The era of hyper-volatility: Cost Inflation Outlook, October 2026
The post-2021 inflation era was highly disruptive, but it at least had a discernable shape. In 2026, forces across geopolitics,...
Why ocean freight is defying the seasonal playbook — and what shippers should do about it
Ocean freight costs are behaving unusually. Two of the world’s largest trade lanes – Transpacific and Asia-Europe – are moving in...
The freight recession is over. Is your supply chain ready?
The trucking sector is the workhorse of the U.S. transportation network. Nearly three-quarters of all goods Americans buy are moved by truck
Beyond the Hormuz headlines: Managing strain in refining portfolios
The Hormuz crisis has turned a long-acknowledged logistics risk into a sharp hit to refining and petrochemical earnings, and the second...
Q2 Transport M&A review: Deal volume contracts 35%; capital concentrates in regulated infrastructure and inflation-linked assets
Transport M&A activity contracted in Q2 2026, with deal volume falling more than 35 percent quarter-on-quarter. Capital concentrated...
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