Logistics & Supply Chain — Maersk Implements Fuel Surcharge as Ocean Profits Decline; WattEV Places Tesla Semi Order; Georgia Ports to Overhaul Infrastructure.

Logistics & Supply Chain · 2026-05-07

TODAY'S SIGNAL — The logistics industry is navigating a structural squeeze from multiple directions simultaneously. Maersk's Q1 results reveal the core tension: volumes are up but rates are down, and the carrier is passing a $500M monthly fuel bill to shippers in full — a posture that will test shipper tolerance as demand softens. Meanwhile, infrastructure investment is accelerating on both ends…