Capital is reshaping logistics balance sheets this morning, with two landmark transactions — BMO offloading its trucking finance arm to Stonepeak and Americold spinning out $1.3 billion of cold-storage assets into a private-equity joint venture — landing alongside a fresh wave of automation, AI and energy-efficiency disclosures. Below, the moves and metrics that will shape global supply chain conversations on May 13.
Operations & 3PL
DSV used its Capital Markets Day to lay out an ambitious post-DB Schenker integration roadmap, targeting double-digit organic EBIT growth and renewed M&A capacity once leverage normalises. Management framed the combined group as the world’s largest freight forwarder by volume, with synergies front-loaded into 2026-2027. Source: The Loadstar
Radiant Logistics beat fiscal Q3 expectations on stronger transportation volumes and tighter cost discipline, signalling that mid-cap non-asset forwarders are recovering ahead of the broader freight cycle. The Bellevue-based group flagged improved gross margins in both ocean and trucking brokerage. Source: FreightWaves
A top-ten global ocean forwarder unveiled new U.S. headquarters as part of an Americas expansion play, a move that underscores how non-vessel operators are re-anchoring commercial leadership closer to shippers amid persistent transpacific volatility. Source: American Shipper
Americold has formed a $1.3 billion joint venture with a private-equity partner to develop temperature-controlled warehousing capacity, freeing capital while keeping operational control of the assets. The deal signals continued institutional appetite for cold-chain real estate despite tight financing conditions. Source: DC Velocity
Technology & Automation
Kodiak AI posted 74% Q1 revenue growth and expanded its driverless fleet to 28 trucks, with management reiterating commercial-route guidance for the second half of 2026. Utilisation gains and depot expansion are the key levers, even as competitors face investor scepticism on path-to-profitability. Source: FreightWaves
U.S. trucking fleets are deploying generative AI for dispatch, document automation and customer service, but data-quality issues and fragmented telematics remain the dominant brake on enterprise-scale rollouts, according to a new industry survey. Source: DC Velocity
Energy efficiency is climbing operators’ agendas as conveying and sortation manufacturers roll out variable-frequency drives, low-friction belting and zero-pressure accumulation logic. Vendors are quantifying kWh savings per throughput unit, turning sustainability into a procurement metric. Source: Logistics Business
AI is reshaping logistics defence and attack surfaces in parallel: predictive routing and freight-fraud detection are maturing, but the same models also enable more convincing phishing, deepfake brokerage scams and synthetic identity attacks targeting carriers. Source: SupplyChainBrain
Sustainability & Energy
Jordan’s port of Aqaba is repositioning itself as a regional energy-logistics hub, expanding LNG, hydrogen and bulk-energy handling capabilities while strengthening transhipment links across the Red Sea corridor. The pivot reflects a broader Middle East strategy to capture value beyond container throughput. Source: Container News
NeptuneZero secured a €500,000 round to scale its sensor-driven maritime reporting platform, which compiles real-time fleet performance and fuel data to support CII compliance and decarbonisation targets. The deal underscores investor appetite for narrow, regulation-led shipping tech. Source: Hellenic Shipping News
A new EY-Parthenon CFO survey finds that artificial intelligence is delivering measurable efficiency gains, but fewer than half of finance leaders trust the technology to drive growth — a credibility gap that is slowing capital allocation to AI-enabled sustainability and operations programmes. Source: ESG Dive
International Markets
BMO is selling its transportation finance group, one of North America’s largest trucking lenders, to private-equity firm Stonepeak while retaining a 19.9% minority stake. The Canadian bank values the combined book at roughly $14.5 billion, ending a structure inherited from its 2015 GE Capital acquisition. Source: American Shipper
SK Hynix has reportedly acquired a Silicon Valley property to anchor a U.S. R&D and supply-chain footprint serving its AI memory roadmap. The move reinforces a wider Asian-OEM trend to localise critical-component planning closer to hyperscaler demand. Source: DIGITIMES
Amazon is rolling out 30-minute delivery in additional major U.S. cities, leveraging same-day micro-fulfilment hubs and densified last-mile routes. The expansion intensifies competitive pressure on retail logistics incumbents already navigating thin margins on rapid-delivery economics. Source: American Shipper
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