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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 …
Trump's Russian Diesel Is a Legal Hot Potato With a Five-Year Fuse
A Malta-flagged tanker called the Agioi Fanendes left the Russian port of Primorsk on Oct. 22 carrying nearly 40,000 metric tons of ultra-low-sulfur diesel, and ship-tracking data has it arriving at the Port of New York and New Jersey on Nov. 7, four days after the midterm elections. Nobody has publicly said who bough…
U.S. Pushes Nuclear Energy Expansion in Central Asia and Caucasus
The United States is making a fresh push to promote the use of American nuclear energy technology in Central Asia and the Caucasus. Shawna J. Wilson, Deputy Assistant Secretary of State for Security Programs, traveled to both regions recently for meetings with Armenian and Kazakh officials that explored ways to advanc…
The CCS Project That Passed Every Test Except the Investment Test
Heidelberg Materials’ proposed carbon capture project in Edmonton appeared to contain almost every ingredient policymakers say a successful CCS development needs. It targeted cement, a hard-to-abate industry where most emissions come from the chemistry of producing clinker rather than simply burning fuel. A pilot conf…
Kroger accelerates direct sourcing efforts for better cost control, visibility
The grocery chain seeks to boost first-party procurement volumes to more than 10% while working toward a fully owned import and distribution model.
FedEx drawing parcel-focused shippers to its air freight services
Air freight demand from traditionally parcel-centric customers is rising as the carrier pushes for more business in high-value segments like AI and data centers.
OPI, Nioxin owner appoints chief supply chain officer
Javier Huerta will oversee The Wella Company’s sourcing, manufacturing and logistics capabilities, effective Dec. 1
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…
Trump opts for trade talks over tariffs for robotics, industrial machinery
For the second time this month, the president directed cabinet officials to negotiate over imports deemed a threat to U.S. commerce and security by a Section 232 probe.
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…
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…
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…
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 …
How Trump’s Russian Diesel Could End Up in Cuba Instead
The tanker billed as the first to carry Russian diesel to the United States under Donald Trump’s deal with Vladimir Putin has dropped New York as its destination. The Malta-flagged Agioi Fanendes left Primorsk on October 22 with about 40,000 metric tons of ultra-low-sulfur diesel, due in New York on November 7. Lloyd’…
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…
China Secures Massive Discount on Russian Gas as Moscow’s Leverage Weakens
Russia is giving China a huge discount on natural gas purchases, underscoring the Kremlin’s fiscal dependency on Beijing. The Moscow Times (MT), citing Russian Duma documentation, shows that China will pay an average of approximately $248 per thousand cubic meters of pipeline gas in 2026, compared with $562 for Gazpro…
Coty pursues less air freight, more ocean and rail transport
The beauty giant has cut air cargo by 48% since 2019 as the company looks to trim emissions in its supply chain.
Iran Eyes $130 Oil While at Least 50 Tankers Sit Stuck in the Gulf
An oil price of $130 per barrel could be one of the scenarios of Iran’s economic planners preparing the budget for the next Iranian year starting March 2027, according to Iranian media. It is not clear yet what baseline Iranian economists will use in next year’s budget, but the Plan and Budget Organization may include…
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…