projects declining natural-gas prices this winter on ample supplies of the fuel. (WSJ)

TV celebrity-founded sustainable diaper startup Hello Bello filed for bankruptcy protection, citing supply chain woes and high shipping costs. (WSJ)

Cocoa prices have surged to the highest level in 44 years. (Bloomberg)

Isuzu Motors plans to mass produce a light hydrogen-powered fuel cell truck it is developing with Toyota. (Nikkei Asia)

Drewry Shipping Consultants projects container lines will lose a combined $15 billion next year. (The Loadstar)

Container shipping partners THE Alliance suspended service loops from Asia to both Europe and the U.S. East Coast. (TradeWinds)

Freight forwarder DSV will collaborate with Saudi Arabia on a multibillion-dollar Red Sea logistics development. (ShippingWatch)

At least 17 people were killed when an intermodal freight train and a passenger train collided in Bangladesh. (Reuters)

One person died and four others are missing after two cargo ships collided off Germany's North Sea coast. (BBC)

An arbitration panel ordered Nikola Motor founder Trevor Milton to pay the electric-truck maker about $165 million over fraudulent claims. (CNBC)

Logistics software provider Slync is shutting down and seeking to sell off its technology. (Journal of Commerce)

Live-events freight forwarder Rock-It Global acquired motorsports-focused customs broker Dell Will. (Air Cargo News)

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.