Trucking companies are bracing for potential fallout in their diesel-powered operations from the Colonial Pipeline shutdown. Truckers and fuel providers say they have seen only sporadic shortfalls in diesel, the WSJ Logistics Report’s Jennifer Smith writes, as panic buying and fears of shortages have disrupted markets across the U.S. Southeast and sent gasoline prices surging past $3 a gallon. The owner of the 5,500 network providing 45% of the East Coast’s fuel initiated a restart of the operation Wednesday but cautioned that the process of fully restoring the flow of fuel could take days. Trucking companies say they have been working with suppliers to keep diesel moving but some have said they could see shortfalls in coming days. Fuel carriers say they have limited capacity to scale up deliveries until flows through the pipeline return to normal, in part because of recent difficulty in recruiting drivers.

India’s growing Covid-19 crisis is reaching the shipping world. Cargo carriers and crew staffing specialists say it is growing tougher to replace seafarers as more global ports bar sailors and even ships that have called at Indian gateways. The WSJ Logistics Report’s Costas Paris writes the restrictions are raising fears that progress in resolving a humanitarian crisis over crew changes that began last year will be cut short as India and the rest of the world cope with a new, deadly coronavirus wave in South Asia. Some 400,000 crew members were overdue to disembark at the height of the pandemic last year. Crew managers estimate around 200,000 of the world’s 1.6 million seafarers are still working beyond their contracts, and the workforce will be stretched thinner with India now considered off limits by several countries, potentially complicating seaborne supply chains that are already under strain.

The global surge in commodity markets is reaching tin. Prices for the base metal have soared to the highest levels in a decade and a shortage is spreading as users dig deeper into stockpiles. The WSJ’s Joe Wallace reports the unusual volatility is the result of high demand for consumer electronics and difficulties shipping metal out of Asia, making tin one of the biggest movers in commodity markets that are feeding inflation fears across supply chains. Prices have soared 47% this year, outstripping other metals such as copper and aluminum, amid indications that supplies are running low. Just 490 tons of refined tin were available in London Metal Exchange warehouses last week, a little over half what was available at the end of 2020. Tin is a critical part of consumer electronics, providing the solder that accounts for about half of global tin demand.

U.S. consumer prices jumped 4.2% in April from a year ago as economic demand gained steam. (WSJ)

The International Energy Agency cut its 2021 forecast for growth in global oil demand. (WSJ)

Tesla exported more than half of the cars it produced at its Shanghai factory in April. (WSJ)

Mexico is invalidating a union vote at a General Motors truck factory after the U.S. asked for a review. (WSJ)

Toyota expects most of its U.S. vehicles will still use gasoline in 2030. (WSJ)

Sweden-based, China-owned Volvo Cars is exploring a potential initial public stock offering. (WSJ)

Chinese freight brokerage app Full Truck Alliance may file for a public stock listing in the U.S. that could value the company at $30 billion. (CNBC)

Chinese parcel carrier SF Holding’s real estate investment trust raised $334 million in a logistics-focused public stock offering in Hong Kong. (South China Morning Post)

Germany’s AMSilk raised $35.3 million in funding to accelerate its industrial production of synthetic silk polymers. (Sourcing Journal)

Utz Brands is buying chip manufacturer Festida Foods to improve its supply chain. (Supply Chain Dive)

Germany’s Hapag-Lloyd more than tripled first-quarter operating earnings to $1.9 billion while container volumes fell 2.6% from last year. (Lloyd’s List)

Maersk Line is signaling its next acquisition will be a large-scale deal aimed at expanding its logistics services. (Journal of Commerce)

Mitsui OSK Lines and Kawasaki Heavy Industries are studying the potential transport of liquid hydrogen to Singapore by ship. (TradeWinds)

CSX is buying bulk liquid chemicals truck operator Quality Carriers. (DC Velocity)

Singapore’s ST Engineering is setting up a leasing business for converted freighters with sovereign wealth fund Temasek. (FlightGlobal)

Britain’s Royal Mail is testing drone delivery of packages to the Isles of Scilly. (MetroUK)

Dining chain Chik-fil-A is running short of sauces. (CNN)

Paul Page is editor of WSJ Logistics Report. Write to him at paul.page@wsj.com.

Follow the WSJ Logistics Report team: @PaulPage, @jensmithWSJ, @CostasParis. Follow the WSJ Logistics Report on Twitter at @WSJLogistics.