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U.S. Exports Worth $100 Billion at Risk of EU Tariffs; Amazon Builds Big Box; China's EV-Export Charge By Mark R. Long | WSJ Logistics Report
Some $100 billion worth of American exports-from Boeing aircraft to bourbon whiskey-could get caught in the crossfire if President Trump follows through with a threat to put new tariffs on European allies
over Greenland.
Last year, the European Union put on hold import duties on a list of hundreds of categories of American products after the two sides struck a deal . These are set to kick in Feb. 7 unless the bloc extends the suspension. That gives the EU a fairly straightforward option to retaliate if the U.S. imposes new duties on several European countries for opposing Trump's plan to take control of Greenland , The Wall Street Journal's Kim Mackrael and Benjamin Katz write.
EU officials say they are giving priority to dialogue with the Trump administration to avoid escalation. Leaders of the bloc's member countries are due to meet Thursday to discuss the issue. Officials and diplomats say firm decisions are unlikely before the U.S. imposes new tariffs. While last year's tariff list is an option for retaliation, the EU could change its targets or respond with different measures.
New research indicates Americans bear 96% of U.S. tariff costs , with foreign exporters absorbing only 4% by lowering prices. (WSJ) Trump threatened 200% tariffs
on French wine and champagne to pressure France into joining his Gaza Board of Peace. (WSJ) Treasury Secretary Scott Bessent anticipates proceeding with the U.S.-EU trade deal
despite EU lawmakers' potential objections to Trump's Greenland comments. (WSJ) 3M's CEO said Trump's threatened tariffs on eight European nations could translate to a $30 million-to-$40 million impact
this year as the materials maker forecast faster revenue growth. (WSJ) CONTENT FROM: PENSKE LOGISTICS Gain a Closer Look. Gain Ground With Penske Logistics.
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Quotable Retail
Amazon is launching its largest ever retail store, planning a new property in the Chicago suburbs with a footprint big enough to fit two average-size Target stores under its roof. The Journal's Kate King writes that about half of Amazon's proposed big-box store in Orland Park, Ill. , will sell groceries, general merchandise and food prepared on site. The other half would be used for fulfillment of online and in-store orders.
The e-commerce giant has spent years trying to translate its online dominance into bricks-and-mortar success. It has yet to hit on a consistently winning formula. Amazon has closed dozens of branded stores and more than half of its Amazon Go convenience stores. Now, Amazon is aiming bigger, planning a roughly 230,000-square-foot property.
Even with online shopping's meteoric rise over the past two decades, in-store purchases still comprise more than 80% of all retail sales, according to the U.S. Census Bureau.
Automakers
BYD is leading a pack of Chinese automakers whose global export onslaught has surpassed even bullish expectations, the WSJ's Stephen Wilmot and Santiago Pérez write. The Shenzhen-based EV maker delivered more than a million vehicles
outside China in 2025, more than double the previous year's total.
China surpassed Japan in 2023 as the world's No. 1 auto exporter. Last year, the nation shipped 7.1 million vehicles, up from 5.9 million the previous year. BYD has replaced Tesla as the world's biggest EV seller . Chinese brands hold a roughly 7% share of Western Europe's auto market, but in the U.S., tariffs and restrictions on Chinese software have effectively barred imports from China.
Yet Chinese vehicles could be on the way. Geely hinted this month it might expand production of its Chinese brands to the U.S., possibly at the South Carolina factory of its subsidiary Volvo Cars.
Germany's $3.5 billion EV-subsidy program will be open to all automakers , including Chinese companies. (Bloomberg) Number of the Day In Other News Policymakers in Beijing are planning to boost Chinese domestic demand
as part of their battle against entrenched deflationary pressures and plunging investment. (WSJ) Canada's consumer-price index rose 2.4% year-over-year
in December, largely on a two-month federal tax pause a year earlier. (WSJ) BHP Group raised its annual copper production guidance
to 1.9 million-2.0 million metric tons, driven by strong performance at its Escondida mine. (WSJ) Germany's Henkel said it was in discussions with Wendel, the majority owner of Stahl Holdings, over a potential acquisition
of the Dutch specialty-chemicals company. (WSJ) CMA CGM is backing off a plan it announced last month to reroute three westbound Asia-to-Europe services through the Red Sea and Suez Canal . (Journal of Commerce) Palantir reached a deal
worth hundreds of millions of dollars to sell more software to South Korea's HD Hyundai. (Reuters) New York-listed Israeli container carrier Zim Integrated Shipping Services said it would offer a new service between Venezuela and the U.S . (Shipping Watch) More than 80% of public comments submitted to the Federal Motor Carrier Safety Administration opposed the agency's interim rule
on nondomiciled commercial driver's licenses, an AltLine analysis shows. (SupplyChain24/7) Suppliers to the steel, plastics, display and other industries are moving into Taiwan's chip industry
as AI demand and a push to secure supply chains leads chipmakers to source more inputs locally. (Nikkei Asia) Air cargo's on-time performance
was lower than the level reported in 2024 in nine out of 12 months of last year, according to a CargoAi report. (Air Cargo News) The U.S. Postal Service launched a new bid-solitication platform to give potential shipping partners access to its last-mile delivery network . (Commercial Carrier Journal) 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
January 21, 2026 07:09 ET (12:09 GMT)
Copyright (c) 2026 Dow Jones & Company, Inc.
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