Bluejay Advisors’ June 2026 newsletter highlights that the transportation and logistics market recovery is being driven by supply-side contraction, capacity leaving through bankruptcies and tighter regulation, rather than demand growth, a trend their leadership discussed in features with both Transport Topics and Supply Chain Brain.
On the M&A side, activity was volatile through Q2, peaking at 35 transactions in April before dropping to 27 in May, with notable deals including RealCold/SCL, an Americold-EQT joint venture, and Tallvine’s acquisition of LindMarine.
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