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The day’s most important moves across every mode — air, rail, road, ocean and the trade that ties them together.
| ● On the Wire |
Monday, October 5 |
4 stories |
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Port Houston is investing in infrastructure like expanding the Houston Ship Channel to support larger ships and more efficient flow of cargo.
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Ocean & Logistics
BY ERIC KULISCH · AMERICAN SHIPPER · OCTOBER 1, 2026
CMA CGM completed its $1.4 billion purchase of FedEx Supply Chain, folding the business into Ceva Logistics and tripling Ceva’s North American warehouse footprint in the process.
| THE TAKE — FedEx Supply Chain representing less than 2% of FedEx’s consolidated revenue tells you this was a non-core unit for FedEx, but a transformative acquisition for Ceva — 34 million square feet of warehouse space and 130 new customers overnight is the kind of scale most contract logistics players build over a decade. The reciprocal arrangements are the real strategic payoff: CMA CGM becoming FedEx’s preferred ocean carrier and the two collaborating on Asia-Europe air cargo capacity turns a straightforward asset sale into a multi-year commercial partnership between a carrier and the parcel giant it used to compete with indirectly. |
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Ocean
Georgia Ports Authority’s $1.6 billion Ocean Terminal redevelopment has passed 60% completion, with a new 2,650-foot berth already operational ahead of the project’s 2028 finish.
| THE TAKE — Going from 200,000 to 1.75 million TEUs of annual capacity on a single 200-acre site is nearly a ninefold increase, which puts Savannah in direct competition for cargo that might otherwise route through Charleston or Norfolk. The $29 million truck overpass diverting traffic off neighborhood streets is a smart hedge against the kind of community opposition that’s slowed similar expansion projects elsewhere — Georgia Ports seems to be building political capital alongside physical capacity, which matters given this is just one piece of a $5 billion, decade-long investment plan. |
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Labor
About 100 union delegates from four countries protested outside DP World’s Centerm terminal following an international anti-automation summit, with British Columbia’s longshore contract expiring in March 2027.
| THE TAKE — Eight unions from four countries coordinating a shared position — welcoming safety technology but rejecting job-cutting automation — signals this isn’t a one-port dispute but an attempt to set international precedent before BC’s 2027 contract talks. The KPMG data on waterfront payroll hours rising 59% since 2019 actually complicates the union’s framing somewhat, since it suggests automation investment and workforce growth have coexisted at Centerm so far; the real fight is likely less about whether automation costs jobs today and more about locking in guardrails before DP World’s next expansion phase. |
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Parcel & Risk Management
UPS launched a bundled fraud-detection and insurance suite called UPS Secure Commerce, while FedEx rolled out a QR-code authentication option for high-value deliveries, as both carriers target rising e-commerce fraud.
| THE TAKE — With 3.2% of a projected $6.88 trillion e-commerce market lost to fraud annually, the dollar figures at stake are large enough that both carriers clearly see security tooling as a new revenue line, not just a defensive feature. UPS’s approach — bundling insurance, visibility and fraud screening into one suite processing 97% of claims within five days — looks built for merchants who want one vendor handling the whole risk lifecycle, while FedEx’s QR-code authentication is a narrower, higher-friction tool aimed specifically at luxury and high-value shipments where theft risk is concentrated. |
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OCT 27–28, 2026 · THE SIGNAL, CHATTANOOGA, TN
FreightWaves’ flagship event blends rapid-fire tech demos and world-class speakers with the most legendary networking in logistics. Join 1,000+ freight and logistics experts, industry leaders, entrepreneurs and innovators for a definitive look at the year ahead. Come for the insights, stay for the celebration and leave with the connections that will define your 2027.
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American Shipper · The Daily — published weekdays
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