After a turbulent year, the supply chain & logistics sector is adapting to new realities. From shifting trade policies to evolving freight dynamics, here’s what’s shaping the industry right now:
- Trade wars, tariffs, and labor tensions are disrupting supply chains and fueling inflation.
- Freight rates remain soft, with trucking and intermodal capacity still high but gradually tightening.
- Consumer sentiment has dipped, and housing starts are slow, but manufacturing investment is picking up.
- While still volatile, the tariff delay has brought near-term stability for US-China trade in crucial segments.
- Although Q3 deal volumes remained largely stagnant over Q2, overall valuations climbed, driven by a handful of high-profile transactions and mega-mergers reshaping the industry.
For a deeper dive into the data and trends, check out the full report.
