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A supply-chain overhaul turned into more than a cost-cutting efficiency plan for one of the largest home-appliances makers in the U.S. GE Appliances says it has managed to double revenue over the last seven years thanks in part to a multiyear effort to reset its manufacturing, tighten control of its inventory and rethink how it manages its production cycle. Marcia Brey, the company’s vice president of logistics, tells the WSJ Logistics Report’s Liz Young GE Appliances began restructuring its supply chain in 2017, years before the pandemic, to better balance production and demand. That effort accelerated as Covid disruptions took hold, and pressed companies around the world to rethink their supply chains. Brey says GE Appliances turned its process on its head, prioritizing real orders to pull goods forward rather than production schedules. The company’s inventory turns have improved some 50% as a result, and sales are up.

• Levi Strauss is bringing more third-party logistics providers into its primarily owned and operated apparel logistics distribution network. (Supply Chain Dive)
• Australian fashion brands are establishing distribution centers in the U.S. to build on their online sales growth. (Modern Retail)

Boeing’s move to bring Spirit AeroSystems back into the corporate fold may call an end to manufacturing's big  experiment with outsourcing. The deal concluded this week reclaims for Boeing the fuselage supplier that it sold to a private-equity firm in 2005. The WSJ’s Jon Sindreu writes in a Heard on the Street column that the vertical reintegration makes sense in light of recent history, with airline safety likely benefiting from centralized supervision and a simpler workflow between plants. It also indicts an outsourcing trend built on the idea that an asset-light firm focused on its core expertise would be better run. But asset-light manufacturers can lose the innovative edge that comes when production processes interact. And low-margin elements of the supply chain get worn down to just a few sources. That leaves them without the financial muscle to make needed investments in times of turmoil.

• Philippines budget passenger airline Cebu Pacific will buy up to 152 Airbus jets valued at $24 billion. (WSJ)

Shell will pause construction of its Rotterdam biofuels facility, amid weak global demand for the fuel. (WSJ)

Basic Fun filed for bankruptcy after the maker of classic toys like Lincoln Logs and Tinker Toys struggled following the pandemic. (WSJ)

U.S. regulators blocked Tempur Sealy’s proposed $4 billion acquisition of Mattress Firm over competition and pricing concerns. (WSJ)

Tesla’s vehicle sales fell for a second straight quarter but came in better than expected. (WSJ)

Nikola beat its own guidance by selling 72 of its hydrogen fuel-cell trucks in the second quarter. (MarketWatch)

Electric-vehicle sales at General Motors jumped 42% in the second quarter. (Barron’s)

Rivian Automotive’s electric-vehicle production slipped in the second quarter but deliveries beat expectations by growing 9.1%. (MarketWatch)

China’s Geely Automobile raised its annual export target, even as the European Union prepares to slap extra punitive tariffs on Chinese electric vehicles. (Nikkei Asia)

Indonesia is preparing to impose tariffs and take other​ steps to protect its textile industry from Chinese imports. (Bloomberg)

A containership lost power departing the Port of Baltimore and returned to berth at the Seagirt Marine Terminal. (Baltimore Sun)

Greek and Chinese tankers opened a trade lane carrying Kazakhstan crude on a two-month journey to the U.S. West Coast. (TradeWinds)

A majority of company truck drivers in a survey expect to earn as much or more in 2024 than they earned last year. (Commercial Carrier Journal)

California will require most freight operators to start phasing in zero-emissions forklifts in 2028. (DC Velocity)

Logistics technology company Ninja Van laid off 5% of its workforce in Singapore. (Straits Times)

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.