Trucker-led anti-vaccine protests are disrupting the biggest border crossing for U.S.-Canada trade. Protesters halted traffic on the Ambassador Bridge, a 1.6-mile corridor that connects Detroit with Windsor, Ontario, for a time late Monday night, and the WSJ’s Paul Vieira and Jacquie McNish report that traffic remained reduced after Canadian authorities cleared the major north-south thoroughfare leading to the bridge. Much of the focus in Canada and globally has been on a protest in Ottawa that is in its second week. Now, similar disruptions threaten to impose a chokehold on key U.S.-Canada trade routes as protesters seek to “hit them in the pocketbook,” as one participant put it. A group of truckers had earlier blocked a border crossing in western Canada. The head of the Toronto-based Automotive Parts Manufacturers Association says longer-term disruptions at the Ambassador Bridge could upend auto plant delivery schedules and trigger manufacturers’ contingency plans.

Americans may be weary of the pandemic but they’re not done stockpiling. Predictions that the bulk buying of the early days of the pandemic would subside are being buried under stacked up boxes of Kraft Macaroni & Cheese and 40-pound bags of rice. The WSJ’s Lisa Bannon reports that consumers are continuing to hoard food and household goods as many stay at home and remain uncertain about product availability. Research firm IRI says sales at bulk retailers including Costco Wholesale and Sam’s Club rose 26.6% in dollars and 18% by volume during the fourth quarter of 2021 from two years ago, far greater than other types of retail. Product shortages at stores aren’t as severe as 2020 but figures show stock-outs have gotten worse during the Omicron outbreak. Consumers remain wary of running out even if the stockpiling itself is contributing to stock-outs on the shelves.

The European Union is stepping up its bid for a bigger slice of semiconductor supply chains. A new plan would unleash about $49 billion in public and private funding for research and new chip production, the WSJ’s Kim Mackrael and Daniel Michaels report, part of the bloc’s broad effort to boost its commercial independence in a key manufacturing business. The proposal is the latest effort to reset supply chains in a semiconductor sector marked by shortages that have hamstrung operations in key industries. Europe’s plan would also give regulators power to demand that companies prioritize specific products where there is a shortage. The U.S. and China are both putting big funding behind semiconductor manufacturing in what has become a global race for chip production. Europe is an important supplier of materials and semiconductor machinery but is well behind Asia and the U.S. in fabricating most kinds of chips.

U.S. grain exports rose 18% to a record $177 billion last year. (Dow Jones Newswires)

Australia's Tritium DCFC plans to break ground this year on a Tennessee factory to build electric-vehicle charging stations. (WSJ)

The U.S. Postal Service fell to a $1.55 billion fiscal first quarter loss as shipping and package revenue fell 7.3%. (MarketWatch)

Peloton Interactive is replacing its CEO, cutting costs and overhauling its board after a slowdown in demand sent the company’s value plummeting. (WSJ)

Softbank hopes to take chip designer Arm public after a proposed $80 billion sale to Nvidia fell through. (WSJ)

Texas Instruments is sharply raising its capital spending to increase semiconductor production. (WSJ)

Toy maker Hasbro says it is raising prices because of higher shipping costs. (CNN)

Foxconn will work with Thailand’s state-owned PTT energy group to produce electric cars. (Nikkei Asia)

Container lines and freight forwarders say they are struggling to retain staff under the unrelenting stress of supply-chain disruptions. (Lloyd’s List)

Smart-container technology company Traxens raised about $25 million in a new funding round and acquired French container tracking supplier Next4. (The Loadstar)

Annual profit at container ship owner Danaos reached $1.05 billion on surging charter rates. (TradeWinds)

Swedish tanker company Concordia Maritime is exploring converting tankers into container vessels. (ShippingWatch)

Full-year profit at Qatar-based liquefied natural gas carrier Nakilat reached a record $370 million. (Maritime Executive)

XPO Logistics’ fourth-quarter operating income from continuing operations nearly doubled to $126 million. (Dow Jones Newswires)

Hub Group’s fourth-quarter revenue jumped 32% to $1.3 billion as a 37% increase in intermodal revenue per load offset a 9% decline in volume. (Dow Jones Newswires)

Autonomous-trucking company Embark will provide its technology to truckload carrier Knight-Swift Transportation. (Heavy Duty Trucking)

Trucker Yellow is adding driving schools in Marietta, Ga., and Cincinnati as part of a plan to ramp up driving training this year. (Dow Jones Newswires)

A lack of clear training rules is allowing inexperienced drivers to operate heavy-duty trucks. (Time)

Trucking-sector drug violations measured by U.S. regulators rose 10.2% last year. (Commercial Carrier Journal)

Ryder System is building a 678,000-square-foot distribution center in a burgeoning logistics area southeast of Atlanta. (Business Journals)

Authorities indicted an Ohio man on charges of defrauding industrial parts distributor W.W. Grainger of about $1 million. (Industrial Distribution)

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.