U.S. supply chains are increasingly steering away from China. Imports into the U.S. rose 1.5% from March to April, but China’s share of goods shipments fell to the lowest level since 2006, receding to 15.4% based on value for the 12 months ending in April. The WSJ’s Austen Hufford and Anthony DeBarros write the decline comes as more U.S. companies are looking for alternatives to Chinese manufacturers and geopolitical tensions increasingly reach into decisions on supply chains. China’s loss of share has meant gains for European nations, Mexico and other Asian sources. A group of 25 Asian and South Asian countries, including India, Japan and Vietnam, accounted for 24.7% of goods imports for the 12 months ended in April. The pace of the change is accelerating, suggesting the impact on the flow of goods into U.S. West Coast ports and into inland distribution channels is likely to grow.

• Alphaliner says containers lines have broadly moved capacity away from Asia-North America routes as global trade flows have shifted. (The Loadstar)
• Prologis says it is seeing surging demand for warehouse space in the northern Mexico cities of Tijuana and Ciudad Juarez. (Bloomberg)
• Just under half of U.K. firms in a survey say they are considering reshoring parts of their supply chains during the coming year. (OilPrice)

Emissions-reduction efforts are triggering bigger changes across automotive supply chains. Mercedes-Benz just signed an agreement with Swedish upstart H2 Green Steel for the long-term supply of low-emissions steel, the WSJ’s William Boston and Kim Mackrael report, underscoring a broader shift by the industry to reduce greenhouse-gas emissions in supply chains. The agreement is potentially far-reaching. In addition to securing supply for Mercedes’s European factories over the coming years, the companies also will explore potential steel production in North America. Automotive supply chains have been transforming as the business moves toward electric vehicles, and manufacturers such as Mercedes have begun calling on their suppliers to slash greenhouse-gas emissions in the components needed to build cars. There’s a lot of weight involved in a bedrock sector of the manufacturing economy. The World Steel Association estimates that a typical car contains on average about 900 kilograms of steel.

• Mustapha El Akkari left his role running Tesla’s cybertruck supply chain to join rival electric-vehicle maker Rivian Automotive. (The Information)
• Ford named longtime Whirlpool and General Motors executive Liz Door its chief supply chain officer. (Detroit Free Press)

American consumer-goods supply chains are increasingly being driven from overseas. Big foreign fashion brands including Mango, Uniqlo and Zara are joining retail heavyweights like Lego and IKEA in pursuing major U.S. expansions. The WSJ’s Trefor Moss reports that companies like Irish fashion retailer Primark, which plans to open dozens of stores in the U.S. in the coming years, are being drawn in by the sheer scale of a consumer market that is more than double that of any other country. Many foreign retailers have been wary of the U.S., and focused growth plans on emerging economies such as China and Russia. But Western brands have retreated from Russia and some worry about political tensions and tough homegrown competitors in China. E-commerce is helping drive the influx. Spanish apparel retailer Mango says the U.S. has become one of its biggest markets even though it has a tiny physical presence.

• Primark is opening a store in Hanover, Md., as part of its plan to launch seven U.S. stores in the coming months. (Business Journals)

ABF Freight System and the Teamsters union struck a tentative five-year contract agreement ahead of the June 30 expiration of the existing contract. (Dow Jones Newswires)

The eurozone slipped into recession as economic output contracted 0.4% in the first quarter. (WSJ)

Industrial production in Germany ticked up a weaker-than-expected 0.3% in April. (Dow Jones Newswires)

Australia's economy grew at its slowest pace since late 2021 in the first quarter. (MarketWatch)

Campbell Soup’s quarterly sales tumbled 11% as overstocked supermarkets scaled bacl orders. (WSJ)

The Teamsters union says Yellow’s proposed changes to work rules amount to “a one-way street” in favor of the trucker. (Transport Dive)

Werner Enterprises CEO Derek Leathers expects a “slow, gradual” demand recovery in the truckload sector. (Fleet Owner)

Unionized staff at London Heathrow Airport plan a series of walkouts this summer​ in a continuing pay dispute. (Financial Times)

U.S. rail regulators will undertake safety assessments of all major American railroads. (Reuters)

A flurry of shipping regulatory complaints suggests widespread belief that ocean carriers were profiteering amid supply chain disruptions. (Supply Chain Brain)

Some shipping lines have started imposing surcharges for containers moving through the Panama Canal as the seaway copes with drought conditions. (Supply Chain Dive)

Trading company Trafigura more than doubled its net earnings to $5.5 billion in the six months ending March 31. (TradeWinds) 

Consumer-brands owner VF is opening a 1.2 million-square-foot distribution center in Ontario, Calif. (Retail Info Systems)

Online clothing retailer Stitch Fix is dropping its use of a distribution center in Pennsylvania’s Lehigh Valley. (WFMZ)

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.