There are new troubles on the road toward self-driving trucks. U.S. safety regulators are investigating an April accident involving a TuSimple autonomously driven tractor-trailer, the WSJ’s Kate O’Keeffe and Heather Somerville report, highlighting concerns that the company is risking safety on public roads in a rush to deliver driverless rigs to the market. TuSimple is one of the biggest developers of robot trucks and it counts backing from heavyweights including United Parcel Service, U.S. Xpress Enterprises and Volkswagen, so the “safety compliance investigation” carries potential implications for other automation companies. In the April 6 accident, the truck suddenly veered left, cut across the I-10 highway in Tucson, Ariz., and slammed into a cement barricade as other cars drove by. The company has blamed the accident on human error. But details and regulatory disclosure and company documents point to what specialists say are fundamental problems with TuSimple’s technology.

Dark clouds are forming over U.S. utility-sector supply chains. Power companies across the country are facing a shortage of transformers and long lead times to get the equipment, the WSJ’s Jennifer Hiller and Katherine Blunt report, just as they are heading into the peak storm season, when the critical gear is most at risk of destruction. Utilities say wait times for transformers, which move electricity from higher to lower voltages, have quadrupled and are averaging well over a year. That raises the likelihood of prolonged power outages during the hurricane season that could crimp an already-fragile U.S. economy. Companies are trying to share limited inventories as they face increasingly strong storms and replace aging infrastructure. Their suppliers are coping with their own supply-chain challenges and a global scramble for raw materials, however, and haven’t been able to keep pace with efforts to stock up.

China’s once high-flying online grocery-delivery sector is coming in for a hard landing. The market where big technology companies and startups once fiercely competed is grappling with continuous losses and cash shortages compounded by a slowing economy and tighter regulations. The WSJ’s Raffaele Huang and Shen Lu report that one of China’s top grocery-delivery companies, Missfresh, has shut down its main business, eliminated hundreds of jobs and now faces protests from unpaid suppliers. The Missfresh debacle underscores the cooling investor enthusiasm for a delivery sector that is coping with a sharp pivot in demand. Grocery delivery has become a much sought-after business in China during the pandemic, but many companies have struggled to turn a profit after burning cash to build storage and delivery networks and offering heavy discounts. Missfresh operated a series of miniwarehouses to speed up delivery, but most didn’t get enough orders to break even.

The Institute of Supply Management’s measure of U.S. manufacturing activity fell to a 25-month low of 52.8% in July. (WSJ)

Spending in the U.S. on construction projects fell a sharp 1.1% in June. (MarketWatch)

A group led by Apollo Global Management is in advanced talks to buy freighter operator Atlas Air Worldwide Holdings. (WSJ)

The U.S. is considering sanctions that would target a network of companies suspected of using ship-to-ship transfers to export Iran’s oil. (WSJ)

Valvoline is selling its global-products business to Saudi Aramco for $2.65 billion, as it focuses on its retail segment. (WSJ)

U.S. regulators halted emergency imports of baby formula from a British firm over allegations of altered paperwork dispute. (Financial Times)

The semiconductor shortage is easing for smartphones and personal computers but supplies remain tight in the automotive sector. (Nikkei Asia)

Amazon added same-day delivery for orders from a handful of brick-and-mortar retailers. (CNBC)

Stanley Black & Decker is reducing its manufacturing footprint and cutting its product portfolio by 40% as part of a $1.5 billion cost savings plan. (Supply Chain Dive)

A.P. Moller Maersk raised its forecast for the second time this year on continued high freight rates in an “exceptional market” for transport companies. (Bloomberg)

The Federal Maritime Commission created a unit tasked with enforcing tougher new shipping regulations. (ShippingWatch)

Prices for new and used crude tankers have been soaring this year. (gCaptain)

Tanker operators are reporting record second-quarter profits on higher rates. (Lloyd’s List)

A group including a unit of shipping line CMA CGM won a bid to privatize India’s Jawaharlal Nehru Port Container Terminal. (Splash 247)

Motor carriers are seeking new business models for working with independent-contractor drivers under new California employment law. (Heavy Duty Trucking)

Load board provider DAT and freight broker Convoy are suing each other over Convoy’s introduction of a competing service. (Journal of Commerce)

Trucker ArcBest says its shipment volume is flat to start the third quarter but revenue per day is up 18%. (FleetOwner)

Japanese airline ANA posted its first quarterly profit in two and a half years. (Japan Times)

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

Follow the WSJ Logistics Report team: @PaulPage, @bylizyoung and @pdberger. Follow the WSJ Logistics Report on Twitter at @WSJLogistics.