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Navigating M&A Trends in the Transportation, Logistics, and Energy Storage Space
The transportation, logistics, and energy storage sectors are undergoing profound transformation, driven by rapid technological advancements, evolving consumer expectations, and the global pursuit of sustainability. These forces are accelerating mergers and acquisitions (M&A) as companies seek to adapt to a dynamic landscape, capitalize on emerging opportunities, and secure competitive advantages. For stakeholders navigating this environment, understanding key industry drivers, challenges, a -
Supply Chain & Logistics News February 2nd-6th 2025
Supply Chain & Logistics News February 2nd-6th 2025
The global supply chain never sleeps, and this week’s headlines reveal the fast-moving shifts shaping logistics, trade, and technology. From the U.S. Postal Service reversing its package ban from China to LG’s big robotics acquisition, companies are adapting to new regulations and automation trends. Meanwhile, Europe accelerates its hydrogen transition, digital product passports gain traction for compliance, and a high-stakes eg -
LG Acquires Majority Stake in Bear Robotics to Bolster Robotics Capabilities
Image Courtesy of Bear Robotics
LG Electronics (LG) has taken a significant step in advancing its robotics capabilities by securing a majority stake in Bear Robotics, a prominent Silicon Valley-based startup specializing in AI-driven autonomous service robots. This acquisition aligns with LG’s strategy to strengthen its presence in the robotics sector, a key growth area for the company.
In the realm of industrial robots, a cornerstone of LG’s Smart Factory business, the company&rsquo -
The End of De Minimis: How the Trump Administration’s Trade Crackdown May Reshape Supply Chains and Global E-Commerce
The Trump Administration’s executive order targeting imports from China, Mexico, and Canada has significantly impacted global supply chains. The order focuses on tightening the “de minimis” exemption, which previously allowed foreign e-commerce companies to ship numerous small packages to the U.S. without paying taxes.
For logistics and supply chain companies, this change will have major impacts, influencing customs processing, shipping costs, and e-commerce fulfillment strateg -
Tata Elxsi, partners Minespider on Battery Supply Chain Optimization
Tata Elxsi, a global leader in design and technology services, has joined forces with Minespider, a blockchain-powered traceability solutions provider, to launch MOBIUS+, an advanced battery lifecycle management platform. Designed to address the growing need for sustainability, compliance, and performance optimization in the battery industry, MOBIUS+ aims to revolutionize the way batteries are managed from production to recycling.
This state-of-the-art platform integrates advanced data analytics -
SEFE Securing Energy for Europe and Höegh Evi to Develop Clean Hydrogen Supply Chains
SEFE Securing Energy for Europe and marine infrastructure provider Höegh Evi have signed a Memorandum of Understanding (MoU) to jointly develop international supply chains for clean hydrogen to be delivered to Germany and other locations in Europe. Together, SEFE and Höegh Evi will analyse the technical and commercial feasibility of various corridors for the supply of clean hydrogen based on ammonia.
Partnering to enable customer decarbonisation in support of Germany’s energy tra -
Pairing Rooftop Solar with Warehouse Robotics – Harnessing Synergy Between Technology and Sustainability
Source: mainebiz.biz
In today’s rapidly evolving logistics and supply chain sector, warehouses are increasingly turning to innovative technologies to gain a competitive edge. One such advancement is the integration of warehouse robotics, which has revolutionized the way tasks such as sorting, picking, transporting, and packaging goods are performed. These automated systems, powered by sophisticated technologies like artificial intelligence (AI) and machine learning, offer unparalleled effi -
Digital Product Passports: A Game Changer for Traceability
Infor’s NexTrace Digital Product Passport
As businesses face emerging regulations on product safety, sustainability, and ethical sourcing, Digital product passports will become crucial for navigating these challenges. DPPs provide a streamlined, digital way to document a product’s entire lifecycle, making it easier to ensure compliance and improve transparency. For companies operating globally, quick access to accurate product information can help avoid penalties and maintain trust. -
Transmute and mesur.io Announce Strategic Combination to Remove Disruption from Global Supply Chains
In a move to transform global trade and minimize disruptions in supply chains, Transmute and mesur.io have announced their strategic combination to reduce supply chain risk and improve enterprise resilience. Together, the companies will deliver their joint expertise through a unified platform that will make global trade more transparent, secure, and ethical.
This combination brings together key thought leaders in the trade modernization space to harness Transmute’s pioneering wor -
Open Sky Partners with Easy Metrics for Labor Efficiency
Open Sky Group, a global leader in supply chain execution solutions, has announced a strategic partnership with Easy Metrics, a premier provider of labor management and warehouse performance management solutions. This collaboration aims to deliver advanced tools to streamline workflows and improve finances across distribution and warehouse operations.
