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Key Aluminum Plant for Automakers Restarts; Amazon Expands Less-Than-Truckload Service By Mark R. Long | WSJ Logistics Report

An aluminum-rolling plant that supplies Ford Motor and other automakers restarted production, nine months after a fire caused a supply crisis for the car industry.

The Novelis plant in upstate New York is the largest domestic supplier of aluminum sheet

for the U.S. automotive industry, the WSJ's Bob Tita writes. It serves about a dozen companies, including Ford, General Motors, Jeep and Ram parent Stellantis, as well as foreign automakers with U.S. production facilities.

A fire at the plant in September idled the rolling line

where aluminum sheet is produced. Another fire in November caused additional damage to the rolling equipment and plant building. The thin aluminum sheets produced at the plant are later stamped into fenders, hoods and other exterior vehicle parts.

The outage was particularly disruptive for Ford, which uses aluminum for the body of the F-150 pickup. The subsequent shortage of aluminum reduced Ford's inventories of trucks at its dealers going into summer, typically a busy time for new auto sales.

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LTL Shipping

Amazon opened its less-than-truckload freight service to any customer to ship to any destination. The move is an expansion from the inbound-to-Amazon business, the Journal's Katherine Hamilton writes.

The prospect of losing market share to the e-commerce giant hit rival LTL companies' shares , with Old Dominion Freight Line and XPO dropping around 5%, Saia falling 3.25% and the newly spun-off FedEx Freight losing nearly 7%.

Amazon's logistics ambitions have roiled shipping stocks for years , Al Root of Barron's writes. Most recently, Amazon's announcement in May of Amazon Supply Chain Service , a business that will provide distribution, warehousing and last-mile delivery services, hit many logistics stocks.

Saia expanded its LTL network with new terminals in Marysville, Wash., and Edinburgh, Ind. (Transport Topics)

Quotable Logistics Technology

Shares of Einride surged by nearly 56% in their trading debut on Nasdaq, after the Swedish autonomous truck company

completed a merger with Legato Merger Corp. III, a blank-check firm.

Einride's main source of revenue is providing battery-electric trucks and charging infrastructure

to companies that want to lower emissions without making large capital investments. The company buys the equipment from third parties and charges a monthly fee to customers.

It also designs and works with a contract manufacturer to assemble its own futuristic-looking cab-less trucks that operate autonomously. The company raised $113 million earlier this year, with backers including Stockholm-based EQT Ventures, to support its technology and global expansion.

Number of the Day In Other News Year-over-year inflation hit a three-year high of 4.2% in May, as the Iran war pushed energy costs higher, with prices excluding food and energy rising 2.9%-slightly hotter than in April. (WSJ) China's factory-gate inflation accelerated

in May, with the producer price index jumping 3.9% due to higher energy costs. (WSJ) Sea's Shopee, Southeast Asia's largest e-commerce platform, is cutting jobs as it pivots toward AI . (WSJ) President Trump said he won't reauthorize

the U.S.-Mexico-Canada trade agreement, known as the USMCA. (Bloomberg) U.S. exports of recycled tungsten

to Japan have surged after China restricted exports of the industrial metal. (Nikkei Asia) Mediterranean Shipping Co. became the first container carrier to have more than 20% of global liner market share . (The Loadstar) China's Fuzhou and Dalian took the top two places in the 2025 Container Port Performance Index

from the World Bank and S&P Global Market Intelligence, followed by Oman's Salalah in third. (Splash247) CMA CGM is pursuing the acquisition of a 49% stake in French railway company SNCF's cargo operator, Rail Logistics Europe. (ShippingWatch) About Us

Mark R. Long is editor of WSJ Logistics Report. Reach him at [mark.long@wsj.com]. Follow the WSJ Logistics Report team on LinkedIn: Mark R. Long , Liz Young and Paul Berger .

This article is a text version of a Wall Street Journal newsletter published earlier today.

(END) Dow Jones Newswires

June 11, 2026 07:02 ET (11:02 GMT)

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