The federal investigation of the crash of a containership into a bridge outside the Port of Baltimore is taking a dark turn. Criminal investigators are looking at whether the crew or companies behind the vessel violated a centuries-old seaman’s manslaughter statute in the collision that killed six workers. The WSJ’s Costas Paris reports the statute cites neglect or misconduct by a ship’s officer or crew that leads to death and can also be applied to the companies that own or charter a vessel. A focus of the probe has been on electrical issues the ship had at dock with power to refrigerated containers. The Dali remains at the accident site, where authorities plan to use explosives to dislodge bridge wreckage that is trapping the vessel and blocking the shipping channel. Safety investigators are preparing a preliminary report on the accident that could be released as soon as next week.

• The crisis in the Red Sea is triggering lengthy delays in container operations at major Asian ports. (ShippingWatch)
• Freight forwarders are warning customers that container demand on Asia-Europe trade lanes is surging at a “shocking” pace. (The Loadstar)
• Bimco says a record 1 million 20-foot equivalent units of container shipping capacity was delivered in the first four months of the year. (Lloyd’s List)

Norfolk Southern’s shareholders are concluding a vote today on the leadership of the freight railroad. CEO Alan Shaw says the vote is about the future of the rail industry. The WSJ’s Esther Fung reports the shareholder meeting caps a monthslong battle over control of one of the country’s biggest railroads, with activist investor Ancora Holdings pushing for seven seats on Norfolk Southern’s 13-member board and demanding the replacement of its chief executive and chief operating officer. The proxy fight includes two very different positions on how to implement precision scheduled railroading, a strategy to boost profits by running trains more efficiently and reducing costs. Ancora is pushing for a more conventional application of PSR with a goal of reducing operating ratio to 57%. Stung by recent service and safety concerns, Norfolk Southern prefers a structure with higher staffing levels to prevent service disruptions when demand picks up.

• Union Pacific wants regulators to allow Mexican train crews to operate in a limited area within the U.S. (Journal of Commerce)

Even some of the bedrock companies in the e-commerce landscape are feeling the pressure from new competition in the sector. Online shopping platform Shopify is forecasting slower sales growth and thinner margins even after reporting strong business in the past quarter. The WSJ’s Adriano Marchese reports the Ottawa-based business is navigating an environment of shaky consumer spending across parts of the globe and incursions by low-price sellers including Temu and Shein as they ramp up their push for online shopping dollars. Shopify’s outlook suggests the changes that are coursing through the e-commerce market as new rivals step up to reach consumers in different ways. Shopify’s sales expanded last quarter, but the upstarts are moving rapidly. Shein earlier this year said it would offer its growing logistics operations as a service to other merchants. Shopify last year sold its logistics business, leaving it more sharply focused on consumer sales.

• Amazon will have Air Transport Services Group operate 10 more 767 freighters for the company. (Air Cargo News)

Germany’s industrial production declined 0.4% in March one month after a downwardly revised 1.7% increase in February. (WSJ)

Improving corporate profits suggest the U.S. economy is still picking up even as some indicators start to waver. (WSJ)

Microsoft is building a $3.3 billion AI data center in the Wisconsin community where a highly-touted Foxconn electronics factory failed to materialize. (WSJ)

Intel cut its semiconductor sales outlook amid new restrictions on chip sales to China’s Huawei Technologies. (WSJ)

Toyota is projecting an earnings drop this fiscal year following rising sales and profits in the fourth quarter. (WSJ)

Uber Technologies swung to a quarterly loss as revenue in its Freight unit declined 8% and the earnings loss at the brokerage business narrowed. (WSJ)

A semiconductor industry group says federal subsidies will help triple U.S. chip manufacturing capacity by 2032. (New York Times)

South Korea will provide $7.1 billion in aid for local electric-car battery makers to build a new supply chain. (Bloomberg)

Authorities are investigating an incident in which a FedEx Boeing 767 freighter landed at Turkey’s Istanbul Airport without its front landing gear. (Reuters)

Tornadoes ripped the roof off a FedEx warehouse outside Kalamazoo, Mich., trapping 50 people inside. (The Guardian)

Freight broker C.H. Robinson Worldwide is stepping up use of artificial intelligence to automate logistics processes. (Supply Chain Dive)

Cold-chain logistics startup Paxafe raised $9 million in a Series A funding round. (Axios)

The White House finalized a rule that aims for net-zero emissions from federal procurement by 2050. (Sustainability Magazine)

Supply chain managers at small and mid-sized companies in a survey cited hiring and inflation as their top concerns. (Supply Chain Management Review)

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.