The partnership combines Open Sky Group’s deep expertise in supply chain execution solutions and implementation services with Easy Metr -
Strategic Guidance for Navigating the Trump Administration’s Potential Tariffs
The Trump administration is considering 25% tariffs on imports from Canada and Mexico and 10% on goods from China to address trade imbalances and protect domestic industries. These tariffs will raise costs, disrupt supply chains, and force companies to rethink sourcing and logistics strategies. Businesses must act immediately to safeguard operations, contain financial risks, and maintain supply chain stability.
Adding to the uncertainty, the United States-Mexico-Canada Agreement (USMCA) faces a -
Supply Chain & Logistics News January 27th- 30th
Supply Chain & Logistics News January 27th- 30th
The week started hot with a potential trade war with one of the US’s biggest trading partners, Colombia but was avoided luckily. The supply chain landscape continues to evolve with major investments, technological advancements, and shifting trade policies shaping global logistics. Walmart Canada is making its biggest investment in three decades, strengthening its retail and distribution footprint. Meanwhile, Manhattan Associa -
From Static to Dynamic – How AI and Smart Automation Extend WMS Capabilities
Warehouse managers and executives face constant pressure to meet rising customer expectations while maintaining cost efficiency and operational excellence. While traditional WMS platforms have served as the backbone of warehouse operations for years, their static nature can limit your ability to stay agile and competitive. Let’s explore how these systems can be enhanced by technologies utilizing AI-driven systems and warehouse optimization solutions, whether as new automation or “bol -
Manhattan Associates Joins a Select Group of SCM Software Vendors in the Billion Dollar Club
Eddie Capel, CEO of Manhattan Associates
Yesterday, Manhattan Associates Inc. (NASDAQ: MANH) reported annual revenue of $1.042 billion, up from $929 million last year. This represents year-over-year growth of 12.1%. Manhattan joins a select group of supply chain software suppliers – SAP, Blue Yonder, and Oracle – generating over $1 billion in annual revenue.
Manhattan Associates is a leader in two markets, warehouse management systems and omnichannel systems. The WMS solu -
New Study Shows Global Trade Compliance Is Not Slowing Down Any Time Soon
Global Trade Compliance Is Not Showing Signs of Slowing Down Any Time Soon
The Global Trade Compliance market is experiencing steady growth and is expected to continue this trend over the next five years. I have recently completed the latest ARC Advisory Market Analysis on Global Trade Compliance, available here. Three major trends are driving growth in this industry which can be attributed to regulatory pressures such as the Uyghur Forced Labor Protection Act, advancements in AI, and suppl -
Global Trade Compliance Remains on the Rise
Global Trade Compliance Remains on the Rise
The Global Trade Compliance market is experiencing steady growth and is expected to continue this trend over the next five years. I have recently completed the latest ARC Advisory Market Analysis on Global Trade Compliance, available here. Three major trends are driving growth in this industry which can be attributed to regulatory pressures such as the Uyghur Forced Labor Protection Act, advancements in AI, and supply chain innovations.
Driver #1: -
What Does DeepSeek Mean for Industrial Enterprises?
There has been a breakthrough in artificial intelligence. A Chinese generative AI start-up called DeepSeek created a new AI model called DeepSeek-R1. This model, the company claimed, was built for about one thousandth the cost of the GenAI models built by the US tech giants. And because Western companies are not allowed to send cutting-edge chips and machinery to China, it was built using AI chips whose performance greatly lags the chips used by DeepSeek.
There has been skepticism about the vera -
Planning at the Edge of Chaos
ARC was briefed by John Galt Associates not long ago. They used the phrase ‘planning at the edge of chaos.” I love that. That is a very good phrase for describing the increasing complexity and need for speed large organizations face. John Galt Solutions has focused product development on helping companies to ameliorate this chaos. This involves the use of new technologies on their platform. Data fabrics, knowledge graphs, a digital thread, and digital twin technologies are critical. -
Supply Chain & Logistics News January 20th – January 23rd
Hello! Welcome to the new era of the United States! This week the 47th President, Donald Trump was sworn in. Within his first week, the administration has raised some concerns over potential tariffs on the country’s biggest trading partners including China, Mexico, and Canada. None of these claims have become anything concrete, but they continue to raise concerns for the countries that are prepared to retaliate, initiating a trade war. In addition to US politics, Stellantis the parent comp -
Supply Chain Sustainability and Direct Current Power
While the historical “War of the Currents” between Thomas Edison and Nikola Tesla seemingly settled on alternating current power dominance, the energy transition created a close relationship between alternating current and direct current power. We’re witnessing a surge in DC power systems and the need for efficient conversion to and from AC and DC. This is fueled by several factors:Solar photovoltaics: The largest source of new grid power, solar panels inherently produce DC el -
The Potential of DOGE to Revolutionize Manufacturing and Supply Chain Logistics
In a recent Wall Street Journal op-ed, Elon Musk and Vivek Ramaswamy outlined their proposal for a Department of Government Efficiency (DOGE), emphasizing streamlined governance and technological transformation. Although DOGE focuses on improving efficiency within the U.S. government, its impact could extend to the private sector. By setting new benchmarks for efficiency and promoting decentralized technologies, DOGE could significantly influence manufacturing and supply chain logistics.
