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...
Supply Chain Market Update: Carrier surcharges and capacity discipline drive a rate recovery amid logistics-cost inflation
Surcharge-driven pricing and geopolitical disruption are intensifying supply side freight inflation, with tightening capacity in trucking...
Supply Chain Market Update: Hormuz disruption and tariff whiplash drive a cost shock across modes
The Strait of Hormuz disruption is feeding through to fuel, freight, and feedstock costs across ocean, air, and trucking, even as...
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