– We continue our outlook series this week with the prospects for the logistics sector globally and for US supply chain activity. Global logistics and trade are being shaped by recovery from the ongoing Middle East conflict and the AI-driven electronics boom. We see overall global trade volumes expanding by just 1.3% in 2026, with energy trade falling fastest. The disruption pipeline remains full, with the Suez and Panama Canals to watch as well as tariffs. US seaborne imports surged 9.0% year over year in June, driven by a pre-tariff boom in consumer goods, but are expected to ...