A plan to expand America’s electrical infrastructure relies on big trees. The WSJ’s Ryan Dezember reports that the utility-pole business is booming thanks to a flood of public and private infrastructure spending. Utility companies are scrambling to find the tallest, straightest trees because of how much more equipment and cable the poles must hold in an era of surging demand for fiber optics, electric cars and solar installations that have to be connected to the grid. Makers of concrete, steel and composite poles are ramping up production too. The pole boom is one example of how companies are preparing for an expected surge in demand for upgraded infrastructure amid a transition to renewable energy. The North American Wood Pole Council warns there aren’t enough of the larger trees to meet demand, so utility companies may have to focus on buying more poles rather than bigger ones.

The work-from-home revolution is having a lasting effect on buying habits. The WSJ’s Justin Lahart and Jinjoo Lee write in a Heard on the Street column that housebound consumers shifted their spending during the pandemic toward goods such as home decor and consumer electronics rather than services like travel and dining out. Some of that spending shifted back as the economy reopened, but consumers today are still dedicating more of their paychecks to goods than they did in 2019. That’s partly because more people are working from home at least some of the time and are buying items such as office chairs and bicycles rather than bus passes and gym memberships. Retailers including home-improvement chains Home Depot and Lowe’s, home-goods seller Williams-Sonoma and sporting-goods merchant Dick’s Sporting Goods are projecting significant inflation-adjusted revenue increases this fiscal year compared with 2019.

Amazon, the king of fast delivery, pioneered the two-day shipping model customers have come to expect. But to stay ahead of Target and Walmart, the e-commerce giant is overhauling its distribution network. A WSJ Video report takes you inside a same-day facility to explore the company’s fast-shipping strategy.

Federal Reserve Chair Jerome Powell said it is too soon to declare an end to the central bank’s interest-rate increases of the past two years. (WSJ)

The number of new jobless claims in the U.S. fell by 3,000 last week in a sign of a strong jobs market. (MarketWatch)

Talks between Treasury Secretary Janet Yellen and Chinese Vice Premier He Lifeng are expected to enter their second and final day today. (WSJ)

Nvidia developed chips to meet Chinese demand for artificial intelligence technology while complying with U.S. export controls. (Financial Times)

A pilot died and four people were injured after a Russian missile strike on a bulk carrier entering the Ukrainian port of Yuzhny. (Splash 247)

Third-quarter revenue at carrier Scorpio Tankers fell to $291 million, down about $200 million from last year. (Shipping Watch)

Third-quarter revenue at Germany’s Hapag-Lloyd slumped 55% to $4.47 billion, even as the company’s container volume grew. (The Loadstar)

Private-equity firm Astatine Investment Partners bought Canadian shipping company McKeil Marine. (Welland Tribune)

Big-rig maker Paccar is recalling more than 3,800 of its Kenworth trucks due to a problem with seat belts. (Truckers News)

The United Auto Workers plan to hold a vote next week on an agreement with Mack Trucks amid work stoppages. (Commercial Carrier Journal)

Voters approved a $1.6 billion sale of city-owned Cincinnati Southern Railway to Norfolk Southern. (Business Journals)

BNSF Railway and J.B. Hunt Transport Services added intermodal service for time-sensitive cargo. (Journal of Commerce)

Blue Apron Holdings has “substantial doubt” it can continue as a going concern if food-delivery startup Wonder doesn't acquire the meal-kit maker. (MarketWatch)

Amazon is extending grocery delivery and free pickup to non-Prime members in certain U.S. markets. (Retail Dive)

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.