Building a hydrogen power supply chain is proving nearly as challenging as bringing the technology into the trucking business. Hydrogen-truck maker Nikola says supply-chain hurdles are slowing production and driving up costs for its new zero-emission rigs. Nikola CEO Steve Girsky tells the WSJ Logistics Report’s Paul Berger that the company could have sold more than the 35 trucks it reported in the fourth quarter if not for late parts deliveries. Girsky says that because the technology is so new, suppliers are hitting snarls as they scale up commercial production. Ramping up production is crucial for Nikola because it needs to drive down the unit production costs of its expensive rigs. Nikola turned to airfreight to speed some parts to the assembly line, which also drove up costs. Girsky says the rollout of fueling stations also faces supply-chain hurdles as providers in that sector “face teething pains.”

E-commerce entrepreneur Marc Lore is trying a new recipe for his food-delivery startup Wonder. A year after scrapping plans for a nationwide network of food trucks, the former Walmart executive wants to open nearly 100 delivery-focused restaurants around the New York City area with new investor funding. The WSJ’s Sarah Nassauer reports that Wonder last week raised $700 million under a structure that promises equity at a potential discount once particular milestones are met, such as a sale or initial public offering. The startup, which also owns meal-kit provider Blue Apron, has raised $1.5 billion overall. But it now faces a more challenging market for investment, particularly for companies built around the delivery and logistics markets that were red-hot during the pandemic. Wonder’s business model has also pivoted a couple of times. It now hopes to add nearly 100 more hubs for local deliveries over the next two years.

• Alibaba is offering five-day international delivery to customers in the U.S., in a competitive strike at Temu and Shein. (South China Morning Post)

Construction of new homes in the U.S. surged 10.7% in February, the strongest gain in nine months. (MarketWatch)

Thyssenkrupp is in talks with Carlyle to have the private equity firm acquire a partial stake​ in the German industrial giant’s naval shipbuilding operations. (WSJ)

Consumer-products giant Unilever plans to separate out its ice cream business ahead of a potential stock listing or sale. (WSJ)

Rail equipment supplier FreightCar America named Nicholas Randall as its next CEO​ after James Meyer’s resignation. (WSJ)

Fourth-quarter smartphone sales revenue at Chinese smartphone maker Xiaomi jumped 21%. (WSJ)

At least five suppliers to Taiwan Semiconductor Manufacturing and Intel are delaying construction of facilities in Arizona. (Nikkei Asia)

Ukraine is looking to restore container shipping traffic and expand shipments moving on the Danube River. (Maritime Executive)

Russia’s AirBridgeCargo is returning two Boeing 747 freighters to their Chinese owners two years after they were grounded due to sanctions. (Air Cargo News)

Macy’s is consolidating its logistics and distribution network in a plan aimed at cutting $100 million in costs this fiscal year. (Sourcing Journal)

Container shipping’s THE Alliance is restoring some suspended trans-Pacific services on signs of resurgent demand. (The Loadstar)

Sea-Intelligence says container line earnings have retreated to prepandemic levels. (ShippingWatch)

DHL says in a report that globalization is increasing despite geopolitical headwinds. (DC Velocity)

Trimac Transportation acquired North Carolina-based bulk materials specialist Feldspar Trucking. (Commercial Carrier Journal)

A real-estate company backed by shipping magnate John Fredriksen bought the Oslo headquarters of struggling oil and gas company Equinor for the equivalent of about 9.4 cents. (TradeWinds)

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.