The war in Ukraine is pushing electric-vehicle companies and their suppliers to try to reset crucial supply chains that run through Russia. Russia’s MMC Norilsk Nickel is a major producer of the nickel that goes into EV batteries and produces 40% of the world’s palladium, which goes into catalytic converters and semiconductors. The WSJ’s Alistair MacDonald writes that the U.S. and its allies haven’t sanctioned the company or its oligarch chief executive, but the threat to supplies is rippling across industrial markets. Prices for the two metals are skyrocketing and several Western companies say they are looking to diversify their supply chains away from Nornickel. Steel-sector executives are also bracing for disruption in supplies from a Nornickel site at a former gulag penal colony that is rich in mineral deposits. One received a notice from a Polish steel mill warning of “an earthquake” in the steel industry.

Here are other developments following Russia’s invasion of Ukraine:

Russia intensified airstrikes and artillery barrages that killed civilians across Ukraine, wrecking plans for humanitarian corridors to evacuate cities. (WSJ)

Russian flag carrier Aeroflot is halting international flights. (WSJ)

The U.S. and European partners are discussing a ban on imports of Russian oil. (WSJ)

Oil buyers are paying the biggest premiums on record for barrels delivered now rather than later. (WSJ)

Germany unveiled plans to build its first liquefied natural-gas terminal in the northern port city of Brunsbüttel. (WSJ)

Shell said it would donate profits from purchases of Russian oil it executed at bargain prices to humanitarian aid in Ukraine. (WSJ)

U.S. shale giant Pioneer Natural Resources says domestic producers can’t replace crude supplies from Russia this year. (Financial Times)

Samsung Electronics is suspending shipments of all its products to Russia. (WSJ)

For the latest updates from Russia and Ukraine, click here.

Coal is undergoing a resurgence in Europe as the war in Ukraine scrambles global energy markets. European governments are scrambling to source thermal coal shipments around the world as they try to move away from Russian natural gas. The WSJ’s Rhiannon Hoyle and Joe Wallace report the search has sent benchmark prices for thermal coal to record highs as countries reorder policies that had been focused on phasing out the fossil fuel. Many European buyers are turning to Australia, one of the world’s top exporters of coal, and that is driving a surge in Australia’s export earnings from natural resources. The threats to supplies go beyond potential sanctions and limits on financial transactions. A bulk vessel was recently struck by a shell in the Black Sea, raising more alarms in a bulk-shipping sector coping with steep pricing volatility. Russia accounts for roughly 15% of thermal coal traded by sea.

The war in Ukraine is reaching deeper into agricultural supply chains. Russia’s trade ministry is calling for a broad suspension of fertilizer exports, the WSJ’s Luciana Magalhaes and Samantha Pearson report, pushing Brazil to look for new suppliers for a farming sector that is one of the world’s breadbaskets. The threat to fertilizer shipments is part of the broader upheaval hitting commodity markets, including supplies of wheat and grains, that could send global food inflation still higher. Brazil is the largest producer of coffee, soybeans and sugar, and the most dependent of the world’s agricultural superpowers on imported fertilizer. Russia accounts for about two-thirds of the world’s ammonium nitrate production and the country has halted exports until April to guarantee supplies for farmers at home. The country’s state news agency TASS says the disruption is “due to sabotage of deliveries by a number of foreign logistics companies.”

U.S. unemployment fell to the lowest level since the pandemic as employers added 678,000 jobs last month. (WSJ)

U.S. wage growth slowed slightly in February but remained near historically high levels. (WSJ)

China set an economic growth target of around 5.5% for the year, the lowest level in more than a quarter century. (WSJ)

The escalating Ukraine conflict is propelling the dollar to its highest level in two years. (WSJ)

The Biden administration completed rules speeding up U.S. procurement policies to require a higher level of American-made products. (WSJ)

Tesla won local approvals in Germany to begin electric-vehicle production at its new plant outside Berlin. (WSJ)

Honda and Sony are forming a joint venture to develop and sell electric cars. (WSJ)

Ford is idling production at assembly plants in Kentucky and Ohio for one week because of the chip shortage. (Dow Jones Newswires)

Japanese truck maker Hino Motors says it has uncovered years of falsified emissions data on its vehicles. (Nikkei Asia)

Apparel fiber supplier Lenzing completed a $450 plant in Thailand with capacity for 100,000 tons of lyocell fabric annually. (Sourcing Journal)

Maritime bunker fuel prices surged past $900 per metric ton in Singapore and Fujairah. (Splash 247)

South Carolina’s Port of Charleston is expanding its operating hours to reduce a heavy backlog of waiting container ships. (Journal of Commerce)

Singapore-based Pacific International Lines ordered four 14,000-box container vessels with liquefied natural gas fueling capability. (ShippingWatch)

Industrial parts supplier Fastenal’s February sales jumped 21.3% over last year. (Modern Distribution Management)

Alphabet unit Wing will test drone delivery of groceries with Australian chain Coles in Canberra. (Austrailia Business Review)

A convoy of trucks and other vehicles began circling the Washington, D.C., Beltway​ with a goal of creating a “huge pain” to protest pandemic restrictions. (Washington Post)

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.