TAKEAWAYS Shaping the Future of the Global Supply Chain
PORTS UNDER SIEGE
Cybercriminals have set their sights on ports in summer 2026, targeting the software that keeps trade flowing. A June ransomware attack on the Adriatic Port Authority froze terminal operating systems, according to Ti Insight’s Global Supply Chain Risk Monitor . The software that schedules and clears cargo movement went down, halting vessel unloading across the region. The attack, attributed to the cybercriminal group Anubis, shut down local intermodal connections for days. The disruption followed a larger breach in the United States in mid-June: a coordinated attack hit the digital systems tied to freight management and logistics providers at major U.S. port gateways, compromising cargo tracking platforms, terminal scheduling systems, and internal data nodes at more than 200 logistics and transport entities. Terminal operators locked out of their automated systems fell back on phone calls and paper manifests to keep containers moving. The resulting gridlock cost an estimated $380 million in delays and backlogs across the Americas, according to Zamak Technologies. A July retrospective directive from the Cybersecurity and Infrastructure Security Agency traced the breach to unpatched legacy software and missing multi-factor authentication, a combination security researchers have flagged for years. Ports have spent the past decade digitizing scheduling, tracking, and clearance to move cargo through gateways already strained by volume swings and geopolitical disruption. That same digitization creates a single point of failure when the software goes down. Summer 2026 showed how quickly a ransomware attack can turn automated efficiency into manual chaos, and it puts terminal operating systems alongside tariffs and weather on the list of disruptions supply chains now have to plan around.
CMA CGM has agreed to buy FedEx Supply Chain for $1.4 billion, a deal that will nearly triple the North American footprint of CEVA Logistics, CMA CGM’s contract logistics arm. The acquisition, expected to close later in 2026 pending regulatory approval, folds FedEx Supply Chain’s roughly 10,000 employees and its physical network into CEVA. Combined, the two operations will run about 150 warehouses across more than 240 North American locations with a workforce of roughly 20,000, positioning CEVA to compete directly with the largest third-party logistics providers in the region. The sale continues FedEx’s narrowing of its portfolio around express and ground delivery. The company’s DRIVE cost-reduction program has cut $4 billion in structural costs since 2023, with another $1 billion targeted for 2026. FedEx spun off FedEx Freight as a standalone public company in June 2026. Contract logistics work sits outside FedEx’s core networks, and CEO Raj Subramaniam said the sale lets FedEx focus on high-value verticals including healthcare, automotive, aerospace, and data centers. The deal is not just an asset sale. FedEx and CMA CGM plan multi-year commercial agreements covering ocean and air freight, with CMA CGM becoming a preferred, non-exclusive ocean carrier for FedEx and the two companies collaborating on air cargo capacity. Those arrangements will roll out in phases through 2028, keeping the companies interlocked even as FedEx divests the unit. For CEVA, which already runs 1,000 warehouses and handled 15 million shipments globally in 2025, the acquisition puts it on more even footing with the biggest names in contract logistics, right as shippers increasingly want partners who can handle warehousing, transportation, and cross-border freight under one roof. FEDEX SELLS SUPPLY CHAIN TO CMA CGM
26 Inbound Logistics • July 2026
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