7 October 2026
The neutrality joke in logistics – defragmentation ‘is a lost bet at origin’

“What were you thinking? ” Beyond that It has been a rather busy stint in transport and logistics – corporate reorganisations, rising deal-making and related risk, break-up chatter, bolt-ons, that kind of stuff. The latest stateside, of course, have investors weighing up historical freight brokerage M&A: a $5. 8bn enterprise-value deal, with CH Robinson (CHRW) taking over RXO, if everything goes according to plan. “I did not see anyone speculating or announcing this tie-up before,” Mr ...
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