Truckers’ ambitious plans for their fleets this year may hit a supply-chain roadblock. Big operators including J.B. Hunt Transport Services and Old Dominion Freight Line are setting significant increases in their capital spending in 2022, the WSJ Logistics Report’s Lydia O’Neal writes, as they look to build on last year’s strong earnings by refreshing their equipment with new trucks and trailers. It’s a sign of confidence in the freight market, but new capacity may not arrive anytime soon. Carrier executives warn that production at truck and trailer manufacturers remains constrained. New orders for trucks and trailers have weakened in recent months as manufacturers limit sales while they try to cut into backlogs driven by parts shortages. FTR Transportation Intelligence expects North American makers of Class 8 trucks to fall 85,000 units short of demand, suggesting some of that capital spending may have to be rolled into next year.

Supply-chain woes are siphoning sales away from big food companies. Sales at major food makers are still rising, the WSJ’s Annie Gasparro reports, but executives say they are still coping with production strains that leave room for competitors to gain ground. Kraft Heinz says it couldn’t make enough Lunchables or Philadelphia cream cheese to meet demand in recent months, and faced a shortage of packaging materials in the fourth quarter. Kellogg lost ground in U.S. grocery stores after a strike among factory workers and a fire slammed its production capabilities last year. Their troubles show that U.S. logistics networks remain strained even as broader bottlenecks show signs of easing, and that supply chains have become central to battles over market share. NielsenIQ says U.S. consumer packaged-goods companies lost some $82 billion in sales last year because items were out of stock, according to trade publication Supply Chain Dive.

BioNTech is trying to solve a Covid-19 vaccine supply-chain problem by bringing factories to sites where shots are most  needed. The German biotech company plans to deploy mobile production units encased in shipping containers to Africa and other regions that have limited access to supplies, the WSJ’s Bojan Pancevski writes. The modular miniature factories are aimed at getting around hurdles that now come from mass production of vaccines and other medicines that depends on sophisticated manufacturing hubs. Developing countries have faced an acute shortage of vaccines during the pandemic as rich governments have snapped up the bulk of the global supply. BioNTech’s chief executive says the first factories being shipped in the coming months would become the foundation of an African end-to-end manufacturing network. Production of the Covid vaccine and its so-called messenger RNA technology will still depend on Western supplies of key components.

U.S. retail sales surged 3.8% in January in the strongest monthly gain since last March. (WSJ)

Inflation in the U.K. rose at its fastest annual rate in nearly three decades last month. (WSJ)

Activist investor Daniel Loeb told investors that he sees roughly $1 trillion in untapped value at Amazon because of the company's two diisparate business lines. (WSJ)

Amazon and its workers at a Staten Island, N.Y., warehouse reached an agreement to hold a union vote in March. (WSJ)

Ottawa police stepped up their efforts to clear heavy-duty trucks and other vehicles blocking city streets. (WSJ)

Food-delivery company DoorDash’s revenue and order volume last year topped 2020 levels. (WSJ)

E-commerce platform Shopify projects slowing sales growth this after revenue expanded 41% in the fourth quarter. (WSJ)

Federal forecasters project a sharp increase in U.S. shale oil production from the Permian Basin in March. (Reuters)

U.S. spot cotton prices have reached their highest level since 2011. (Sourcing Journal)

Procurement experts say many suppliers are seeking to renegotiate contracts with buyers to account for greater risks in supply chains. (Industry Week)

Maritime bunker fuel prices are up to their highest levels since early 2020. (Lloyd’s List)

Research group Linerlytica says port congestion is easing in parts of Asia but escalating in North America. (Splash 247)

Container lines are seeking to build far higher rates into new trans-Pacific shipping contracts. (Journal of Commerce)

California is leasing space at six sites, including a fairground and a former prison, for short-term storage of about 20,000 sea containers. (DC Velocity)

Ceres Terminals will operate and expand the Trapac container terminal at Florida’s Port of Jacksonville under a 20-year agreement. (Port Technology)

Singapore Airlines and Etihad Airways each are buying seven A350 freighters from Airbus. (The Loadstar)

Freight broker C.H. Robinson will work with vehicle-automation company Waymo to make self-driving trucks available to shipping customers. (Minneapolis Star-Tribune)

GXO Logistics fourth-quarter revenue expanded 28% to $2.3 billion. (Logistics Management)

South Korea plans to allow delivery robots on public roads starting next year. (Nikkei Asia)

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

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