Tensions between the largest freight broker in the U.S. and an activist investor are growing. C.H. Robinson Worldwide is standing its ground against Ancora Holdings and its call for steep changes in the company’s structure, the WSJ Logistics Report’s Paul Berger writes, including carving out the international freight forwarding operation from the core domestic freight brokerage business. The divide is the latest example of the challenges that strategies built on cross-selling and so-called one-stop shop shipping services face, at least for investors. XPO Logistics over the past two years has been unpacking an array of business units pulled together through a series of acquisitions. C.H. Robinson says its global forwarding arm is crucial to its success because customers feed business into its domestic operation. The company is looking for a new CEO, and that person will likely have to solve the questions swirling around the business.

• FedEx is furloughing more workers at its less-than-truckload FedEx Freight division. (Memphis Commercial Appeal)
• Schneider National named former YRC Worldwide CEO James Welch chairman of the truckload carrier’s board. (Transport Dive)
• Mississippi-based trucker Jones Logistics acquired Tennessee-based Nationwide Express. (Commercial Carrier Journal)

Amazon may face new regulatory fire over the way it works with third-party sellers. The Federal Trade Commission is preparing a potential antitrust lawsuit against the e-commerce giant that could challenge an array of the company’s business practices as anticompetitive. The WSJ’s Dana Mattioli and Brent Kendall report that the timing remains in flux and that the commission still could opt against proceeding. The regulators have been looking at questions that go to the heart of the divide between online retail services and competition for consumer spending. The FTC has been examining Amazon practices that include whether it favors its own products and how it treats sellers on its platforms. Critics say Amazon’s platform also brings the company big data on its third-party sales. Amazon in December agreed to settle two antitrust cases in Europe related to allegations about its treatment of third-party sellers on its platform.

• Amazon plans to close some Fresh supermarkets and Go convenience stores in a push to cut costs. (CNBC)

A swath of new air cargo capacity is lining up for takeoff. Commercial airlines and leasing companies are rushing to bring large numbers of wide-body jets out of storage. The WSJ’s Benjamin Katz writes the carriers are clamoring to get the bigger planes into the air to take advantage of a surge in passenger travel demand as pandemic restrictions have faded. The airlines are looking to get parked planes out of their holding areas and to get new aircraft like Boeing’s 787 and the Airbus A350 off assembly lines. The planes promise to bring gaping new capacity to an airfreight market that has been roiled during the pandemic by the steep reduction in space in the skies even as expedited shipping demand has boomed. Those trends now are veering in opposite directions, sending air cargo shipping rates diving. With passenger-jet bellies getting bigger, the descent in prices could continue.

• CLIVE Data Services says global airfreight demand fell 8% in January​ while capacity expanded 11%. (Air Cargo News)
• Authorities are investigating a near-miss between a FedEx freighter and a Southwest Airlines plane at the Austin, Texas, airport. (WSJ)

U.S. payrolls grew by 517,000 in January and the jobless rate fell to the lowest level since 1969. (WSJ)

A measure of U.S. service-sector activity surged into expansion in January. (MarketWatch)

The International Monetary Fund slashed its medium-term growth forecast for China. (WSJ)

The U.S. and its allies agreed to new limits on the price of Russian petroleum products. (WSJ)

Trade data show Turkish companies last year exported tens of millions of dollars’ worth of equipment Russia needs for its military. (WSJ)

The U.S. expanded the number of electric vehicles that will qualify for a $7,500 tax credit. (WSJ)

Global food costs have fallen 18% from a record level last March. (Bloomberg)

German carmaker BMW will spend about $860 million to increase electric-vehicle and battery production in Mexico. (Financial Times)

Shenzhen-based Apple contract manufacturer Luxshare wants to expand beyond consumer electronics. (South China Morning Post)

Gap will offer warehousing and distribution services to small and midsize brands under an agreement with UPS subsidiary Ware2Go. (WWD)

The Baltic Dry Index measuring dry-bulk shipping rates fell to its lowest level since June 2020. (TradeWinds)

Evergreen Marine’s chairman warns a flood of new capacity could push container shipping sector into rate wars. (The Loadstar)

California’s Port of Hueneme plans to develop 250 acres of farmland for cargo handling under a 10-year plan. (Venture County Reporter)

The Department of Transportation turned down a Port of Coos Bay, Ore., request for federal aid to build a container terminal. (Maritime Executive)

Workers at the U.K.’s Royal Mail will stage another strike Feb. 16. (BBC)

New orders for rail cars fell by more than half from the third quarter to the fourth quarter. (Progressive Railroading)

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 Twitter at @WSJLogistics.