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America’s bid to build a domestic solar industry can’t escape the pull of China. The WSJ’s Phred Dvorak writes the world’s biggest solar companies, all of which do most of their manufacturing in China, have over the past year launched plans for panel factories in locations from Ohio to Texas. Their investments are part of a rush to build in the U.S. following the introduction of generous subsidies with the Inflation Reduction Act in 2022. The interest from Chinese companies is a mixed blessing for America as it struggles to build a domestic solar supply chain largely from scratch. Such manufacturers have the know-how, suppliers and deep pockets to set up plants in the U.S. quickly. But China hawks say letting the manufacturers take government subsidies could undermine efforts to build a domestic supply chain and threaten American energy security.

Boeing’s safety issues are highlighting the limited oversight federal regulators have of the company’s manufacturing. The WSJ’s Andrew Tangel reports the recent midflight blowout of a door plug has raised questions about the effectiveness of the Federal Aviation Administration’s largely hands-off regulatory system for overseeing Boeing. FAA inspectors have a small presence in Boeing’s factories, and much of their job involves reviewing paperwork and analyzing Boeing’s quality-control system, not physically inspecting aircraft. The agency has recently sent more inspectors to monitor the aircraft maker, launched an enforcement probe and started an audit of the company’s manufacturing, as well as imposed limits on 737 MAX production. But the system still relies on Boeing to ensure planes are produced properly. FAA chief Mike Whitaker said the manufacturing problems had “gone on for too long, and I think we need to have a more intensive effort to get this resolved, immediately.”

• A National Transportation Safety Board report said four bolts needed to hold an Alaska Airlines jet’s plug door in place were missing before the Jan. 5 blowout. (WSJ)

Retail sales growth in the U.K. slowed in January. (WSJ)

German manufacturing orders jumped unexpectedly in December, driven by aircraft purchases. (WSJ)

Canada building permits fell 14% in December to the lowest level in more than three years. (WSJ)

British energy giant BP posted higher-than-expected annual profit for 2023. (WSJ)

Toyota forecast record $30.3 billion profit for the fiscal year ending March on higher sales of hybrid vehicles. (WSJ)

Taiwan Semiconductor Manufacturing plans to add a second chip factory in Japan. (WSJ)

Chinese chipmaker SMIC is preparing to make next-generation smartphone processors designed by technology giant Huawei. (Financial Times)

A deal to sell South Korea’s HMM to an investor group fell apart, dealing a blow to a privatization plan. (Korea Times)

Yemen's Houthi rebels said they fired missiles at two vessels in the Red Sea. (Reuters)

Trucking company ArcBest reported net income rose to $48.8 million in the fourth quarter. (Dow Jones Newswires)

Digital freight broker Convoy's collapse last year left small trucking companies with expanded operations in a down freight market. (Seattle Times)

Bankrupt trucker Yellow repaid a $700 million Covid loan to the U.S. Treasury Department. (CNBC)

The U.K.-based operations of electric-van maker Arrival were placed into administration as the company seeks a sale. (BBC)

Workers at Keurig Dr Pepper warehouses in Wisconsin voted to remove Teamsters Local 200. (Oshkosh Northwestern)

H&M opened a store in New York City that includes space to shop secondhand items. (Retail Dive)

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.