The latest Market Talks covering the Auto and Transport sector. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.

0811 GMT - Global shipments of flat panel displays are expected to decline 4.7% in 2026 as rising memory prices push up smartphone and tablet prices and weaken consumer demand, according to Counterpoint Research. Organic light-emitting diode displays and mini LED displays remain bright spots, with brands increasingly focusing on premium products, the research firm notes. Automotive displays continue to outperform other segments as vehicles incorporate more and larger screens, it says. While monitor and laptop panel shipments are forecast to decline further in 2027, the industry is finding support from advanced display technologies and growing demand in automotive electronics. (sherry.qin@wsj.com)

0403 GMT - Hyundai Mobis is likely to get a significant valuation boost from its burgeoning robot-actuator business, IBK Securities' Lee Seung-hoon and Lee Hyun-wook say. The South Korean vehicle-component maker, which is evolving into a key robot-component supplier for its parent, Hyundai Motor Group, is expected to produce about 350,000 actuators annually by 2028--enough to equip 11,000 Atlas humanoid robots, the analysts write in a note. The firm's actuator business could generate 507.50 billion won in annual revenue in 2028 and 1.2 trillion won in 2030, with the segment potentially valued at 6.6 trillion won in 2028 and 15.8 trillion won in 2030, they say. (kwanwoo.jun@wsj.com)

1848 GMT - President Trump's fresh threat to double auto tariffs on Canada targets an important pillar of the U.S.-Canada trade relationship, says Olu Sonola, head of U.S. economics at Fitch Ratings. Trump vows on Jan. 1, 2027 to impose a 50% duty on Canadian-made motor vehicles and on previously-exempt auto parts. Canada supplies 13% of total U.S. vehicles and parts, Sonola says. "The uncertainty alone will strain the highly integrated North American auto supply chain," the economist says. She warns that should Trump follow through with his auto threat, the duties "could force a significant and economically disruptive restructuring of Canada's auto industry, with lasting consequences for its manufacturing base and broader economy." (Paul.Vieira@wsj.com, @paulvieira)

1540 GMT--Canada's auto-parts makers are some of the hardest hit stocks on the TSX as President Trump threatens 50% tariff on the country's auto sector. Trump is planning to impose 50% tariffs on automobiles and parts from Canada starting in January 2027. The escalation comes after cross-border trade talks collapsed over the weekend after the U.S. added last-minute requests to a nearly completed deal. U.S. tariffs on Canadian automobiles now stand at 25%, with discounts for the U.S. content in cars, while steel tariffs are at 50%. Magna International, the largest auto-parts maker, is down 4%, while Linamar declined by 4.9%. Martinrea International shares are down 6.3%. (adriano.marchese@wsj.com)

1424 GMT - Heavyweight industrial and export-focused Canadian names are bearing the brunt of a sell-off as markets digest U.S. cross-border supply chain disruption. Among the biggest decliners are manufacturing and auto-parts stocks like Magna International, Linamar and also transformers and electrical equipment manufacturer Hammond Power Solutions, all of which face immediate headwinds under the non-CUSMA content penalties. Aerospace, materials and tech growth plays are also pulling back, including business-jet maker Bombardier, BlackBerry, specialty semiconductor producer 5N Plus and satellite maker MDA Space. Toronto indexes, however, remain flat as gains in mining, metals and financials offset the pressure. (adriano.marchese@wsj.com)

1022 GMT - Corn contracts rise to their highest levels since July 2023 amid concern around pressures in the Black Sea and lower-than-expected U.S. yields. "U.S. corn estimates pointed to lower corn yields, while continued attacks in the Black Sea disrupted exports," Rabobank analysts write. U.S. agricultural group Pro Farmer estimated Friday the 2026 U.S. corn crop will come in at 15.344 billion bushels amid inconsistent field performance, with yields at their lowest level since 2020. Meanwhile, Ukrainian President Volodymyr Zelensky said Russia refused a truce that would halt attacks against ships carrying grains through the Black Sea. Front-month corn contracts jump 2.65% to $5.22 a bushel, up around 26% from the contract's June lows. (josephmichael.stonor@wsj.com)

1000 GMT - Morgan Stanley raised its Brent crude forecast for the fourth quarter, saying it sees prices peaking at $100 a barrel as a slower Middle East supply recovery leaves the oil market in deficit through the first quarter of next year. "Crude is tightening. Recent weeks have seen one of the sharpest declines in oil-on-water, whilst onshore inventories are declining as well, including in China," analysts at the bank say. Morgan Stanley now expects the recovery in Middle East supply to extend well into 2027. Meanwhile, releases from the U.S. Strategic Petroleum Reserve are slowing and could end after September, while Chinese crude buying has stabilized and could strengthen, according to the bank. (giulia.petroni@wsj.com)

0927 GMT - Ryanair is more insulated than most of its competitors against a weak market given its stronger balance sheet, margins and fuel hedging, Citi's Conor Dwyer writes. "The harder the winter becomes, the greater the pressure on these carriers to reduce capacity, close routes or accept further financial strain," Dwyer says. He adds that competitive pressures are likely to ease next year and that buyback talk could restart. Citi has a buy rating on the stock and a 31.50 euro target price. Shares are up 0.9% at 23.25 euros. (ian.walker@wsj.com)

0825 GMT - Singapore's planned major infrastructure and construction projects could serve as a critical rerating catalyst for the construction sector, say OCBC Group Research analysts in a note. The city-state is planning large-scale land reclamation and infrastructure projects, such as the merger of several islands, its prime minister said in a speech Sunday. These moves could support the construction and building materials sector as they extend the pipeline of large public-sector civil works into the next decade, the analysts note. Building materials suppliers such as Hong Leong Asia and Pan-United Corp. are likely to be early stage beneficiaries of land reclamation, while downstream builders like Boustead Singapore could get an eventual boost from larger public-sector infrastructure tenders.