Container lines haven’t even started reporting second-quarter earnings and the profits already are beginning to stack up. Germany’s Hapag-Lloyd lifted its outlook for the second time in two months, saying stronger demand and rising freight rates are boosting the carrier’s financial picture. The WSJ’s Elena Vardon reports the shipping line now expects annual earnings before interest and taxes—roughly operating profit—of between about $1.3 billion and $2.38 billion, up from earlier guidance of up to $1.1 billion. The outlook signals that earnings growth at shipping lines is accelerating as diversions around the troubled Red Sea region strain capacity while growing numbers of export boxes reach Asia’s congested container terminals. Maersk Line and CMA CGM reported strengthening results earlier this year. Freightos said this week that spot rates from Asia to the U.S. West Coast have surged 60% since late May, suggesting the outlook for carriers is getting even brighter.

• Yemen’s Houthi militants targeted a U.S.-flagged Maersk Line containership in new attacks on Maersk and Mediterranean Shipping vessels. (TradeWinds)
• A.P. Moller-Maersk is looking to order around a dozen ships powered by natural gas following issues over methanol supplies in China. (Dow Jones Newswires)
• Several European shipping companies appear to have been targeted in a coordinated cyberattack by Chinese hackers. (ShippingWatch)
• Panama plans to build an additional reservoir to ensure water supplies for the Panama Canal. (Maritime Executive)

Online grocery sales are starting to reset the U.S. map for fresh-food logistics. Walmart’s move to open five large, highly-automated distribution centers across the country marks a significant step for the nation’s largest grocer and for the technology that’s being packed into new warehouses. The new facilities, first reported by CNBC, will be around 700,000 square feet—a large scale by historical standards for sites that include refrigerating for perishables and fresh food. Refrigerated warehousing has been growing rapidly recently, fed by grocery business and by expanding pharmaceutical trade. Analysts project the U.S. cold-storage market will grow at an average double-digit annual pace over the next decade. Walmart says it will bring automation into the operations at the new facilities. The retailer has opened two of the sites, one near Bakersfield, Calif., and the other outside Dallas, and plans to open others in South Carolina, Illinois and New Jersey.

• Chinese online retailers JD.com and Alibaba are among several companies exploring a potential bid for British parcel delivery company Evri. (Reuters)
• Temu is striking deals with Chinese sellers with warehouses in the U.S. to ship to consumers from those sites. (The Information)
• Online marketplace Etsy is cracking down on mass-produced goods to avoid a “race to the bottom” in e-commerce. (CNBC)

China’s factory-gate prices fell 0.8% in June, the 21st straight month of contraction. (WSJ)

The Biden administration is imposing tariffs on Mexican imports that use steel or aluminum from China. (WSJ)

Lumber prices have fallen more than 24% since this year’s peak in March. (MarketWatch)

Honeywell is acquiring the liquefied natural-gas process technology and equipment business of Air Products for $1.81 billion. (WSJ)

Samsung Electronics unionized workers in South Korea launched an indefinite strike over wages and work conditions. (WSJ)

China's electric-vehicle exports fell 13.2% from May to June, the third straight monthly decline. (Nikkei Asia)

German carmakers’ vehicle sales tumbled in the second quarter as the companies struggled in China. (WSJ)

Second-quarter sales at Taiwan Semiconductor Manufacturing jumped 40% to $20.7 billion. (South China Morning Post)

Boeing secured orders for 11 777 freighters in June, and sold four of the jets to Turkish Cargo. (Air Cargo News)

Boeing delivered 44 commercial aircraft in June, the most since last December. (MarketWatch)

Several states are considering following Colorado and Minnesota with fees on retail deliveries as an alternative to gas taxes. (Stateline)

A subsidiary of Daimler Truck North America plans to close a Plainfield, Ind., plant focused on remanufacturing components. (Inside Indiana Business)

Daimler Truck’s global sales fell 15% year-over-year in the second quarter. (Reuters)

The U.K.’s Royal Mail is dropping 18 domestic cargo flights in favor of road transport. (The Guardian)

Wincanton fell to an annual loss of about $57.6 million ahead of the U.K. logistics operator’s sale to GXO. (Motor Transport)

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.