Improvi -
Unlocking Supply Chain Potential with AI Agents and Multi-Agent Workflows
Colin Masson, ARC Advisory Groups expert on Industrial AI.
The industrial sector—particularly supply chain management, is facing unprecedented complexity. Volatile markets, global disruptions, and the need for real-time insights are pushing traditional systems to their limits. While Generative AI (GenAI) has shown promise, its limitations in planning, workflow automation, and dynamic adaptation necessitate a more sophisticated approach. In my December 2024 recap of The AI Wars: Battle -
CONA Services Embraces Supply Chain AI
CONA Services Provides a Common Platform for Supply Chain Collaboration
CONA Services LLC is an IT services company owned and governed by the 11 largest Coca-Cola bottlers in North America. CONA is a strategic partner that provides its bottlers with a common set of processes, data standards, and technology platforms. CONA, an abbreviation for Coke One North America (CONA), solutions have been rolled out to more than 500 locations in the US and Canada, representing 80,000 employees and more than -
The Workforce Strategies Supply Chain Leaders Will Need to Employ for the Next 4 Years
Foster Finley, coauthor of this article
The upcoming Trump administration has signaled a number of trade and immigration initiatives that will significantly impact supply chain strategies for the next four years and beyond. The potential for business disruption and impact on the bottom line of many companies will cause the C-suites to turn to supply chain leaders to mitigate higher costs and labor shortages. This post focuses on what to do in what could be a very challenging labor market.
To und -
Supply Chain & Logistics News January 13th-16th 2025
As the final days of the Biden Administration draw to a close, a new Trump era is set to begin. After more than a month of speculation and debate, the world watches with anticipation to see what lies ahead. A new chapter in global trade is expected, as the incoming administration has promised sweeping changes and vowed to uphold the commitments made on the campaign trail.
Meanwhile, supply chain and logistics news continue to unfold. This past week, FourKites announced its new Intelligent Contro -
The AI Wars: Battlefronts, Breakthroughs, and the New Era of the Industrial AI (R)Evolution
Collin Masson, Director of Research at ARC Advisory Group. Colin heads up ARC’s research into Industrial AI.
All supply chain vendors seek to position themselves as leaders in supply chain AI. But there is a larger AI ecosystem. Emerging leaders understand the AI ecosystem and have the right partnerships. The current AI landscape can be viewed as a series of “wars,” where companies and organizations are battling for dominance across various technological and market “battl -
Ethical Considerations in Supply Chain Compliance
The modern supply chain is a complex network of suppliers, manufacturers, distributors, and customers, all interconnected and reliant on a shared ecosystem of trust and accountability. As industries evolve and global markets expand, ethical considerations have become central to supply chain compliance. From balancing cost-efficiency with ethical sourcing to enhancing transparency and integrating corporate social responsibility (CSR), businesses face mounting pressure to align their operations wi -
Top Supply Chain Risks to Prepare for in 2025
This is the time of year when analysts get bombarded with pitches from PR firms. The pitches share a “sneak peek” of the predictions that a CEO at a solutions company is making and then asks the journalist if they want to interview the CEO. These predictions mostly seem obvious.
