Big announcement in supply chain! bloomberg.com/news/articles/…

AI: Where VC converges with PE! Historically, outstanding venture capitalists invested in high-growth software. Top-quality private equity firms acquired companies. And the two strategies were distinct. Those two paths may be converging. General Catalyst just invested $13.8M

The New "Pax Silica" Fund The Trump Administration is establishing a Supply Chain Fund. The "Pax Silica" fund will support energy, semiconductor, and critical materials. The US will commit $250M, and partners will include Singapore, the UAE, Qatar, and Sweden. The intent is to

Convergence of supply chain software and services. Auctane and WWEX. Major move!

Ecommerce fulfillment continues to grow. Prologis and GIC are teaming up to invest $1.6 billion in custom-built space for ecommerce. Good sign for the supply chain ecosystem! supplychain247.com/article/prolog…

Congrats to Echo Global Logistics for completing its acquisition of ITS Logistics. Jeff Berman and Logistics Management wrote an excellent analysis. As he and I discussed, Echo’s acquisition of ITS reflects the company’s strategic expansion from truck brokerage into a broader range of supply

Here's what I think we will see in supply chain M&A this year logisticsmgmt.com/podcast/sizing…

The freight market recovery is underway. C.H. Robinson is forecasting a 20% year-over-year increase in spot market dry van rates for Q1, and a 12% increase for the full year. Shippers should lock in rates, deepen relationships with their 3PLs, and prepare for a year of

Cold storage vacancies have surged to a 20-year high of 6.9%. Smart cold chain leaders like Americold and Lineage Logistics will look for new sources of innovation, growth, and value creation. These could come in several forms, ranging from traditional (new customers) to

For more on this topic, see the latest The Wall Street Journal article here: wsj.com/logistics-repo….

Odyssey Marine-American Ocean Minerals Merger Smart US supply chain companies will find ways to strengthen North American sources of critical minerals. Kudos to Mark Gordon, Mark Justh, Odyssey Marine and American Ocean Minerals for their transformative merger, creating a $1 billion leader

Last mile logistics is poised for growth and consolidation. Will the winner be a traditional logistics leader like XPO ? A drone leader like Google or Zipline? Or a new challenger like Manna Air Delivery? fortune.com/2026/04/09/ark…

Curious about what's happening in AI and supply chain? Come join the Harvard Club Boston of the Palm Beaches and YaleClubPB for a conversation on Thursday, April 23, 2026 at 6pm at the Tideline Palm Beach Hotel. We'll discuss how supply chains really work, how they’re changing right

Congrats to Parade on its sale to Mudflap. Consolidation in supply chain software is accelerating! We are seeing smart companies combine adjacent capabilities, e.g. Mudflap's fintech for carriers with Parade's broker-facing capacity management. We will see a smaller number of

Trucking industry could see a significant contraction in supply this year. Expect volatility!

AI in supply chain continues to grow in importance. The latest proof point is Loop's $95M capital raise. In the meantime, Pallet, Augment, HappyRobot and others continue to scale up. Smart supply chain companies should be evaluating and adopting now, as their competitors are

Home Depot acquires warehouse automation firm to speed fulfillment  - FreightWaves share.google/ASomODODU3O4D8…

Returns is a $750 billion market. UPS is achieving profitable growth through its Happy Returns division. 79% of the US population now lives within 5 miles of a UPS/Happy Returns facility. Meanwhile, other reverse logistics companies are achieving success with different business

Congrats to Metro Supply Chain on their sale to NX GROUP. NX paid close to $1.3B (USD) to gain an extensive warehouse-based supply chain network focused on Canada and the US. Expect to see more cross border M&A in 2026! container-news.com/nippon-express…

Trump on filing for tariff refunds: “If they don’t do that, I’ll remember them." If you are a major US company, should you refrain from filing? And if you don't file, will you find yourself at risk of shareholder lawsuits? Now is a good time to turn to your trusted logistics