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...
Q1 2026 Transport M&A Review: Deal activity inflects upward as strategic buyers consolidate a still oversupplied freight market
Freight transport M&A edged into recovery in Q1 2026, with deal volume up roughly 5% versus a soft Q4 2025 and total invested capital...
Tariff Ruling Ripples Through an Overcapacity Freight Market
Structural overcapacity, tariff volatility, and uneven demand continue to reshape freight markets, with ocean and air rates drifting...
Q4 Transport M&A review: Flat deal volume amid continued market uncertainty; capital shifts to strategic bets
Freight transport M&A remained flat in Q4 2025, as persisting soft freight fundamentals and ongoing trade and geopolitical...
2026 Container Shipping Outlook: Steady sailing in choppy seas
There's one thing container shipping operators are sure of: disruption is good for business. And the 2020s have given us some truly dire...
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