Your Daily Supply Chain & Logistics Briefing

Global Market Poised for Trillion-Dollar Growth Amidst Persistent Disruptions and Strategic Shifts

• UPDATE: CMA CGM's Acquisition of FedEx Supply Chain Reshapes North American Logistics. The $1.4 billion acquisition of FedEx Supply Chain, which closed last week, is set to nearly triple CEVA Logistics' North American contract logistics footprint by late 2026. This deal includes long-term commercial agreements for air and ocean freight services through 2028, creating a vertically integrated stack designed to compete directly with Amazon Logistics and UPS Supply Chain Solutions.

  Substack

• UPDATE: Strait of Hormuz Disruption Spurs Bypass Port Plans. Commercial shipping traffic through the Strait of Hormuz remains near zero following U.S. strikes on Iranian targets on July 8–9, with vessel movement now restricted to a single northern corridor. In response, DP World is planning a new port in the UAE to bypass the critical chokepoint, highlighting the long-term strategic adjustments being made to mitigate geopolitical risks.

  SubstackSupplychain247

• UPDATE: July Container Imports Hit Record High, Ocean Rates Soar but Expected to Stabilize. July container imports are projected to reach an all-time record of 2.47 million TEUs, surpassing the previous high set in May 2022, driving ocean rates to a 22-month high. However, this surge is anticipated to be temporary, with forecasts indicating import volumes will fall below last year's levels from August through November, likely leading to rate adjustments.

  Substack

• The global logistics market, valued at $9.3 trillion in 2024, is projected to expand to $13.1 trillion by 2035, growing at a compound annual growth rate of 3.1% from 2025. This growth is fueled by increasing global trade, rising e-commerce demand, and the adoption of digital logistics technologies, despite challenges like high operational costs and supply chain disruptions.

  Openpr

• U.S. business logistics costs declined to $2.4 trillion in 2025, representing 7.8% of GDP, down from $2.6 trillion and 8.7% of GDP the previous year. However, the 2026 State of Logistics Report frames this reduction not as a return to stability, but as a signal that the operating environment has fundamentally changed, emphasizing structural forces over cyclical demand.

  Marketscale