Detroit’s carmakers and the United Auto Workers union are back at the negotiating table as the companies seek to avoid further fallout from a strike. About 12,700 factory workers entered their fourth day of picketing at a Ford pickup factory near Detroit, a Stellantis Jeep plant in Toledo, Ohio, and a General Motors commercial-van factory near St. Louis. The WSJ’s Ryan Felton and Nora Eckert report that lost production from those sites amounts to around 10% of the companies’ North American output, but the potential for more plant closures looms. Wells Fargo analysts estimate the companies’ proposals to increase wages around 20% over four years would add about up to $1.2 billion in costs to each company over the four-year life of the contract. Hanging over the talks is Tesla’s huge lead in the race to develop electric vehicles, with nonunion Tesla also holding a big advantage on hourly labor costs.

The union representing 146,000 auto workers called for a targeted strike after labor negotiations failed to reach a deal. In a WSJ Video report, we look at how this historic strike could affect the global car industry and what it could cost the U.S. economy.

Europe’s search for new sources of natural gas to replace Russian supplies is redrawing the world’s energy map at a rapid clip. Once-obscure corners of the energy world, from offshore Congo to Azerbaijan, are booming as Europe resets its supply chain for liquefied natural gas. The WSJ’s Matthew Dalton and Eric Sylvers report that Italy’s energy company Eni and Algeria’s state-owned energy company are drilling dozens of wells, producing gas from previously untapped fields in a matter of months. Algerian officials are negotiating new gas deals with buyers in Germany, the Netherlands and elsewhere in Europe. The government is in talks with U.S. giants Chevron and Exxon Mobil on deals that would allow the companies to produce gas in the country for the first time. Europe hopes to provide an energy buffer over the next three years, when officials and analysts worry the supply crunch will be the most severe.

• Chevron resumed full liquefied natural gas production at one of its strike-hit Australian export plants. (Associated Press)

U.S. companies’ confidence in their business prospects in China fell to the lowest level since 1999. (WSJ)

Home builders’ confidence in the U.S. fell in September to the lowest level in five months. (MarketWatch)

Saudi Arabia is in talks with Tesla about establishing a manufacturing facility there. (WSJ)

California Gov. Gavin Newsom plans to sign a bill calling for companies to detail greenhouse-gas emissions across their supply chains. (MarketWatch)

Clorox says a cyberattack on its IT systems has left products in shorter supply as it processes orders manually. (WSJ)

Singapore’s non-oil exports tumbled more than 20% in August for the second month in a row. (Straits Times)

U.S. containerized agriculture exports fell in the first half of the year at the steepest rate since 2016. (Journal of Commerce)

Two small bulk vessels became the first inbound commercial ships to reach a Ukrainian port in defiance of a Russian blockade. (TradeWinds)

European ferry operator DFDS is buying a specialist in Spain-Morocco shipping lanes. (Lloyd’s List)

Japanese companies are increasing their use of warehouse robots. (Japan Times)

Sales of used heavy-duty trucks jumped 14% from July to August. (Trucking Dive)

Cargolux and its unionized workers reached a tentative contract agreement that ends a strike at the cargo airline. (The Loadstar)

Farm drone startup Guardian Agriculture named former Tesla engineer Matt Cherouny vice president of supply chain and manufacturing. (Supply Chain 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.