Global supply chain operators kicked off the week with a mix of strong Q1 results, continued automation breakthroughs, and renewed geopolitical disruption in the Middle East. From GXO’s bullish 2026 guidance to a missile strike on a CMA CGM container vessel in the Strait of Hormuz, today’s brief captures the moves shaping logistics worldwide on May 6-7, 2026.
Operations & 3PL
GXO raises 2026 outlook, dismisses Amazon logistics threat. GXO Logistics reported first-quarter revenue of US$3.3 billion, up 10.8% year over year, and adjusted EBITDA up 23% to US$200 million. CEO Patrick Kelleher lifted full-year EBITDA guidance to a US$935-975 million range and said the Q1 sales pipeline reached a record US$2.7 billion as the contract logistics provider scales aerospace, defense, life sciences and data center verticals. Source: American Shipper.
DHL Express secures four-year US labor deal. Teamster-represented DHL Express workers in the United States have ratified a new four-year collective bargaining agreement, locking in labor stability for the express carrier’s domestic operations and ending months of negotiations. The deal removes a key operational risk as DHL navigates softening cross-border express volumes. Source: FreightWaves.
Rhenus accelerates Asia-Pacific road freight build-out. Germany-based Rhenus Group is expanding its cross-border trucking network across Asia-Pacific to capture rising demand for fast and resilient inland transport. The third-party logistics provider is targeting intra-regional flows linking Southeast Asia, Greater China and the Indian subcontinent as shippers diversify away from single-country sourcing. Source: Container News.
New Georgia inland port to convert 26,000 truckloads to rail. The Georgia Ports Authority has opened a new inland port that it expects will shift roughly 26,000 truckloads of freight per year onto rail, easing highway congestion and providing shippers with a lower-cost intermodal option linked to the Port of Savannah. The site reflects continued investment in rail-served inland nodes across the US Southeast. Source: American Shipper.
Technology & Automation
China places AI-powered robots at the heart of its Five-Year Plan. Beijing’s latest Five-Year Plan elevates physical AI applications, with humanoid and industrial robots designated as core economic growth drivers. Chinese policymakers are explicitly steering AI research investment toward warehouse, factory and logistics use cases, intensifying the global race for embodied AI in supply chain operations. Source: DC Velocity.
Aurora and Volvo launch driverless freight route between Texas and Oklahoma. Aurora Innovation and Volvo Autonomous Solutions have begun running driverless trucks on a roughly 200-mile lane connecting Texas and Oklahoma, marking another commercial expansion of Aurora’s autonomous platform. The lane adds to the growing portfolio of for-hire driverless freight corridors in the US Sun Belt. Source: DC Velocity.
Shippeo acquires Logward to extend visibility platform. Real-time transportation visibility provider Shippeo has acquired German logistics software company Logward, deepening its move beyond data provision into transportation management, booking and allocation. The deal continues a wider trend of visibility vendors building broader decision-making layers into their platforms. Source: JOC.
Toyota unifies Vanderlande, Viastore and Bastian under new TAL brand. Effective April 1, Toyota’s intralogistics businesses Vanderlande, Viastore and Bastian Solutions have been formally consolidated into a single brand, Toyota Automated Logistics (TAL). EMEA CEO Thomas Hibinger told Logistics Business that the unified entity will offer end-to-end automation portfolios spanning warehousing, parcel and airport logistics. Source: Logistics Business.
Sustainability & Energy
Cargill joins Athens-based Maritime Emissions Reduction Centre. Cargill has become the latest member of the Maritime Emissions Reduction Centre (MERC), reinforcing the Athens-based body’s international reach and the role of major commercial operators in driving shipping decarbonization. The agribusiness joins a roster of owners and charterers funding research into emissions reduction across the global fleet. Source: Hellenic Shipping News.
Sohar Port unveils energy efficiency guideline for industrial tenants. Oman’s Sohar Port and Freezone, in partnership with the Ministry of Energy and Minerals, has launched a new energy efficiency guideline aimed at strengthening industrial resilience and lowering the carbon intensity of port-based manufacturing. The framework targets tenants across petrochemicals, metals and logistics. Source: Hellenic Shipping News.
Vahle to showcase electrified port logistics at TOC Europe. German power-supply specialist Paul Vahle will demonstrate solutions for the electrification of container terminals at TOC Europe 2026 in Hamburg from May 19 to 21. The lineup includes shore power and conductor-rail systems aimed at decarbonizing yard cranes, AGVs and reefer plug-ins. Source: Logistics Business.
International Markets
CMA CGM container ship struck by missile in Strait of Hormuz. A French-flagged CMA CGM container vessel was hit by a missile in the Strait of Hormuz, injuring crew members. The United States has paused its military escorts of merchant shipping through the strait following the attack, raising fresh concern over war-risk premiums and rerouting costs for Asia-Europe trades. Source: American Shipper.
Hapag-Lloyd announces GRI on Asia-North America trade. Hapag-Lloyd has notified customers of a General Rate Increase covering shipments from the Indian Subcontinent, Pakistan and the Middle East to North America. The move signals continued attempts by ocean carriers to firm up rates on the trade lane amid volatile capacity and Red Sea-driven routing changes. Source: Container News.
Greek owners commit US$10 billion to newbuildings in Q1. Greek shipowners placed newbuilding orders worth more than US$10 billion in the first quarter, with sustained interest across tanker, dry bulk and container segments, according to Allied Shipbroking. The pace underscores Greece’s continued role as the world’s largest source of fresh tonnage despite tighter shipyard capacity. Source: Hellenic Shipping News.
Amazon’s outside-shipping move could reshape US intermodal. Amazon’s decision to open its logistics network to third-party brands could lift intermodal rail volumes while disrupting incumbent providers, analysts told FreightWaves. The shift puts pressure on traditional 3PLs and intermodal marketing companies as Amazon scales its supply chain services arm. Source: FreightWaves.
Related Coverage
- Amazon Opens Logistics Network to Outside Brands With New Supply Chain Arm
- Shippeo Acquires Logward to Pair Visibility with AI Workflow Orchestration
- Dematic Partners with GreyOrange for AI Warehouse Orchestration
- Ceva Logistics Lands Three-Year Cold-Chain Deal With Hilton Foods Solutions
Updated daily — your morning briefing on global supply chain.
