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AI in logistics: where it’s real and where it’s noise
The most common misconception about AI in logistics is that it’s a magic button. If it were, the average operator’s day would look very different two years into the AI wave. But it doesn’t, and the portal-hopping, the chasing, the manual reconciling are mostly still there. That gap, between the noise about AI and the …
Scan Global Logistics to acquire US forwarder OIA Global
Danish freight forwarder Scan Global Logistics (SGL) is set to undertake its largest takeover, agreeing to acquire its US counterpart, OIA Global, in a deal expected to propel SGL into the ranks of the world’s 20 largest freight forwarders. “The acquisition of OIA Global marks a significant milestone for Scan Global L…
SFL adds $365m newbuild trio with $333m in charter cover
John Fredriksen-backed SFL Corporation has agreed to acquire three newbuildings for around $365m, securing long-term employment that will add at least $333m to its charter backlog. The New York-listed shipowner said the latest investment covers two 8,800 teu containerships scheduled for delivery in 2027 and a 93,000 c…
Analysis: CH Robinson spoils the bull party – tests remain
CH Robinson grew trucking volume, profit per load and its divisions’ operating margins again, yet its shares fell 11% to a 52-week low as investors weighed a small trucking miss, a jump in claims costs, a 2027 insurance renewal still under negotiation and – most notably – a $5.8bn bet on RXO. Forwarding, once seen by …
Jade Pacific Line the latest ‘new kid’ on the Asian short-haul block
Intra-Asia and Middle East short-haul trades are seen to be the most sought-after launch pad or entry point for aspiring container shipping entrepreneurs, as the industry becomes more competitive and challenging in an environment of ever-growing trade volatility. The ‘newest kid on the block’ is Jade Pacific Line (JPL…
Korean carrier Namsung returns to China for larger boxships
South Korea’s Namsung Shipping has been linked to another containership order in China, with brokers reporting a deal for two firm 7,100 teu vessels at Dalian Shipbuilding Industry Corporation (DSIC), plus options for another pair. Shipbroking sources said the CSSC-owned yard had secured the contract, with deliveries …
Boluda to acquire Samskip: ‘a combination to lead European shortsea shipping’
Boluda Shipping is to acquire Samskip, yet another sign of consolidation in the shortsea shipping scene, the deal intended to create a network spanning Northern Europe, the Iberian Peninsula, Canary Islands and West Africa. Subject to regulatory approval, the deal is expected to complete on New Year’s Day, with the co…
The cold chain just got weaponised – logistics is exposed
A recent cyberattack on French supermarket refrigeration showed how remote controls can cause physical losses. The warning extends to cold stores, pharmaceutical warehouses and connected reefer fleets. At four in the morning, a delivery driver at an Intermarché in Gradignan, south-west France, found the cold room floo…
Vessel operators need to prepare for compliance as UK ETS looms
Shipping operators face a new compliance burden under the UK Emissions Trading Scheme (UK ETS) – a £100 ($133) penalty for every missing allowance, adding financial pressure to a regime that will bring offshore vessels into scope from January. The requirements were outlined in a webinar hosted by Normec, which detaile…
Air cargo growth masks freighter squeeze as fuel price outpaces yields
Rising airfreight yields have failed to keep pace with soaring fuel prices, squeezing freighter economics despite a sustained period of strong demand growth, according to Rotate. Speaking at TIACA’s Air Cargo Forum in Miami this week, CEO Ryan Keyrouse warned that the strength of the global market concealed sharp diff…
India greenlights $1bn drive to break China’s container manufacturing dominance
India has approved a INR100bn ($1.05bn) programme to massively expand domestic shipping container manufacturing, targeting a tenfold increase in annual capacity as New Delhi seeks to challenge China’s near-monopoly over the industry. The country’s cabinet approved the Container Manufacturing Promotion Scheme yesterday…
Boluda strikes deal to acquire Samskip
Spanish shipping group Boluda has agreed to acquire Netherlands-headquartered multimodal operator Samskip, bringing together two major European shortsea businesses in a deal spanning 32 vessels and 18 routes. Boluda Shipping said the acquisition would combine its container shipping network with Samskip’s northern Euro…
Four pallets, 500 sneakers, DSV the forwarder – here’s what happened
Last month, I sent an email to a selected bunch of investors and analysts. I had a question or two, for background only – in case they could share insight. Based on the feedback I got, I said, it doesn’t look like DSV has figured out its AI roadmap yet; they may even keep CargoWise in parts of their operations for lon…
Maritime CEO Forum: Tanker owners see more upside
Tanker owners remain broadly bullish on the extraordinary freight market despite soaring asset prices, an ageing fleet and mounting geopolitical risks. Speaking at the Maritime CEO Forum at the Yacht Club de Monaco on Tuesday, leading tanker executives debated the warning signs that could signal an end to the boom, th…
Drone-hit boxship sinks off Bulgaria
The Greek-managed containership Contship Jet has sunk off Bulgaria after being struck by three sea drones yesterday, as Russia claims further attacks on merchant vessels heading towards Ukrainian ports. The Liberian-flagged vessel, operated by Contships Management, was sailing from Haifa to Constanta when it was attac…
As previously rumoured: Scan Global acquires OIA Global, its ‘largest-ever investment’
Out on DeskOne y’day well ahead of the announcement: (Here under ‘Market’, M&A) “M&A RUMOURS build around Portland-based OIA Global, which sources say ‘has been on the market for a while’ – it’s unknown yet whether a sale of that business has been agreed. This comes as Denmark’s Scan Global is expected to disclose the…
Boluda acquires Samskip
PRESS RELEASE BOLUDA SHIPPING SIGNS AGREEMENT TO ACQUIRE SAMSKIP AND JOINTLY BUILD EUROPE’S LEADING SHORT-SEA NETWORK 28 October 2026 Boluda Shipping and Samskip have signed an agreement under which Boluda Shipping will acquire Samskip. The acquisition will pave the way for Europe’s most comprehensive short-sea shippi…
How accurate load measurement prevents tarp, strap, and permit errors
There is a moment every flatbed driver knows well. You are standing in the yard, coffee in hand, looking at a load that needs to move by morning. All the necessary American truck parts are packed: the tarp is folded on the catwalk, and the straps are coiled and ready. Everything looks fine. Then you realize you never …
Damodaran: The Prospectus Arrives: My (but not the) Anthropic IPO Valuation!