I got a pitch from the PR firm representing Everstream Analytics that was different. Everstream Analytics is sitting on a vast trove of risk data. The company applies AI and other analytics to this data to pr -
Supply Chain & Logistics News Round-Up January 6th – January 9th 2025
This week had events that have highlighted significant shifts and challenges in supply chains, transportation, and urban planning. With climate change, geopolitical tensions, and cybercrime poised to disrupt global logistics, what steps must industries take to adapt in 2025? As Nippon Steel and U.S. Steel Corp. challenge a merger block on national security grounds, what does this mean for the future of industrial policy? Meanwhile, Bill Gates’ investment in transportation signals optimism -
Future-Proof Logistics Warehouses with Flexibility and Throughput
Flexibility and throughput are indispensable for success in logistics warehouses today. According to Benchmark International, e-commerce sales are projected to hit $6.3 trillion globally by 2024. Logistics providers face escalating pressures to meet high-speed delivery expectations and manage unpredictable market dynamics. Logistics warehouses that prioritize flexibility, operational efficiency, and throughput will be able to secure long-term growth, meet client demands, and stay ahead of evolv -
Potential Trump Regulatory Changes and Their Implications for Supply Chain Compliance
Supply chain compliance is a complex, ever-evolving field shaped by the regulatory environment. From environmental regulations and labor standards to trade policies and cybersecurity mandates, companies must navigate a labyrinth of rules to ensure smooth operations. With Donald Trump returning to office this month, his administration is likely to bring shifts in the regulatory landscape, building on policies from his first term while addressing current economic and geopolitical challenges1.
Let& -
Cruise Tourism Market is Booming Globally - $45.34 Worth Market by 2029, Huge Opportunities for Market Players - Arizton
Industry Analysis Report, Regional Outlook, Growth Potential, Price Trends, Competitive Market Share & Forecast 2024–2029. -
Supplier Onboarding is Core to a Digital Supply Chain Transformation
When you talk to companies that have implemented enterprise or supply chain applications, executives will usually admit that they have under-invested in training and preparing users to use the new technology. People issues are always challenging. But change management is significantly more difficult when the technology deployed is used not just internally, but also by key trading partners.
Molex implemented a multi-enterprise supply chain network platform from SAP called SAP Business Network. Mo -
Supply Chain & Logistics News Round-Up (December 30th 2024- January 2nd 2025)
The new year has arrived and so has the new wave of noteworthy news coming out of the supply chain space. Last year there were widespread strikes of ports on the East Coast, they were halted by a bandaid solution but the United States Maritime Alliance is set to resume contract negotiations on January 7th. The DOE is still issuing large federal loans to startup companies, Novonix a synthetic graphite startup just received a $755 million loan to support its mission and reach its goal of producing -
Top Supply Chain Planning Vendors Are Investing to Support Agile Planning
Digital Twin Screen Shot and Architecture
The most comprehensive form of planning that companies engage in is integrated business planning. IBP balances what can be produced against projected demand. Based on this, a multiple-month financial, supply chain, and capital expenditure plan is produced. A supply chain planning application is the core technology that enables robust planning.
Historically, the supply chain plan that resulted from the IBP process was too static. Production plans might be -
Navigating the Future of Logistics: Insights and Innovations from 2024
As we reflect on the past year, the logistics and supply chain industry has undergone significant transformations, driven by technological advancements, evolving market demands, and a renewed focus on sustainability. The articles from Logistics Viewpoints have provided invaluable insights into these changes, offering guidance and inspiration for professionals navigating this dynamic landscape. In this comprehensive overview, we highlight the most popular articles from Logistics Viewpoints in 202 -
The Complex Landscape of ESG and Forced Labor Regulations: Insights from IBM’s Conference
Last week, I attended a half-day conference, “ESG Here to Stay: 5 Investment Themes for 2025,” hosted by IBM in their Manhattan office. The core topics ranged from how prepared the world is to power the energy transition, developments in carbon removal, financing new investments, and grappling with supply chains. Each presentation was exceptional, and the event viewed ESG from a holistic but pragmatic perspective.
The “Coming to Grips with Supply Chains” session had me o -
Supply Chain & Logistics News (December 16th – December 19th)
Even in the last days of 2024, supply chain-altering events persist. SAP announced its comprehensive carbon accounting tool linking environmental impacts with financial performance. Amazon workers strike during heightened volumes of shipments and Biden announces a new emissions goal for the country. The DOE concluded their LNG report finding that continued exports will negatively impact domestic energy costs for end users. The EU adopted a progressive bill that requires all packaging in 2030 to -
3G’s Approach to Transportation Management
We spoke with 3G to learn more about their approach to transportation management and the solutions they provide for businesses navigating the complexities of supply chain operations. Here’s what they shared about their services and capabilities.
3G is a company deeply rooted in the logistics and transportation industry, with a team of experts who have dedicated their careers to this field. Their approach to transportation management is centered around flexibility, data-driven decision-maki -
The Importance of Energy Transition and Sustainability in the Logistics and Supply Chain Industry
The logistics and supply chain industry is a critical component of global trade, responsible for moving goods and materials efficiently to meet consumer and business demands. However, the sector’s reliance on fossil fuels and resource-intensive practices poses significant challenges. The transition to renewable energy and the adoption of sustainable practices are now essential for reducing environmental impact, ensuring regulatory compliance, and maintaining competitiveness.
