Trucker Yellow is raising questions about its ongoing viability as a business if it remains in a standoff with the Teamsters union. The troubled less-than-truckload carrier is suing the union over the company’s efforts to restructure its operations to better compete with an array of flexible nonunion operators. The WSJ’s Dean Seal reports that the country’s No. 3 LTL carrier by revenue says it “likely will not survive” if the union blocks the “One Yellow” plan. The grim warning marks the latest in a long series of efforts to overhaul one of trucking’s biggest and most troubled carriers. Yellow is deep in negotiations with the Teamsters over a new contract but says it needs to implement the changes now under the existing agreement. The union says Yellow is “crying poor,” but its losses are growing and its share price has never been as low as it was on Tuesday.

• The U.S. government has reason to worry about Yellow’s tumbling stock price. A new congressional report says the Treasury Department was wrong to give a $700 million Covid-relief loan to Yellow, the WSJ’s David Harrison reports, and it says the company’s troubles leave taxpayers exposed since the Treasury took a 30% stake in the business under the loan arrangement. The report says that despite Yellow’s work hauling goods for the Defense Department, it “was not critical to maintaining national security given that the shipping services it provides to the military could be provided by other trucking companies.”

Upheaval in the tough world of electric-vehicle startups may be kicking into gear. The Lordstown Motors business that was cheered by investors during the SPAC boom is entering chapter 11 bankruptcy protection, the WSJ’s Sean McLain reports, triggering a potential reshuffling of business in the sector and raising questions about companies trying to fashion themselves as the next Tesla. Lordstown is looking for a buyer but it is also pitching its Endurance pickup truck to other manufacturers as a ready-designed vehicle. Lordstown is the latest among a crop of aspiring EV manufacturers that have failed to deliver on their promises. Even better-capitalized Rivian Automotive and luxury carmaker Lucid have seen their cash dwindle as their supply chains have faltered and they have failed to meet production targets. Electronics contract manufacturer Foxconn now holds Lordstown’s former Ohio plant and already has a deal in the works with automaker Fisker.

• Workhorse Group began its long-delayed production of its Class 4 electric delivery van in Union City, Ind. (FleetOwner)

Even e-commerce logistics providers are heading to the stores. Fulfillment specialist ShipBob is extending its services beyond its warehouse network into retail outlets, the WSJ Logistics Report’s Liz Young writes, as growing numbers of merchants look to use their stores to fill online consumer orders. The nine-year-old startup is putting former Amazon logistics executive Melissa Nick in charge of the effort in the new position of chief supply chain officer. She says the idea is to help retailers position more inventory closer to customers to deliver goods faster and at a lower cost. It follows a broader move by larger retailers to make more use of physical stores as virtual fulfillment centers, the so-called multichannel distribution that includes home delivery and in-store pickup. That can complicate management of merchandise, and can be a particular challenge for smaller retailers with leaner inventories.

Sales of newly built homes in the U.S. surged in May for the third straight momth. (MarketWatch) 

Orders for manufactured U.S. goods jumped 1.7% in May for third straight monthly increase. (MarketWatch)

A 5-4 Supreme Court rejected a bid by Norfolk Southern to limit its state-court liability in states where it does relatively little business. (WSJ)

Ford plans to lay off at least 1,000 salaried employees and contract workers in North America. (WSJ)

United Airlines’ CEO blasted federal regulators after severe storms led to thousands of canceled passenger flights. (WSJ)

Russia is on the cusp of overtaking Saudi Arabia as the biggest oil supplier to China. (WSJ)

Walgreens lowered its annual outlook amid tepid consumer spending and a steep drop-off in Covid-19 tests and vaccines. (WSJ)

Energy buyers in lower-income regions are returning to coal as surging European demand for liquefied natural gas drives up prices for the commodity. (Nikkei Asia)

Japan restored South Korea as a preferred trade partner following years of testy relations between the countries. (Bloomberg)

The Panama Canal postponed new restrictions on vessels after rainfall eased drought conditions. (Maritime Executive)

A flurry of orders has filled production slots at Japan’s bulk vessel shipbuilders through the middle of 2026. (TradeWinds)

U.S. domestic intermodal providers are cutting contract rates for small shippers in a bid to shore up sagging volumes. (Journal of Commerce)

Federal regulators ordered BNSF Railway to start transporting millions of tons of coal from a Montana mine to a British Columbia export terminal. (Montana Free Press)

Florida-based Western Global Airlines is considering filing for bankruptcy protection after Moody’s withdrew the freighter operator’s credit rating. (The Loadstar)

Digital trucking marketplace Convoy is laying off workers for the fourth time in the past year. (GeekWire)

Dutch logistics operator Janssen is buying Maltacourt Global Logistics in its second acquisition in the U.K. this year. (Motor Transport)

Logistics technology company Shift is buying the Tuffnells brand out of the U.K. version of bankruptcy protection. (Logistics Manager)

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.