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Amazon Opens Logistics Network, Trump Says U.S. to Raise EU Auto Duties, 'Guide' Hormuz Ships By Mark R. Long | WSJ Logistics Report
Amazon is aiming to do for logistics what AWS did for cloud computing, with a new business called Amazon Supply Chain Services, the WSJ Logistics Report's Liz Young writes.
Just as the e-commerce giant expanded Amazon Web Services from an internal tech-managing effort into the largest service of its kind, Amazon hopes to do the same with its sprawling global supply chain . It is opening up its network to more business customers-including those that don't sell on its retail marketplace.
Amazon over nearly three decades has assembled a globe-spanning supply chain with warehouses, planes, trucks and delivery vehicles, but the services to date have largely been offered piecemeal. Amazon is today announcing the launch of its effort to tie them all together, in effect officially making it a third-party logistics provider, or 3PL, to rival the likes of DSV, DHL Group and others.
This positions Amazon to take a bigger bite out of a global 3PL market estimated at more than $1.3 trillion, according to Armstrong & Associates.
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Global Trade
The U.S. will raise tariffs on automobiles from the European Union to 25% from 15%, President Trump said Friday on his Truth Social platform, as he accused the 27-nation bloc of not complying
with a trade agreement it signed last year.
The U.S. hasn't yet taken any official action to increase tariffs, the Journal's Gavin Bade and Kim Mackrael write. Trump uses threats on his social-media platform as a way to gain concessions from trading partners. The White House didn't specify the day that increased tariffs would go into effect or what EU officials would have to do to prevent the increase.
China scrapped all tariffs on goods
from African countries from May 1, except products from Eswatini, which maintains links with Taiwan. (SupplyChainBrain) Maritime Security
President Trump said Sunday the U.S. would start guiding commercial ships out of the Strait of Hormuz where they have been trapped by the war between the U.S. and Iran. He added that talks continued with Tehran to find an end to the conflict , the WSJ's Lara Seligman, Robbie Gramer and Alexander Ward write.
The new effort, which Trump dubbed "Project Freedom," is a process through which countries, insurance companies and shipping organizations can coordinate moving traffic through the Strait, according to a senior U.S. official. It doesn't currently involve U.S. Navy warships escorting vessels through the strait, the official said.
Number of the Day In Other News Factory activity expanded in the U.S. in April , with the ISM's purchasing managers' index coming in at 52.7, as price pressures rose in the second month of the Iran war. (WSJ) South Korea's exports surged 48.0%
to $85.89 billion in April, driven by semiconductor shipments. (WSJ) Canadian manufacturing activity recovered in April , with the S&P Global PMI rising to 53.3, driven by worries about future prices. (WSJ) Spirit Airlines wound down operations
as a rescue plan fell apart. (WSJ) Meta Platforms acquired Assured Robot Intelligence, a startup focused on building humanoid robots . (WSJ) Mediterranean Shipping Co. and developer Tradepoint Atlantic broke ground on the first privately built U.S. container terminal
in 40 years at the Port of Baltimore. (Journal of Commerce) MSC plans a new container-shipping service
using trucks across Saudi Arabia and smaller vessels in the Persian Gulf to link Middle East ports with Europe. (Bloomberg) Equipment-financing business volume reached a seasonally adjusted $10.8 billion in March, down from February but closing a record first quarter , according to the Equipment Leasing & Finance Association. (SupplyChain24/7) United Parcel Service expects its growing share of the pharmaceutical delivery market
to bring benefits in the second half of 2026, the company's CEO said. (Reuters) Managing and mitigating risk is the top area of investment
in the near future, according to a KPMG survey of 462 supply-chain executives. (DC Velocity) Nissan Motor told its U.S. suppliers that it scrapped plans to build EVs
in Mississippi, though it will produce its Xterra SUV there. (Mississippi Clarion Ledger) The U.S. Navy awarded contracts worth up to $650 million to build rigid-hull inflatable boats to eight U.S. yards in Maryland, North Carolina, Michigan, Massachusetts, Florida and Mississippi. (WorkBoat) 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
May 04, 2026 07:03 ET (11:03 GMT)
Copyright (c) 2026 Dow Jones & Company, Inc.
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