Addressing Ene -
CTSI-Global’s Role in Transportation Management Technology
We spoke with CTSI-Global to learn more about their approach to transportation management and the solutions they provide for businesses navigating the complexities of supply chain operations. Here’s what they shared about their services and capabilities.
CTSI-Global operates at the intersection of logistics and technology, focusing on solutions that address the challenges of transportation management. The company offers a range of services, including a robust Transportation Management Sys -
Modern TMS Solutions: Driving Sustainability in Supply Chain Operations
Sustainability is high on the list of favorite corporate buzzwords. However, as carbon taxes and emissions reporting requirements continue increasing, supply chain professionals face mounting pressures from inside and outside their organizations to measure and improve performance against new, nebulous sustainability metrics.
Most organizations have public commitments to reduce their carbon footprint, with some of the more aggressive goals promising net zero emissions as early as 2040. Freight tr -
China Rare Earth Ban Fuels Doubt About the Viability of the US Auto Industry
The transition to electric vehicles will happen far faster than is commonly understood. Legacy auto companies are not likely to be competitive in the brave new world of electric vehicles. China’s new export bans put pressure on the two US companies – Tesla and Rivian – best positioned for leadership in the EV market.
Beginning on December 1st, China released plans to restrict graphite exports that can be sent to the US. Graphite is a critical input in EV batteries. Citing secu -
Supply Chain & Logistics News December 9th-12th 2024
Yesterday afternoon, I had the privilege of joining Bloomberg Intelligence for insightful sessions on ESG Investment Themes for 2025. The discussions were rich with knowledge and actionable insights, and I’m excited to share a few highlights. Key themes for 2025 included carbon removal, sustainable debt and risks, powering the transition (and AI), addressing supply chain challenges, and exploring the value of nature-based solutions.
Among the key takeaways, it was noted that the carbon mar -
Terrified of Tariffs? Three Key Strategies to Implement Tariff Optimization and Create Adaptive Supply Chains
Global trade is riddled with uncertainties. Trade agreements have long existed to try to reduce some of that uncertainty, create a more even playing field, or to create mutually advantageous trade conditions between specific countries. The significant increase in tariffs proposed by the upcoming Trump administration adds to the challenge of businesses working to safeguard profitability. Tariffs hit hard on the bottom line by hiking up costs across supply chains, thereby affecting sourcing, manu -
The Overturning of the Chevron Doctrine: Implications for the Supply Chain and Logistics Industry
The Supreme Court’s decision to overturn the Chevron Doctrine has sparked widespread discussion across industries, particularly in supply chain and logistics, where regulatory clarity is critical. While this landmark decision alters the balance of power between federal agencies, Congress, and the judiciary, it does not necessarily signal a retreat from regulatory progress. Instead, it creates an opportunity for greater precision, transparency, and stakeholder involvement in crafting effect -
How Good is Your Logistics Service Provider?
Amplifying the shipper’s voice and giving some power back to the companies actually paying for logistics services – that is the core reason why the Shippers’ Council was formed in in 2020. An interest group of the Singapore-based Logistics & Supply Chain Management Society (LSCMS), the Shippers’ Council is a professional association that counts members from organizations with a vested interest in logistics, including end users, technology and service providers, govern -
Supply Chain & Logistics News December 2nd- December 5th
Supply Chain & Logistics News December 2nd – December 5th
Experts claim that “Cyber Monday” the Monday following Thanksgiving is one of the busiest days for deliveries followed by the Mondays leading up to Christmas. In 2022, the Postal Service processed more than 11.7 billion mailpieces and packages during the holiday season. In 2023, Amazon delivered around 5.9 billion packages more than UPS and FedEx. All companies and agencies above are heavily investing in technology a -
Reshoring and Domestic Manufacturing Incentives: Impacts on Supply Chain Logistics
Reshoring, the practice of bringing manufacturing operations back to the United States, has gained renewed momentum in recent years, largely driven by a combination of political priorities, economic strategies, and global supply chain disruptions. Spearheaded by initiatives like those championed during Donald Trump’s past presidency (and likely during his upcoming term), policies promoting domestic manufacturing—such as tax breaks, tariffs, and regulatory incentives—have redefi -
CrimsonLogic and NewAge Partner for Freight Management and Customs Compliance across North America
Through innovative technology and strategic collaboration, CrimsonLogic and Newage are set to enhance efficiency and transparency in freight management and customs processes.
Global technology company CrimsonLogic, a wholly-owned subsidiary of PSA International and a leader in digital trade, digital ports and technology solutions, announced a strategic partnership with Newage Software & Solutions (“Newage”), a global leader in logistics technology. The collaboration integra
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