Prof. Aswath Damodaran writes: I am a dabbler, by nature, moving on from topic to topic, but this year, I have spent more time than usual on AI, but that is because it seems to be part of almost every business or economy related story. I tried to value SpaceX ahead of and after the filing of the prospectus for its ini…
Under-pressure UK transport and logistics firms “dodge Budget bullet”
UK logistics groups welcomed the decision in today’s new budget to maintain a 5p-per-litre fuel duty cut and avoid planned increases, and ensuring warehouse rates do not rise, but there have also been warnings that businesses continue to face significant cost pressures. In his first budget as chancellor – and first fo…
Express faces growing divide between volume growth and profitable growth
The global express and parcels market grew 5.8% in 2025, to €577.3bn ($642.6bn), but mounting pricing pressure, shifting trade flows and intensifying competition are creating a growing challenge for carriers seeking to turn higher volumes into profits. The recent Global Express & Parcels 2026 report by Transport Intel…
Container newbuilding fleet closing in on 16m teu by year-end
After recently passing 15m teu, the global orderbook for containership newbuildings could near 16m teu by the end of the year, according to new analysis from Alphaliner. “Before the end of the year, another 40 or so ‘megamax’ newbuilding contracts from Maersk, Yang Ming [both expected soon], CMA CGM, and MSC [both bel…
Early lunar new year means shippers need to plan ahead, says Seko
Seko logistics is urging shippers sourcing from China to bring forward purchase orders and confirm ocean bookings at least four weeks ahead of shipment, as an earlier lunar new year in 2027 threatens to compress the window for moving cargo before factory closures. Falling 11 days earlier than in 2026, next year’s holi…
Analysis: UPS – the cash line matters just as much as the earnings beat
With its planned cut in Amazon volume finished, UPS is growing the volume it wants, lifting revenue per parcel faster than cost and raising its outlook for the second quarter running, and the shares rose almost 6%. Forecasts for 2026 are converging on guidance, but the sell-side analysts are split sharply on 2027, ove…
Cyclone Arnab brings more disruption along India’s eastern coast
Vessel-handling services have been suspended or restricted across several major ports along India’s east coast since Monday, due to Cyclone Arnab warnings. The severe storm made landfall on India’s eastern coastline this morning, bringing huge swells and gale winds across the region, according to reports. One key gate…
DSV still a bargain after near-17% post-results rally?
There’s no denying that DSV’s stock rally post-Q3 26 update out last week (21 October) has been remarkable. (Sorry.) Regardless of: a) air and sea (A&S) volume growth that was nowhere close to that recorded by Kuhene + Nagel (K+N) in the third quarter; b) core A&S volumes, as CEO Jens Lund told investors, that “are ho…
Shippers promise more freight to forwarders that deliver when it matters
Forwarders that help customers through disruption can win a larger share of their freight, major air cargo buyers told TIACA’s Air Cargo Forum in Miami yesterday – but executive assurances and technology pitches need to translate into better operational service. Executives from Veralto, Lockheed Martin, and GE Vernova…
Woodside выходит из задержанного газового проекта Тимор-Лешти
Австралийская Woodside согласилась продать всю свою 33,44% долю в долгоsignal задержанном проекте Greater Sunrise государственной компании Тимор-Лешти TIMOR GAP за до 200 млн долларов. Сделка может передать ресурс под полный тиморский контроль.
Вывод ИИ
Новость касается газового месторождения Greater Sunrise у берегов Тимор-Лешти и не связана с Транскаспийским маршрутом или Средним коридором. Для перевозок по коридору влияния нет.}