China’s efforts to export its way back to economic growth are meeting growing resistance around the world. The U.S. and Europe are threatening to raise trade barriers to Chinese-made electric vehicles and renewable-energy gear while emerging economies including Brazil, India, Mexico and Indonesia zero in on Chinese imports of steel, ceramics and chemicals. The WSJ’s Jason Douglas and Dave Sebastian report the backlash is a response to the volumes of cheap goods from China that are flooding the world, in some cases threatening regional suppliers with knockdown prices. Governments around the world have announced more than 70 import-related measures targeting China alone since the start of last year. The growing resistance shows how China’s efforts are stoking tensions in global trade. The pressures risk accelerating a fragmentation of the global economy into countries determined to ease China out of their supply chains and those locked into its orbit.

• Treasury Secretary Janet Yellen hammered at Chinese officials for exporting too many clean-energy goods, saying in meetings in Beijing they should scale back industrial production. (WSJ)
• South Korean logistics and retail firms fear they will get pushed out by the growing influence of China’s AliExpress and Temu. (Korea Times)
• The U.S. is seeing growing import volumes from India. (Journal of Commerce)
• Honda is starting to export passenger cars from India to Japan. (Automotive Logistics)

Surging prices for the raw materials that power manufacturing and transportation signal that investors are betting on a prolonged expansion. The S&P GSCI, an index of global commodities prices, has advanced 12% this year, the WSJ’s Bob Henderson reports, while copper and oil have gained nearly 10% and 17%, respectively. The optimism is rooted in expectations that economic growth will increase demand from the U.S. and China, and that supply chains tied to industrial sectors should have momentum for some time. A Macquarie Group commodities report says real income growth has sparked a reacceleration in global goods demand that is likely to propel commodity prices even higher. The rally reverses an 18-month-long slide from the highs reached after Russia’s invasion of Ukraine sent prices of oil, natural gas, grains and industrial metals skyrocketing. Still, the rising prices for industrial materials also threaten to trigger a new round of inflation.

Germany’s industrial production rose a more-than-expected 2.1% in February. (WSJ)

Kimberly-Clark will sell its Australian personal protective equipment business to Ansell for $640 million in cash. (WSJ)

Spirit Airlines is deferring deliveries of Airbus passenger jets for five years. (WSJ)

Crews started removing shipping containers on the Dali outside the Port of Baltimore. (Baltimore Sun)

The federal government will put $8 million toward expanding automotive handling capacity at the Port of Baltimore’s Tradepoint Atlantic car terminal. (Trucking Dive)

Norfolk Southern investor Neuberger Berman says it supports an Ancora Holdings effort to oust the railroad’s management. (Trains)

A survey by investment analyst Stephens showed Norfolk Southern shippers overwhelmingly favor the railroad’s strategic plan over that of Ancora. (Railway Age)

South Korea’s government plans to double the country’s container shipping capacity by 2030. (Lloyd’s List)

Shipping magnate George Economou is seeking to oust Genco Shipping & Trading’s chairman in a proxy fight. (TradeWinds)

Freight forwarder Kuehne + Nagel International is streamlining its management structure. (The Loadstar)

Belgian transport equipment maker Van Hool declared bankruptcy and will be taken over by German trailer builder Schmitz Cargobull and Dutch bus manufacturer VDL. (Motor Transport)

U.K. developers are converting a shuttered coal mine in West Yorkshire into a logistics and industrial hub. (Logistics Manager)

Japanese retail chains FamilyMart and Lawsons will cooperate on home-delivery logistics amid a deepening national driver shortage. (Nikkei Asia)

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.